Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

Michael England is a financial advisor with Cetera based in Oklahoma City, OK, holding a Series 66 credential and eight years of industry experience. His prior experience includes roles at Avantax Advisory Services and Willis & Machnik Financial Services. He is also the owner of England Financial, a financial services entity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies across various program structures.

Preston Cowan is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses and with five years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Chase Bank, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services. Outside of his financial services career, he has experience with Z3 Media and Earlywine Golf Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Michael Fox is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2005, following three years at Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Melinda Brewer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Morgan Stanley and its Private Bank since 2009. Brewer serves as an arbitrator for FINRA and is a member of the Advisory Council for the Oklahoma Commission on the Status of Women. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery tools and modeling techniques, offering a wide range of retail and institutional investment solutions.

Michael Mc Ilvoy is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of experience in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Baumert is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With a career spanning over three decades, he has held a leadership role within Merrill Lynch Wealth Management for the past 17 years. His professional focus includes serving Ultra High Net Worth families, business owners, and institutional clients, particularly in the qualified plan space. Since beginning his financial services career in 1987 and joining Merrill Lynch Wealth Management in 2004, Carter has emphasized a comprehensive approach to wealth management. He addresses clients' financial goals through tailored solutions that consider risk tolerance, time horizons, liquidity needs, and investment costs. His expertise extends to lending solutions, qualified retirement plan strategies, portfolio guidance, and assisting clients with private business sales or capital raising. Carter earned a bachelor's degree in Economics from Oklahoma City University, where he also played collegiate golf. He holds several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to community involvement, he serves on the Meinders School of Business Advisory Board at Oklahoma City University and has participated in organizations such as the Make-A-Wish Foundation, Latino Community Development Agency, and Peaceful Family Solutions. Outside of work, Carter enjoys golfing, music, running, traveling, and spending time with his wife Cara and their three children in Edmond, Oklahoma.

Jeremy Bass is a financial advisor with Raymond James Financial in Edmond, OK, holding a Series 66 credential and over 23 years of industry experience. He has worked with Raymond James and its related entities since 2003 and co-owns Bass Investment Group. Outside of financial advising, he has served as a referee since 2017 and has been a member of the Oklahoma Army National Guard since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique affiliations.

Joseph Vahlberg is a CFP® with 15 years of industry experience, currently affiliated with OSAIC since 2023. He has worked previously at FSC Securities Corporation from 2011 to 2023 and has been involved with Financial Planning Center, Inc. since 2011. Vahlberg is also the CEO of Wealth Management Group, LLC, where he leads the team and serves clients as an investment advisor and registered representative. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as corporations, pension plans, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jay Kiefer is a financial advisor with Equitable Advisors in Edmond, OK. He holds Series 65 and Series 63 licenses and has three years of industry experience, including roles at Jerry Kiefer (Cornerstone Planning Group) and the Oklahoma State Business Student Success Center. He is a minority owner of two local LLCs, JAK, LLC and JK4, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models, emphasizing third-party program sponsors and offering ERISA fiduciary services through credentialed representatives.

Ruth Sarker is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked with firms including Bank of America and Wells Fargo. Outside of her advisory role, she is the sole owner of a rental property in Minnesota. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Nancy Lehman is a financial advisor at Morgan Stanley with 11 years of industry experience. She has previously worked at UBS Financial Services and Merrill Lynch prior to joining Morgan Stanley. Nancy is a minority owner and partner in Oklahoma Physical Therapy Spine Care-Rehab, LLC, a healthcare business based in Oklahoma City. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that extend from personal financial planning to corporate financial agreements.

John Southerland is a financial advisor with Cetera in Oklahoma City, OK, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Cetera since 2010 and at Midfirst Bank since 2010. He receives compensation through a referral program associated with Midfirst Bank. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs and portfolio management options through a large network of independent advisors.

Jessi Nippert is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 16 years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, as well as six years at BOKF, N.A. and BOK Financial Securities, Inc. prior to that. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Srikanth Komarina is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Transamerica Financial Advisors and Wfgia from 2018 to 2025. He is also involved with New Era Life Insurance Company and Data Recognition Corporation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm typically employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

John Giachino is a financial advisor at Morgan Stanley in Oklahoma City, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley, he worked at Clever Real Estate and American Fidelity Assurance Company and was affiliated with the University of Arkansas. Outside of his advisory role, he is involved in property management as the sole proprietor of a rental property business in Edmond, Oklahoma. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services spanning retail, institutional, and specialized investment activities.

Ancel Airington is a financial advisor with Raymond James Financial in Edmond, OK, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Airington Advisors, LLC, Bryant Plaza, LLC, and Raymond James Financial Service, Inc. Since 2007, he has served as a member of the Board of Trustees at the University of Central Oklahoma. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm combines tailored planning and risk profiling with analytical tools and offers non-discretionary advisory programs, supporting its large network of advisors and affiliated firms.

Gary Van Duyne is a financial advisor with Edward Jones in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, all of which have been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, including fiduciary advisory, tax-efficient services, and a large national network of advisors and branch offices.

Dustin Hellams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Ameriprise in 2026, he spent 17 years at Raymond James Financial Services Advisors and worked at Tinker Federal Credit Union for 13 years. Outside of his advisory role, he co-owns a business involved in equine activities including buying, selling, leasing, and breeding horses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes a written recommendation process and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Christopher Neumann is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, he manages family legacy mineral assets through Neumann Brothers Limited Co., an entity established to consolidate and oversee these holdings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved tools.