Cullen Parker is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Arvest Wealth Management, LPL Financial, Ameriprise Financial, and Warburton Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal management team and external managers, with investment strategies spanning equities, fixed income, alternatives, and digital assets, alongside unique offerings such as integrated tax and accounting services and employer financial-wellness tools.

Anthony Henderson is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Level Four Advisory Services, and ProEquities. Henderson is also the owner of MYWEALTHCPA, a wealth management business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax and accounting services along with administrative CFO capabilities.

Matt Cain is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he co-founded the MLCS Group, a boutique-style investment team. The group provides customized financial strategies for high-net-worth clients, including corporate executives, business owners, and affluent families, assisting them through significant transitions such as business sales, IPOs, and retirement. Matt has over 30 years of experience in financial advising, having joined Merrill Lynch in 1994 after three years in commercial banking. His expertise includes wealth management and investment advice for a range of clients, with a focus on generational family wealth, wealth transfer, philanthropy, retirement planning, and estate strategies. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations and earned a Bachelor of Science in Business Administration from Oklahoma State University. Matt is active in community service and currently serves as Chair of the Board of Directors for The Parent Child Center of Tulsa and Chair of the Friends of Scouting Campaign for the Indian Nations Boy Scout Council. He previously served on the Metro Christian Academy Board of Trustees and is a member of the Committee of 100. Outside of work, Matt enjoys hiking, biking, running, and traveling with his wife, Alice, and their son, Caleb.

Evan Rush is a CFP®-designated financial advisor with Edward Jones, based in Jenks, Oklahoma. He has six years of industry experience, including time at the OSU Riata Center for Entrepreneurship and service in the U.S. Army Reserves. His background also includes a period of self-employment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Brittany Armer is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Ameriprise, Woodbury Financial Services, First Mate Financial Advisors, and Waddell & Reed. She is currently based in Tulsa, OK. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jacob Noell is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Violet Compton is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Merrill and other financial services firms. Outside of her advisory work, she has involvement as an owner in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and processes.

Glenda Suchy is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advising, she is involved as a trustee of a trust owning an investment entity. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.

Anthony Allen is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as president of a local homeowners association and is a trustee handling legal matters for a church in Tulsa, Oklahoma. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and supports municipal clients through specialized public-finance and investment banking capabilities.

Lucas Polly is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and beginning his advisory career in 2026. Prior to his current role, he worked for Camglass (Custom Glass Solutions) for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market models to support client financial goals.

Jon Care is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent eight years with QPS Engineering, LLC. Outside of advising, he manages rental property activities in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Stephen O'Sullivan II is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 27 years of experience in the financial services industry. He began his career at Merrill in 1998 after graduating from Oklahoma State University with degrees in Finance and Management. Stephen has continued to advance his professional education, earning the Certified Investment Management Analyst® designation through the Investments & Wealth Institute™ in conjunction with the Wharton School of Business. Stephen's expertise includes advising clients on college education planning, family wealth management strategies, legacy and retirement planning, LGBT wealth planning, personal retirement income, and portfolio management services. His team works closely with professionals in the oil and gas industry to navigate retirement and equity compensation plans, emphasizing tax-efficient strategies such as net unrealized appreciation, tax loss harvesting, and Roth conversions. Residing in Tulsa, Stephen is married with three children. He enjoys gardening, spending time with his family, and traveling. Stephen and his team were named to the 2026 Forbes "Best-in-State Wealth Management Teams" list, reflecting their commitment to client service and professional excellence.

Jordan Kepford is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Salt Earth LLC, Amber Marie and Company, and Prime Medical Spa. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dustin Speth is a Financial Consultant at Fidelity Investments, where he has been working since 2018. He partners with clients and their families to create lifetime financial plans tailored to their unique situations. Dustin views his role as a calling to help others build, protect, and distribute their wealth throughout various life stages. Prior to his current position, Dustin held several roles at Fidelity Investments, including Investments Consultant (2017-2018), Central Relationship Manager (2017), High Net Worth Service (2016-2017), and Director of Retirement Planning (2010-2016). He holds an Arkansas Insurance License. Outside of his professional work, Dustin enjoys outdoor activities such as camping, concerts, fishing, football, hiking, and other outdoor adventures.

Alexander Field is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2015 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael King is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Maschino is a financial advisor with OSAIC based in Tulsa, OK. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been affiliated with OSAIC since 1997 and also works with Investment Designers of Tulsa, Inc. Maschino is licensed as an insurance agent for life, accident, health, and annuity products and provides investment advisory services through Osaic Wealth, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and supports both discretionary and non-discretionary accounts with access to third-party money managers and wrap programs.

Everett Samuels is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Samuels serves on the board of directors for First Oklahoma Bank. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Emmanuel Earls is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Primerica Advisors since 2009 and Primerica Financial Services since 2007. Outside of advisory work, he receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven and separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Jeffrey Shaughnessy is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Heritage Financial, and Minnesota Life Insurance Company. Outside of finance, he owns and operates a personal disc jockey service and a meal prep business, and serves on the board of directors for the Jenks Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning programs.