Bradley Wisecup is a financial advisor with Merrill in Tulsa, OK, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Merrill since 2019 and previously spent four years at Charles Schwab, including one year at Charles Schwab Bank. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Bond III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Primerica since 1983 and has also worked in educational and recreational roles, including teaching tennis in Tulsa, Oklahoma. Outside of finance, he is a self-employed tennis instructor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and employs BNY Mellon Advisors for trading and model implementation.

Stephanie Chappell Morgan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on educating clients about the importance of financial soundness and the various ways to save and plan for the future. Stephanie draws on her personal experience guiding family and friends with retirement planning to inform clients about planning risks and financial strategies. Stephanie grew up in a hard-working, entrepreneurial family in Talala, Oklahoma. She graduated from Oklahoma State University and began her career as a Marketing Executive for the World Racing Group in North Carolina. She later transitioned to financial services with Merrill Lynch, starting as a Market Executive Assistant and advancing to assist in managing several offices in Arizona. Her areas of expertise include college education planning, family wealth management, legacy planning, and retirement income. Stephanie serves on the board of the Steve King Foundation, a non-profit supporting racecar drivers and track personnel affected by injury, illness, or death. She continues to engage with the motorsports industry and enjoys racing, spending time at the lake, and traveling with her husband Brent and their three children. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.

Cynthia Powell is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 credential and 18 years of industry experience. She previously worked at Gradient Securities, VSR Financial Services, and Next Financial Group. Powell is the owner of GEN3 Financial, where she provides Certified Divorce Financial Analysis services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad selection of investment strategies supported by technology tools.

Ryan Mason is a financial advisor with Edward Jones in Tulsa, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including nine years at Edward Jones and nine years at Franklin/Templeton Distributors, Inc. Mason is also a one-quarter owner of L'Anguille River Hunting and Timber LLC, a recreational hunting business in Haynes, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Derrick Green is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Charles Dickson is a financial advisor with Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2018, he worked with LeaderTreks Youth Ministry and Oklahoma State Undergraduate Admissions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations on various planning topics without portfolio management or discretionary trading authority.

Adam Berlien is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that address comprehensive wealth and legacy planning, catering primarily to families with multi-generational wealth. Adam serves as a liaison for his affluent clients, coordinating with accountants, attorneys, and beneficiaries to ensure cohesive financial management. Adam has over 20 years of experience in the financial industry, bringing expertise in investments, banking, and lending. He joined Merrill Lynch Wealth Management in 2014 after graduating from Purdue University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Adam and his wife are active in their community. They support their three school-aged children in athletics and music and are involved in youth sports organizations, including Bixby Youth Baseball, Basketball, and Football.

Brett Vandervort is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior experience includes six years at Edward Jones and roles at Regent Bank, Patriot Bank/Equity Bank, and Rover.com. He is also the owner of VWM Services, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Lawrence is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with corporate executives, business owners, and clients in sports and entertainment. His focus areas include executive compensation, LGBT wealth planning, individual and corporate investment strategy, and the complexities of transitioning business equity and retirement savings into comprehensive financial plans. Tim holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree in business from the University of Arkansas System. Tim joined Merrill in 2018 after more than a decade in the financial services industry, with prior experience at Morgan Stanley Smith Barney and JP Morgan Chase. Outside of his professional work, Tim is involved in community activities such as coaching Little League Baseball and Softball and volunteering with A Woman's Work, an organization supporting women in need. He enjoys baseball, biking, fishing, rock climbing, skiing, and spending time with his family.

Doyle Denny is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Michael Sokol is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and has prior experience with Sokol Land Investments from 2014 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Darin Kight is a financial advisor with LPL Financial based in Tulsa, Oklahoma. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Northeastern State University for 17 years. 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, and institutional platforms.

Jacob Nelson is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Before his career in financial services, he served 11 years with the Topeka Police Department. Outside of advising, he is involved with USA BMX since 2022. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model‑delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, managing potential conflicts through disclosure and oversight.

James Eagleton III is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in supplemental insurance sales with AFLAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools and integrates advisory services with other financial products and referral channels.

Bryce Snyder is a Series 66 licensed financial advisor with Edward Jones in Jenks, Oklahoma, where he has worked since 2019. He has six years of industry experience and previously held positions at XPO Logistics and Life Connection Counseling. Snyder also serves in the U.S. Army Reserve, a role he has held since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Morgenthaler is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent and its predecessor, Trivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves on the board of the Golden Eagles Club, supporting fundraising efforts for the athletic department at Oral Roberts University, and is also ordained to perform wedding ceremonies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a range of topics, with clients able to combine these planning services with managed accounts under a consolidated billing option.

Gina Arnold is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Gero is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is a co-trustee for Vela Wealth Management 401(k) and holds ownership interests in Vela Wealth Management, LLC and 3404MC LLC, both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on discrete planning engagements tailored to client needs.

Carla Bailey is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and previously spent 11 years at LPL Financial. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.