Jason Sims is a financial advisor with Edward Jones in Broken Arrow, OK, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Lushin LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Hannah Lee is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she held roles in various companies including Oklahoma Chiller Corporation and Cyclebar Tulsa. Outside of her advisory work, she is also a cycling coach at League Indoor Cycling, where she conducts indoor cycling classes and engages with the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and investment products, operating under a fiduciary standard with a large nationwide network of advisors and branches.

Timothy Gold is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he has served as an executor of an estate since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

Peter Reardon is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Financial Group since 2020. He also has experience working at The University of Tulsa and Publix, Inc. Reardon serves as a financial analyst at Summit Financial Group, focusing on the retirement planning division. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

John Johnston is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and BOKF, NA for 16 years. He serves on the Finance Advisory Council at Oklahoma Christian University, providing feedback on student investment recommendations. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven advisory process grounded in modern portfolio theory. The firm provides both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Tanya Butler is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory work, Tanya is an independent beauty consultant with Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jeffrey James is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He has also been affiliated with Northeastern State University since 2000. 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 models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lawrence Cornwell Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Mark Hahn is a financial advisor with Cetera holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and its affiliate firms since 2016 and previously spent five years at Voya Financial Advisors. Outside of his advisory work, Hahn owns and operates an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Kent Wolever is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding the CFP® designation and Series 66 license. He has 17 years of industry experience, including nine years at Edward Jones prior to joining Morgan Stanley and its affiliate private bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Cheryl Palmiter Ekaitis is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., Merrill, and Consolidated Fabrication and Constructors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Christopher Riley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on providing personalized wealth management strategies. He has over 15 years of experience in the financial services industry, having started his career as a derivative specialist and market maker on the floor of the American Stock Exchange with Susquehanna International Group. He later worked with healthcare-related investment banks managing institutional relationships involving research, trading, and derivative strategies. Christopher holds a Bachelor's Degree from the University of Pennsylvania and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on building enduring personal relationships by delivering exceptional service and employing a goal-oriented and disciplined wealth management process tailored to adapt to changing economic conditions. He is a lifelong resident of Morristown and actively volunteers with organizations such as Friends of Foster Fields. Outside of work, Christopher enjoys outdoor activities including skiing and golf, and he is involved in charitable activities as well as supporting his alma maters, Delbarton School and the University of Pennsylvania.

Nicholas Cordle is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with additional offerings such as wrap programs and affiliated broker-dealer operations.

Perry Smith is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with LPL Financial since 1999. He also operates a registered business under the name Smith Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with MML Investors Services since 2001 and MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves as president of the ORU Golden Eagle Club, supporting the athletic department and its athletes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop personalized client strategies.

Steve Jelley is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding member of Jelley, Udrisky & Associates. He joined Merrill Lynch in 1990 and specializes in designing and implementing customized wealth management strategies for high net worth families, business owners, and retirees. Steve utilizes a Goals-Based Wealth Management approach to understand client needs and develop strategies aligned with their personal goals. Steve holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®). He is a qualified Portfolio Manager, providing traditional and discretionary advisory services. He earned a bachelor's degree from Oklahoma State University. Steve has received recognition for his work, including being named to the Forbes "Best-in-State Wealth Advisors" list for multiple consecutive years and inclusion on Barron's Top Financial Advisors list. He has served in various volunteer roles with organizations such as the American Heart Association, Jenks Public Schools, Oklahoma State University Foundation, and United Way. Steve also previously served on the Cedar Ridge Country Club Board of Directors.

Richard Wheeler is a financial professional with Cetera, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked with Cetera since 2019 and serves as a board member of Plumbline Ministries. Wheeler is also affiliated with Summit Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, including access to third-party managers and multi-manager platform options.

Kristopher Wright is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Hines Securities, Inc., Richemont, and Apple Inc. He is based in Tulsa, OK. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management delivered by a network of advisors who use proprietary research and model-based allocations tailored to client goals and risk tolerances.

Christopher Cary is a financial advisor at Morgan Stanley with four years at the firm and a total of two years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley, he was self-employed for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jeffrey Schuman is a financial advisor at Raymond James Financial with five years of industry experience. He previously worked at Grant Thornton and was affiliated with Oklahoma State University early in his career. Schuman is a Series 66 license holder and is also employed as an associate at The Advsors, a support company outside of investment-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports consulting and portfolio management through a large advisor network.