William Jezek is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America for three years and was employed at Polo Grill for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Judson Johnson is a financial advisor at Edward Jones in Tulsa, OK, holding the ChFC® and Series 66 designations with nine years of industry experience. He previously worked at Midstates Petroleum from 2014 to 2017 before joining Edward Jones in 2017. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Steven Aston is a Series 66 credentialed financial advisor with Edward Jones in Tulsa, OK. He has one year of industry experience and previously worked at Citizen Energy III, LLC and Jenkins and Kemper CPAs LLC. Outside of his financial career, he has been involved with Tulsa Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Matthew Stoulil is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Franklin Templeton for 15 years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of funds.

Austin Eastwood is a financial professional at Cetera with three years of industry experience. His background includes roles at Cetera Wealth Services, Securian Advisors of MidAmerica, and military service in the U.S. Army. He is also involved as a fixed insurance agent and operates a financial services business under the name Guide Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management and financial planning services.

Greg Gangas is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney since 2009. He is a co-writer of a self-published family cookbook titled *Sharing Family Traditions*. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Aidan Shaffer is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he has held positions at Integrated Payment Services, Love's Travel Stops, and Goddard Health Center. He is involved with Integrated Payment Services in a sales and marketing capacity outside of his advisory role. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools alongside broader firm resources.

Andrew Barnes is a financial advisor with Cetera, holding a Series 66 credential and bringing 11 years of industry experience. He has worked with firms including Avantax and Wymer Brownlee, where he remains involved as a shareholder and wealth advisor. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a network of independent advisors. The firm employs a multi-manager platform that supports diverse investment strategies and program structures.

Gordon Polly is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee responsible for disbursing trust assets to beneficiaries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Daniel Burns is a financial advisor with Stifel in Tulsa, OK, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Williams is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill. Outside of his advisory role, he is a financial partner and managing member of KPW Vending LLC, a holding company with plans to invest in the HVAC industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Olmedo is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Olmedo serves as a board member of True Grit Land and Ranch, LLC, an agriculture and construction enterprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services supported by structured processes and firm-approved tools.

William Lipps is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Oklahoma State University. Outside of finance, he has been involved with Miso Asian Bistro and Wings of Hope Family Crisis Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and an integrated operational structure.

Stephen Brown is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for nine years before joining Cetera and affiliated firms in 2023. Outside of financial services, he teaches handcrafted woodworking to his son and grandsons. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Ava Olmedo is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 credential with two years of industry experience. She has been with Morgan Stanley in various roles since 2020, including her current position at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers a range of investment and financial products through its extensive national platform.

Wayne Choisnet is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. His outside activities include personal interests in oil and gas. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Terry Krueger is a financial advisor with Charles Schwab in Tulsa, OK, holding CFP®, Series 63, and Series 66 credentials and possessing 16 years of industry experience. His career includes ten years at TD Ameritrade before joining Charles Schwab and Charles Schwab Bank in 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Patrick Donica is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and brings 42 years of industry experience. His career includes long tenures with Securian Financial Services and Minnesota Life Insurance Company, and he is currently co-owner and vice president of Guide Wealth Partners. Outside of advisory roles, he owns P. Donica Inc and has worked as an independent contractor and insurance agent in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers and investment strategies.

Harrison Brady is a financial advisor with Morgan Stanley in Tulsa, Oklahoma. He holds a Series 66 designation and has five years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as legal work with the University of Oklahoma Law School and OATH Law. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Lee Dewey is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Born Again Restored and Dewey Land Resources, LLC, and spent seven years at Unit Corporation. Outside of finance, he is involved in handyman work in Tulsa, OK. 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, supported by a broad network of investment adviser representatives.