Gavin Faucett is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked for HD Supply for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Jamaleddine is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients build confidence in their financial future through a personalized and educational planning process. His areas of expertise include investment management, tax-efficient planning strategies, wealth transfer planning, and providing banking and lending solutions through Bank of America. Ryan works with clients to develop comprehensive financial strategies that align with their goals and values. Every client relationship begins with the Merrill Personal Wealth Analysis®, a comprehensive planning tool designed to help organize, manage, grow, and preserve wealth. He emphasizes listening to client priorities, maintaining accessibility, providing informed perspective, educating clients to empower decision-making, and collaborating with clients' other trusted professionals. Ryan holds a Bachelor's Degree from the University of Oklahoma and is a Personal Investment Advisor (PIA).

Max Duenner is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, McGraw Realtors, and Doordash, Inc., among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning processes and a wide range of investment services.

Demond Riouse is a Series 66-licensed financial advisor with Thrivent Investment Management, holding four years of industry experience. Prior to joining Thrivent, he worked at Guide Wealth Partners and Cetera, and before that at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Outside of his advisory role, he serves as an at-large board member for the Brighton Village Homeowners Association in Broken Arrow, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Philip West is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he operated Tulsa Runner LLC for 15 years. He serves on the foundation board of John Knox Presbyterian Church, advising on foundation funds and their uses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,700 financial advisors.

William Cutsinger Jr. is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Japhet Martinez is a financial advisor at Merrill in Tulsa, OK, holding a Series 66 designation with less than one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the restaurant industry, including roles at Ichiban Steakhouse and Sushi Bar and Tokyo Garden. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brett James is a CFP®-designated financial advisor with Edward Jones, based in Broken Arrow, Oklahoma, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of BMKC Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated trust and securities-based lending services.

Michael Casselman is a financial advisor at Edward Jones in Sapulpa, Oklahoma, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he spent twelve years at Oklahoma State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and strategies supported by a large network of advisors and branch offices.

Matthew Mc Guire is a financial advisor at Edward Jones with 14 years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Bokf, Na and BOK Financial Securities, Inc. from 2014 to 2017. 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 and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Stacey Richards is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked with LPL Financial since 2017, including prior roles at Financial Planning Resources and MetLife Investors Distribution Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Priest is a financial advisor at J.P. Morgan Securities in Tulsa, OK, holding Series 63 and Series 65 credentials with five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley Smith Barney, and The Bank of Pawhuska. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Todd Lance is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and the International Bank of Commerce. Outside of finance, he operated a private piano studio for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Jessica Corpening is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she operates a sole proprietorship focused on crafts, sewing, tailoring, and selling handmade hair clips online. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen August is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 2017 and has been associated with National Planning Corporation since 2015. Outside of advisory work, he is involved in monitoring administration for Epic Charter Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

William Minter is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors and related entities since 2011. Outside of his advisory role, he co-owns a charter boat through Transmarinus Partners, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels, serving clients who meet a net-worth threshold.

Shari Campbell is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and 9 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages Bank of America’s platform to provide a wide range of investment products and services.

Daniel Galante is a financial advisor at Edward Jones in Tulsa, OK with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Veryable Inc, Connected DMV, Street Shares, and served in the United States Congress. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Cummings is a financial advisor with Merrill in Tulsa, Oklahoma, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Merrill since 2012. Jennifer is co-owner of The Riders Rack, a mobile tack business started to support her daughter's part-time work at horse shows. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth clients, and institutional investors.

J Johnson III is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves on the board of directors for Southern Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.