Daniel Bickerstaff is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Tulsa, OK since 2020. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Lapis Enterprises of Oklahoma Inc., the legal entity for his Ameriprise team practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports and a wide range of advisory, brokerage, and insurance solutions.

Douglas Vangilder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial and Avb Bank since 2011 and previously served at Legend Advisory, LLC and Investment Centers of America, Inc. He also operates AVB Financial Services, a business associated with his LPL activities. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Murphy is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including financial planning that utilizes structured discovery processes and firm-approved tools to support clients’ planning needs.

Daniel Seely is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Gary Woods is a financial advisor with Osaic Wealth, Inc. based in Tulsa, OK. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Osaic in 2024, he worked for Fortis Investors, Inc. / Woodbury Financial Services, Inc. for 23 years. In addition to his advisory role, he is an insurance agent involved in selling and servicing various insurance policies including fixed life, annuity, disability, dental, vision, flood, property and casualty, and health insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large adviser network and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

John Cary III is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Citigroup Global Markets since 1990 and Morgan Stanley Smith Barney since 2009, with a position at Morgan Stanley Private Bank starting in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Brian Bizjack is a Series 66-licensed financial advisor with LPL Financial, based in Tulsa, OK, and has nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Brian took a one-year hiatus as a stay-at-home parent prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Jeffrey Galvin is a Series 66-licensed financial advisor with Morgan Stanley in Tulsa, OK, and has 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jeffrey Roberts is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at several firms including SRS Solutions, LLC and Tower Engineering Professionals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

James Aldag is a financial advisor with Merrill based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Merrill Lynch Pierce Fenner & Smith Inc since 2003 and with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Kelly Hotovec is a Planning Consultant at Fidelity Investments, where she supports the financial planning process by collaborating with clients pursuing long-term retirement needs and other financial goals. She has been with Fidelity Investments since 2021, initially serving as a Relationship Manager before transitioning to her current role in 2023. Prior to joining Fidelity, Kelly worked as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2021. Kelly holds an Arkansas Insurance License, which complements her expertise in financial planning and client relationship management. Outside of her professional responsibilities, she engages in family activities and enjoys movies, museums, and parenthood.

Brian Mitchell is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His career includes roles at Citigroup Global Markets, Sanders Morris LLC, and Wunderlich Securities before joining LPL Financial in 2017. Outside of advising, he is a business owner of Briford Enterprises. 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 portfolios, third-party asset management, and institutional platforms.

Christopher Mc Keown is a financial advisor with Ameriprise in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a minority owner of Oak Tree Premier Management Services, LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cinamon Demuth is a CFP®-designated financial advisor with Edward Jones, based in Tulsa, OK, and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Lee is a financial advisor at Edward Jones in Tulsa, OK, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career background includes roles at Raymond James Financial and the Swinehart Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Sarah M. Bell is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Kendra Scott. She is also a commissioned notary in the state of Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Craig Loney is a financial advisor with LPL Financial in Tulsa, OK, holding a ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at several firms, including Bancfirst, Phillips Capital Advisors, T. S. Phillips Investments, and PRUCO Securities. There are no notable outside business activities reported. 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, supported by a large network of investment adviser representatives.

Stephanie Van Devander is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017, following prior roles at PNC Bank and PNC Investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Dylan Hammond is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment advisory services to clients. His professional focus includes managing wealth and helping clients achieve their financial goals. Outside of his professional career, Dylan engages in various personal interests including basketball, biking, camping, hiking, rock climbing, running, marathons, scuba diving, swimming, and traveling.

Mark Ingram is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tulsa, Oklahoma. With over 40 years of experience at Merrill Lynch, he provides comprehensive financial advice and guidance to individuals, families, and small businesses. Mark works closely with a team of specialists to assist clients in all aspects of their financial lives and serves as their primary point of contact. He is also a qualified Portfolio Manager, managing personalized or defined investment strategies, including individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches, which may be managed on a discretionary basis through the firm's Investment Advisory Program. Mark holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Certified Plan Fiduciary Advisor® credential. He earned his high school diploma from Bishop Kelley and a bachelor's degree from the University of Tulsa. His expertise encompasses retirement income planning, legacy planning, family wealth management, and several other client-focused financial strategies. Recognized for his professional achievements, Mark has been named to Forbes' Best-in-State Wealth Advisors list and Barron's Top 1200 Advisors multiple times. He is active in the community through his involvement with the Park Church Car Ministry, which repairs cars for widows and individuals who cannot afford vehicle repairs. In his personal time, Mark enjoys basketball, bowling, cooking, fishing, football, golfing, swimming, table tennis, and spending time with his family. He is also a member of the Porsche Club of America.