Stephanie Regan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of her advisory role, she owns SDS Resources/Phat Phillys, a restaurant based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Amber Collier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been part of the financial services industry since 2013 and works as a member of a multigenerational advisory team at CPL Wealth Management & Associates. Her primary focus includes portfolio planning and providing wealth management strategies tailored for individuals, families, and business owners. Amber holds a B.S.B.A. degree in Finance and an M.B.A. from the University of Tulsa. She is a CERTIFIED FINANCIAL PLANNER® professional and also holds designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach involves listening carefully to each client's situation, priorities, and goals to develop strategies that align with their comfort level, time horizon, and vision. A Tulsa native, Amber remains actively involved in her community, including participation with the Junior League of Tulsa, Inc. Outside of work, she enjoys spending time with family and friends.

Carolyn Porras is a Certified Financial Planner (CFP®) with 20 years of industry experience. She currently works at Charles Schwab in Tulsa, OK, where she has been since 2020. Before joining Schwab, she held positions at Bank of America, Merrill, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andrea Smith is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Little is a financial advisor at Edward Jones in Broken Arrow, OK, holding a Series 66 designation with 10 years of industry experience. Prior to joining Edward Jones in 2018, he held roles at several firms including Legacy Advance Solutions LLC and Private Client Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Fitzgerald is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in Fitzgerald Holdings LLC, a private investment firm based in Tulsa, Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Steven Udrisky is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member since 2005. He is a founding member of the team Jelley, Udrisky & Associates. Steven provides advice and guidance to individuals, families, and organizations focusing on retirement planning, education funding, wealth transfer, and wealth preservation strategies. He emphasizes a long-term outlook and uses Merrill's wealth planning tools to assist clients in managing investment risk and developing cash flow strategies. Additionally, he coordinates all aspects of relationships with retirement plan clients, including plan operations, conversion, reporting, liaison to Investment Committees, recordkeeping, administration, and participant communication and education. Steven holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (C(k)P®), and others. He earned an MBA in Marketing from Oklahoma State University and holds a Bachelor's degree from Southeastern University. Steven and his team have been named to Forbes' "Best-in-State Wealth Management Teams" in 2023 and 2024. Outside of his professional work, Steven volunteers with organizations such as Special Olympics, the Route 66 Marathon, youth soccer, and the MS Society. He resides in Broken Arrow with his wife, Jolene, and their two children.

Christopher Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midwestern Manufacturing, where he advises on company operations. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Nathaniel Smoot is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Tristan Dotts, Kyle McCann, and Waddell & Reed, Inc. Outside of advising, he was involved with Smoot Carpets from 2018 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by extensive research and technology.

Mark Buffington is a financial advisor at Edward Jones with 27 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. He is a passive member of TLB Insurance, a Medicare business in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies, affiliated mutual funds, and additional services such as trust and securities-based lending.

John Simpson is a financial advisor with Morgan Stanley based in Tulsa, OK, holding Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide 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.

Donald Farabough is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients including individuals, institutional pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Payton Allen is a Planning Consultant at Fidelity Investments, a role held since 2023. Prior to this, Payton worked as a Financial Representative at Regions Bank from 2019 to 2021. Throughout these positions, Payton has focused on providing financial planning services with an emphasis on understanding client needs and creating personalized strategies. Payton's approach to financial planning emphasizes empathy, transparency, and building relationships based on trust and mutual respect. This philosophy guides interactions with clients to ensure their unique goals and aspirations are addressed effectively. Outside of work, Payton enjoys activities such as baseball, camping, fishing, fitness, hiking, and outdoor adventures.

Christopher L Derr is a financial advisor with UBS Financial Services in Tulsa, OK. He holds Series 63 and Series 65 designations and has 42 years of industry experience, all with UBS since 1984. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Steven Younger is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Morgan Stanley Private Bank and United Parcel Service. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive investment approach without offering individual security recommendations as part of standalone planning.

Robert Duenner III is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner and secretary in steel manufacturing businesses and involved in several investment-related partnerships. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured planning tools and a comprehensive investment approach.

Kirby Croisant is a CFP® professional with 33 years of industry experience, currently serving at Cetera since 2025. Prior to joining Cetera, he held positions at Avantax Investment Services, Llc and Avantax Advisory Services from 1992 to 2025. He is also a CPA and provides tax preparation and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through discretionary and non-discretionary programs, utilizing multiple custodial relationships and access to third-party money managers.

Tamaya Veldstra is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation. She has one year of industry experience and previously worked at various financial institutions and credit unions. 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 planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Cole Luckett is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he held positions at ONE Gas, Inc. and several mortgage companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephanie Ede is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning and employs various modeling tools, managing approximately $2.74 trillion in client assets.