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.

Alexandra Cornwell is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation. She has been with Edward Jones since 2020, with prior experience at SunTanz from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

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.

Frank Mamola is a financial advisor with LPL Financial based in Sand Springs, OK, holding a Series 66 designation and 13 years of industry experience. His career includes positions at Edward Jones, Merrill, Cetera, and AEG Worldwide. Outside of finance, he is the business owner of Red Brick Pizza Cafe. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory strategies implemented through 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.

Wyatt Weaver is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Power Kleen, the Town of Pendleton - Fall Creek Golf Club, and GO Irrigation. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Charles Redd is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with MML Investors Services, Inc. since 1990. In addition to his advisory role, he is involved as a sales agent in individual and group life and health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Cole Kidwell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Murray Land Services LLC for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Laura Leslie is a financial advisor with Osaic Wealth Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Primerica Advisors and Primerica Financial Services and has a background that includes five years at Life.Church. Leslie also serves as a registered assistant for Financial Builders LLC, supporting office operations and client account activities. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.