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 holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has previously worked at Bancfirst, Phillips Capital Advisors, T. S. Phillips Investments, and PRUCO Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

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. He works closely with clients to develop personalized financial strategies that align with their unique goals and life priorities. Dylan emphasizes a collaborative approach, focusing on understanding clients' immediate and long-term objectives to design, implement, and monitor customized wealth management plans. He holds a Personal Investment Advisor (PIA) designation and possesses an educational background that includes a Bachelor's Degree and a Master of Business Administration (MBA) from the Oklahoma State University System. Dylan's professional mission centers on providing tailored financial advice to help clients pursue their long-term goals. Outside of his professional role, Dylan has interests in various outdoor and athletic activities such as basketball, biking, camping, hiking, rock climbing, running, running marathons, scuba diving, swimming, and traveling.

Mark Ingram is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Tulsa, Oklahoma. He has been with the firm for over 40 years and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his role, Mark provides financial advice and guidance based on established investment and planning principles, focusing on building enduring relationships with individuals, families, and small businesses. He assists clients in various financial areas, including retirement planning, college education planning, family wealth management, legacy planning, and special needs planning strategies. Mark is also a qualified Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis. His expertise and client service have been recognized with multiple honors, including placement on the Forbes Best-in-State Wealth Advisors list and Barron's Top 1200 Advisors for several consecutive years. Mark holds a bachelor's degree from the University of Tulsa and a high school diploma from Bishop Kelley. Outside of his professional work, he is involved with the Porsche Club of America and contributes to the Park Church Car Ministry, where he helps repair cars for widows and individuals who cannot afford repairs. His personal interests include basketball, bowling, cooking, fishing, football, golfing, swimming, table tennis, and spending time with his family.

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.

Jerold Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Ross owns and maintains a chapel used for weddings and funerals and is involved in property development near a lake. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports advisory programs through a large network of advisors.

Kyle Canida is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society from 2020 to 2022. Before entering the financial sector, he served at the Oklahoma Bureau of Narcotics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds through a nationwide network of over 23,700 financial advisors.

John Anglin is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Richard Benson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at various firms including First Allied Advisory Services and has been involved with Benson Financial Services, Inc. since 1998. Outside of his advisory work, he is a part-owner of Mc Heritage, LLC, a farmland rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and authorities.

Keilee Martin is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She previously operated a photography business, Kei 2 Photography, in Broken Arrow, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.