Joe Cleary IV is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley, he worked at several firms including Mariner Wealth Advisors and Texas Capital Bank. He serves as a board member of the Child Advocacy Network, a nonprofit focused on children and youth in the Tulsa community. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by proprietary tools and utilizes research such as Monte Carlo simulations and Secular Return Estimates in its planning process.

Daniel Witham is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he owns Lawman Shave Products and has recently authored an investment-related book. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and consulting services through its nationwide network of investment adviser representatives.

James Eagleton is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he serves on the finance committee of the First Presbyterian Church of Tulsa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

John Brophy is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked within Wells Fargo’s various advisory and clearing divisions since 2009. Brophy has a partial ownership interest in Vela Wealth Management, LLC, an investment-related business in Tulsa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with multiple financial product offerings through a large network of advisors.

William Jezek is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America for three years and was employed at Polo Grill for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Patrick Randall II is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at MetLife Securities Inc. from 2007 to 2017. In addition to his advisory role, he serves as a consultant providing financial research and due diligence on structured settlements to attorneys, clients, and financial advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-focused planning engagements.

Daniel O'meilia is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Michael Benditz is a CFP®-certified financial advisor with Edward Jones, where he has worked for 11 years. He volunteers as a group leader at The Church at Battle Creek in Broken Arrow, Oklahoma, where he facilitates Financial Peace University classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.

Robert Bentley is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He spent six years at Arvest Wealth Management before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, supported by research and diverse investment strategies.

Blake Sneed is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at several firms including Northwestern Mutual Investment Services LLC and Summit Financial Group. Prior to his career in finance, Blake was involved in operations at Extract Production Services and held a role at Langston University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Emily Graham is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1995. She holds the title of Vice President and Senior Financial Advisor, working within a team structure since 2005. In her role, Emily focuses on assisting clients through various life transitions by providing portfolio management, retirement planning, estate planning, trust services, lending solutions, and banking services through Bank of America, N.A. Emily's areas of expertise include college education planning, divorce transition planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. She holds a Bachelor's Degree from Midwestern State University and has earned the Personal Investment Advisor (PIA) designation. Beyond her professional responsibilities, Emily participates in community organizations such as the American Cancer Society, Bailey Educational Foundation, Junior League, and YMCA of Greater Tulsa. She is also involved with the YMCA and enjoys running, playing soccer, spending time with her family, and watching movies.

Judson Johnson is a financial advisor at Edward Jones in Tulsa, OK, holding the ChFC® and Series 66 designations with nine years of industry experience. He previously worked at Midstates Petroleum from 2014 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Curtis Miller is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Primerica Advisors since 2018 and previously taught at Jenks High School for five years. In addition to his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a range of model-based investment strategies supported by external asset managers, BNY Mellon Advisors, and Pershing for trade execution and custody. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

Steven Aston is a Series 66 credentialed financial advisor with Edward Jones in Tulsa, OK. He has one year of industry experience and previously worked at Citizen Energy III, LLC and Jenkins and Kemper CPAs LLC. Outside of his financial career, he has been involved with Tulsa Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Matthew Stoulil is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Franklin Templeton for 15 years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of funds.

Stephen Dunaway is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1998 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) certification. Stephen earned a Bachelor's Degree in Finance from the Oklahoma State University System and completed the Accredited Certificate Program from the College for Financial Planning. Stephen focuses on assisting clients with investment strategies, tax minimization, retirement planning, insurance, and estate planning services. His client areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, and both individual and corporate investment strategies. Outside of his professional role, Stephen values spending time with his wife and two children. His personal interests include cooking, fishing, football, gardening, golfing, traveling, and volunteering with community organizations.

John Bizjack is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tamra Moore is a financial advisor at Edward Jones with 19 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2006. 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 nationwide network of more than 23,000 advisors.

Greg Gangas is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney since 2009. He is a co-writer of a self-published family cookbook titled *Sharing Family Traditions*. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Aidan Shaffer is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he has held positions at Integrated Payment Services, Love's Travel Stops, and Goddard Health Center. He is involved with Integrated Payment Services in a sales and marketing capacity outside of his advisory role. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools alongside broader firm resources.