Jeff McDonald is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he co-founded Lister McDonald Wealth Management in Oklahoma City. His professional focus includes tax minimization strategies, income planning, business succession strategies, and providing access to credit and lending solutions through Bank of America, N.A. Jeff serves a diverse clientele consisting primarily of physicians, dentists, engineers, corporate executives, and business owners, many of whom have sold or are in the process of selling their enterprises. Jeff's approach to wealth management involves identifying clients' life priorities through personalized questions and collaboration with internal specialists as well as clients' CPAs and attorneys. He emphasizes preparing his clients for both anticipated and unanticipated life events, ensuring comprehensive financial planning that encompasses retirement, Social Security, wealth transfer, and elder care. His commitment is reflected in his flexible scheduling and dedicated service to his multi-generational clientele. Jeff holds several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Oklahoma City University. Outside of his professional role, Jeff is involved with organizations such as the American Lung Association, Central Oklahoma Habitat for Humanity, Juvenile Diabetes Research Foundation, Oklahoma Lawyers for Children, and The Institute for Economic Empowerment of Women. He resides in the Oakdale area of Oklahoma City with his wife and two children, enjoying activities such as family time, cookouts, skiing, and traveling.

Laurie Meese is a Series 66-licensed financial advisor with Edward Jones in Norman, Oklahoma, with 11 years of industry experience. She has been with Edward Jones since 2014. 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 nationwide network of financial advisors and branch offices.

James Lathrop is a financial advisor at Stifel in Oklahoma City, holding a Series 66 designation with 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he spent a combined 14 years. Outside of his advisory work, he owns a ranch in Oklahoma that he leases for cattle management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for financial planning.

Jordan Henricks is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Douglas Garone is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Drawbridge Capital, LPL Financial, MassMutual, and Edward Jones. Outside of his advisory role, he owns and operates an e-commerce business called Bricklahoma. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Alvin Ly is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bison Capital Advisors, LLC, where he has worked since 2020. Prior to this, he was employed at Baker Asset Management LLC and The Baker Group. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients with discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm uses fundamental analysis and strategic asset allocation for individualized advice and leverages institutional platforms for custody and execution.

Robert Owens is a CFA® charterholder with 27 years of industry experience. He has worked at Bison Capital Advisors, LLC since 2020 and previously spent 15 years at Baker Asset Management LLC. Owens holds Series 63 and Series 65 licenses. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing Fidelity’s institutional platform and a third-party system for managing defined-contribution participant accounts.