Josephine Concannon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving affluent individuals and families. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and focuses on creating customized strategies to protect, preserve, and grow multi-generational wealth. Prior to becoming a financial advisor, Josephine spent six years in corporate consulting in Chicago, developing strategic thinking and problem-solving skills. She holds dual bachelor's degrees in International Business and Human Resource Management from the University of Oklahoma. She is actively engaged in the Tulsa community and is a member of Leadership Tulsa's 73rd class. Josephine was born and raised in Tulsa. She and her husband, Mike, recently welcomed their daughter, Dottie. Outside of work, she enjoys cooking, pickleball, reading, spending time with family, tennis, traveling, and yoga.

Jordan Walters is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022. Prior to that, he held multiple roles at Arvest Wealth Management and Arvest Bank between 2016 and 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Pollard is a CFP® designated financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 license. Outside of her advisory role, she owns and operates two small businesses selling postage stamps and crafts online, as well as creating jewelry for sale on Etsy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

William Gordon is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of approximately 23,701 financial advisors.

Carter Cowan is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Cowan also works as an independent insurance agent offering life and long-term care insurance and is involved with a charitable LLC focused on supporting nonprofit initiatives. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies across multiple platforms and includes both proprietary and third-party model solutions.

Jeffrey Roblyer is a financial advisor with Wells Fargo Clearing in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns inherited mineral rights in Tulsa and maintains an inactive law license with the Oklahoma Bar Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored plan-level investment management.

Kyle Seeman is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Capital One Investing, 10Elms, LLP, Sageview Advisory Group, and United Income, Inc. He is based in Broken Arrow, Oklahoma. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Tristan Dotts is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers associated with W&R Insurance Agencies, and Edward Jones. 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 a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and custom strategies.

Kara Younce is a financial advisor with Osaic Wealth, Inc. based in Tulsa, Oklahoma. She holds a Series 66 designation and has 19 years of industry experience, including roles at Investment Designers of Tulsa, Inc. since 2009 and Royal Alliance Associates, Inc. since 2008. Younce serves as a board member of the Scissortail Ridge Association, a neighborhood homeowners association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a range of investment types.

Alan Ford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he recently marked his 50-year tenure. Since beginning his career in 1973, Alan has provided financial guidance to multiple generations of families, helping them navigate various life stages and market cycles. He leads his team’s efforts in developing and overseeing fixed income portfolios and has expertise in portfolio hedging and corporate cash management. Alan holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Missouri Southern State University and a Master's degree in Business from Pittsburg State University. He previously served as President of both the Tulsa Financial Planning Association and the University of Tulsa Friends of Finance. Outside of his professional work, Alan values spending time with his children and grandchildren, and he enjoys activities such as boating, running, and skiing.

Jeffrey Mayes is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Life Insurance Company and Orvis & Wadkins Financial Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Penny Patton is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, she spent 11 years at All Saints Catholic School. Outside of her advisory role, she volunteers as a track meet timer at junior high and high school events in Shawnee, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Joshua Morris is a financial advisor with Edward Jones in Tulsa, OK, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Benjamin Culver is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2001 and has worked with a diverse client base including professionals, entrepreneurs, and executives. His focus areas include education planning, liquidity management, and retirement income. Benjamin provides expertise in wealth transfer, philanthropy, and estate planning. He often assists retirees in designing personalized retirement plans. His knowledge of concentrated equity positions helps corporate executives identify strategic financial options, and he also manages proprietary portfolios for the MLCS Group. He holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with a Bachelor's Degree in Business Management from Oklahoma State University. In addition to his professional duties, Benjamin is involved with the Boy Scouts of America and the Sigma Chi Fraternity. He enjoys camping, golfing, and reading in his personal time.

Myles Eklund is a financial advisor at Wells Fargo Advisors in Tulsa, Oklahoma, holding a Series 66 designation with eight years of industry experience. He previously worked at Wells Fargo Clearing and ConocoPhillips. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations.

Kade Williams is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at Foote Ranch for two years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Holmes is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Raymond James Financial Services and Vernon Wealth Management. Outside of advising, he owns and operates C & D Small Engine, a small business he has managed since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, retirement plan participants, and institutions. The firm offers a range of services such as financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Garryl Keel is a financial advisor at Edward Jones in Tulsa, Oklahoma, holding Series 63 and Series 65 designations with 30 years of industry experience. His prior work includes roles at LPL Financial, Central Bank of Oklahoma, INVEST Financial Corp, and The Oak Ridge Financial Services Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm’s investment approach includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Leland Nissley is a financial advisor at Edward Jones in Tulsa, OK, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive nationwide advisor and branch network and its affiliated capabilities beyond advisory services.

Emily Waggoner is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has worked at both Merrill and Bank of America, N.A. for over a decade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.