Lee Wadkins III is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Principal Securities Inc. and Principal Life Insurance Company for 15 years, as well as at Orvis & Wadkins Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management across various model portfolios and strategies.

Terri Havenstrite is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at BOK Financial Securities and First Allied Securities. She is also a certified Oklahoma Notary Public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Cory Jobe is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services and Questar Asset Management. Jobe is also the owner of two financial services firms, CORE Wealth Management and CORE Wealth Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Jeana Keeter is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services supported by structured planning tools and models, managing approximately $2.74 trillion in client assets.

David Guier is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm employs proprietary research and tools to develop tailored client recommendations, with implementation options through brokerage or advisory programs.

Kevin Graefe is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, wrap fee strategies, and affiliated investment options, supported by a large network of advisors and branch offices nationwide.

Monica Freeny is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding a Series 66 designation and 17 years of industry experience. She has been with Cambridge Investment Research Advisors since 2012. Outside of her advisory role, she is involved as a vice president and partner in a trucking business. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of discretionary and non-discretionary investment strategies tailored to client objectives.

Jennifer Standley is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Based in Tulsa, OK, she specializes in serving a wide range of clients within the firm’s institutional framework. Stifel serves individuals, institutional clients, charitable organizations, and municipal entities by providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance without automatic implementation or ongoing monitoring.

Nicholas Pavlis is a financial advisor at Morgan Stanley with 15 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. and J.P. Morgan Securities, including roles at JPMorgan Chase bank NA. He holds Series 65 and Series 66 credentials. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning tools supported by its Global Investment Committee.

Vallie Carney is a financial advisor with Merrill in Tulsa, OK, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. She has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering 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. The firm integrates access to broader Bank of America products and services within its investment platform.

Randall Fidler is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he owns and manages several outdoor adventure and recreation businesses in Kansas, Oklahoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Jessica Powers Helms is a financial advisor at Merrill with 15 years at the firm and a Series 66 designation. She previously worked at Bank of America, N.A., where she has been employed for one year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering 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. The firm is integrated into Bank of America’s broader corporate platform, giving clients access to various financial products and services.

Ashton Gunter is a Senior Financial Advisor based in Tulsa, Oklahoma, associated with Merrill Lynch Wealth Management and a member of CPL Wealth Management & Associates. She specializes in working with wealthy families to address their complex financial needs, focusing on family wealth management strategies, legacy planning, personal retirement planning, and values-based, socially responsible, and ESG investing. Ashton also dedicates efforts to supporting women in wealth management. She began her career at Merrill Lynch Wealth Management in 2015 after earning a Bachelor of Science degree in Finance from Oklahoma State University. Ashton holds the Professional Investment Advisor (PIA) designation, reflecting her commitment to professional development. Outside of her advisory role, Ashton served as president of Merrill's Tulsa Women's Exchange Chapter for six years and contributes to communities through involvement with organizations such as Junior Achievement and Special Olympics. She enjoys golfing, music, reading, and spending time with her family.

Howard Hermes Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors LLC. Outside of his advisory duties, he engages in motivational speaking to local groups and organizations. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Dorothy Reimer is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with five years of industry experience. She has worked previously at Raymond James Financial and All Seasons Wealth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its services.

Stephen Brady is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a co-owner of SoccerCity Tulsa and Oklahoma City, an indoor soccer facility. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various direct and employer-based financial planning arrangements.

Donald Lehman is a Wealth Management Advisor and co-senior partner in the 13-person MLCS group at Merrill Lynch Wealth Management in Tulsa, Oklahoma. He began his financial services career in 1986 and has held a variety of positions that have provided him with diverse perspectives on financial markets and wealth management. His experience includes serving as an NASD/FINRA arbitrator for more than 20 years. Don and his team assist high-net-worth individuals and families, business owners, and corporate executives with corporate executive services, family wealth management strategies, individual and corporate investment strategy, and retirement income. His group has been recognized as a top 100 High Net Worth Team by Forbes in 2022 and 2023. Don has been named to Barron's Top 1,200 Financial Advisors annually from 2011 through 2020, and again in 2023 through 2025, as well as to the Top 10 in Oklahoma. He was also named to Forbes' Best-in-State Wealth Advisors list for Oklahoma from 2018 to 2025 and was recognized by The Financial Times as one of the top 400 Financial Advisors in America in 2015 and 2016. Donald earned a bachelor's degree from the University of Oklahoma and a Masters of Business Administration from the Cox School of Business at Southern Methodist University. He holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). His community involvement includes past service as treasurer of the Tulsa SPCA, membership on finance committees for Southern Hills Country Club, Saint John’s Episcopal Church, Monte Cassino School, the HOW Foundation, and the Beta Theta Pi Housing Corporation at the University of Oklahoma. In 2015, he was appointed by Governor Fallin to the Professional Responsibility Tribunal for the Oklahoma Bar Association, which oversees disciplinary proceedings for lawyers in the state. Don enjoys football, golfing, reading, and spending time with his family.

Cassie Bowers is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of KCB Tucking LLC, a trucking and material transport business based in Kiefer, OK. 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 over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs with both discretionary and non-discretionary strategies.

Cody Callaway is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2020 before joining LPL Financial in 2020. Callaway also serves as a co-trustee for the Callaway Family Revocable Trust. 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 advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Richard Silman is a financial advisor with Edward Jones in Tulsa, OK, holding CFP®, Series 65, and Series 66 designations and five years of industry experience. His prior roles include positions at Roan Resources and SandRidge Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory services.