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 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2012. Outside of her advisory role, she is involved as a board member and vice president of trucking businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pensions, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

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 holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2019, following six years at JPMorgan Chase Bank NA and J.P. Morgan Securities, as well as two years at Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Vallie Carney is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. She has been with Merrill since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Randall Fidler is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He worked at Prudential Equity Group from 1998 to 2002 before joining LPL Financial, where he has been since 2002. Beyond his advisory role, he owns Fidler's Bend Outdoor Adventure LLC and Fidler's Bend RV, LLC, which are non-investment-related businesses. 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 advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

Jessica Powers Helms is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2011 and also has experience at Bank of America, N.A. since 2025. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2003, following a tenure at Axa Advisors. Outside of his advisory role, he is involved in motivational speaking to local groups and organizations. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Dorothy Reimer is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James Financial and All Seasons Wealth. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stephen Brady is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of finance, he is a co-owner of SoccerCity Tulsa and Oklahoma City, an indoor soccer facility. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and comprehensive investment resources as part of its advisory approach.

Donald Lehman is a Wealth Management Advisor and co-senior partner at the MLCS group at Merrill Lynch Wealth Management in Tulsa, Oklahoma. He serves a select group of high-net-worth individuals, families, business owners, and corporate executives. Don brings decades of experience in financial services, having begun his career in 1986 and held various positions providing diverse perspectives on financial markets and wealth management. Over his career, Don has served as a FINRA arbitrator for more than 20 years. His team has been recognized by Forbes as a top 100 High Net Worth Team nationally in 2022 and 2023. Don has been named multiple times to Barron's Top Financial Advisors in America, including to the Top 10 in Oklahoma, and has been recognized in Forbes Best-in-State Wealth Advisors lists from 2018 through 2025. He was also named among The Financial Times' top 400 Financial Advisors in 2015 and 2016. Don holds a bachelor's degree from the University of Oklahoma and an MBA from the Cox School of Business at Southern Methodist University. He has professional designations as a Certified Divorce Financial Analyst and a Personal Investment Advisor. Don has been actively involved in the community, serving on finance committees for organizations including Saint John's Episcopal Church and University of Oklahoma Beta Theta Pi, as well as board membership with the HOW Foundation and the Tulsa SPCA. In 2015, he was appointed by the Governor of Oklahoma to the Professional Responsibility Tribunal for the Oklahoma Bar Association. He enjoys traveling, sports, and spending time with his family, including four children and a granddaughter.

Cassie Bowers is a Series 66-licensed financial advisor with Edward Jones in Tulsa, OK, and has four years of industry experience. She has been with Edward Jones continuously since 2012. Outside of her advisory role, she is listed as a co-owner of KCB Tucking LLC, a trucking and material transport business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Cody Callaway is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Lincoln Financial Distributors. Callaway also serves as co-trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

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.

Lance Martin is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice through a network of advisors using proprietary research and model-based asset allocations.

Steven Henderson II is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Cambridge in 2020, he worked at Cetera Advisors LLC for six years. He serves on the boards of Keith Wheeler Ministries, the Tulsa Executive Association—where he is president—and the Tulsa Ballet and Jenks Basketball Booster Club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple custodial platforms and a combination of proprietary and third-party strategies.

Mark Clegg is a financial advisor with Thrivent Investment Management based in Tulsa, Oklahoma. He holds a Series 66 designation and has 21 years of experience with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Andrew Stemm is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He holds bachelor's degrees in Accounting and Finance from Oklahoma State University. Andrew specializes in assisting individuals and families with long-term financial planning, focusing on family wealth management strategies, legacy planning, personal retirement planning, and tax minimization. His approach emphasizes personalized strategies that align investments with clients' long-term goals while incorporating tax-aware investing techniques such as tax-loss harvesting and Roth conversions. Andrew partners with clients to integrate multiple income and asset sources into diversified retirement portfolios, aiming to proactively manage risk and maintain flexibility as clients' priorities evolve. Outside of his professional work, Andrew enjoys golfing, hiking, reading, running, and spending time with his family.

Christine Gullic is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has previously worked at BOK Financial Securities and Bokf. Outside of her advisory role, she engages in freelance writing and editing work. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.