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 at Thrivent Investment Management based in Tulsa, OK, holding a Series 66 credential with 20 years of industry experience. He has been 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, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account services with periodic reviews and emphasizes holistic analyses across a broad range of planning topics.

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.

Gavin Faucett is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked for HD Supply for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, model portfolios, and retirement plan consulting.

Ryan Jamaleddine is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients build confidence in their financial future through a personalized and educational planning process. His areas of expertise include investment management, tax-efficient planning strategies, wealth transfer planning, and providing banking and lending solutions through Bank of America. Ryan works with clients to develop comprehensive financial strategies that align with their goals and values. Every client relationship begins with the Merrill Personal Wealth Analysis®, a comprehensive planning tool designed to help organize, manage, grow, and preserve wealth. He emphasizes listening to client priorities, maintaining accessibility, providing informed perspective, educating clients to empower decision-making, and collaborating with clients' other trusted professionals. Ryan holds a Bachelor's Degree from the University of Oklahoma and is a Personal Investment Advisor (PIA).

Myers Brown is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He also serves as a client service representative at Summit Financial Group, where he provides education to plan participants and assists account managers with retirement plans. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to customize investment solutions.

Max Duenner is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His work history includes roles at Morgan Stanley Private Bank, McGraw Realtors, DoorDash, Inc., and Game Think LLC, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of retail and institutional services.

Demond Riouse is a Series 66-licensed financial advisor with Thrivent Investment Management, holding four years of industry experience. Prior to joining Thrivent, he worked at Guide Wealth Partners and Cetera, and before that at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Outside of his advisory role, he serves as an at-large board member for the Brighton Village Homeowners Association in Broken Arrow, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Seth Keith is a financial advisor with LPL Financial in Owasso, Oklahoma. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at First Bank of Owasso and involvement with the Spring Valley Rod and Gun Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Philip West is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he operated Tulsa Runner LLC for 15 years. He serves on the foundation board of John Knox Presbyterian Church, advising on foundation funds and their uses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,700 financial advisors.

Dale Alimena Sr. is a financial advisor with Edward Jones in Owasso, OK, holding a Series 66 designation and 11 years of industry experience. He 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 strategies through a nationwide network of more than 23,700 financial advisors.

William Cutsinger Jr. is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Japhet Martinez is a financial advisor at Merrill in Tulsa, OK, holding a Series 66 designation with less than one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the restaurant industry, including roles at Ichiban Steakhouse and Sushi Bar and Tokyo Garden. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brett James is a CFP®-designated financial advisor with Edward Jones, based in Broken Arrow, Oklahoma, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of BMKC Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated trust and securities-based lending services.

Michael Casselman is a financial advisor at Edward Jones in Sapulpa, Oklahoma, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he spent twelve years at Oklahoma State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of investment advisory programs and strategies supported by a large network of advisors and branch offices.

Matthew Mc Guire is a financial advisor at Edward Jones with 14 years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Bokf, Na and BOK Financial Securities, Inc. from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Stacey Richards is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked with LPL Financial since 2017, including prior roles at Financial Planning Resources and MetLife Investors Distribution Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Priest is a financial advisor at J.P. Morgan Securities in Tulsa, OK, holding Series 63 and Series 65 credentials with five years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley Smith Barney, and The Bank of Pawhuska. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Lilly Velotta is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. Outside of her advisory role, she is the sole member of several LLCs that manage rental properties, including an Airbnb property at a lake. 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. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.