Jessica Corpening is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she operates a sole proprietorship focused on crafts, sewing, tailoring, and selling handmade hair clips online. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen August is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at National Planning Corporation, Mass Mutual Investors Services, J.P. Morgan Securities, Cornerstone Financial Services, Vineyard Asset Management, OSAIC, and Merrill. He is involved in education through a non-investment role with Epic Charter Schools, where he participates in monitoring administration. 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 and brokerage services, utilizing both proprietary research and third-party strategies, with over $819 billion in discretionary assets and more than 22,800 advisors nationwide.

Shari Campbell is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Cummings is a financial advisor with Merrill in Tulsa, Oklahoma, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is co-owner of The Riders Rack, a mobile tack business supporting her daughter’s equestrian activities. 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.

J Johnson III is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves on the board of directors for Southern Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Stephanie Regan is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2016. Outside of her advisory role, she owns SDS Resources/Phat Phillys, a restaurant based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Amber Collier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been part of the financial services industry since 2013 and works as a member of a multigenerational advisory team at CPL Wealth Management & Associates. Her primary focus includes portfolio planning and providing wealth management strategies tailored for individuals, families, and business owners. Amber holds a B.S.B.A. degree in Finance and an M.B.A. from the University of Tulsa. She is a CERTIFIED FINANCIAL PLANNER® professional and also holds designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach involves listening carefully to each client's situation, priorities, and goals to develop strategies that align with their comfort level, time horizon, and vision. A Tulsa native, Amber remains actively involved in her community, including participation with the Junior League of Tulsa, Inc. Outside of work, she enjoys spending time with family and friends.

Carolyn Porras is a Certified Financial Planner (CFP®) with 20 years of industry experience. She currently works at Charles Schwab in Tulsa, OK, where she has been since 2020. Before joining Schwab, she held positions at Bank of America, Merrill, and Wells Fargo Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andrea Smith is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Little is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2018, he was associated with several firms, including Legacy Advance Solutions LLC and Private Client Services, LLC, among others. 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 affiliated financial products supported by a large nationwide network of advisors and branch offices.

Patrick Fitzgerald is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in Fitzgerald Holdings LLC, a private investment firm based in Tulsa, Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Steven Udrisky is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member since 2005. He is a founding member of the team Jelley, Udrisky & Associates. Steven provides advice and guidance to individuals, families, and organizations focusing on retirement planning, education funding, wealth transfer, and wealth preservation strategies. He emphasizes a long-term outlook and uses Merrill's wealth planning tools to assist clients in managing investment risk and developing cash flow strategies. Additionally, he coordinates all aspects of relationships with retirement plan clients, including plan operations, conversion, reporting, liaison to Investment Committees, recordkeeping, administration, and participant communication and education. Steven holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (C(k)P®), and others. He earned an MBA in Marketing from Oklahoma State University and holds a Bachelor's degree from Southeastern University. Steven and his team have been named to Forbes' "Best-in-State Wealth Management Teams" in 2023 and 2024. Outside of his professional work, Steven volunteers with organizations such as Special Olympics, the Route 66 Marathon, youth soccer, and the MS Society. He resides in Broken Arrow with his wife, Jolene, and their two children.

Christopher Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midwestern Manufacturing, where he advises on company operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathaniel Smoot is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Tristan Dotts, Kyle McCann, and Waddell & Reed, Inc. Outside of advisory work, he was involved with Smoot Carpets from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Mark Buffington is a financial advisor at Edward Jones with 27 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. He is a passive member of TLB Insurance, a Medicare business in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies, affiliated mutual funds, and additional services such as trust and securities-based lending.

John Simpson is a financial advisor with Morgan Stanley based in Tulsa, OK, holding Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Donald Farabough is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients including individuals, institutional pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Matthew Cotton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at Alpine Transit, Inc., Mallows 5, LLC, and TCG Katharos Energy, LLC. He holds the Series 66 designation. 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 thousands of financial advisors and branch offices, and reported over $1 trillion in assets under management.

John Purzner is a financial advisor with Ameriprise in Sand Springs, Oklahoma, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliates since 2014. Outside of his advisory role, he serves on the board of Tulsa Christian Businessmen and is involved in managing several business ventures, including Purzner Holdings and Strategic Resource Group. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Payton Allen is a Planning Consultant at Fidelity Investments, a role held since 2023. Prior to this, Payton worked as a Financial Representative at Regions Bank from 2019 to 2021. Throughout these positions, Payton has focused on providing financial planning services with an emphasis on understanding client needs and creating personalized strategies. Payton's approach to financial planning emphasizes empathy, transparency, and building relationships based on trust and mutual respect. This philosophy guides interactions with clients to ensure their unique goals and aspirations are addressed effectively. Outside of work, Payton enjoys activities such as baseball, camping, fishing, fitness, hiking, and outdoor adventures.