Lynnette Busenburg Hill is a financial advisor with Merrill based in Tulsa, Oklahoma. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her career includes two prior tenures at Merrill and a period at UBS Financial Services. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karie Kluesner is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Kluesner owns LGN 360, LLC, a nutrition consulting and meal prep service, and is involved in health and beauty affiliate marketing activities. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Tim Richardson is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to develop customized financial plans that align with their goals, concerns, and priorities, supporting them through changes to realize their financial aspirations. Prior to his current position, Tim served as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity Investments, Tim gained experience at Vanguard, holding roles including High Net Worth Client Representative (2020-2021), Retirement Specialist (2018-2020), and Brokerage Investment Professional (2017-2018). His career reflects a focus on client relationship management and financial planning. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Jackson Nail is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to develop plans aimed at protecting and growing their assets while working toward their financial objectives. His approach is supported by his education, industry experience, and the resources available through Fidelity. Jackson has held several roles at Fidelity Investments, including Regional Investment Consultant and Model Specialist from 2020 to 2021, Investment Sales Associate from 2018 to 2020, Team Lead in the Account Management Group in 2018, and Money & Asset Movement Representative from 2017 to 2018. He holds an Arkansas Insurance License.

Joe Cleary IV is a financial advisor at Morgan Stanley with Series 63 and Series 65 registrations and three years of industry experience. He has worked at several firms including Mariner Wealth Advisors, Texas Capital Bank Private Wealth Advisors, and BOK Financial. Cleary serves as a board member of the Child Advocacy Network in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analyses.

Daniel Witham is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services, Cambridge Investment Research Advisors, and Morgan Stanley. Outside of his advisory work, he is the owner of Lawman Shave Products and has authored an investment-related book. 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, with advice delivered primarily through investment adviser representatives who utilize various discretionary and non-discretionary strategies.

James Eagleton is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he serves on the finance committee of the First Presbyterian Church of Tulsa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jose Guzman Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at New York Life Insurance Company and NYLife Securities LLC. He serves as a board member for the Tristesse Grief Center in Tulsa, Oklahoma, where he assists with fundraising and volunteer events. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies.

Matt Clover is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Modern Woodmen of America, and Edward Jones, as well as positions outside finance such as teaching at local schools and working in fitness and retail. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Kila is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

John Brophy is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked within Wells Fargo’s various advisory and clearing divisions since 2009. Brophy has a partial ownership interest in Vela Wealth Management, LLC, an investment-related business in Tulsa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with multiple financial product offerings through a large network of advisors.

William Jezek is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America for three years and was employed at Polo Grill for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Patrick Randall II is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at MetLife Securities Inc. from 2007 to 2017. In addition to his advisory role, he serves as a consultant providing financial research and due diligence on structured settlements to attorneys, clients, and financial advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-focused planning engagements.

Daniel O'meilia is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Michael Benditz is a CFP®-certified financial advisor with Edward Jones, where he has worked for 11 years. He volunteers as a group leader at The Church at Battle Creek in Broken Arrow, Oklahoma, where he facilitates Financial Peace University classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.

Robert Bentley is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Arvest Wealth Management for six years before joining LPL Financial in 2021. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment strategies.

Blake Sneed is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Lance Franczyk, and Summit Financial Group. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Judson Johnson is a financial advisor at Edward Jones in Tulsa, OK, holding the ChFC® and Series 66 designations with nine years of industry experience. He previously worked at Midstates Petroleum from 2014 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Curtis Miller is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2018 and was previously employed at Jenks High School for five years. Outside of his advisory role, he is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers a variety of portfolio approaches supported by BNY Mellon Advisors and Pershing.

Steven Aston is a Series 66 credentialed financial advisor with Edward Jones in Tulsa, OK. He has one year of industry experience and previously worked at Citizen Energy III, LLC and Jenkins and Kemper CPAs LLC. Outside of his financial career, he has been involved with Tulsa Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.