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 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Primerica Advisors since 2018 and previously taught at Jenks High School for five years. In addition to his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a range of model-based investment strategies supported by external asset managers, BNY Mellon Advisors, and Pershing for trade execution and custody. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

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.

Matthew Stoulil is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Franklin Templeton for 15 years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of funds.

Austin Eastwood is a financial professional at Cetera with three years of industry experience. His background includes roles at Cetera Wealth Services, Securian Advisors of MidAmerica, and military service in the U.S. Army. He is also involved as a fixed insurance agent and operates a financial services business under the name Guide Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management and financial planning services.

Stephen Dunaway is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1998 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) certification. Stephen earned a Bachelor's Degree in Finance from the Oklahoma State University System and completed the Accredited Certificate Program from the College for Financial Planning. Stephen focuses on assisting clients with investment strategies, tax minimization, retirement planning, insurance, and estate planning services. His client areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, and both individual and corporate investment strategies. Outside of his professional role, Stephen values spending time with his wife and two children. His personal interests include cooking, fishing, football, gardening, golfing, traveling, and volunteering with community organizations.

John Bizjack is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include ten years at Morgan Stanley and five years at Wells Fargo Clearing. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various research and operational tools.

Evan Gibson is a financial advisor at Edward Jones in Owasso, OK, holding the Series 66 designation. He joined Edward Jones in 2025 and has prior experience in real estate investment sales and brokerage, having worked at Marcus & Millichap Investment Sales and Chinowth & Cohen Realtors. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tamra Moore is a financial advisor at Edward Jones with 19 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2006. 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 solutions supported by a nationwide network of more than 23,000 advisors.

Greg Gangas is a financial advisor at Morgan Stanley with 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney since 2009. He is a co-writer of a self-published family cookbook titled *Sharing Family Traditions*. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools.

Aidan Shaffer is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he has held positions at Integrated Payment Services, Love's Travel Stops, and Goddard Health Center. He is involved with Integrated Payment Services in a sales and marketing capacity outside of his advisory role. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools alongside broader firm resources.

Melissa Downing is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at several firms including Avantax Advisory Services and Golden Rule Insurance Company. Outside of her advisory duties, she manages bookkeeping at Downing Manufacturing and serves as an office manager and tax return processor at Cochran Bell LLC. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Megan Gatlin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Her career includes roles at Minnesota Life Insurance Company and Securian Financial Services, alongside her current work at Cambridge. In addition to her advisory role, she is also an independent insurance agent and operates Northstar Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

Jay Collins is a financial advisor with Primerica Advisors in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan services.

Andrew Barnes is a financial advisor with Cetera, holding a Series 66 credential and bringing 11 years of industry experience. He has worked with firms including Avantax and Wymer Brownlee, where he remains involved as a shareholder and wealth advisor. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a network of independent advisors. The firm employs a multi-manager platform that supports diverse investment strategies and program structures.

Gordon Polly is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee responsible for disbursing trust assets to beneficiaries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.