Matthew Stoulil is a financial advisor with Fidelity Investments in Tulsa, OK, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked for Franklin Templeton from 2007 to 2022 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-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, OK, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent five years at Citigroup Global Markets. In addition to his advisory role, he serves as a trustee responsible for disbursing trust assets to beneficiaries. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes and a variety of retail and institutional investment offerings.

Daniel Burns is a financial advisor with Stifel in Tulsa, OK, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Williams is a financial advisor with J.P. Morgan Securities in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is a general partner and managing member of KPW Vending LLC, a holding company focused on future business acquisitions in the HVAC industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework incorporated in its investment recommendations.

James Ryan is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Penn Mutual and Hornor, Townsend & Kent for 22 years each. He is also the owner of Ryan Capital Group LLC, an insurance sales and service business. Osaic Wealth serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios.

James Olmedo is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Olmedo serves as a board member of True Grit Land and Ranch, LLC, an agriculture and construction enterprise. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services supported by structured processes and firm-approved tools.

Neal Sperry is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a 25% owner of Vela Wealth Management LLC, where he dedicates significant time managing investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop tailored recommendations, and integrates advisory services with various financial products and referral channels.

William Lipps is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Oklahoma State University. Outside of finance, he has been involved with Miso Asian Bistro and Wings of Hope Family Crisis Center. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and an integrated operational structure.

John Buxton is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates KEBUX LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated services beyond traditional advisory offerings.