Samuel Barker is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Barker is a member of Aventus LLC, a commercial real estate business in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Sarah Dial is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 designation and four years of industry experience. She has worked with multiple firms, including Arvest Wealth Management and MassMutual Life Insurance Company/Bluecrest Financial. Outside of her financial career, she coaches volleyball to 5th through 8th grade players in the Tulsa area. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without investment discretion on specific product selections.

Brandon Ford is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Securities America Advisors, Inc. for 20 years prior to joining OSAIC in 2024. In addition to his advisory role, he serves on the finance committee of St. Patrick's Episcopal Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios managed on both discretionary and non-discretionary bases.

Jeffrey Ellson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and Raymond James Financial Services since 2000. In addition to his advisory role, Ellson serves as CEO of the Jack Richardson Foundation, a nonprofit where he oversees investment decisions and donation recipients. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Grant Donica is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Securities Advisors MidAmerica, Inc. and Securian Financial Services, Inc. Donica is also involved with Guide Wealth Partners, a financial services business operating as a DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures.

Aaron Mckinney is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cetera Advisors LLC from 2013 to 2020 before joining Cambridge in 2020. In addition to his advisory role, he is an independent insurance agent and owner of Utica Capital. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Rebecca Burrows is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Her prior roles include positions at Kyle McCann, Waddell & Reed, Horace Mann, and Life of Southwest. She also maintains ongoing work as an insurance agent with various carriers. 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 financial planning and investment management solutions, utilizing both proprietary model portfolios and third-party subadvisors.

John Helm is a financial advisor with J.P. Morgan Securities in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Johnathon Barker is a CFP® and Series 66 licensed advisor with Edward Jones, based in Tulsa, OK. He has six years of industry experience, including roles at Graphix.Online and involvement with Wayfinders Church and the South Texas Nazarene District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Andrea Duke is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. She holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 17 years with Cambridge Investment Research Advisors. She is also the owner of Northstar Wealth Management LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Randy Cowell is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining Osaic in 2025, he worked for Hornor Townsend and Kent LLC for 26 years and has been associated with PMES since 1987. He serves on the Board of Directors for Western Sun Federal Credit Union and is an author of educational publications. Osaic Wealth, Inc. provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes various advisory platforms and asset-allocation tools, offering both discretionary and non-discretionary portfolio management, with access to third-party money managers and wrap programs.

Sadie Wilfong is a financial advisor with Charles Schwab in Tulsa, Oklahoma, holding a Series 66 designation and one year of industry experience. Prior to her current role, she operated Bella Aesthetics LLC, a business in the aesthetics industry, for five years. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and alternative investments.

Trey Wilson is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 credential and one year of industry experience. Before joining Mass Mutual Investors Services in 2025, he worked at Southern Hills CC and was involved with Roof It Forward. He also holds a position as an insurance broker with BlueCrest Financial Alliances, where he sells life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and also conducts educational seminars.

Robert Connor is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Tulsa, Oklahoma office. He provides customized wealth management strategies and services tailored to a select group of clients, focusing on their unique needs, goals, and values. His services include tax-efficient and risk-managed investment planning and management, asset preservation, wealth transfer planning, and philanthropic planning and management. Robert's expertise encompasses divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. He works with individuals, families, businesses, foundations, endowments, and Native American tribes and tribal enterprises. He holds a High School Diploma from Tahlequah High School, a Bachelor's Degree from Cornell University, and both a Master's Degree and Doctorate from the University of Oklahoma. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Joel Christner is a Financial Advisor with Merrill Lynch Wealth Management, joining the Jelley, Udrisky & Associates group in 2022. He works alongside a team of industry professionals to provide a broad range of wealth management services, including investing, banking, and lending, supported by the resources of Merrill Lynch and Bank of America. Joel's responsibilities include fostering new client relationships and adopting a comprehensive approach to wealth management planning for individuals and families, particularly affluent families, business owners, and high net worth individuals. Joel began his career in financial services as a Wealth Management Intern with Merrill in 2021. He holds a Bachelor's Degree in Finance and Accounting from Oklahoma State University. His expertise encompasses areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Outside of his professional role, Joel is involved with community organizations including Catholic Charities of Eastern Oklahoma, Tulsa Boys Home, and United Way. He enjoys spending time with family and friends, playing golf, and traveling.

Stanley Stephens is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is listed as the owner of Midwest Marketplace OKC, a family-run e-commerce business operated by his wife. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

William Veitch is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 until joining Raymond James in 2024. Veitch is a partner in two family-owned businesses—a holding company for a family farm and a firearms collection partnership. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on multiple portfolio management styles and affiliated research, with notable municipal advisory and employer consulting programs.

Aaron J Pepin is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 21 years of industry experience, including prior roles at BOK Financial Securities, Inc. and Woodbury Financial Services. He is involved in multiple advisory roles through firms such as Legacy Wealth Management LLC and Providence Wealth Advisors LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory delivered via a network of independent professionals using various portfolio management and platform solutions.

Phillip Bell is a CFP® professional affiliated with LPL Financial, based in Tulsa, OK, with 23 years of experience in the financial industry. His work history includes positions at Financial Planning Resources and National Planning Corporation. Outside of his advisory role, he participates in church activities, helping to conduct business meetings and schedule events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive operational tools and a large network of more than 22,800 advisors.

Russell Peterson is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including Securities Advisors MidAmerica, Securian Financial Services, and Minnesota Life Insurance Company. Peterson is the owner of Peterson Wealth Management and serves as a financial professional for Guide Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning options, with access to multiple program platforms and third-party managers.