Elizabeth Gore is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. Her career includes multiple roles at Edward Jones since 2013, as well as positions at Simmons Bank, LPL Financial, TTCU Federal Credit Union, and Drawbridge Capital. She is currently based in Sapulpa, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

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.

Matthew Monger is a Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management. He has dedicated his career to simplifying wealth management for clients, guiding them through various economic cycles, including four recessions and prosperous times. His financial expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, as well as sports and entertainment. Matt holds bachelor's degrees in Business Marketing and Business Management, as well as an MBA in Finance from Oklahoma State University. During his time at Oklahoma State, he also played on the football team and later pursued a professional football career with the New York Jets and the Buffalo Bills. In 1989, he began working with Merrill Lynch while still playing football and transitioned to a full-time wealth management role following his retirement from the NFL. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Throughout his career, Matt has received recognition such as being named to Barron's Top 1,000 and Top 1,200 Financial Advisors lists multiple times from 2009 through 2025, and Forbes Best-in-State Wealth Advisors list from 2018 through 2025. He resides in Tulsa with his wife Karis and their three children: daughters Miah and Nora, and son Caden. Matt is involved in the NFL Players Association and participates in community activities including Bible study and public speaking.

Robbi Young is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held various roles at Cetera and Summit Financial Group, and is involved in multiple business ventures including ownership of a construction company and co-ownership of a record label. 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 diverse investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

BJ Linford is the Vice President and Branch Leader at Fidelity Investments, currently leading the Tulsa Investor Center. In this role, he guides a team focused on partnering with clients through a collaborative and comprehensive financial planning process, emphasizing trusted relationships and personalized strategies. He has held various positions at Fidelity Investments since 2007, including Assistant Branch Service Manager, Branch Service Manager, Senior Manager of Portfolio Advisory Services, Annuity Client Service Manager, Annuity Service Representative, and Senior Retirement Service Specialist. This extensive experience reflects his deep involvement in client service and advisory roles within the firm.

Justin Cowell is a financial advisor at Osaic with 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co for ten years each. He is also involved as an instructor for the Power of Zero educational program, conducting free workshops. Osaic Wealth, Inc. serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of financial services through a large network of advisers, employing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Thomas Eagleton is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory work, he serves as a co-trustee for the Eagleton Brown Investment Group 401(k) and manages trust responsibilities for family members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, wealth transfer, and specialized niche planning for clients meeting net-worth thresholds.

Rocki Walker is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is co-owner of a small airplane through Sierra Romeo Planes LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services.

Craig Dietert is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including a 25-year tenure at Edward Jones beginning in 2001. Outside of his advisory role, he serves as an executor for irrevocable trusts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Valerie Zwosta is a financial advisor with Raymond James & Associates in Tulsa, Oklahoma, holding a Series 66 credential and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she is a freelance musician who performs seasonally and also works as a Scentsy home sales consultant. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and in-house research, with a notable presence in municipal advisory and employer retirement plan services.

Patricia Mapel is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes positions at Cetera, Cambridge Investment Research, and Utica Capital. She is also involved with Zyla Athletic Wear, a business operating from 2019 to 2024. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katherine Stephens is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA) who has been serving clients since 2000. Her work involves comprehensive family-office–style wealth management, including investment management, financial planning, tax-aware strategies, philanthropic guidance, and values-aligned solutions such as faith-based investing. Katherine partners closely with Merrill specialists in trust and estate planning, lending, and investment strategy to provide coordinated and holistic advice. She specializes in helping clients navigate major life transitions, including business sales, divorce, retirement, and inheritance, and supports families in building intentional, multigenerational wealth strategies. Katherine's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, tax minimization, and retirement income. Katherine earned a Bachelor's Degree from Southeastern Oklahoma State University. She is actively involved in the Tulsa and Bixby communities, volunteering with organizations such as the Bixby Education Endowment Foundation, Community Food Bank of Eastern Oklahoma, John 3:16 Mission, LifeChurch, Mental Health Association of Oklahoma, and Victory Church. Outside of work, she enjoys spending time with her husband and children, reading, exercising, and activities related to water.

Bradley Wisecup is a financial advisor with Merrill in Tulsa, OK, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Merrill since 2019 and previously spent four years at Charles Schwab, including one year at Charles Schwab Bank. 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.