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.

Parker Conway is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has previously worked with firms including Avantax and Morgan Stanley and has provided operational and financial planning support through Villines Wealth Management, assisting an affiliated advisor with drafting financial plans and improving practice efficiencies. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 with access to affiliated and third-party money managers.

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.

Cheng Yang is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A., Merrill, Midfirst Bank, and Cetera throughout his career. 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, and institutional investors.

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.

Nicholas Pardon is a Series 66-licensed financial advisor with Edward Jones in Broken Arrow, Oklahoma, where he has worked since 2016 and has nine years of industry experience. Outside of his advisory role, he teaches financial education as an adjunct instructor at Tulsa Tech and holds leadership positions in several real estate and holding companies, including serving as CEO of Guala Guala Investments LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Charles Bond III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Primerica since 1983 and has also worked in educational and recreational roles, including teaching tennis in Tulsa, Oklahoma. Outside of finance, he is a self-employed tennis instructor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and employs BNY Mellon Advisors for trading and model implementation.

Justin James is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with three years of industry experience. His prior work includes roles at MMR Constructors Inc. and BancFirst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Roger Littlefield is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tulsa, OK. His prior experience includes roles at BOK Financial Securities and Bokf, N.A. He holds Series 63, 65, and 66 licenses in addition to his CFP® designation. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools, with services encompassing a broad range of investment and financial strategies.

Robert Duenner IV is a financial advisor with Morgan Stanley in Tulsa, OK. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to joining Morgan Stanley, he was involved with several business ventures, including Amped Life Trading, LLC and SVHB Marketing LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and market simulations as part of its advisory services.

Stephanie Chappell Morgan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on educating clients about the importance of financial soundness and the various ways to save and plan for the future. Stephanie draws on her personal experience guiding family and friends with retirement planning to inform clients about planning risks and financial strategies. Stephanie grew up in a hard-working, entrepreneurial family in Talala, Oklahoma. She graduated from Oklahoma State University and began her career as a Marketing Executive for the World Racing Group in North Carolina. She later transitioned to financial services with Merrill Lynch, starting as a Market Executive Assistant and advancing to assist in managing several offices in Arizona. Her areas of expertise include college education planning, family wealth management, legacy planning, and retirement income. Stephanie serves on the board of the Steve King Foundation, a non-profit supporting racecar drivers and track personnel affected by injury, illness, or death. She continues to engage with the motorsports industry and enjoys racing, spending time at the lake, and traveling with her husband Brent and their three children. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.

Cynthia Powell is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 credential and 18 years of industry experience. She previously worked at Gradient Securities, VSR Financial Services, and Next Financial Group. Powell is the owner of GEN3 Financial, where she provides Certified Divorce Financial Analysis services. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a broad selection of investment strategies supported by technology tools.