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 at Charles Schwab in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at Charles Schwab Bank and a five-year period running Bella Aesthetics LLC, a business in the aesthetics industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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. He holds a Series 66 designation and has been active in the industry since 2025. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company, he was involved with Southern Hills Country Club and Roof It Forward. Additionally, he works as an insurance broker handling life, disability, long-term care insurance, and fixed annuities through Bluecrest Financial Alliances. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management through collaborative, annual engagements that use firm-approved analytical tools and offer various specialized planning services.

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 in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2015 to 2024. Outside of advising, he is a partner in family-owned businesses including a farm holding company and a firearms collection holding company. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

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® with 22 years of experience in financial advisory. He is currently with LPL Financial and has previously worked at Financial Planning Resources and National Planning Corporation. Outside of his advisory work, he contributes to the Church of God in Sapulpa, OK by assisting with offerings, business meetings, and event scheduling. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by extensive research and portfolio management options.

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.

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.