Jeff McDonald is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management strategies for business owners, physicians, and medical professionals. He co-founded Lister McDonald Wealth Management in Oklahoma City, focusing on tax minimization, income planning, business succession strategies, and providing access to credit and lending solutions through Bank of America, N.A. Jeff serves a multi-generational clientele including active and retired physicians, dentists, engineers, corporate executives, and business owners. With a Bachelor’s Degree in Business Management from Oklahoma City University, Jeff has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes collaboration with clients and their advisors to align financial strategies with their life priorities, preparing them for various life events. An Oklahoma native, Jeff is involved in several community organizations such as the American Lung Association, Central Oklahoma Habitat for Humanity, Juvenile Diabetes Research Foundation, Oklahoma Lawyers for Children, and The Institute for Economic Empowerment of Women. Outside of work, he enjoys spending time with his wife and two children, hosting cookouts, skiing, and traveling.

James Lathrop is a financial advisor at Stifel in Oklahoma City, holding a Series 66 designation with 26 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he spent a combined 14 years. Outside of his advisory work, he owns a ranch in Oklahoma that he leases for cattle management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance for financial planning.

Jordan Henricks is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Levi Wade is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for four years, following a 17-year tenure at Country Insurance & Financial Services. In addition to his advisory role, Wade owns and operates several insurance-related businesses and a personal LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting supported by advanced analytical tools and maintains a unique municipal advisory affiliation uncommon among large institutional advisors.

Douglas Garone is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has previously worked at firms including Drawbridge Capital, LPL Financial, MassMutual, and Edward Jones. Outside of advising, he is the owner of an e-commerce business called Bricklahoma. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, 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 both affiliated and third-party investment strategies.

Eric Russell is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed and various insurance agencies. From 2018 to 2020, he was involved with the Edmond Huskies Basketball Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Alvin Ly is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Bison Capital Advisors, LLC, where he has worked since 2020. Prior to this, he was employed at Baker Asset Management LLC and The Baker Group. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients with discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm uses fundamental analysis and strategic asset allocation for individualized advice and leverages institutional platforms for custody and execution.

Robert Owens is a CFA® charterholder with 27 years of industry experience. He has worked at Bison Capital Advisors, LLC since 2020 and previously spent 15 years at Baker Asset Management LLC. Owens holds Series 63 and Series 65 licenses. Bison Capital Advisors serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management and retirement plan consulting through a sponsored wrap fee program. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing Fidelity’s institutional platform and a third-party system for managing defined-contribution participant accounts.