Cheng Yang is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America since 2017, and previously at Midfirst Bank and Cetera from 2014 to 2017. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

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 designation and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, she is involved as a freelance musician and a Scentsy home sales consultant. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports both retail and institutional clients.

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 bringing 10 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Charles Schwab and Charles Schwab Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Fleske is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation with seven years of industry experience. His prior roles include multiple periods at Edward Jones and positions at Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national footprint of advisors and branch offices.

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 at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and previously worked at Gradient Securities LLC for seven years. Powell is also the owner of GEN3 Financial, a Certified Divorce Financial Analyst practice based in Tulsa, OK. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Ryan Mason is a financial advisor with Edward Jones in Tulsa, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including nine years at Edward Jones and nine years at Franklin/Templeton Distributors, Inc. Mason is also a one-quarter owner of L'Anguille River Hunting and Timber LLC, a recreational hunting business in Haynes, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Charles Betts Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. He has been with Raymond James since 2022 and has prior experience in various roles outside the financial sector. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and municipal clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Derrick Green is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and 13 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other entities. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide set of investment products.

Charles Dickson is a financial advisor with Thrivent Investment Management in Tulsa, Oklahoma. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Thrivent in 2018, he worked with LeaderTreks Youth Ministry and Oklahoma State Undergraduate Admissions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning that addresses various topics, including retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.

Phil Barton is a financial advisor with Charles Schwab in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Before joining Charles Schwab and its affiliated bank in 2022, he worked at IBM from 1983 to 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advice and access to discretionary separately managed accounts, combining centralized supervisory, custody, and order-routing functions with multi-asset portfolios and alternative investment options.

Adam Berlien is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that address comprehensive wealth and legacy planning, catering primarily to families with multi-generational wealth. Adam serves as a liaison for his affluent clients, coordinating with accountants, attorneys, and beneficiaries to ensure cohesive financial management. Adam has over 20 years of experience in the financial industry, bringing expertise in investments, banking, and lending. He joined Merrill Lynch Wealth Management in 2014 after graduating from Purdue University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Adam and his wife are active in their community. They support their three school-aged children in athletics and music and are involved in youth sports organizations, including Bixby Youth Baseball, Basketball, and Football.