Braden Ward is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance to help clients navigate life's transitions, such as career changes and retirement planning. Braden works closely with clients to develop tailored strategies that align with their unique goals and priorities, including college education planning, executive compensation, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. With a Bachelor’s Degree from the Oklahoma State University System, Braden holds the Personal Investment Advisor (PIA) designation. He leads his team's business development efforts, focusing on connecting with affluent individuals and families to leverage the team's expertise in financial markets and planning. His approach emphasizes understanding clients' current and future priorities to create comprehensive wealth management strategies. Outside of his professional work, Braden enjoys fishing, playing pickleball, and swimming. He also spends time traveling to sporting events and engaging in outdoor activities with his wife and son.

Heidi Collins is a financial advisor with Raymond James & Associates holding a Series 66 designation and six years of industry experience. She previously worked at Capital Advisors, Inc. and Morgan Stanley. Collins is based in Tulsa, Oklahoma. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Timothy Veldstra is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he manages a rental property in Tulsa, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations across various financial topics. The firm offers goal-based analyses and combines planning with managed-account programs while maintaining separation of services and does not provide portfolio management for institutional clients.

Eric Walker is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division for the past 10 years, based in Tulsa, OK. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Charles Flinton is a financial advisor with Raymond James Financial in Tulsa, OK, holding a Series 66 designation and 24 years of industry experience. He has worked with Raymond James Financial since 2009 and is also involved with Delta LLC dba The Turner Group. Outside of advising, Flinton is a partner in an accounting firm and owns several businesses including those in construction and energy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Chad Book is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Fidelity Investments, Equitable Advisors, and Pioneer Natural Resources. Outside of his advisory role, he is a limited partner in Lakeway Builders LLC, overseeing the construction of family custom homes. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance combined with access to discretionary separately managed accounts and a multi-asset model portfolio approach.

Evan Antoshkiw Fulps is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His career includes roles at Edward Jones since 2023, as well as prior positions at Securian Advisors MidAmerica and Minnesota Life Insurance Company. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

John Rucker is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Hilti North America and has an educational background that includes Oklahoma State University and Bishop Kelley High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning areas such as business-owner transition, sports and entertainment, and special-needs analysis, utilizing proprietary research and tools to develop tailored client recommendations.

David Niles is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2013 and is affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Niles serves as president of Broken Arrow Catholic Radio, Inc., a nonprofit radio broadcast organization, and has co-authored a book with Ascension Press. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning through its Financial Advisors and Estate Planning Strategies Group.

Angela Barnes is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning that combines investment research, third-party data, and algorithmic tools to provide personalized recommendations.

Curtis Smith is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with MassMutual and its affiliated entities since 1991. Smith also serves as Vice President of Financial Security Group, Inc., assisting with operational duties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach to investment strategy recommendations.

Devonte Thibodeaux is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Agilis and Electric.ai, and served in the United States Air Force Reserves. Outside of his advisory role, he operates Onyx Fitness and Nutrition, a healthcare consulting business, and streams content on Twitch. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

John Haspell is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. In addition to his advisory work, he serves as a deputy sheriff for the Coweta Police Department in Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kreg Callery is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Tulsa, Oklahoma. He began his career in financial services in 2006 after retiring from the U.S. Marine Corps, where he served in Operation Iraqi Freedom in 2003. Kreg joined Merrill Lynch in 2012 and focuses on advising business owners, executives, and multi-generational families on strategies to grow, preserve, and transfer their wealth effectively. Kreg employs a systematic and disciplined wealth management planning process to help clients articulate their financial goals, values, and aspirations. He assists clients in navigating retirement benefits and compensation programs, as well as planning for significant life events such as career transitions, retirement, business transactions, marriage, divorce, and inheritance. He also has experience working with captive insurance companies, providing guidance and investment recommendations tailored to each captive's risk framework. Kreg holds an Associate's degree in biology from Eastern Oklahoma State College and a Bachelor's degree from Oklahoma State University. He has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He resides in Tulsa with his wife, Madilyn, and their four children. In his free time, he enjoys playing golf.

Robert Brown is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors Financial Network LLC since 2011. Based in Tulsa, OK, he holds Series 66 registration and participates actively in community organizations, including serving on the Board of Directors and as Treasurer for the YMCA of Greater Tulsa Metropolitan and as Treasurer for Scouting America Troop 945. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, using proprietary research and tools, with flexible advisory engagement terms that accommodate client preferences for implementation through brokerage or advisory programs.

D Kurt Morgan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the MLCS Group. With more than 40 years of industry experience, he provides comprehensive wealth management strategies tailored to clients' individual goals and values. Kurt's approach spans every stage of the financial life cycle, with a particular emphasis on generational wealth transfer. His expertise includes equities, government and municipal bonds, cash management, and institutional money management services. Earlier in his career, he served as the municipal bond coordinator in the Tulsa office, gaining specialized knowledge in individual security selection. Kurt has been recognized for his professional achievements, including being named to Barron's "Top 1,200 Financial Advisors" in 2021 and 2022, and the MLCS Group's inclusion in Forbes' "America's Top Wealth Management Teams High Net Worth" list in 2024. A lifelong resident of Tulsa, he is a graduate of Oklahoma State University with a degree in finance and economics. Kurt holds the Personal Investment Advisor (PIA) designation and remains actively involved in the ALS Therapy Development Institute, contributing through fundraising, event planning, and organizing. Outside of his professional and community commitments, he enjoys golfing, traveling, and spending time with his family.

Jeffrey Vernon is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services and Edward Jones. Outside of his advisory role, he manages Vernon Wealth Management, a support company for wealth management services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by technology tools and a broad network of over 22,800 advisors.

Brenda O'rourke is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, she worked at Cox Media Group for six years. 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 supported by a large network of financial advisors and branch offices.

Michael Sturm is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at several firms, including Allstate Financial Services and Penn Mutual Life Insurance Company, before joining Ameriprise in 2018. He serves on the board of directors and acts as treasurer for Lewis Park Townhomes, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team and investment research to provide non-discretionary, tax-aware retirement income recommendations within a product ecosystem that includes affiliated sub-advisers and managed accounts.

James Shannon is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1986, including a concurrent role at Bank of America since 2009. He serves as co-trustee of the Shannon Family Living Trust. Merrill, along 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.