Richard Steiner is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Bixby, OK, and has 32 years of industry experience. He has been with Eagle Strategies since 2003 and has a concurrent affiliation with New York Life Insurance Company and Nylife Securities LLC dating back to 1993. Outside of his advisory role, Steiner is a partner in a non-investment business entity and owns Steiner Enterprises LLC, a family-related venture. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm employs a range of programs tailored to client and Plan Sponsor needs and manages the majority of its assets on a non-discretionary basis.

Brice Davis is a CFP® professional with 11 years of industry experience, currently serving with Transamerica Retirement Advisors, LLC. He has been affiliated with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm primarily focuses on high-volume, non-discretionary asset management rather than individualized financial planning.

Michael King is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsey Waffle is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that align with her clients' unique financial goals. Lindsey focuses on areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and services tailored for defined benefit and contribution plans. With years of experience in the financial industry, Lindsey is dedicated to helping individuals and businesses navigate their financial journeys through clear communication, proactive planning, and long-term relationships. She holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Lindsey earned her High School Diploma from East Central High School. Outside of her professional role, Lindsey is involved with the Bixby Central Elementary PTO and the Bixby Metro Chamber of Commerce. She enjoys antiquing, baseball, camping, reading, spending time with her family, and traveling.

Jason Sims is a financial advisor with Edward Jones in Broken Arrow, OK, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Lushin LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Hannah Lee is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she held roles in various companies including Oklahoma Chiller Corporation and Cyclebar Tulsa. Outside of her advisory work, she is also a cycling coach at League Indoor Cycling, where she conducts indoor cycling classes and engages with the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and investment products, operating under a fiduciary standard with a large nationwide network of advisors and branches.

Tanya Butler is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory work, Tanya is an independent beauty consultant with Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Lawrence Cornwell Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. 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. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Kenneth Giager III is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Gierer Wealth Management, First Financial Equity Corporation, and Arvest Wealth Management. Outside of his advisory work, he serves as president of Giager Wealth Management, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Daniel Bond is a financial advisor at Edward Jones in Tulsa, OK, with two years of industry experience. He holds a Series 66 designation and previously worked as a self-employed professional for four years, with earlier roles at SunRich Fresh Foods and Kagome USA. 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, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Douglas Vangilder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial and Avb Bank since 2011 and previously served at Legend Advisory, LLC and Investment Centers of America, Inc. He also operates AVB Financial Services, a business associated with his LPL activities. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Bizjack is a Series 66-licensed financial advisor with LPL Financial, based in Tulsa, OK, and has nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Brian took a one-year hiatus as a stay-at-home parent prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Jeffrey Roberts is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at several firms including SRS Solutions, LLC and Tower Engineering Professionals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

Craig Loney is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has previously worked at Bancfirst, Phillips Capital Advisors, T. S. Phillips Investments, and PRUCO Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,000 advisors.

Jerold Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Ross owns and maintains a chapel used for weddings and funerals and is involved in property development near a lake. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports advisory programs through a large network of advisors.

Kyle Canida is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society from 2020 to 2022. Before entering the financial sector, he served at the Oklahoma Bureau of Narcotics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds through a nationwide network of over 23,700 financial advisors.

Richard Benson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at various firms including First Allied Advisory Services and has been involved with Benson Financial Services, Inc. since 1998. Outside of his advisory work, he is a part-owner of Mc Heritage, LLC, a farmland rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and authorities.

Keilee Martin is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She previously operated a photography business, Kei 2 Photography, in Broken Arrow, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Travis Cambern is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2011 and has operated his own advisory business since 2006. 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, model portfolio programs, and institutional platforms, with a focus on customizable strategies supported by research and technology tools.

Paul Wilson is a financial advisor with LPL Financial in Broken Arrow, OK, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Raymond James Financial Services for eight years. 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, model portfolio programs, third-party asset management, and institutional platforms.