Brett Vandervort is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior experience includes six years at Edward Jones and roles at Regent Bank, Patriot Bank/Equity Bank, and Rover.com. He is also the owner of VWM Services, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dylan Mitchell is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Securian Advisors of MidAmerica Inc and Minnesota Life Insurance Co. Mitchell is a partner in Mitchell Financial Group, Inc. and acts as a financial professional at Guide Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Timothy Lawrence is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with corporate executives, business owners, and clients in sports and entertainment. His focus areas include executive compensation, LGBT wealth planning, individual and corporate investment strategy, and the complexities of transitioning business equity and retirement savings into comprehensive financial plans. Tim holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree in business from the University of Arkansas System. Tim joined Merrill in 2018 after more than a decade in the financial services industry, with prior experience at Morgan Stanley Smith Barney and JP Morgan Chase. Outside of his professional work, Tim is involved in community activities such as coaching Little League Baseball and Softball and volunteering with A Woman's Work, an organization supporting women in need. He enjoys baseball, biking, fishing, rock climbing, skiing, and spending time with his family.

David St. John is a CFP® and ChFC® credentialed advisor with 26 years of industry experience. He is currently affiliated with Cetera and has held various roles in financial planning, accounting, and tax services since 2001. He also serves as a continuing education instructor for CPAs and assists in the leadership of a nonprofit mission in Juarez, Mexico. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, enabling advisors to utilize model portfolios, third-party managers, or bespoke strategies across various program structures and custodial relationships.

Doyle Denny is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Michael Sokol is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and has prior experience with Sokol Land Investments from 2014 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Elizabeth Carson is a financial advisor with Morgan Stanley in Tulsa, OK, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 29 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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.

Darin Kight is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he spent 17 years at Northeastern State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by both discretionary and non-discretionary management and access to extensive research and model portfolios.

Jacob Nelson is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Before his career in financial services, he served 11 years with the Topeka Police Department. Outside of advising, he is involved with USA BMX since 2022. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model‑delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, managing potential conflicts through disclosure and oversight.

Jake Brunoldi is a financial advisor at Morgan Stanley in Tulsa, OK, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to that, he held positions at Topgolf and Academy Sports + Outdoors. 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 uses structured discovery and firm-approved tools to develop financial plans.

George Purdy is a financial professional at Cetera with 10 years of industry experience and holds a Series 66 designation. His career includes roles at American Savings Bank, E.A. Buck Financial Services, Madison Avenue Securities, and Axa Advisors. He is also involved with Summit Financial Group, where he focuses on financial sales and service. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors.

James Eagleton III is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is involved in supplemental insurance sales with AFLAC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools and integrates advisory services with other financial products and referral channels.

Bryce Snyder is a Series 66 licensed financial advisor with Edward Jones in Jenks, Oklahoma, where he has worked since 2019. He has six years of industry experience and previously held positions at XPO Logistics and Life Connection Counseling. Snyder also serves in the U.S. Army Reserve, a role he has held since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Morgenthaler is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He has been with Thrivent and its predecessor, Trivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves on the board of the Golden Eagles Club, supporting fundraising efforts for the athletic department at Oral Roberts University, and is also ordained to perform wedding ceremonies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers a range of topics, with clients able to combine these planning services with managed accounts under a consolidated billing option.

Gregory Jones is a financial advisor with Equitable Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, he is president and sole shareholder of Jones Financial Services, Inc., and owns an educational services business related to the Roberts Rules of Order card game. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing multiple program sponsors and third-party managers to deliver advisory and brokerage solutions.

Gina Arnold is a financial advisor with Merrill in Tulsa, Oklahoma, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

John Walker is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Primerica Advisors and Primerica Financial Services for nearly four decades. He is also involved with Unlimited Partnership, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Eric Flores is a financial advisor with Mass Mutual Investors Services in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services in 2024, he worked with MassMutual Life Insurance Co beginning in 2023. Outside of his advisory role, he is involved as an insurance broker with Catalyst Financial Group, focusing on life, disability, and fixed annuities. 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 comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver tailored recommendations without investment discretion.

John Gero is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is a co-trustee for Vela Wealth Management 401(k) and holds ownership interests in Vela Wealth Management, LLC and 3404MC LLC, both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on discrete planning engagements tailored to client needs.

Carla Bailey is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James Financial in Tulsa, OK. She previously worked at LPL Financial for 11 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice through an extensive network of affiliated financial services.