John Haspell is a financial advisor at LPL Financial with 16 years of industry experience and holds the Series 66 designation. He 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 SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

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 with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2026, he was with Raymond James Financial Services for 10 years. He is also the owner of Vernon Wealth Management, a separate financial advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to model portfolios and research.

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 Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Merrill since 1986 and concurrently works at Bank of America since 2009. Outside of his advisory role, he serves as a co-trustee of the Shannon Family Living Trust. 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 broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Holden Florer is a Series 66 credentialed financial advisor with Edward Jones, based in Catoosa, OK. He has one year of industry experience and joined Edward Jones in 2024. Prior to his current role, he worked in various positions including at HaaS P&D and Brockenduke Inc. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors.

Lorianne Williams is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, primarily for clients with assets held in Ameriprise Managed Accounts.

Andrew Martin is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2018 and previously at HEARTLAND Payment Systems. Outside of advisory work, he is involved in the sale of investment-related and home service products for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Peyton Henry is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial guidance tailored to their unique goals and priorities. His role focuses on helping clients navigate important financial decisions and develop strategies aligned with their values and long-term vision. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Peyton emphasizes building lasting relationships through open communication and attentive service. Peyton holds a Bachelor's Degree from Midway University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in baseball, golfing, running, and traveling.

Lorn Lyman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is a co-trustee of a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to a broad range of research and model portfolios.

Robert Villines is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various roles including at Avantax Insurance Agency and Peterson International Insurance. Outside of his advisory work, he is also a professional musician. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

John Dillingham is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and a variety of investment programs, utilizing firm-approved tools and modeling techniques as part of its structured planning process.

Margaret Johnson is a financial advisor at Stifel with 45 years of industry experience. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of her advisory work, she serves as Chair of the Endowment Fund Committee for the Junior League of Tulsa. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the firm’s Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrea Clem is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds a Series 66 designation and has 13 years of industry experience. Clem has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gregory Braun is a CFP® professional with 32 years of experience in financial services. He is currently with Cetera and has a background that includes long-term roles at Avantax Insurance Agency, Avantax Advisory Services, and United Health Care. Braun also owns Braun Financial Services, a firm providing financial planning and analysis to individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies.

Brendon Franklin is a financial advisor at Morgan Stanley in Tulsa, Oklahoma, with five years of industry experience. He holds a Series 66 designation and has worked at several firms including J.P. Morgan Securities LLC, Morgan Stanley Private Bank, and Franklin Distributors, LLC. Outside of his advisory role, he serves as an assistant coach for a 6th grade football team at Cascia Hall. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, including estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using advanced modeling tools.

Diana Salazar is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and BOK Financial Securities. Outside of her advisory role, she manages her own rental properties through an LLC. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.