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.

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 in Tulsa, OK, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. He is also a co-trustee of the Lorn & Luanne Lyman Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

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, Oklahoma, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that incorporate structured discovery processes and advanced modeling tools.

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 with Merrill in Tulsa, Oklahoma, holding the Series 66 designation and seven years of industry experience. She has worked at Bank of America and BOK Financial, among other firms. Outside of her advisory role, she manages rental property holdings through an LLC. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ronald Ledferd is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 22 years of industry experience. He has worked at several JPMorgan affiliates since 2017 and previously was employed at UBS Financial Services and Ashford University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dustyn West is a Series 66 licensed financial advisor with Morgan Stanley in Tulsa, Oklahoma, with seven years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by various analytical tools and offers diverse retail and institutional investment offerings.

Pierce Woolery is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. He partners with clients to clarify their objectives, design tailored plans, and implement strategies that support their financial goals. Prior to his current role, he held positions at Fidelity Investments including Planning Consultant, Relationship Manager, and Financial Representative from 2020 to 2022. Pierce holds an Arkansas Insurance License. Outside of his professional responsibilities, he has personal interests in fitness, golf, music, reading, running, and soccer.