Robert Rodgers is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and having 21 years of industry experience. He has been associated with various divisions of Morgan Stanley since 2005, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Benjamin Reynolds is a financial advisor at Raymond James & Associates with five years of industry experience. Prior to joining Raymond James in 2022, he worked at The Trust Company of Oklahoma from 2019 to 2022 and at BOKF, NA from 2002 to 2019. He holds Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Danielle Custer is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Financial Security Group and Catalyst Financial. Outside of her advisory work, she is involved with Tulsa Oktoberfest, a local cultural and restaurant event. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Dewayne Willis is a CFP®-certified financial advisor with Edward Jones in Tulsa, OK, bringing 10 years of industry experience, all with the firm since 2016. Outside of his advisory role, he is involved in managing a family trust that owns residential rental properties, occasionally performing property improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large national network of advisors and branch offices.

Eric Lower is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 66 designation and has been with Cetera since 2007. In addition to his advisory work, he is involved with Gardners Tax Service, an accounting office where he performs administrative duties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Matthew Eklund is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He has held various roles within Wells Fargo affiliates since 2009. Outside of his advisory work, he co-owns raw land in Cleo Springs, Oklahoma. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Ethan Udrisky is a Financial Advisor at Merrill Lynch Wealth Management, where he joined Jelley, Udrisky & Associates in June 2023. He provides comprehensive wealth management services by developing personalized financial strategies tailored to clients' individual and family needs, adapting to changing market conditions. Ethan leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. He works with individuals, families, professionals, and small business owners seeking practical and clear financial guidance. His expertise includes retirement planning, investments, long-term care, legacy decisions, education planning, family wealth management, employee financial health, managing new wealth, portfolio management, small business strategies, sports and entertainment finances, tax minimization, and retirement income. Ethan holds a Bachelor's Degree in Finance from Oklahoma State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with family and friends, playing golf, working out, and traveling.

Frank Shipley is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and having 10 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

John D'Arcy is a Series 66–licensed financial advisor with six years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Arvest Wealth Management, Kohl's, and the Missouri State Auditor's office. Outside of finance, he has been involved with Immanuel Lutheran Church. 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 options, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Jennifer Dunn is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2014, with a brief period outside the firm in 2018 at Logos Construction Co., LLC. In addition to her advisory role, she is a notary public in Sapulpa, Oklahoma. 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 financial planning and asset management services, utilizing a diverse mix of investment strategies and technology tools across a large network of advisors.

Michael Alsup is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large-scale operation.

Daniel Demoss is a CFP® and ChFC® with 27 years of experience in the financial industry. He has been with Raymond James Financial since 2008. Outside of his advisory role, he owns 918 Tax Doctor LLC, an accounting and consulting business based in Tulsa, OK. 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 institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools to help clients make informed decisions and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Kimberley Proffitt is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Securian Advisors MidAmerica and BOK Financial Securities. Proffitt serves on the advisory board of Loaves and Fishes, a community food pantry and thrift store in Tulsa, OK. Cetera Investment Advisers LLC provides a multi-manager platform and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, with access to both affiliated and third-party money managers.

Patrick Schaefer Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with experience starting in 2024. His background includes work with The Junk Gentlemen LLC and service in the Oklahoma Army National Guard since 2019. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Erik Herron is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and having 23 years of industry experience. His prior experience includes roles at Arvest Wealth Management and Waddell & Reed. 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 financial planning and investment management services including access to third-party asset managers and institutional platforms.

Thomas Bowen is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 35 years of industry experience. He has worked at multiple firms including Securian Financial Services and Minnesota Life Insurance and is the owner of Bowen Financial Group, LLC. He serves as a board member of Big Brothers and Sisters, providing consultation and limited oversight. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Frederick Lamport III is a Series 66 licensed financial advisor at Edward Jones with six years at the firm and five years of industry experience overall. Prior to joining Edward Jones in 2020, he worked at Boardwalk Distribution and Craft & Barrel LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary investment strategies.

Delmer Dreyer is a financial advisor with MassMutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 53 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and MassMutual Life Insurance Company since 1991. Outside of his advisory role, he is president of Financial Security Group, Inc. and part owner of a crop growing farm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning as ongoing collaborative relationships using firm-approved analytical tools.

Thomas Rorschach is a financial advisor with Osaic Wealth, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked for Hornor Townsend and Kent, Inc. for 24 years. Outside of his advisory role, he is a general partner in Colonial Royalties Limited Partnership, which engages in mineral, oil, and gas leasing. Osaic Wealth serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analyses, and automated rebalancing to manage diverse portfolios, providing both discretionary and non-discretionary account options.

Samantha Bates is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation. She has one year of experience in the industry and previously worked at Axxess Consulting, Hospice Pharmacy Solutions, and Palliative Drug Care. Outside of advisory work, she is a partner in Brax LLC, a business established with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.