Charles Maloy is a financial advisor at Merrill in Tulsa, OK, with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1999, alongside concurrent service at Bank of America since 2019. Outside of his advisory role, he serves as an executor for a fiduciary entity in Owasso, OK. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Burns serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. With 20 years of experience in the financial services industry, he specializes in partnering with high net worth clients to develop comprehensive financial plans tailored to their unique goals. His approach involves defining financial values and customizing strategies through the resources available at Fidelity. Prior to his current role, John held several positions at Fidelity Investments, including Financial Consultant from 2013 to 2017, Relationship Manager from 2007 to 2013, and Financial Representative from 2006 to 2007. He holds an Arkansas Insurance License, underscoring his qualifications in the insurance sector. Outside of his professional responsibilities, John has personal interests in art, bowling, music as an instrumentalist, painting, and skiing.

Alexa Larsen is a financial advisor at Morgan Stanley in Tulsa, OK, with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at BOK Financial Securities, Union Public Schools, and First Bank of Owasso. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Gordon Robinson is a financial advisor with OSAIC in Tulsa, OK, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been associated with OSAIC since 1991 and is also the owner of Investments by Design Group, Inc. and Investment Designers of Tulsa, Inc., where he has held leadership roles for over two decades. Robinson serves as program director for the Financial Planning Association of Tulsa and is a board member of Harvest House, a local nonprofit charity. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and automated rebalancing.

Megan Medders is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at TTCU Federal Credit Union and holds a consultancy role with Geronimo Productions, a family-owned video production company specializing in rodeo content. Merrill, together 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Jasmine Conyers is a Series 66 licensed financial advisor with Fidelity in Tulsa, Oklahoma, with nine years of industry experience. She has worked in various roles at Fidelity since 2016, including positions at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of her advisory work, she is involved in content creation, focusing on filming and discussing consumer products. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Katherine Beckham is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Merrill since 2011. Outside of her financial advisory role, she serves as a music leader at the Church of St Mary in Tulsa, Oklahoma. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Burger is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he was involved in sales at Camperland Of Oklahoma, LLC, where he worked for 16 years, including helping at RV and boat shows. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Gary King is a financial advisor with Stifel in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is co-owner and operator of King Stock Farm, a livestock and ranching business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

Richard Hesser is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank since 2015. 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 strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include corporate financial planning agreements with employers.

Nancy May is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets.

Allan Booher is a financial advisor with OSAIC based in Tulsa, OK, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has previously worked with Woodbury Financial Services Inc. for nine years. Outside of advising, he serves on the board of Communication Federal Credit Union and is involved with the Lion Foundation, which provides scholarships to graduating seniors. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to third-party money managers and platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Judith Miron is a financial professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She holds Series 63 and Series 66 credentials and operates as an independent insurance agent. Miron is based in Tulsa, Oklahoma, and also conducts business under the name Northstar Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment approaches through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies.

Kent Thiessen is a financial advisor with Osaic Wealth, Inc. based in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including 16 years with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory role, he serves as Chief Investment Officer and partner at Act Wealth Strategies LLC and participates in the Power of Zero education program, offering free workshops using its curriculum. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services with asset allocation tools, risk tolerance assessments, and access to third-party money managers and model account solutions.

Eric Dye is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Morgan Martin is a Wealth Management Advisor and Merrill Institutional Consultant at Merrill Lynch Wealth Management. He provides wealth management and advisory services to both individuals and institutions, including emerging investors, retired professionals, and organizations through corporate retirement plans and institutional financial strategies. He focuses on education and behavioral finance to support thoughtful decision-making and sustainable wealth outcomes. Morgan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. As a Designated Merrill Institutional Consultant, he provides consulting services to institutions, companies, 401Ks, pension plans, non-profits, and family offices. He is a partner in the MLCS Group at Merrill, which has been ranked #1 in Oklahoma for four years on the Forbes "Best-In-State Wealth Management Teams" list. The team brings expertise in retirement planning, asset management, defined benefit plans, derivatives, wealth transfer, philanthropic strategies, and employee stock option plans. A graduate of the University of Oklahoma, Morgan studied finance, international business, and Chinese. As a lifelong resident of Tulsa, he is actively involved in the community, serving on the boards of the Crosstown Learning Center and the Cascia Hall Alumni Association. Outside of work, he competes in triathlons and endurance events and spends time with his wife, Macey, and their children, Maguire and Miller.

Tom Barclay is a CFP® professional working with LPL Financial in Tulsa, OK, with 34 years of industry experience. He has been with LPL Financial since 2018, following five years at Cetera Advisors LLC and over four decades at Stotts, Barclay, Pettus, Moore, Whipple. In addition to his advisory work, he is involved in tax preparation and accounting through Scotts, Archambo, Mueggenborg & Barclay PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

James Rogers is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 40 years of industry experience. His career includes roles at Citigroup Global Markets and extended tenures with Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and approved planning tools, delivering advisory services without providing individual security recommendations as part of standalone planning.

Averie Morton is a financial advisor with Cetera, holding a Series 66 designation and beginning her industry experience in 2022. Her prior experience includes roles at Market Wealth Management LLC and Cetera Advisor Networks, as well as six years working with Hideaway Pizza. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

James Hinkle is a CFP® certificant with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Walgreens Boots Alliance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.