Roger Lovelady is a financial advisor at Stifel in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Lindsay Rodgers is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously was employed at Bank of America. Prior to her financial services career, she spent 12 years at Cascia Hall Preparatory School. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jay Dickenson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and model allocations designed to inform client decisions.

Daniel Prather is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1993 after graduating from Tulane University with a Bachelor of Science degree in Management from the A.B. Freeman School of Business. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Daniel specializes in complex financial planning issues such as wealth management strategies, estate planning services, retirement income planning, education planning, socially responsible and values-based investing, tax minimization, and portfolio management. He incorporates insurance, annuities, estate planning services, and offers access to Bank of America’s lending services to assist clients in pursuing their financial goals. In addition to his professional work, Daniel has been involved in community service through roles such as Assistant Boy Scout Leader and board memberships with the Tulsa Advocates for the Protection of Children, March of Dimes, the Tulsa Historical Society, and the Indian Nations Council. He and his wife Ellen have four sons engaged in Boy Scouts and competitive tennis. Daniel also enjoys camping, fishing, photography, and spending time with his family.

Phillip Palmer is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Royal Alliance Associates, INC. and First Independent Advisory Services, Inc. He is also the owner of 520 Associates LLC, a business involved in investment advisory services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment solutions.

Garrett Jelley is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Jelley, Udrisky & Associates team. He joined Merrill Lynch in December 2021 after graduating from Oklahoma State University with a Bachelor in Business Administration, majoring in Finance. In his role, Garrett focuses on building new relationships and addressing the financial needs of affluent families, business owners, and high net worth individuals. He specializes in developing customized wealth plans and strategies tailored to each client's specific investment objectives. Utilizing the Goals-Based Wealth Management (GBWM) approach, Garrett provides advice and guidance aligned with clients' financial goals. His expertise includes formulating and managing personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. His client focus areas include college education planning, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Garrett holds professional designations as an Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has been involved with the Sigma Nu Fraternity during his time at Oklahoma State University and has served as the Philanthropy Event Chairman for the Temple Classic. Outside of work, Garrett enjoys golfing, spending time with his family, traveling, and writing.

Donald Jackson is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with UBS Financial Services since 1994. Outside of his advisory role, Jackson teaches non-credit personal finance courses at Tulsa Community College, serves as a trustee overseeing pension assets for the Oklahoma Law Enforcement Retirement System, and is a board member of Trinity Woods, a nonprofit retirement community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Andrew Hayden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securian Advisors MidAmerica and Minnesota Life. Outside of advisory roles, Hayden is involved as a partner in a property management venture and owns a pediatric clinic through a family trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers.

David Paulson is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services, Inc. for 12 years. In addition to his advisory work, he is involved in tax preparation and advice through ownership of DP Financial & Tax, Inc. and is a board member of Harvest House, a nonprofit focused on feeding and clothing underserved communities. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of investment tools and supports both discretionary and non-discretionary account management through multiple advisory platforms.

Dustin Ross is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various roles at Raymond James since 2016, as well as at Capital Asset Advisory Services and The Advancement Group. Outside of finance, he operated Dustin Ross Photography for four years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals, and it maintains specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Jonathan Christensen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional dedicated to assisting clients in achieving their financial objectives and aligning their finances with their life goals. With over 16 years of experience working at prominent financial firms across the country, Jonathan specializes in areas including Family Wealth Management Strategies, Legacy Planning, Retirement Income, Philanthropic Planning, and Socially Responsible Investing. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Jonathan earned his Bachelor's Degree from Christian Life College and obtained his MBA from Regent University. Outside of his professional role, he is involved with Life Senior Services and enjoys spending time with his family, traveling, boating, and cooking.

Steven Collins is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Collins plays drums for several bands in the Tulsa area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated capabilities beyond advisory services.

John Harding Jr. is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Arvest Wealth Management, OFI Private Investments Inc., Quick & Reilly, Inc., and CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools.

Steven Wilkerson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at LPL Financial since 2005, following prior roles at Morgan Stanley and Citigroup Global Markets. Wilkerson acts in a fiduciary capacity for his personal 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Karimian is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Karimian serves on the Board of Directors for The Tulsa Ballet and manages a financial planning practice through his ownership of SDK Group LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Miller is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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.

Kimberly Quintanar is a CFP® and holds a Series 66 license, with 27 years of industry experience. She has been with Ameriprise since 2005, initially at Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

James Gibson is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Thrivent, he worked in the automotive sector at Audi Tulsa and has been involved with community organizations including Community Brookside, Albany Music School, and First United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based holistic planning without discretionary portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Phillip Carr is a Financial Consultant currently working at Fidelity Investments since 2020. He has experience in various financial roles, including Financial Solutions Advisor at Bank of America Merrill Lynch in 2020, Investment Consultant at Fidelity Investments in 2020, and Manager of an Investment Center at Bank of Oklahoma Financial Securities from 2014 to 2019. He holds an Arkansas Insurance License. Phillip focuses on helping clients plan for their futures by simplifying and clarifying the financial planning process, enabling clients to set and work toward their personal definitions of success. Outside of his professional work, Phillip engages in family activities, fishing, golf, and music as an instrumentalist. He is also involved in parenthood.

Katherine Buckley is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. She is based in Tulsa, OK. 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 institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.