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 individual and institutional clients, including emerging investors, retired professionals, and organizations through corporate retirement plans and institutional financial strategies. He emphasizes education and behavioral finance to support thoughtful decision-making and sustainable wealth outcomes. Morgan holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. As a Designated Merrill Institutional Consultant, he offers consulting services to institutions, companies, 401Ks, pension plans, non-profits, and family offices. He leads a team known as the MLCS Group at Merrill, which has been ranked #1 in Oklahoma on Forbes' "Best-In-State Wealth Management Teams" list for four years. Morgan graduated from the University of Oklahoma, where he studied finance, international business, and Chinese. A lifelong resident of Tulsa, he has served as president of the board of directors for the Crosstown Learning Center and as a member of the Cascia Hall Alumni Association board. Outside of work, he enjoys competing in triathlons and endurance events, and spending time with his wife, Macey, their daughter, Maguire, and their son, Miller.

Tom Barclay is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at Cetera Advisors LLC for five years and has been associated with Stotts, Barclay, Pettus, Moore, Whipple since 1982. Outside of his advisory role, he is involved in tax preparation and accounting through Scotts, Archambo, Mueggenborg & Barclay PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

Brandon Schultz is a financial advisor at Cetera with a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones, Tulsa Teachers Credit Union, and First Bank Kansas. Outside of his advisory role, he is co-owner and co-host of TOBE: The Oklahoma Baseball Experience, a nonprofit focused on promoting baseball in Oklahoma. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

James Rogers is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves 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 investment models as part of its service approach.

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.

Robyn Havener is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she worked at GWC Warranty from 2014 to 2017. Outside of advising, she is involved in photography through her business, RH Photography. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and offices.

Robert Rodgers is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 credential and 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.

Benjamin Reynolds is a financial advisor with Raymond James & Associates in Tulsa, Oklahoma. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Raymond James in 2022, he worked at The Trust Company of Oklahoma and Bokf, Na. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans, asset-allocation analyses, and investment recommendations through its Wealth Advisory Services Program and supports both retail and institutional clients.

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 10 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2015 to 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, as well as institutional consulting and municipal finance capabilities.

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 Series 66-licensed financial advisor with LPL Financial, based in Tulsa, Oklahoma, and has 11 years of industry experience. She has been with LPL Financial since 2014, with a brief period in 2018 associated with Logos Construction Co., LLC. Outside of her advisory role, she is a notary public in Sapulpa, Oklahoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL and third-party sources.

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.