Daniel Demoss is a financial advisor with Raymond James Financial in Tulsa, Oklahoma, holding the CFP® and ChFC® designations and Series 65 and 66 licenses. He has 27 years of industry experience and has been with Raymond James since 2008. Outside of his advisory role, he owns 918 Tax Doctor LLC, an accounting consulting business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

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 and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Arvest Wealth Management spanning from 2016 to 2026. Herron operates out of Tulsa, OK. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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 Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and MassMutual Life Insurance Company since 1991. Outside of advisory work, he is part owner of a crop growing farm and serves as president of Financial Security Group, Inc. 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, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Caleb Hass is a financial advisor with Primerica Advisors in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, Hass is involved in entrepreneurial ventures including ownership of Dominate Diversity, Inc. and co-ownership of Tulsa Basketball Academy LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure.

Thomas Rorschach is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Hornor Townsend and Kent, Inc. for 24 years. Outside of his advisory role, he is a general partner in Colonial Royalties Limited Partnership, which involves mineral, oil, and gas leasing activities. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across a range of investment vehicles.

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.

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 was previously employed by Bank of America, N.A. She also has a background in education, having worked at Cascia Hall Preparatory School for 12 years. Merrill provides managed account services through the Select Portfolio Solutions program to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 with Raymond James Financial in Tulsa, Oklahoma, holding Series 65 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include work with Capital Asset Advisory Services, The Advancement Group, and operating Dustin Ross Photography from 2016 to 2020. He is also associated with JDR Financial Services, where he supports branch management and investment trading. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and integrates municipal and public finance capabilities through its extensive affiliate network.