Kara Younce is a financial advisor with Osaic Wealth, Inc. based in Tulsa, Oklahoma. She holds a Series 66 designation and has 19 years of industry experience, including roles at Investment Designers of Tulsa, Inc. since 2009 and Royal Alliance Associates, Inc. since 2008. Younce serves as a board member of the Scissortail Ridge Association, a neighborhood homeowners association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a range of investment types.

Melissa Bodenstab is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes roles at Avantax Insurance Services, Invest Wealth Management, and tax and accounting firms such as Connally & Associates. She manages tax and accounting operations as the owner of Connally & Associates and is involved in expense management through Bodie Group, LLC. Cetera is an SEC-registered investment adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Gina Hoffman is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation. She has been with Edward Jones since 2012, accumulating 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Alan Ford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he recently marked his 50-year tenure. Since beginning his career in 1973, Alan has provided financial guidance to multiple generations of families, helping them navigate various life stages and market cycles. He leads his team’s efforts in developing and overseeing fixed income portfolios and has expertise in portfolio hedging and corporate cash management. Alan holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Missouri Southern State University and a Master's degree in Business from Pittsburg State University. He previously served as President of both the Tulsa Financial Planning Association and the University of Tulsa Friends of Finance. Outside of his professional work, Alan values spending time with his children and grandchildren, and he enjoys activities such as boating, running, and skiing.

Jeffrey Mayes is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Principal Life Insurance Company and Orvis & Wadkins Financial Services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Penny Patton is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, she spent 11 years at All Saints Catholic School. Outside of her advisory role, she volunteers as a track meet timer at junior high and high school events in Shawnee, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Matthew Carrier is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at HSBC Securities USA, HSBC Bank USA, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Joshua Morris is a financial advisor with Edward Jones in Tulsa, OK, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Joshua Watkins is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has held several roles at Fidelity, including Investment Consultant, Relationship Manager, Community Manager, Social Media Help Desk, and Active Trader Services, demonstrating a breadth of experience within the company. As a Certified Financial Planner®, Joshua collaborates with clients to develop financial plans tailored to their specific goals and needs, emphasizing strong relationships and trust with clients and their families. He holds an Arkansas Insurance License. Outside of his professional duties, Joshua has interests in comedy, cooking and baking, football, golf, outdoor adventures, and pets.

Benjamin Culver is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2001 and has worked with a diverse client base including professionals, entrepreneurs, and executives. His focus areas include education planning, liquidity management, and retirement income. Benjamin provides expertise in wealth transfer, philanthropy, and estate planning. He often assists retirees in designing personalized retirement plans. His knowledge of concentrated equity positions helps corporate executives identify strategic financial options, and he also manages proprietary portfolios for the MLCS Group. He holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with a Bachelor's Degree in Business Management from Oklahoma State University. In addition to his professional duties, Benjamin is involved with the Boy Scouts of America and the Sigma Chi Fraternity. He enjoys camping, golfing, and reading in his personal time.

Myles Eklund is a financial advisor at Wells Fargo Advisors in Tulsa, Oklahoma, holding a Series 66 designation with eight years of industry experience. He previously worked at Wells Fargo Clearing and ConocoPhillips. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations.

Kade Williams is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at Foote Ranch for two years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Holmes is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Raymond James Financial Services and Vernon Wealth Management. Outside of advising, he owns and operates C & D Small Engine, a small business he has managed since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, retirement plan participants, and institutions. The firm offers a range of services such as financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Garryl Keel is a financial advisor at Edward Jones in Tulsa, Oklahoma, holding Series 63 and Series 65 designations with 30 years of industry experience. His prior work includes roles at LPL Financial, Central Bank of Oklahoma, INVEST Financial Corp, and The Oak Ridge Financial Services Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm’s investment approach includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Connie Buckley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved with Mary Kay Cosmetics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment models.

Leland Nissley is a financial advisor at Edward Jones in Tulsa, OK, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive nationwide advisor and branch network and its affiliated capabilities beyond advisory services.

Emily Waggoner is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has worked at both Merrill and Bank of America, N.A. for over a decade. Merrill, along 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 plans, corporations, and charitable organizations.

Terry Devore is a financial professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2020, following four years at Cetera Advisors. Devore serves as Vice President on the board of the Mission Gardens Homeowners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, utilizing proprietary models and third-party strategies with both discretionary and non-discretionary options tailored to client objectives.

Richard Keel is a financial advisor at OSAIC with 13 years of industry experience, holding a Series 66 designation. His prior experience includes roles at Edward Jones and Woodbury Financial Services. Outside of his advisory work, he is active as a sports official, officiating softball, baseball, football, and volleyball at various levels. OSAIC serves a wide range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios across multiple asset classes.

Dennis Davis is a CFP® professional with over 31 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, VOYA Financial Advisors, and other firms. Outside of his advisory work, he owns a business that buys and sells classic cars. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of advisors. The firm provides access to multiple investment platforms and third-party managers, supporting discretionary and non-discretionary account management.