Josephine Concannon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving affluent individuals and families. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and focuses on creating customized strategies to protect, preserve, and grow multi-generational wealth. Prior to becoming a financial advisor, Josephine spent six years in corporate consulting in Chicago, developing strategic thinking and problem-solving skills. She holds dual bachelor's degrees in International Business and Human Resource Management from the University of Oklahoma. She is actively engaged in the Tulsa community and is a member of Leadership Tulsa's 73rd class. Josephine was born and raised in Tulsa. She and her husband, Mike, recently welcomed their daughter, Dottie. Outside of work, she enjoys cooking, pickleball, reading, spending time with family, tennis, traveling, and yoga.

Janelle Lind is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Tulsa, OK, and has 13 years of industry experience. She has held roles at Cambridge Investment Research, Inc. and Preferred Partners, Inc. for over a decade. Lind serves as a board member of the Junior League of Denver Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing both proprietary and third-party strategies under various platform arrangements.

Jordan Walters is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Merrill since 2022, following several roles at Arvest Wealth Management and Arvest Bank from 2016 to 2022. Walters is based in Tulsa, OK. Merrill 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 broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Stephanie Pollard is a CFP® designated financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 license. Outside of her advisory role, she owns and operates two small businesses selling postage stamps and crafts online, as well as creating jewelry for sale on Etsy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

William Gordon is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of approximately 23,701 financial advisors.

Carter Cowan is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Cowan also works as an independent insurance agent offering life and long-term care insurance and is involved with a charitable LLC focused on supporting nonprofit initiatives. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies across multiple platforms and includes both proprietary and third-party model solutions.

Jeffrey Roblyer is a financial advisor with Wells Fargo Clearing in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns inherited mineral rights in Tulsa and maintains an inactive law license with the Oklahoma Bar Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored plan-level investment management.

Kyle Seeman is a financial advisor with LPL Financial in Broken Arrow, Oklahoma, holding a Series 65 designation and six years of industry experience. His prior roles include positions at 10Elms, LLP, Sageview Advisory Group, Capital One Investing, United Income, Inc., FedEx Freight, and KHP Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

David Cornell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Charles Schwab & Co., Schwab Wealth Advisory, Wells Fargo, Fisher Investments, and DTR Labs LLC. He is based in Tulsa, Oklahoma. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment onboarding process.

Alexander Fallek is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He works with clients to define, understand, and work toward their financial goals through retirement planning and investment guidance. Alexander has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Central Relationship Manager, Relationship Manager, and Financial Consultant. His experience encompasses client relationship management and financial consulting within the firm. He holds an Arkansas Insurance License. Outside of his professional work, Alexander's personal interests include fitness, football, social events with friends, movies, music, and running.

Tristan Dotts is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc. and various insurance carriers with W&R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 credential and two years of industry experience. His prior roles include positions at Orvis & Wadkins Financial Services, Principal Life Insurance Company, and Cornerstone Home Lending. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

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.