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.

Jeffrey Stumpff is a financial advisor with Edward Jones in Owasso, OK, holding the ChFC® and Series 66 credentials. He has seven years of industry experience, including eight years with Edward Jones and 17 years running The Stumpff Corp. 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 with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Holmes is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked with Vernon Wealth Management and Raymond James Financial Services during his career. Outside of finance, he is the owner of C & D Small Engine, a business he has operated since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing resources such as in-house and third-party research, model portfolios, and technology-driven strategies.

Kendra Thompson is a financial advisor at Edward Jones in Claremore, Oklahoma, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 26 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 on a part-time basis. 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.

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. She holds a Series 66 designation and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at Cetera Wealth Services and VOYA Financial Advisors and has been a self-employed advisor for over three decades. Outside of advising, he owns a business that buys and sells classic cars. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Fleet is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, he spent 22 years at Eastland Baptist Church. Edward Jones is a full-service wealth management firm serving 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.

Ravi Kapoor is a financial advisor at Ameriprise in Tulsa, OK, holding a Series 66 designation. He has recently begun his career in the financial services industry with Ameriprise, having prior experience as a full-time student and in engineering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendation reports and annual advice focused on dependable income and tax-aware strategies.

Felix Jones is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Cambridge Investment Research Advisors. He is also involved with The Holmes Org, a separate advisory service he has provided for over 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing access to various investment products and third-party managed account solutions.