Steve Ellis

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

At SageOak®, I help clients reduce stress and free up time to focus on the things that matter most to them, such as faith, family, and friends. While I serve a variety of clients, the folks who typically find my services the most valuable are working/medical professionals, business owners, near/current retirees, and faith-based individuals/organizations. For many of my clients, faith is an important part of their lives, but regardless of their faith background or season of life, clients usually seek me out to delegate the stress and headache that normally come with managing their own financial planning and investment needs. I started SageOak in 2013 and serve clients in person and virtually across the country. As Managing Director, I help develop and integrate our firm’s long-term vision and strategic plan, as well as provide ongoing financial planning, investment management, and wealth management services to our clients. On a more personal note, I grew up in a small town in northeastern Indiana. Before entering the financial services industry, I worked briefly in intercollegiate athletics as a college golf and basketball coach at a small Christian college in Kansas. I currently live in the Tulsa, OK area with my wife, who works part-time as a Physician Assistant. We’ve lost two children in miscarriages over the years, but God has also blessed our family with a rambunctious boy, four sweet girls, and an energetic Cavapoo named Hoosier! In our community, I currently serve on the board of directors for Classically Formed Inc., which operates Tulsa Classical Academy, Oklahoma's first public tuition-free classical charter school. I previously served on the board of directors for Happy Hands Education Center, a local Christian school for children from birth to age 6 who are deaf, hard of hearing, or have other communication disorders. I have also volunteered with various other local ministries and non-profits over the years, and my family and I are very active in our local church, Grace & Peace (PCA), where I serve as an ordained elder. For fun, I enjoy playing an occasional round of golf, staying physically active, reading good books, traveling to new places, and enjoying the craziness of raising five kids and a dog! If taking care of your family, reaching your goals, and being a good steward of your money is important to you, use the "Contact" button on this page or visit our website to start the complimentary discovery process today!

I’m a native Oklahoman and I’ve spent the last decade working in wealth management firms before launching 1522 Financial in 2022. Previously, I was Chief Investment Officer at an independent Trust Company in Oklahoma. 1522 Financial is a modern wealth management firm that focuses on delivering innovative financial plans without unnecessary complexity. I believe planning should be like most things in life – flexible, and we do not require clients to have me manage their assets in order to work with us. Whether we’re diving into complex financial planning or helping to create investment portfolios to meet clients’ goals – we are a fiduciary. I’m a proud graduate of Oklahoma State University for both my Masters and Bachelors degrees. I also completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. I’ve spent most of the last decade building on my knowledge of financial planning, financial markets, and investing in an effort to be the best possible resource for my clients. When I’m not helping clients, you can find me spending time with my family and friends, playing golf, and playing guitar. I’m also an avid reader and am always up for a good book recommendation.

At Step By Step Financial, we support busy families with comprehensive financial services tailored to their unique needs. We understand the challenges of balancing work, school, family, and household responsibilities and use our firsthand experience to guide you effectively. Financial Planning: We offer personalized financial planning to help you achieve clarity and stability. We aim to create a roadmap that aligns with your family's objectives, whether managing debt, planning for education, or preparing for retirement, providing a clear path for a secure future. Tax Planning and Preparation: Navigating tax complexities can be overwhelming. Our expert tax planning and preparation services optimize your financial situation, reduce liabilities, and ensure compliance. We strive to make tax season less stressful and more efficient so you can focus on what matters most. Investment Advice and Implementation: Making informed investment decisions is crucial for your family's growth. We offer strategic advice and implementation focused on your long-term goals. Whether saving for retirement, investing in your child's future, or planning major life events, we help you build and preserve wealth effectively. We believe in a collaborative approach where your input and needs are central to our strategies. By partnering with us, you'll receive the support and guidance needed to make sound financial decisions, allowing you to concentrate on what truly matters—your family. About Kevin Jacobs, CFP® Kevin Jacobs, CFP®, leads Step By Step Financial with a deep understanding of the demands faced by busy families. His insights and practical advice come from his experiences balancing professional and personal responsibilities. Kevin is committed to a personalized approach. He takes time to understand each family's unique situation and goals and ensures strategies are tailored to their needs. His expertise spans financial planning, tax optimization, and investment management, making him a valuable partner in securing your financial future. Kevin is also actively involved in his community, reflecting his dedication to service and support. His approach extends beyond managing finances; it's about building lasting relationships with clients and guiding them with care and expertise at every step. More than just planners, we are your partners in crafting a secure and intentional future. At Step By Step Financial, we'll navigate your financial journey together.

Financial Advisors rarely plan for themselves, like they do for their clients. If something were to happen, the clients might lose their Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything. Ellevate Advisors provides financial planning and business transition consulting for Financial Advisors so that when they sit down to dinner with their family, they can relax because they know that they’ve secured their family’s future and created a business that lasts. I started in the financial services industry with my family’s Ameriprise practice. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing 1-2 dozen retirement plans, and assisting with several business transitions with a client retention rate of over 95%. As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to provide professional paraplanning for fee-only advisors, while I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®. I served on the Tulsa Board of the Financial Planning Association, including one term as President. I started the FPA NexGen Tulsa group to support younger advisors. One of the reasons my husband and I started Ellevate is because Financial Advisors deserve to retire too. What does retirement mean to you, your family, and your business? Let’s figure it out together!

Matt Cain is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding partner of the MLCS Group, a boutique-style investment team within Merrill Lynch. He joined Merrill Lynch in 1994 after three years in commercial banking and has since built a team of more than a dozen financial professionals. The MLCS Group offers customized wealth management strategies for corporate executives, business owners, affluent families, and nonprofits, assisting clients through significant financial transitions including business sales, IPOs, retirement, and wealth transfer. Matt’s expertise encompasses family wealth management, legacy planning, philanthropy, retirement income, and comprehensive investment strategies. He has extensive experience working with generations of families and understands the complexities of accumulating and preserving wealth across market environments. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science in Business Administration from Oklahoma State University. Throughout his career, Matt has received recognition from Barron’s, appearing on the “Top 1,200 Financial Advisors” list from 2010 through 2025, and from Forbes as a “Best-in-State Wealth Advisor” from 2018 to 2025. He serves as Chair of the Board for The Parent Child Center of Tulsa and Chair of the Friends of Scouting Campaign for the Indian Nations Boy Scout Council. Matt is a past member of the Metro Christian Academy Board of Trustees and a member of the Committee of 100. He and his wife, Alice, have a son named Caleb and enjoy outdoor activities such as hiking, biking, running, and traveling.