Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom. Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously. The Arrow process: 1.) Initial consultation 2.) Gather data 3.) Analyze and recommend 4.) Implement the plan 5.) Monitor and update the plan Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors. Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program. Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at "Arrow Investment Education".

Carter Baumert is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in February 2004. Over his career, Carter has focused on serving Ultra High Net Worth families, business owners, and institutional clients, particularly in qualified plan spaces. His expertise encompasses divorce transition planning, family wealth management strategies, philanthropic planning, legacy planning, investment consulting, portfolio management, and services for endowments, foundations, non-profits, defined benefit, and defined contribution plans. Carter's approach to wealth management emphasizes understanding clients' financial situations and goals to provide tailored, efficient, and effective solutions. He addresses all aspects of client financial needs, including lending, qualified retirement plans, portfolio guidance, and advising on private business sales or capital raising. He holds several professional designations including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Carter earned a Bachelor's Degree in Economics from Oklahoma City University, where he also played collegiate golf. In addition to his professional responsibilities, Carter serves on the boards of the Latino Community Development Agency and the Meinders School of Business Advisory Board at Oklahoma City University. He is also involved with the Oklahoma Make-A-Wish Foundation finance committee and participates in philanthropic activities such as Walk for Alzheimer's and Habitat for Humanity. Carter resides in Edmond, Oklahoma with his wife Cara and their three children, Garrett, Mackenzie, and Lauren. His personal interests include golfing, music, running, family time, and traveling.

François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his role, he focuses on developing personalized financial plans tailored to the unique goals and needs of each client. François-Xavier emphasizes understanding clients' financial situations, goals, and risk tolerance to provide appropriate guidance. His professional experience spans several years in financial advisory roles where he has supported clients in managing their financial journeys. Outside of his professional work, François-Xavier engages in hiking, photography, and skiing.

Scott Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients navigate complex financial landscapes. With over 20 years of experience, Scott focuses on serving healthcare professionals nationwide, assisting with business, family, and personal financial investment and protection. He also has expertise in managing rollovers from employer-sponsored retirement plans and offers comprehensive wealth management strategies tailored to individual client goals. Scott holds a Bachelor's Degree from Cameron University and a Master's Degree from The University of Oklahoma. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. His client focus areas include college education planning, family wealth management, legacy planning, portfolio management, and tax minimization, among others. Scott utilizes the resources of Merrill Lynch and Bank of America to provide integrated financial services and investment insights. In addition to his professional work, Scott is involved in various community organizations such as the Epilepsy Foundation of Oklahoma, AMBUCS, Junior Achievement, the Oklahoma Rehabilitation Council, and Rotary International. He serves on multiple advisory boards and volunteers to teach financial literacy to children. Outside of work, Scott enjoys football, traveling, and spending time with his family.

Ryan OMalley is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he collaborates with clients to build and manage their wealth by developing personalized financial plans that address both short-term and long-term goals. He emphasizes understanding clients personally and financially to tailor strategies that can be updated throughout their financial journey. Before joining Fidelity Investments, Ryan gained experience as a Financial Solutions Advisor at Merrill from 2017 to 2021 and as a Financial Advisor at Edward Jones from 2016 to 2017. He also worked as a Customer Service Representative at CitiBank from 2010 to 2012.

Dawn Maslar is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has more than 33 years of experience in the financial services industry, having joined Merrill in 1993. Dawn focuses on providing individualized financial guidance to high-net-worth clients, addressing a variety of needs including retirement planning, portfolio management, tax minimization, legacy planning, and family wealth management strategies. She emphasizes a collaborative approach, working with clients and, with their permission, coordinating with attorneys, accountants, and other advisors to align financial advice with their short- and long-term goals. Dawn holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned her high school diploma from El Reno High School and attended Oklahoma City Community College. Dawn aims to help clients navigate complex economic environments by equipping them to respond to market changes and capitalize on opportunities to preserve and grow their wealth. Outside of her professional work, Dawn engages in various personal interests including baseball, chess, cooking, drawing, gardening, knitting, sewing, woodworking, and spending time with her family. She values continuous activity, which she pursues both in her career and hobbies.