MLCS Group

6100 South Yale Ave
Suite 1500 & 1650
Tulsa OK 74136
(918) 586.8077
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Welcome
With more than 240 years of combined investment management tenure, MLCS Group is a boutique-like wealth management group within Merrill Lynch Wealth Management. The 13 experienced professionals on the team are dedicated to making client’s lives easier. Offering access to the investing acumen of Merrill and the banking convenience of Bank of America, the team is one of the largest financial advisory groups in the state of Oklahoma and strives to bring to clients a level of service typically available only in cities such as New York or Houston.

**MLCS Group is proud to be recognized #1 in Oklahoma on the 2025, 2024, and 2023 Forbes “Best-In-State Wealth Management Teams” list.**Published annually in January. Rankings based on data as of March 31 of prior year.
**MLCS Group was the sole team from Oklahoma on the 2024 Forbes “America’s Top Wealth Management Teams High Net Worth” list – marking the team’s third consecutive year on the list.**Published annually in November. Rankings based on data as of March 31 of current year.
Recognition
Matt Cain
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2010-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
MLCS Group
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Who We Are

We focus on addressing the investing and wealth management needs of institutions and high net worth individuals and families. We work closely with clients to determine their needs and aspirations so that can craft customized strategies to help them pursue their goals.

The team frequently serves clients during personal and professional transitions – including business sales, generational wealth transfer, and retirement. Each member of the team possesses perspective and extensive knowledge that leads to a well-rounded group of investment professionals. The team prioritizes building strong and lasting relationships with clients, helping them pursue their goals, and facilitating a smooth transition to the next generation.

Meet Our Team
Matt Cain,

CFP®, CIMA®

Managing Director, Wealth Management Advisor
918.493.7772
D Kurt Morgan
Senior Vice President, Wealth Management Advisor
918.493.7768
Donald Lehman,

CDFA®

Senior Vice President, Wealth Management Advisor
918.586.8030
Katherine Stephens,

CFP®

Senior Vice President, Wealth Management Advisor
918.586.8150
Benjamin Culver,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
918.496.7408
Morgan Martin,

CFP®, CIMA®, CPFA®

Vice President, Wealth Management Advisor
918.493.7781
Josephine Concannon
Financial Advisor
918.586.8181
Katherine M Beckham
Assistant Vice President, Wealth Management Associate
918.586.8077
Gina L Arnold
Officer, Wealth Management Associate
918.493.7760
Shari L. Campbell
Officer, Registered Wealth Management Client Associate
918.496.7411
Caroline Sibbernsen
Wealth Management Client Associate
918.586.8116
Traci Nole
Wealth Management Client Associate
918.586.8160
Angel Thomas
Officer, Wealth Management Client Associate (FP)
918.493.7758
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Steve Richer
Employee Benefits Specialist
Tyson M Hickle
Wealth Management Banking Specialist
Ed Fuentes
Employee Benefits Specialist
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.