Mario Medina Lopez is a financial advisor with The Buffalo Financial Group LLC in Choctaw, Oklahoma. He holds Series 63 and Series 65 licenses and has six years of industry experience, including roles at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. He currently serves as director of investment services for a nonprofit endowment. The Buffalo Financial Group serves individuals, including trusts, estates, and high-net-worth clients, providing ongoing portfolio management and integrated financial planning. The firm employs a multi-factor investment approach focused on asset allocation, low-cost tax-efficient strategies, and primarily operates on a non-discretionary basis while utilizing sub-advisors for alternative investments.

Isaac Ortiz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at DAI Wealth, LLC since 2022. His prior experience includes roles at SCF Investment Advisors, Inc. and FSC Securities Corporation. Outside of his advisory work, Ortiz operates a business involved in risk management and advanced estate and business planning strategies, as well as a collectibles venture selling items online. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a range of managed account solutions and conducts ongoing manager due diligence, offering tailored portfolios supported by multiple custodial and platform providers.

Jason Hill is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has served as President and Managing Member of Hill Financial, Inc. since 2005, focusing on insurance and annuity sales. Hill previously worked at Horter Investment Management, LLC from 2016 to 2018. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, and offers additional services including retirement-plan consulting and estate-planning assistance.

William Craig is a financial advisor with Sowell Management, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial industry, he held positions in various companies including Solar Pros and Vivint. He is also involved in insurance sales through Family First Life. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Timothy Nelson is a financial advisor with Merit Financial Advisors in Edmond, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Avantax Advisory Services. Outside of his advisory work, he owns a tax preparation and accounting firm, L. Myles Smith & Co. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight provided by a central investment team and committee.

Randall Fowler is an investment adviser with Titleist Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at ON Investment Management Company and Raymond James Financial Services, among others. He is also a licensed insurance agent with Titleist Capital, LLC. Titleist Asset Management serves individuals, trusts, estates, and retirement plan sponsors, managing approximately $2.43 billion for about 1,600 clients. The firm offers discretionary portfolio management across various allocation strategies, financial planning, and retirement plan advisory services, utilizing quantitative methods and an investment committee to oversee client portfolios.

Larry Gill is a financial advisor at Sowell Management with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Private Advisor Group, Clinton Wealth Management, and Cambridge Investment Research. Outside of advising, he serves as a board member for Shawnee Tubing Real Estate, a non-public entity, and has experience providing expert witness testimony related to fixed income annuities. Sowell Management offers investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm supports its independent contractor advisors with portfolio management, financial planning, and ancillary business services, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms.

Gary Chitwood is a financial advisor with First Command Advisory Services, holding a Series 66 designation and two years of industry experience. Prior to joining the firm, he served 20 years in the United States Air Force. Outside of his advisory role, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients with a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured financial coaching through its Tailored Professional Services engagement.

Matthew Bowman is a CFP® professional with 10 years of experience in financial advisory and planning. He has been with First Command Advisory Services and affiliated First Command entities since 2015 and previously served in the US Army from 2007 to 2016. He operates his advisory practice under an LLC named Matt Bowman- Financial Advisor, LLC. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage and insurance product distribution. The firm focuses on advisor-led, face-to-face financial coaching and offers structured, 12-month planning engagements alongside discretionary asset management managed by an in-house investment team.

Jerry Bolster is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at TriCorps Security for 15 years. Bolster also serves in the Oklahoma Air National Guard, a role he has held since 2003. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform including financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month financial planning engagements alongside discretionary asset management solutions.

Alexander Frank is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and a role at the Oklahoma Tax Commission prior to joining First Command in 2022. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm focuses on advisor-led planning relationships and offers structured financial coaching engagements alongside discretionary portfolio management through its in-house Investment Management Team.

Dylan Ball is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. His background includes service in the Air National Guard since 2017 and previous roles with First Command Insurance Services and Santa Fe Family Life Center. Outside of his advisory work, he operates a YouTube channel focused on men's style, fitness, and self-development. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month Tailored Professional Services engagements supported by an in-house investment management team.

Samuel Mann is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining First Command, he served seven years in the U.S. Army and has additional work experience in hospitality. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products via affiliated entities. The firm emphasizes advisor-led planning relationships and utilizes a structured Tailored Professional Services engagement alongside discretionary asset management models constructed by an in-house Investment Management Team.

Thomas Fry is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at Eagle Strategies since 2008 and New York Life Insurance Company and Nylife Securities since 2000. Outside of his advisory work, Fry teaches NRA-certified courses on hunting and shooting and volunteers as a hunt guide with the Oklahoma Youth Hunting & Shooting Program. He also serves as a board member of Leaders Achieving Excellence and is involved in disaster relief efforts through the Choctaw Church of Christ. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Jeffrey Wallace is a ChFC®-designated financial advisor with over 21 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked within affiliated First Command entities since 2004. Outside of his advisory role, he serves as an advisory board member for the Pheasant Pointe Home Owner's Association. First Command Advisory Services provides financial planning, discretionary asset management, brokerage, insurance, and banking products to individual, high-net-worth, corporate, and charitable clients. The firm emphasizes ongoing, advisor-led relationships and offers structured planning engagements alongside discretionary portfolio management through its in-house Investment Management Team.

Jason Kirk is a financial advisor with First Command Advisory Services in El Reno, Oklahoma. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he served 27 years in the United States Army. First Command Advisory Services serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform that offers financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and provides structured Tailored Professional Services engagements alongside discretionary asset management through its in-house Investment Management Team.

Sarah Keilers is a financial advisor with Valic Financial Advisors in Midwest City, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Valic in 2018, she worked at Bank of America and Bealls, Inc. She also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Alan Butler is a financial advisor with First Command Advisory Services in Edmond, Oklahoma, holding a Series 66 designation and seven years of industry experience. He has been associated with multiple First Command entities since 2018. Outside of financial advising, Butler is involved in petroleum land management as an owner and vice president of business development for Willow Creek Resources, LLC. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products offered via affiliated entities. The firm emphasizes face-to-face financial coaching and structured advisor-led planning relationships delivered through its Tailored Professional Services engagement.

Paul Krus is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His work history includes roles at Arvest Wealth Management and Tinker Federal Credit Union, where he is involved in management activities. Krus also holds a management position at TFCU Financial Advisors/Tinker Financial Services LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services.

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.