Thomas Hardy is a Series 66-licensed financial advisor with Mariner, based in Tulsa, OK, and has 13 years of industry experience. He has worked at various Mariner entities since 2017 and previously at Arvest Asset Management from 2014 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to offer customized, discretionary portfolios alongside integrated tax and administrative services.

Michael White is a financial advisor with GWN Securities Inc. in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with GWN Securities since 2013 and also operates Michael K White, Inc., a corporation involved in insurance and annuities sales where he serves as president. Additionally, he is a partner at Integrated Financial Concepts, Inc., which shares commissions and expenses among partners. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and provides a range of managed-account programs, including legacy market-timing and momentum-based strategies.

George Brown is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital Advisors Inc. for 25 years and Minshall & Company, Inc. for 16 years. Brown serves on the board of Hurricane Impact, a nonprofit organization that connects University of Tulsa athletes with local charitable organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Triston Hasty Grant is a CFP® certificant and financial advisor with CWM, LLC, based in Owasso, Oklahoma, with five years of industry experience. He has worked with Cetera Wealth Services and Farmers Insurance and holds leadership roles including president of Global Wealth Management, dba Waterstone Private Wealth Management. Grant serves as a board member of the Owasso Education Foundation, a nonprofit supporting public schools. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through over 600 advisors. The firm offers discretionary portfolio management and a range of financial planning and retirement services, utilizing model portfolios, third-party sub-advisors, and customization tools.

Natalie Haggard is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner and its predecessor entities since 2013. Outside of her advisory role, she serves on the board of directors and finance committee of Emergency Infant Services Inc., a nonprofit organization in Tulsa, OK, focused on supporting children ages 0-5. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Mitchell Kaczmarek is a CFA® and holds a Series 65 license, with 10 years of industry experience. He has worked at Corient since 2026 and previously spent 10 years at Capital Advisors, Inc. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach incorporating in-house strategies, third-party managers, and risk management tools, with capabilities including private fund advisement and affiliated trust and broker-dealer services.

Lars Gwartney is a financial advisor at Guardian Life with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to his current role, he spent a decade at Northwestern Mutual Wealth Management Company and held various positions within the Northwestern Mutual Life Insurance Company and its investment management division. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of proprietary and third-party investment advisory programs.

Jay Eichler is a Series 66-licensed financial advisor with Guardian Life, based in Tulsa, OK, and has four years of industry experience. He has worked at Park Avenue Securities since 2022 and Guardian Life since 2021. Outside of his advisory role, Eichler is involved in automotive purchasing businesses, acquiring inventory for dealers and charging fees per unit purchased. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including hybrid digital advisory solutions.

Garrett Stephenson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2014. Outside of his advisory role, he is involved in writing life insurance policies as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs on the Fidelity-supported FMAX platform.

Barbara Rayll is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds a Series 66 designation and has been with Valic since 2016. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing unified managed accounts and technology-driven model solutions.

Catherine Young is a financial advisor at Corient with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Capital Advisors, Inc. and Minshall & Company Inc. outside of her advisory role, she owns rental properties in Tulsa, Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options.

Jeremy Travis is a Series 65-registered financial advisor at Corient with eight years of industry experience. Prior to joining Corient in 2026, he worked for Capital Advisors, Inc. for eight years and spent 15 years at Merck. Outside of his advisory role, he owns a mini storage business and holds a limited partnership in a plumbing company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Catherine Crismon is a CFP® professional based in Tulsa, OK, currently with Corient, where she has worked since 2026. She has prior experience at Goldman Sachs and Capital Advisors Inc., totaling several years in the financial industry. Corient offers investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that combines in-house strategies with third-party solutions and risk management tools. The firm also provides specialized offerings through affiliates, including private fund capabilities and trust services.

Adam Lodge is a CFP® with 15 years of industry experience and has been with Mariner Wealth Advisors since 2016. He is based in Tulsa, OK, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a parliamentarian for INSIDE OUT RE-ENTRY and is a board member and investment committee chair for the Jenks Public Schools Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations across multiple asset classes and integrates tax and accounting services alongside administrative CFO capabilities.

Jana Shoulders is a financial advisor with Mariner Wealth Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She worked for Adams Hall Investment Management for 22 years before joining Mariner in 2016. Outside of her advisory role, she is a trustee at the University of Tulsa serving on the investment committee and a volunteer board member on the finance committee of the International Women's Forum in Oklahoma. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside financial wellness programs for employers.

Kyle Wright is a financial advisor at Creative Planning with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Inc. and Prism Financial Group. Outside of his advisory work, Wright officiates sporting events through the Whitemen Officiating Association. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental options such as direct indexing and tax-loss harvesting.

Quinton Storm is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Ameritas in various capacities since 2019 and is also the owner of Storm Capital LLC, which provides individual and group health insurance services. Additionally, he is involved with Midtown Wealth Management in an investment-related role. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting advisory relationships on both discretionary and non-discretionary bases.

Kyle Baker is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior work includes roles at GWFS Equities, UE, Spring of Evolution DBA Wolf Connection, and J2 Global's KeepITsafe division. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm uses proprietary and third-party methodologies to create point-in-time financial plans and offers optional managed account solutions within plan lineups selected by plan sponsors.

Jonathan Althage is a financial advisor at Corient with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Advisors, Inc. and Quasar Distributors, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and specialized offerings through affiliates.

Jeffrey Couch is a CFP® with 20 years of experience in the financial industry, currently serving as an advisor at Mariner Wealth Advisors since 2006. He is based in Tulsa, OK, and holds a Series 65 license. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and a range of tax and family office services, implementing customized portfolios through an internal investment team combined with third-party managers.