Erin Tuttle is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation. She has nine years of experience, including roles at AT&T from 2010 to 2019 and Bank of Oklahoma Financial from 2019 to 2025, before joining BOK Financial Securities in 2025. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with research and asset allocation provided by its Strategic Investment Advisors.

Keaton Divelbiss is a CFP® with seven years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has worked at Great Valley Advisor Group, Inc., Diversified Wealth Management, and LPL Financial, and has prior experience at Oklahoma Wesleyan University and Hillcrest Country Club. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Delaney Mc Coy is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Strategic Financial Concepts, Mc Coy worked at LPL Financial and the Physician's Liability Insurance Company. Outside of advisory work, Mc Coy owns a business called 2B LLC. Strategic Financial Concepts offers personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, providing continuous discretionary portfolio management and integrated financial planning.

Robert Clinton is a financial advisor with Sowell Management, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at Sowell Management since 2023 and previously held roles at Private Advisor Group, LLC, Sowell Management Services, and his own firms, Clinton Wealth Management LLC and Barnum & Clinton PLLC, where he also practices law. In addition to his advisory work, he has a legal practice as an attorney with Barnum & Clinton PLLC. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through a multi-branch independent contractor model with over 100 advisors, offering a range of services including investment management, financial planning, and retirement-plan advisory, utilizing multiple investment styles and sub-advisory arrangements.

Gregory England is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory role, he teaches cooking classes at a gourmet kitchen store and serves as President of the Board of Directors for the OU Chip In Club, a fundraising organization for the University of Oklahoma Men's Golf Program. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures, combining centralized due diligence with technology tools to support advisors and clients.

Max Rhodes is a financial advisor at Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 65 designation with seven years of industry experience. Prior to joining Mercer in 2025, he worked at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of his advisory role, he is the owner of ELM Street Investments, LLC, a residential real estate investment business. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, using low-cost index vehicles and tax-management strategies.

James Lisle is a financial advisor at D.A. Davidson & Co. with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2019, previously working at Wells Nelson & Associates, LLC for 12 years. Outside of his advisory role, he serves as president and general partner of L&L Investments, an oil and gas interests company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, modular and comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Clayton Peles is a financial advisor with Valic Financial Advisors in Oklahoma City, OK, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Agia, Camping World, Walmart, Staples, and Oklahoma State University. Outside of his advisory role, he is also an insurance agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily 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.

Craig Forster is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Financial Services since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves as an election clerk in Tarrant County, Texas. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Belinda Richardson is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and First Liberty Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and a variety of implementation options, including ETFs and separately managed accounts.

Kyle Ray is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Oklahoma City, with five years of industry experience. He previously worked at Full Sail Capital, LLC, Plan Group Financial, Inc., and Saxony Securities Inc., among other firms. Outside of his advisory role, he is a co-owner and manager of TYRAY Holdings, LLC, an investment entity focused on commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by specialized programs and integrated service lines.

Juan Mireles is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and Empower Financial Services, Inc., among other firms. Mireles’s background also includes roles outside finance, such as positions at Lululemon and Best Buy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm utilizes a Private Advisor model and a consolidated investment platform to provide portfolio management, financial planning, and consulting services, operating uniquely as both an advisory firm and a registered broker-dealer.

Scott Cravens is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of advisory work, he manages Bite-size Construction, LLC, a commercial construction and tenant improvement business. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Chandelle Volo is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She has over a decade of experience in wealth management, focusing on goals-based financial planning to develop personalized strategies that support her clients' long-term financial success. Chandelle combines her financial expertise with a commitment to personalized service, leveraging the resources of her team along with the banking services of Bank of America and investment offerings of Merrill Lynch Wealth Management. She holds a degree in Organizational Leadership from the University of Central Oklahoma and is currently pursuing a Master in Business Administration at the same institution. Chandelle is also a Personal Investment Advisor (PIA) and is involved with professional and community organizations including ReMerge, VESTHer, Civic Center Music Hall, and the Regional Food Bank of Oklahoma. Outside of her professional role, Chandelle enjoys remodeling her home, antiquing, cooking, horseback riding, interior decorating, painting, pottery, reading, traveling, watching movies, and writing. She values spending quality time with family and friends and is active in giving back to her community.

Eric Nelson is a CFA® charterholder with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined the firm and its affiliated Wealth Enhancement Group in 2026 after 15 years at Servo Wealth Management LLC. Nelson is based in Oklahoma City, OK, and holds Series 63 and Series 65 licenses. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Paul Mariconda is a financial advisor with Valic Financial Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2004 and also has a role with Agia since 2022. Outside of his advisory work, Mariconda serves as a hockey referee and participates on an advisory board for the Business and Information Technology Division at Oklahoma City Community College. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, using Envestnet UMA models and maintaining a large client base with over 1,200 advisors nationwide.

Jordan Flinton is a financial advisor with Mariner Wealth Advisors, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Hilti and OSSAA. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services uncommon among firms of its size.

Samuel Warner is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and has worked previously at Full Sail Capital, LLC, NorthRock Companies, and Brigham Young University. Outside of advisory work, he is involved as CEO and Managing Partner of Warner and Neil Holdings LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate planning coordination.

Tyler Grubbs is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to that, he held positions at Full Sail Capital, LLC, Purshe Kaplan Sterling Investments, and Cadent Capital Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

Darrell Habben Jr. is a CFP® with 21 years of industry experience, currently serving as an advisor at Mariner since 2021. His prior roles include positions at Miller Private Wealth LLC and Third Seven Capital LLC. He is also a member of Black Tulip Group, LLC, a holding company involved in non-control equity, fixed income, and real estate investments. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, tax services, and family office support. The firm utilizes discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and administrative services uncommon among large advisory enterprises.