Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Julie Smith is a financial advisor at Mariner with 15 years of industry experience. She holds a Series 66 credential and has been with Mariner since 2016. Outside of her advisory role, she serves on the governance and executive committees of the Tulsa Performing Arts Center Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.

Michael McConnell is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds the ChFC® designation and the Series 63 license, and has 36 years of industry experience. McConnell has worked with Eagle Strategies since 2008 and is also associated with New York Life Insurance Company and Nylife Securities Inc. since 1989. He operates a business under the name Financial Diagnostics Group to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, particularly for institutional sponsors, within an integrated New York Life affiliate structure.

Jessica Spencer Price is a financial advisor with Voya Financial Advisors, Inc. in Tulsa, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Voya, she worked at Spencer Financial Group and spent three years as a home educator. She is also involved with Scissortail Advisory Group, providing investment consulting and assistance with retirement plans. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers comprehensive financial planning and portfolio management services through various program structures, emphasizing recommendation-based advice over discretionary management.

Ryan Graves is a financial advisor with Mariner who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Mariner Wealth Advisors since 2014 and previously held roles at FirstPoint Financial and Adams Hall Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Randall Smith is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life Insurance Co, and Integrated Financial Resources, Inc. Smith is also a member of RRJ Sand Company LLC, a sand mining business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored advice across various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Kristina Simpson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her previous roles include positions at Morgan Stanley and Tulsa Federal Credit Union. She is vice president of the Tulsa Girls Art School Project Inc., a youth development organization. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized, discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside family office and employer financial wellness solutions.

Ciara Wohlgemuth is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Brokerage Services LLC and eHealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Michael David is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory work, he served as an elder at Foundation Church, providing guidance on church matters. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, regular portfolio rebalancing, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Michael Mcandrews is a CFP® with 13 years of industry experience, currently serving at Mariner since 2016. Based in Tulsa, OK, he participates as a non-voting member of the finance and investment committees for Catholic Charities of Eastern Oklahoma, providing oversight of their endowment portfolio. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with customized investment management, financial planning, and coordinated tax services. The firm combines in-house research and third-party allocations across a range of strategies and offers integrated tax and administrative family office services alongside traditional portfolio management.

John Hughes is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investor Services Inc. and MassMutual. He is also the owner of Strategic Legacy Wealth Management, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Grant Hallstrom is a financial advisor at Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked within various entities affiliated with Bankers Life since 2017, including a role as Unit Sales Manager at Bankers Life and Casualty, where he manages a team of agents and is involved in hiring and training. Outside of advising, he has experience in retail operations, having managed Lydia's Cafe for 12 years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Robert Montgomery is a financial advisor with Commonwealth Financial Network in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997. Montgomery also engages in fixed insurance sales, dedicating part of his time during securities trading hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Brodie Hinkle is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2017. Prior to Mariner, he worked at Charles Schwab and Charles Schwab Bank in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Kristen Hopkins is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. She previously worked at The Legacy Financial Group, Inc. and has served as a Board Intern for YMCA Tulsa Inc. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through customized investment management, financial planning, and retirement plan consulting, supported by integrated tax and accounting services and a variety of portfolio strategies.

Ethan Cordray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2019. He previously worked at Northwestern Mutual in various roles from 2015 to 2019. He is a board member of Newview Oklahoma, a nonprofit organization supporting the blind and vision impaired. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with capabilities spanning equity, fixed income, alternatives, and retirement plan solutions, alongside integrated tax and family office services.

Gladys Neafus is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and UBS Financial Service Inc. 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 representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Kurt Boutin is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to his current role, he spent over a decade at The Friedkin Group: Gulf States Toyota and GSFSGroup. Boutin operates under the DBA Edison Financial Group, LLC d/b/a Edison Wealth Strategies to sell New York Life products and services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grothjan is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and has operated Grothjan Financial Services, a health insurance agency, since 1985. Outside of financial services, he owns Treasure Trove Collectable, a non-investment-related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Aubree Pixley is a Series 65-licensed advisor at Mariner with four years of industry experience. She has been with Mariner since 2015, holding roles within the firm throughout that time. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and family office services, utilizing customized portfolios supported by in-house research and third-party managers.