Lauren Burke is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at Lockton Companies and Saint Louis University. Outside of finance, she has been involved with the Philcrest Hills Tennis and Pickleball Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios supported by an internal team and third-party managers.

Christopher Elmore is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc. and co-owned Smiley Elmore & Associates, where he also sells property and casualty insurance as a broker. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 431 advisors, employing a range of managed programs and applying fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.

James Cooper III is a financial advisor at Mariner with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mariner since 2013. Outside of his advisory role, Cooper serves as treasurer on the board of Building All Children, Inc. and is a member of the church governance board at Asbury Church, Inc. 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 offers customized discretionary portfolios supported by an internal investment team and third-party managers, with additional services such as coordinated tax compliance, CFO capabilities, and a financial wellness platform for employer clients.

Michael Noland is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked with Integrated Financial, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Co. since 1972. Noland is also actively involved in the Tulsa Estate Planning Forum, having served as its president and remains a board member, and participates in the National Association of Estate Planners & Councils committees. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides a range of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Chauncey Pickering is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Mariner and has previous experience at Utica Physicians Association, Arvest Wealth Management, Bank of America, and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides a range of investment strategies alongside integrated tax and accounting services.

Corbin Zaldivar is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held positions at BOK Financial, Tulsa City Lifestyle, Campus Crusade for Christ, Drury University, and Jenks High School. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

Amy Gordon is a Series 65-licensed financial advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2017 and previously spent five years at Adams Hall Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and features integrated tax, accounting, and family office capabilities alongside its traditional advisory offerings.

Jacob White is a Series 66-registered advisor with four years of industry experience, currently with GWN Securities Inc. He previously worked at Michael White Inc and Jenkins & Kemper, CPA's. Outside his advisory role, he owns a tax preparation business, FOCUS FINANCIAL TAX. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical momentum-based strategies.

Luke Dalton is a CFP®-certified financial advisor with GWN Securities Inc., where he has worked since 2018. He has seven years of industry experience and previously held positions at Cerner, Justus-Tiawah Schools, and Papa John's. Dalton serves on the board of Hope Harbor, a non-profit children's home, and has been involved with the Kibo Group nonprofit as a board of trustees member. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation methods and tactical strategies, such as momentum-based approaches.

Stephen White is a financial advisor with GWN Securities Inc. in Owasso, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with GWN Securities since 2013. Outside of advising, he is involved in several business ventures including ownership of a deer farm and hunting property, consulting for a sports video company, and investing in technology and real estate projects with family. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and is notable for its legacy use of market-timing and momentum-based investment strategies.

Lindsey Mccool is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner since 2014. She has worked across Mariner’s Oklahoma and broader teams and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as chairwoman of the endowment committee and special events planning committee at YWCA Tulsa and participates in equine marketing and judging activities through LHM Equine Services LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios managed through an internal team and Investment Committee, with offerings that include tax integration and administrative family office capabilities uncommon among large advisory enterprises.

Courtney Rueb is a financial advisor at Corient with a Series 65 designation and two years of industry experience. Prior to joining Corient in 2026, Rueb worked at Capital Advisors, Inc. and held roles at several other firms dating back to 2017. Rueb serves as a board member of the Tulsa Estate and Planning Forum, a professional organization focused on local estate and planning issues. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and employs risk management tools and alternative investment options where appropriate.

Cullen Parker is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Arvest Wealth Management, LPL Financial, Ameriprise Financial, and Warburton Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal management team and external managers, with investment strategies spanning equities, fixed income, alternatives, and digital assets, alongside unique offerings such as integrated tax and accounting services and employer financial-wellness tools.

Anthony Henderson is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Level Four Advisory Services, and ProEquities. Henderson is also the owner of MYWEALTHCPA, a wealth management business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax and accounting services along with administrative CFO capabilities.

Jacob Noell is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Violet Compton is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Merrill and other financial services firms. Outside of her advisory work, she has involvement as an owner in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and processes.

Lucas Polly is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and beginning his advisory career in 2026. Prior to his current role, he worked for Camglass (Custom Glass Solutions) for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market models to support client financial goals.

Jon Care is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent eight years with QPS Engineering, LLC. Outside of advising, he manages rental property activities in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Dustin Speth is a Financial Consultant at Fidelity Investments, where he has been working since 2018. He partners with clients and their families to create lifetime financial plans tailored to their unique situations. Dustin views his role as a calling to help others build, protect, and distribute their wealth throughout various life stages. Prior to his current position, Dustin held several roles at Fidelity Investments, including Investments Consultant (2017-2018), Central Relationship Manager (2017), High Net Worth Service (2016-2017), and Director of Retirement Planning (2010-2016). He holds an Arkansas Insurance License. Outside of his professional work, Dustin enjoys outdoor activities such as camping, concerts, fishing, football, hiking, and other outdoor adventures.

Alexander Field is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2015 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.