Christopher Mariconda is a financial advisor with Valic Financial Advisors in Oklahoma City, OK, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has experience working with Agia and has served in various positions including roles at Oklahoma University and Neel Veterinary Hospital. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and multiple wrap programs.

Charles Villarreal is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life Insurance Company and Nylife Securities, Inc. since 2006. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Jeffrey Gorton is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. He has been with Brookstone Capital Management LLC since 2015 and also operates Gorton Financial Services, LLC, which provides insurance-related sales. In addition, he serves as an adjunct professor at Moore Norman Technology Center, Canadian Valley Technology Center, and Mid-Del Technology Center. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Robert Hagmaier is a financial advisor with Independent Financial Group, LLC in Oklahoma City, Oklahoma. He holds Series 63 and Series 66 licenses and has 45 years of industry experience. Since 2008, he has been with Independent Financial Group and is the sole owner of Compass Capital Private Wealth Management, a DBA offering investment advisory services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and third-party asset manager relationships.

Timothy Sweeney is a financial advisor at Mariner with 15 years of industry experience and holds a Series 66 designation. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, David Houston, and Charles Schwab. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon among firms of its size.

Patrick Sloan is a financial advisor at Eagle Strategies (NY Life) based in Oklahoma City, OK, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with New York Life Insurance Companies and Nylife Securities LLC since 2013. Sloan is also appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rebecca Mcgee is a financial advisor with Voya Financial Advisors, Inc. who holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has been with Voya since 2014 and is currently involved with Scissortail Advisory Group LLC, where she provides advisory services as an owner. Additionally, she works as an independent insurance agent focused on fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a broad range of advisory services through multiple program structures, primarily offering non-discretionary recommendations across financial planning, portfolio management, and plan-sponsor consulting.

Jordan Dean is a Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, bringing two years of industry experience. Prior to joining Mercer, he worked at Full Sail Capital, LLC and Heritage Trust Company. He serves on the board and finance committee of Free To Live, an animal sanctuary focused on rescue, rehoming, and public education. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.

Randall Copier is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Randall has been with Eagle Strategies since 2017 and also maintains affiliations with NYLife Securities, LLC and New York Life Insurance. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and working closely with institutional plan sponsors within the New York Life affiliate structure.

Amanda Hoffman is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC for seven years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charities, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative methods in investment recommendations.

Lisa Dawson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill, Bank of America, and BOK Financial Securities. Outside of her financial advisory work, she manages small businesses in pet treat retail, window tinting, and horse breeding. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides a variety of advisory services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing non-discretionary recommendations.

John Dumas is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Mariner since 2019 and previously worked at Oklahoma State Bank, Hogan Taylor, and Goddard Health Center. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with services spanning investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers and a range of strategies including alternatives and digital assets.

Jeffrey Ou Baty is a financial advisor with Mariner based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Exencial Wealth Advisors, United Planners' Financial Services, and multiple divisions of Eide Bailly, where he worked for over a decade. 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 a range of services that combine in-house research with third-party managers, alongside integrated tax and accounting capabilities uncommon at this enterprise scale.

Hunter Brown is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Mercer Global Advisors Inc., having previously worked at Full Sail Capital, LLC, Equitable Advisors, and several energy sector firms. Brown’s background includes roles in both financial services and the energy industry. 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, retirement, tax, and estate planning services.

Michael Ramsey is a CFP® professional with over 33 years of experience in financial advising. He has worked at Money Concepts Capital Corp since 1993 and has maintained his own CPA firm, Michael L Ramsey C.P.A. Inc., since 1988. He is also affiliated with Franklin Life Insurance Company. Money Concepts Capital Corp is an enterprise advisory firm serving 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.

Kevin Tinkle is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Invest Financial Corporation. Outside of his advisory role, he is a part owner of HENREX, LLC, a real estate investment business based in Oklahoma City. 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, equity research, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Michael Mendelsohn is a financial advisor with Eagle Strategies (New York Life) in Oklahoma City, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2018 and New York Life since 2011. Outside of advisory work, he is a partner in a timeshare rental business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Alexander Reyes is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Creative Planning and previously worked at Edelman Financial Engines, Edward Jones, Merrill, Clean My Government, YNB, and the University of Central Oklahoma. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach, emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

David Stanley is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Full Sail Capital and Trust Company of Oklahoma. He serves on the investment committee of the Oklahoma City Community Foundation, a nonprofit managing endowments and charitable programs. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and nonprofits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Charles Yancey is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he is also involved in a non-investment insurance agency business. Additionally, he promotes income-for-life model products and receives periodic finders fees related to estate planning. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via a variety of model portfolios and managed accounts.