Sharyl Morris is a CFP® and Series 66-licensed financial advisor with six years of industry experience. She began her career with Raymond James Financial Advisors and Tinker Federal Credit Union before joining Kestra Advisory. Outside of advising, Morris owns a micro farm where she grows vegetables and manages small livestock. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and investment advice, supporting a client base that includes large institutional investors.

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.

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.

Kayl Reiter is a financial advisor at Savant Wealth Management with one year of industry experience. He previously worked at Exencial Wealth Advisors for two years and Forvis Mazars for three years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines an evidence-based, model-driven investment approach with actively managed strategies and sub-advised mandates, supported by its integrated accounting, legal, and trust service affiliates.

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.

Rayburn Brooks is a CFP® with 23 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has operated Brooks Investment Professionals, a financial planning and investment firm, since 2006. He also works as a sole proprietor selling traditional and fixed insurance products. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and atypical institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors and operates an open-architecture platform using multiple custodians and third-party money managers.

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.

Foster Wilcox is a CFP®-certified financial advisor with seven years of industry experience, currently with Eagle Strategies (NY Life) in Oklahoma City, OK. He has worked with Eagle 1 Companies, LLC d/b/a Cimarron Financial Group since 2023 and has a background that includes three years at Crossland Construction Company. Wilcox is also involved as an owner in business activities related to brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides a variety of advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

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.

Michael Fielder is a financial advisor with CWM, LLC, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at Tungsten Wealth Management, LPL Financial, Purshe Kaplan Sterling Investments, Heritage Oak Wealth Advisors, and Arvest Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of retirement plan and advisory services.

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.

Shawn Peschke is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC and Tungsten Wealth Management. His prior experience includes nine years at LPL Financial and six years at Arvest Asset Management. He is involved in Evergreen, a business entity for tax and investment purposes. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized tools.

Steven Cunningham is a financial advisor with LPL Financial and Private Advisor Group, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2013 and has been with Private Advisor Group since 2023, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a variety of advisory and brokerage solutions tailored to client needs.

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.

Emilia Bailey is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Kestra, she held roles at SSM Health and Hobby Lobby Inc. She serves as Vice Chair of the Plate Collective board, where she supports community and advocacy initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Richard Collins Jr. is a financial advisor with GWN Securities Inc. in Edmond, OK, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been associated with Horizon Financial Services, Inc. since 2000, where he also works as an insurance agent specializing in life, health, and property and casualty insurance, including extended warranty services for auto dealerships. 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 model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Joshua Gleason is a financial advisor with Private Advisor Group, LLC in Oklahoma City, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and has a background that includes a role at Textron. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Philip Ross is a Series 65-licensed financial advisor based in Oklahoma City, OK, with 13 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 11 years at Exencial Wealth Advisors, where he remains an equity partner holding less than 5% ownership. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies supported by significant scale and integrated legal, accounting, and trust resources.

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.