Ryan Waldrip is a financial advisor at Merit Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Merit, he worked at Empower Advisory Group, Empower Financial Services, and Edward Jones. He has additional experience in roles outside the financial industry, including five years at Lakeshore Learning Materials and four years at Enterprise Holdings. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified portfolio approach overseen by an internal Investment Management team and Investment Committee.

Jaynie Ozment is a CFP® professional with four years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. She also holds the position of Vice President at Ozment Agency, an investment-related business. Kinetic Investment Management is a registered investment adviser with a 20-advisor team managing approximately $348 million in assets for individuals, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, employing a range of analytical methods with a primary focus on long-term trading strategies.

Seth Covey is a financial advisor with Arvest Wealth Management in Lawton, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Arvest Wealth Management since 2019, following two years at Arvest Bank and prior work experience including Harps Food Stores. Outside of his advisory role, he is involved in property acquisition and management through several privately held companies. Arvest Wealth Management provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Tammy Blair is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses with 29 years of industry experience. She has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Thomas Loper is a financial advisor at Cornerstone Wealth Management, LLC in Tulsa, OK, with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones from 2006 to 2018 before joining Cornerstone Wealth Management and LPL Financial in 2018. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach using advisor-led discretionary management, wrap-fee programs, and various LPL-sponsored offerings, supporting over 18,000 clients through a team of 91 advisors.

Christopher Schroeder is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 license and 15 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018 and previously at BOK Financial Securities, Inc. Schroeder is also dually employed by Arvest Bank's Trust Department and is involved in several private LLCs holding land and hunting property. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Timothy Israel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2013. He holds the Series 66 designation and is based in Shawnee, Oklahoma. Outside of his advisory role, he is a board member and part-owner of ZH Cattle, LLC and ZH Ranch Inc, a family ranch real estate business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Heath De Marcy is a financial advisor with BOK Financial Securities, Inc. in Eufaula, Oklahoma, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Cory Thompson is a financial advisor with Regal Investment Advisors LLC in Jenks, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Regal Investment Advisors and Regulus, LLC since 2015. Outside of his advisory role, he owns and operates Cory Thompson & Associates, which participates in the sale of equity-indexed annuities. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority granted to implement and manage client portfolios through these selected approaches.

Anne Boozer is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Nationwide Investment Services Corporation for 14 years before joining Arvest Wealth Management in 2021. Outside of her advisory role, she is a partner in Transmarinus Partners, LLC, a boat charter business based in Clearwater, FL. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Jamie Scott is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with six years of industry experience. He previously worked at Edward Jones for two years and spent 15 years with Sperry Public Schools. Scott holds a Series 66 designation. BOK Financial Securities, operating as BOK Financial Advisors (BOKFA), serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Mark Loeber is a financial advisor at CG Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with several firms, including Capital Asset Advisory Services, LLC, and The Advancement Group, Inc. Outside of advisory roles, he serves as president of The Advancement Group, where he consults nonprofit organizations on planned giving programs. CG Advisory Services manages approximately $4 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement services, and consulting through both proprietary model portfolios and customized solutions.

Kyle Donnelly is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. He has been with BOK Financial Securities and its affiliated firm, BOKF, NA, since 2016. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with investment research and asset allocation managed by its Strategic Investment Advisors.

John Godwin is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with BOK Financial since 2012. Outside of his advisory role, he is the sole owner of Dooley Collaborative, LLC, a personal family LLC. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Danielle Shahin is a CFP® with 16 years of industry experience, currently with BOK Financial Securities, Inc. in Tulsa, OK. Her prior experience includes roles at Bank of America and Merrill Lynch. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies ranging from income to ESG-focused approaches.

Matthew Mitchell is a financial advisor with Aegis Capital Corp. He holds a Series 66 designation and has 21 years of experience in the industry. Prior to joining Aegis Capital in 2023, he worked for BOK Financial Securities, Inc. and Bokf, Na from 2008 to 2022. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm is dually registered as a broker-dealer and SEC-registered investment adviser and offers both discretionary and non-discretionary account options across multiple programs.

Michaelene Butler is a financial advisor with Advisor Resource Council, holding the ChFC® designation and Series 63 license. She has 42 years of industry experience, including 24 years at Hornor, Townsend & Kent and recent roles at LPL Financial and Advisor Resource Council. Outside of her advisory work, she serves as a retreat coordinator for Catholic Charities of Eastern Oklahoma. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Dell Hughes is a financial advisor with CL Wealth Management LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked at CL Wealth Management and its affiliate Cabot Lodge Securities since 2017, with prior experience at Wilbanks Securities and Wilbanks Securities Advisory from 2002 to 2017. Outside of his advisory role, Hughes manages a company that organizes performance driving events and serves as a corner worker and marshal for motor racing events in Oklahoma. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm uses a range of investment strategies and offers both discretionary and non-discretionary management, with multiple industry affiliations and related-party activities.

Amy Woods is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her prior work includes positions at Bank of America, Merrill, Equitable Advisors, and Edward Jones. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Toy Hudson is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Arvest Wealth Management and Arvest Bank since 2025, splitting his time between the two entities. His prior experience includes roles at Simmons Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of Oklahoma, Woodforest National Bank, and positions outside of finance at Home Depot and Lowe's. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligning with client objectives and risk tolerances.