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.

Jared Hopkins is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 66 and Series 63 designations and has been with TIAA-CREF since 2014. Outside of his advisory role, he serves as a lay minister for The Church of Jesus Christ of Latter-day Saints, providing support to individuals and families in his community. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model includes point-in-time planning services and ongoing portfolio management with a fiduciary standard, utilizing both model and customized portfolios.

Jason Pinney is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Independent Financial Partners in 2021, he worked at MassMutual Life Insurance Co and MML Investors Services LLC from 2014 to 2021. Outside of his advisory role, he is a managing member of Cornerstone Property & Casualty, LLC, where he assists clients with property and casualty insurance needs. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized investment strategies and centralized asset management options, with notable retirement-plan advisory and pension consulting capabilities.

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.

Larry Awbrey is a Certified Financial Planner® with 38 years of industry experience, currently affiliated with Independent Financial Partners. He has previously worked at IFP Securities, LLC and LPL Financial, LLC. Awbrey serves as a board member and elder at Faith Bible Church, a nonprofit organization in Edmond, Oklahoma. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a diverse client base, with a notable focus on retirement-plan advisory and pension consulting services.

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.

Kelli Kowalchuk is a financial advisor at Savant Wealth Management, holding a Series 65 credential with one year of industry experience. Prior to joining Savant, she worked at Exencial Wealth Advisors and Progressive Insurance, and has experience in retail and other sectors including lululemon and Animal Focus Vet. Savant Wealth Management provides comprehensive wealth management, financial planning, and investment services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Alexander Berney is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Exencial Wealth Advisors, LLC, where he is an equity partner. Prior roles include positions at Kirkpatrick Bank and the Kirkpatrick Foundation. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and charitable organizations, offering comprehensive wealth management and related services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Skyler Hulslander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at LPL Financial, BancWest Investment Services, and Private Advisor Group, among others. Outside of advisory work, he is co-owner of Provex Roofing & Painting and is involved in educational activities with the American Financial Education Alliance and White Glove 587. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Sarah Keilers is an advisor with Valic Financial Advisors in Midwest City, OK, holding Series 63 and Series 65 designations and having seven years of industry experience. She has worked at Valic Financial Advisors since 2018 and was previously employed at Bank of America from 2016 to 2018. Outside of her advisory role, she is licensed as an agent with AGIA, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of wrap programs, portfolio management, and financial planning services, utilizing a platform that emphasizes discretionary unified managed accounts and a centralized, technology-driven approach.

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.

Christian Yates is a financial advisor with First Command Advisory Services, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Edward Jones and Bank of America, including Merrill Lynch. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to manage model portfolios and third-party managers.

Caleb Dillard is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is currently affiliated with Savant Wealth Management and is also an equity partner with less than 5% ownership in Exencial Wealth Advisors, where he performs the majority of his work and shares in the firm's profits and losses. Additionally, he is a minority owner and voting member of Parkstone Investments, providing non-securities services to registered representatives at Purshe Kaplan Sterling Investments. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning, employing a blend of evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates.

Brian Morton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his primary role, he is the owner and a California-licensed insurance agent of Morton Advisory Group, LLC, which provides investment advisory, consulting, pension, and insurance 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 offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and multiple investment program platforms.

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.

Lori Stephenson is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Savant Wealth Management and previously held roles at Exencial Wealth Advisors and Fidelity Brokerage Services. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and supports a range of in-house services including accounting, legal, and trust offerings.

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.

Alan Butler is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has been associated with various entities under First Command since 2018. Outside of his advisory role, Butler is involved in petroleum land management as an owner and vice president of business development at Willow Creek Resources, LLC. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.