Jessica Spencer Price is a financial advisor with Voya Financial Advisors, Inc. in Tulsa, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Voya in 2022, she worked at Spencer Financial Group and spent three years as a home educator. She is also involved with Scissortail Advisory Group, providing investment consulting and retirement plan assistance. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm delivers advice through Investment Adviser Representatives using a range of strategies and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Ryan Graves is a financial advisor with Mariner who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Mariner Wealth Advisors since 2014 and previously held roles at FirstPoint Financial and Adams Hall Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Randall Smith is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life Insurance Co, and Integrated Financial Resources, Inc. Smith is also a member of RRJ Sand Company LLC, a sand mining business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored advice across various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Kristina Simpson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. Her prior roles include positions at Morgan Stanley and Tulsa Federal Credit Union. She is vice president of the Tulsa Girls Art School Project Inc., a youth development organization where she contributes to financial oversight and protocol development. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon among firms of its size.

Ciara Wohlgemuth is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Brokerage Services LLC and eHealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kelcy Flores is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with Corient, where she has worked since 2026. Prior to joining Corient, she spent eight years at Capital Advisors, Inc. and four years at Bank of Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Michael David is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory work, he served as an elder at Foundation Church, providing guidance on church matters. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, regular portfolio rebalancing, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Hayden Siegfried is a CFP® at Corient in Tulsa, OK, with three years of industry experience. He previously worked at Capital Advisors, Inc. for five years and has a background that includes time at the University of Tulsa and the University of Notre Dame. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies with risk management tools and offers specialized services through affiliated platforms.

Michael Mcandrews is a CFP® with 13 years of industry experience, currently serving at Mariner since 2016. Based in Tulsa, OK, he participates as a non-voting member of the finance and investment committees for Catholic Charities of Eastern Oklahoma, providing oversight of their endowment portfolio. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with customized investment management, financial planning, and coordinated tax services. The firm combines in-house research and third-party allocations across a range of strategies and offers integrated tax and administrative family office services alongside traditional portfolio management.

John Hughes is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investor Services Inc. and MassMutual. He is also the owner of Strategic Legacy Wealth Management, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Grant Hallstrom is a financial advisor at Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked within various entities affiliated with Bankers Life since 2017, including a role as Unit Sales Manager at Bankers Life and Casualty, where he manages a team of agents and is involved in hiring and training. Outside of advising, he has experience in retail operations, having managed Lydia's Cafe for 12 years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Robert Montgomery is a financial advisor with Commonwealth Financial Network in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997. Montgomery also engages in fixed insurance sales, dedicating part of his time during securities trading hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Brodie Hinkle is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2017. Prior to Mariner, he worked at Charles Schwab and Charles Schwab Bank in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Kristen Hopkins is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner Wealth Advisors in 2024, she worked at The Legacy Financial Group and held various roles including a board internship with YMCA Tulsa Inc. She is based in Tulsa, OK. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations with investment management, financial planning, and retirement consulting. The firm combines internal research and third-party managers to deliver customized discretionary portfolios alongside integrated tax and accounting services.

Ethan Cordray is a CFP® professional with nine years of industry experience, currently affiliated with Mariner. He previously worked at Northwestern Mutual in various capacities from 2015 to 2019. He serves on the board of Newview Oklahoma, a nonprofit supporting the blind and vision impaired. Mariner is an enterprise advisory firm serving a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers customized, discretionary portfolio management supported by in-house research and third-party managers, alongside integrated tax, accounting, and family office services.

Mark Butterworth is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2020. His prior roles include positions at Cetera and Raymond James, and he is the president and owner of Butterworth Financial Group, LLC, which provides tax preparation services. Butterworth also serves as chairperson of the Cascia Hall School Foundation board and holds board positions with other nonprofit organizations. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Gladys Neafus is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services, Morgan Stanley, and UBS Financial Service Inc. NewEdge Advisors serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jason Percy is a financial advisor at Corient with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Quasar Distributors, Capital Advisors, Raymond James and Associates, and MML Investors Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management tools and alternative investments where appropriate.

Kurt Boutin is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to his current role, he spent over a decade at The Friedkin Group: Gulf States Toyota and GSFSGroup. Boutin operates under the DBA Edison Financial Group, LLC d/b/a Edison Wealth Strategies to sell New York Life products and services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grothjan is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and has operated Grothjan Financial Services, a health insurance agency, since 1985. Outside of financial services, he owns Treasure Trove Collectable, a non-investment-related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to 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.