James Lisle is a financial advisor at D.A. Davidson & Co. with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2019, previously working at Wells Nelson & Associates, LLC for 12 years. Outside of his advisory role, he serves as president and general partner of L&L Investments, an oil and gas interests company. 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, wrap fee programs, equity research, modular and comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Clayton Peles is a financial advisor with Valic Financial Advisors in Oklahoma City, OK, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Agia, Camping World, Walmart, Staples, and Oklahoma State University. Outside of his advisory role, he is also an insurance agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Craig Forster is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Financial Services since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves as an election clerk in Tarrant County, Texas. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Belinda Richardson is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and First Liberty Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and a variety of implementation options, including ETFs and separately managed accounts.

Kyle Ray is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Oklahoma City, with five years of industry experience. He previously worked at Full Sail Capital, LLC, Plan Group Financial, Inc., and Saxony Securities Inc., among other firms. Outside of his advisory role, he is a co-owner and manager of TYRAY Holdings, LLC, an investment entity focused on commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by specialized programs and integrated service lines.

Juan Mireles is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and Empower Financial Services, Inc., among other firms. Mireles’s background also includes roles outside finance, such as positions at Lululemon and Best Buy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm utilizes a Private Advisor model and a consolidated investment platform to provide portfolio management, financial planning, and consulting services, operating uniquely as both an advisory firm and a registered broker-dealer.

Jerry Bolster is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at TriCorps Security for 15 years and serves in the Oklahoma Air National Guard since 2003. 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 provides financial planning and various wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Ami Black Mullins is a financial advisor at Savant Wealth Management based in Oklahoma City, OK, with six years of industry experience. She holds a Series 65 credential and previously worked for Exencial Wealth Advisors for 13 years before joining Savant in 2026. 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 evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust entities.

Alexander Frank is a financial advisor with First Command Advisory Services in Oklahoma City, OK. He holds a Series 66 designation and has four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and work with the Oklahoma Tax Commission. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Shamiah Evans is a CFP® with three years of experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Prior to joining Kestra, she worked at Glenn Harris Associates & Insurance and has held various roles including mentorship program director and instructor for community organizations. She also owns a travel agency and holds leadership positions with the Oklahoma City Young Professionals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and employs a supervisory framework that supports complex investment products and discretionary trading.

Scott Cravens is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of advisory work, he manages Bite-size Construction, LLC, a commercial construction and tenant improvement business. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Chandelle Volo is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She has over a decade of experience in wealth management, focusing on goals-based financial planning to develop personalized strategies that support her clients' long-term financial success. Chandelle combines her financial expertise with a commitment to personalized service, leveraging the resources of her team along with the banking services of Bank of America and investment offerings of Merrill Lynch Wealth Management. She holds a degree in Organizational Leadership from the University of Central Oklahoma and is currently pursuing a Master in Business Administration at the same institution. Chandelle is also a Personal Investment Advisor (PIA) and is involved with professional and community organizations including ReMerge, VESTHer, Civic Center Music Hall, and the Regional Food Bank of Oklahoma. Outside of her professional role, Chandelle enjoys remodeling her home, antiquing, cooking, horseback riding, interior decorating, painting, pottery, reading, traveling, watching movies, and writing. She values spending quality time with family and friends and is active in giving back to her community.

Eric Nelson is a CFA® charterholder with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined the firm and its affiliated Wealth Enhancement Group in 2026 after 15 years at Servo Wealth Management LLC. Nelson is based in Oklahoma City, OK, and holds Series 63 and Series 65 licenses. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Paul Mariconda is a financial advisor with Valic Financial Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2004 and also has a role with Agia since 2022. Outside of his advisory work, Mariconda serves as a hockey referee and participates on an advisory board for the Business and Information Technology Division at Oklahoma City Community College. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, using Envestnet UMA models and maintaining a large client base with over 1,200 advisors nationwide.

Timothy Courtney is a financial advisor at Savant Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Exencial Wealth Advisors for 17 years, where he remains an equity partner. He is based in Oklahoma City, OK. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based asset allocation with actively managed strategies and incorporates affiliated accounting, legal, and trust services.

Jordan Flinton is a financial advisor with Mariner Wealth Advisors, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Hilti and OSSAA. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services uncommon among firms of its size.

Samuel Warner is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and has worked previously at Full Sail Capital, LLC, NorthRock Companies, and Brigham Young University. Outside of advisory work, he is involved as CEO and Managing Partner of Warner and Neil Holdings LLC. 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 planning, retirement consulting, tax support, and estate planning coordination.

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.