Joshua Driskill is an advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations in 2025, he worked at Sound Income Strategies LLC and maintains ongoing roles with WilLo Financial Group LLC and Rolin Insurance Services LLC, which include insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices and representatives. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and a range of investment vehicles, including structured products and alternatives.

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 with D.A. Davidson & Co. in Oklahoma City, OK, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he is a part owner of a real estate investment business, HENREX, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Michael Mendelsohn is a financial advisor with Eagle Strategies (New York Life) in Oklahoma City, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2018 and New York Life since 2011. Outside of advisory work, he is a partner in a timeshare rental business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

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.

Jared Snider is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds a Series 65 credential and previously spent 12 years at Exencial Wealth Advisors, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports its services through affiliated legal, accounting, and trust entities.

David Stanley is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, holding Series 65 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Full Sail Capital, Trust Company of Oklahoma, Arvest Wealth Management, and FSW Partners. He serves on the Investment Committee of the Oklahoma City Community Foundation, a nonprofit organization supporting local charitable programs and managing endowments. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small businesses, plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized investment strategies.

Charles Yancey is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he is also involved in a non-investment insurance agency business. Additionally, he promotes income-for-life model products and receives periodic finders fees related to estate planning. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via a variety of model portfolios and managed accounts.

Kelly Atkinson is a financial advisor with Voya Financial Advisors, Inc. in Oklahoma City, OK, holding the ChFC® designation and Series 63, 65, and 66 licenses. She has 17 years of industry experience, with prior roles at firms including Edward Jones and Arvest Bank. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of proprietary and third-party investment products, utilizing model portfolios and technology-enabled tools to deliver both discretionary and non-discretionary account management.

Logan Wright is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise for six years and has professional experience with Waterfield Energy and Global Client Solutions. Outside of his advisory role, he is involved in a web design business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing strategic and tactical investment approaches supported by technology tools.

Lore Storm is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Ladonna Giachino is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm‑approved tools and market-based modeling.

Harold Synan Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2003 and has worked at MassMutual Life Insurance Co. since 1996. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning programs and educational seminars alongside collaborative, annual financial planning engagements.

William Greer is a financial advisor with Mass Mutual Investors Services in Oklahoma City, Oklahoma. He holds the Series 63 and Series 65 credentials and has 16 years of industry experience. He has worked with Mass Mutual Investors Services since 2010 and with MassMutual Life Insurance Company since 2008. Outside of his advisory role, he serves as president of Greer Sales and Training LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and educational seminars, with implementation of recommendations arranged separately.

Zachary Newby is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and 20 years of industry experience. His prior positions include roles at UBS Financial Services, Bank of America, and Merrill. Outside of his advisory work, he is involved as a manager in a property management business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Paul Krus is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. His prior positions include roles at Raymond James Financial Services and Arvest Wealth Management. He is also involved in management at TFCU Financial Advisors/Tinker Financial Services LLC and Tinker Federal Credit Union. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, third-party data, and algorithmic tools to provide ongoing, tax-aware advice.

Teale Trammell is a financial advisor with LPL Financial in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to joining LPL Financial in 2025, he spent eight years with Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive technology tools and a broad array of financial products.

Kyle Williams is a financial advisor with Ameriprise in Edmond, OK, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Ameriprise and its affiliate since 1994. Williams also owns and manages his own advisory business, Williams, Self & Associates LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through its affiliated entities.