Brian Washa is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at John Hancock Financial Network and Royal Alliance Associates, Inc. In addition to his advisory role, he owns Shepherd Wealth Advisory, which provides insurance sales including life, disability, and long-term care coverage. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Paul Garrett is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. His prior affiliations include Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors. Garrett also works as an independent insurance agent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

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.

Michael Cunningham is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, and has 31 years of industry experience. Prior to joining Private Advisor Group in 2023, he worked at LPL Financial starting in 2013 and has operated Mike Cunningham Investments since 2011. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies and supporting held-away account management through technology partnerships.

David Stanley is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Full Sail Capital and Trust Company of Oklahoma. He serves on the investment committee of the Oklahoma City Community Foundation, a nonprofit managing endowments and charitable programs. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and nonprofits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Peter Gregory is a CFP® and CFA® affiliated with Independent Financial Partners, bringing 46 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously held roles at LPL Financial. Outside his advisory role, he is involved with LIFEMORE Financial Group and IFP Insurance Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base with a decentralized advisory model and notable retirement-plan consulting capabilities.

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.

Johnny Nixon III is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, INC. and Sii. Nixon is also involved in insurance sales, including life, disability, and long-term care insurance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 advisors. The firm offers a decentralized advisory model with options for both discretionary and non-discretionary account management and is noted for its retirement-plan advisory and pension consulting capabilities.

Tyler Finch is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, BancWest Investment Services, and Householder Group Estate and Retirement Specialists. Finch is involved with the American Financial Education Alliance, providing educational presentations related to financial topics. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers supported by an internal Investment Committee.

Anthony Cross is a financial advisor at MassMutual Investors Services with 27 years of industry experience. He holds the ChFC® designation and has worked previously with Vanderbilt Advisory Services and Ohio National Life Insurance. Outside of his advisory role, he is an author of faith-based writings and serves as a board member of a charitable religious ministry. 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 emphasizes collaborative, goal-focused financial planning using firm-approved analytical tools, offering a range of programs including asset management and event-driven planning services.

Laurie Brown is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously at UBS Financial Services Inc from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Nicholas Niver is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James and Integris Health. Outside of his advisory role, he is planning to start a non-investment-related business called NivCord LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

Christopher Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and transitioned to LPL Enterprise in 2024. In addition to his advisory role, he sells fixed annuities and health and disability insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with insurance sales and specialized lending programs.

Jason Stewart is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC and Securian Financial Services. Stewart is also owner of J. Stewart Financial Services LLC and is affiliated with several other investment-related entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and platforms tailored to client objectives.

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

James Weston is a financial advisor at Cetera with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and affiliated entities since 2017. Prior to that, he worked at IBC Bank and LPL Financial from 2015 to 2017. Outside of advising, Weston is involved in political campaign consulting, providing services such as voter contact, workflow advice, and staffing guidance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Preston Cowan is a financial advisor with Merrill in Oklahoma City, OK, holding Series 63 and Series 66 licenses and with five years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Chase Bank, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services. Outside of his financial services career, he has experience with Z3 Media and Earlywine Golf Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Michael Mc Ilvoy is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of experience in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Baumert is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has held a leadership role for the past 17 years. With a career in financial services dating back to 1987, he joined Merrill Lynch Wealth Management in February 2004. Carter's professional focus encompasses serving Ultra High Net Worth families, business owners, and institutional clients in areas such as qualified plan consulting, portfolio management, and legacy and philanthropic planning. He approaches wealth management by thoroughly understanding his clients' financial situations and objectives, providing tailored solutions that address risk tolerance, time horizon, liquidity needs, and investment goals. His expertise includes supporting clients with lending solutions, qualified retirement plans, sale and capital-raising strategies for private businesses, and proactive portfolio guidance. Carter holds a Bachelor's Degree in Economics from Oklahoma City University, where he also played golf. He has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Active in his community, he serves on several boards and committees such as the Latino Community Development Agency, the Meinders School of Business Advisory Board at Oklahoma City University, and the Finance Committee of the Oklahoma Make-A-Wish Foundation. He participates in philanthropic activities like Walk for Alzheimer's and Habitat for Humanity. Carter lives in Edmond, Oklahoma, with his wife, Cara, and their three children, Lauren, Mackenzie, and Garrett.