Amanda Hoffman is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for seven years before joining her current firm in 2023. Hoffman holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

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 with Savant Wealth Management in Oklahoma City, holding a Series 65 credential and two years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors and Kirkpatrick Bank. He serves as an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Skyler Hulslander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, and Private Advisor Group, LLC. Outside of his advisory work, he is involved with the American Financial Education Alliance and provides educational presentations through White Glove 587, along with co-owning Provex Roofing & Painting. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process blending passive and active strategies overseen by an internal Investment Committee.

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.

Robert Markle is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes positions at Principal Securities Inc., Principal Life Insurance Company, Mass Mutual Investors Services, and Thrivent Investment Management. Markle is also the owner of SRM Financial Services, an LLC currently used for administrative purposes related to his business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning and access to third-party money manager solutions.

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 in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Edward Jones and Bank of America, as well as 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, using a centralized Investment Management Team to design and manage model portfolios.

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.

Randall Fowler is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His previous roles include positions at Titleist Asset Management LLC, Titleist Capital LLC, and ON Investment Management Company. Additionally, he operates as an insurance agent through Titleist Capital, LLC. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Brian Morton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Raymond James Financial, Cetera Investment Services, Merrill, Banc One Securities Corporation, and Morgan Stanley DW Inc. He is also the owner of Morton Advisory Group, LLC, through which he provides investment advisory, consulting, pension, and insurance services. Additionally, he is involved in marketing and sales of group health insurance with Aetna. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and third-party asset manager programs using a combination of active and passive strategies tailored to client risk tolerances.

Colton Garcia is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 licenses. He has recently started his career in the financial industry and has prior work experience in various sectors including the military, logistics, and retail. Foundations Investment Advisors LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and related services through a network of affiliated offices, using a mix of fundamental, technical, and cyclical analysis along with model portfolios and third-party sub-advisers.

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.

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.

Brian Washa is a financial advisor at Independent Financial Partners with 19 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at John Hancock Financial Network and Royal Alliance Associates. Outside of his advisory role, he owns Shepherd Wealth Advisory, a business involved in insurance sales including life, disability, and long-term care insurance. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and supports a decentralized advisory model, with notable expertise in retirement-plan advisory and pension consulting services.

Paul Garrett is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at Cambridge Investment Research Advisors, Royal Alliance Associates, Signator Investors, and Quest Capital Management. Outside of his advisory work, he is also an independent insurance agent. Hornor, Townsend & Kent serves a diverse client base including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, leveraging a platform that combines both advisory and broker-dealer services.