James Lisle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Wells Nelson & Associates, LLC for 12 years before joining D.A. Davidson in 2019. 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 retirement plans, individual 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 more than $20 million in net worth.

Frank Fairbanks is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked for Rgt Capital Management, Ltd. for 10 years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Brooks Stephenson is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has been with GWN Securities and Horizon Financial Services since 2025. Outside of his advisory roles, he has been involved with Skyline Church since 2023 and previously worked at Oklahoma Christian Schools from 2015 to 2023. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy market-timing strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Summer Cheek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning her advisory career in 2023. Prior to entering the financial industry, she worked in customer service roles at Charleston's Restaurant and Outback Steakhouse, as well as at Eagle Dental. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee.

Juan Mireles is a financial advisor at Rockefeller Financial LLC with Series 66 and Series 63 licenses and three years of industry experience. Before joining Rockefeller Financial in 2026, he worked at Empower Financial Services and held positions at J.P. Morgan Securities LLC and several other companies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with a unique combination of registered broker-dealer services and an integrated investment platform offering access to equities, fixed income, alternatives, and personalized managed account solutions.

Chad Guest is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at GWFS Equities, Inc. since 2019, following brief periods at Edward Jones and Fairway Outdoor Advertising. 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 select retail brokerage clients. The firm’s integrated model aligns its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

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.

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.

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.

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.

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.

Kayl Reiter is a financial advisor at Savant Wealth Management with one year of industry experience. He previously worked at Exencial Wealth Advisors for two years and Forvis Mazars for three years. 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 an evidence-based, model-driven investment approach with actively managed strategies and sub-advised mandates, supported by its integrated accounting, legal, and trust service affiliates.

Charles Villarreal is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life Insurance Company and Nylife Securities, Inc. since 2006. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Virginia Brown is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Guardian Life and Park Avenue Securities since 2016. Outside of her advisory role, she operates The Spotted Dog LLC, a business focused on selling stained glass, fused glass, and mosaic art projects and classes. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.

Deana Howard is a financial advisor at Integrity Alliance, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Integrity Alliance since 2014. In addition, she is president and co-member of Howard and Howard Enterprises LLC, an investment-related business she has operated since 2004. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of advisory services through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Rayburn Brooks is a CFP® with 23 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has operated Brooks Investment Professionals, a financial planning and investment firm, since 2006. He also works as a sole proprietor selling traditional and fixed insurance products. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and atypical institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors and operates an open-architecture platform using multiple custodians and third-party money managers.

G Fransen is a financial advisor with Independent Financial Partners, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 40 years of industry experience, including a long tenure at MML Investors Services, Inc. and M.M. Life Insurance Company prior to joining his current firm. 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 tens of thousands of clients and is noted for its retirement-plan advisory and pension consulting capabilities.

Caleb Panter is a financial advisor with Transamerica Financial Advisors holding a Series 65 designation and beginning his advisory career in 2026. His previous roles include positions at Global Merchant Innovations, InheritGuard, The Pantry Group, and WFGIA. Outside of finance, Panter has experience working with several faith-based and educational organizations such as Fellowship Dallas Bible Church and Greater Atlanta Christian School. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, operating as both a registered broker-dealer and a registered investment advisor.