Christopher Mariconda is a financial advisor with Valic Financial Advisors in Oklahoma City, OK, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has experience working with Agia and has served in various positions including roles at Oklahoma University and Neel Veterinary Hospital. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and multiple wrap programs.

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.

Dylan Ball is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 license and five years of industry experience. He has served in the Air National Guard since 2017 and previously worked with the Marine Corps Reserve and Santa Fe Family Life Center. Outside of his advisory role, he operates a YouTube channel focused on men's style, fitness, and self-development. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Samuel Mann is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and has a background that includes seven years of service in the US Army. Prior to his current role, he was affiliated with various divisions of First Command since 2020 and had a brief position at Hawthorn Inn and Suites. 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 comprehensive financial planning and wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team.

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.

Thomas Fry is a financial advisor with Eagle Strategies (NY Life) based in Newalla, Oklahoma, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Eagle Strategies since 2008 and is also affiliated with New York Life Insurance Company and Nylife Securities, LLC. Outside of his advisory role, Fry teaches NRA-certified courses on hunting and shooting and volunteers as a hunt guide for youth programs. He also serves as a board member of Leaders Achieving Excellence and directs a disaster relief ministry at Choctaw Church of Christ. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate entities.

Jeffrey Wallace is a ChFC® credentialed financial advisor with over 21 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with related First Command entities since 2004. He serves as an advisory board member for the Pheasant Pointe Home Owner's Association. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios from approved fund universes and third-party managers.

Jeffrey Gorton is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. He has been with Brookstone Capital Management LLC since 2015 and also operates Gorton Financial Services, LLC, which provides insurance-related sales. In addition, he serves as an adjunct professor at Moore Norman Technology Center, Canadian Valley Technology Center, and Mid-Del Technology Center. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

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.

Jason Kirk is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory roles, he served in the United States Army for 27 years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios through a structured and discretionary approach.

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 a diverse client base and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Robert Hagmaier is a financial advisor with Independent Financial Group, LLC in Oklahoma City, Oklahoma. He holds Series 63 and Series 66 licenses and has 45 years of industry experience. Since 2008, he has been with Independent Financial Group and is the sole owner of Compass Capital Private Wealth Management, a DBA offering investment advisory services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and third-party asset manager relationships.

Foster Wilcox is a CFP®-certified financial advisor with seven years of industry experience, currently with Eagle Strategies (NY Life) in Oklahoma City, OK. He has worked with Eagle 1 Companies, LLC d/b/a Cimarron Financial Group since 2023 and has a background that includes three years at Crossland Construction Company. Wilcox is also involved as an owner in business activities related to brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides a variety of advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Timothy Sweeney is a financial advisor at Mariner with 15 years of industry experience and holds a Series 66 designation. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, David Houston, and Charles Schwab. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon among firms of its size.

Patrick Sloan is a financial advisor at Eagle Strategies (NY Life) based in Oklahoma City, OK, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with New York Life Insurance Companies and Nylife Securities LLC since 2013. Sloan is also appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Tutt is a CFP® with 28 years of industry experience, currently affiliated with Independent Financial Partners in Edmond, OK. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial, LLC from 2016 to 2019. In addition to his advisory work, Tutt is involved in operating Lifemore Financial Group and owns a small interest in Tortuga Holdings, LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model allowing personalized investment strategies and is noted for its retirement-plan advisory and pension consulting capabilities.

Steven Cunningham is a financial advisor with LPL Financial and Private Advisor Group, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2013 and has been with Private Advisor Group since 2023, where he provides investment advisory services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a variety of advisory and brokerage solutions tailored to client needs.

Rebecca Mcgee is a financial advisor with Voya Financial Advisors, Inc. who holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has been with Voya since 2014 and is currently involved with Scissortail Advisory Group LLC, where she provides advisory services as an owner. Additionally, she works as an independent insurance agent focused on fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a broad range of advisory services through multiple program structures, primarily offering non-discretionary recommendations across financial planning, portfolio management, and plan-sponsor consulting.

Emilia Bailey is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Kestra, she held roles at SSM Health and Hobby Lobby Inc. She serves as Vice Chair of the Plate Collective board, where she supports community and advocacy initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Joshua Gleason is a financial advisor with Private Advisor Group, LLC in Oklahoma City, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and has a background that includes a role at Textron. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.