John Jackson IV is a CFP® with four years of industry experience, currently serving as a financial advisor at Advisory Services Network. His background includes roles at New York Life Insurance and NYlife Securities, as well as work in lacrosse-related organizations. He volunteers as an events coordinator for the University of Texas at Austin Men's Club Lacrosse Alumni Advisory Board. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerance.

Justin Corcoran is a financial advisor with BOK Financial Securities, Inc. in Norman, Oklahoma. He holds a Series 66 designation and has 22 years of industry experience. Corcoran has been with BOK Financial Securities and its affiliated bank, BOKF, NA, since 2009. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors.

Zachary Mills is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a ChFC® designation and Series 63 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and multiple positions within BOK Financial affiliates. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth investors, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting.

Jeb Kirkpatrick is a financial advisor with Arete Wealth Advisors, LLC in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Arete Wealth Advisors since 2022 and previously spent six years with National Securities Corporation. Outside of advisory work, he is involved in insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based models, and it employs third-party managers while serving as an ERISA fiduciary when applicable.

Hunter Baldwin is a financial advisor with Geneos Wealth Management, Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. He has worked at Geneos since 2021 and previously held positions at Arvest Wealth Management and Arvest Bank. Outside of his advisory role, Baldwin is president of Bolt Investment Group LLC and organizes skeet shooting events. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm provides financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies including fundamental, technical, and tactical asset allocation approaches.

Gregory Wheeler is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2003, following a prior role at Banc of America Investment Services, Inc. Wheeler serves as CEO of BOK Financial Private Wealth, Inc. and participates on the City of Nichols Hills Investment Policy Committee and the Board of Directors of the Oklahoma City Golf and Country Club. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines quantitative and qualitative research for asset allocation and manager selection, functioning as both an SEC-registered investment adviser and a registered broker-dealer affiliated with a publicly traded bank holding company.

Jessica Jones is a financial advisor with BOK Financial Securities, Inc. based in Oklahoma City, OK. She holds the ChFC® designation and Series 66 license and has 17 years of industry experience. She has been with BOK Financial Securities and BOKF, NA since 2014. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines quantitative and qualitative research with tailored asset allocations managed by its Strategic Investment Advisors.

Erin Tuttle is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation. She has nine years of experience, including roles at AT&T from 2010 to 2019 and Bank of Oklahoma Financial from 2019 to 2025, before joining BOK Financial Securities in 2025. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with research and asset allocation provided by its Strategic Investment Advisors.

Susan Penney is a financial advisor with Kovack Advisors, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory work, she is an artist who creates beaded animal skulls. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and state and municipal clients, implementing portfolios through a structured workflow that incorporates both internally created models and third-party managers.

Robert Taylor is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining IAIM in 2017, he worked at Voya Financial Advisors and has maintained roles in insurance and leasing businesses since the mid-1980s and early 2000s. He also serves as an instructor for the Society of Financial Awareness, providing free financial literacy seminars. International Assets Investment Management offers advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using a range of investment vehicles and also provides access to third-party money managers and financial planning services.

Gary Chitwood is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served 20 years in the United States Air Force. In addition to his advisory work, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services is an SEC-registered investment adviser serving 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Christopher Moore is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has experience in self-employment and served in the U.S. Air Force from 2015 to 2018. Outside of advisory work, he has been involved with Mockingbird Homes since 2018. First Command Advisory Services, Inc. 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 using model portfolios managed centrally by an Investment Management Team.

Max Rhodes is a financial advisor at Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 65 designation with seven years of industry experience. Prior to joining Mercer in 2025, he worked at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of his advisory role, he is the owner of ELM Street Investments, LLC, a residential real estate investment business. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, using low-cost index vehicles and tax-management strategies.

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.

Clayton Peles is a financial advisor with Valic Financial Advisors in Oklahoma City, holding a Series 66 designation and having five years of industry experience. He has worked at several firms including Agia, where he holds an agent position related to 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 manages assets at scale and uses a combination of discretionary unified managed accounts and centralized technology to provide portfolio management and financial planning services.

Craig Forster is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Financial Services since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves as an election clerk in Tarrant County, Texas. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Belinda Richardson is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and First Liberty Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and a variety of implementation options, including ETFs and separately managed 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.

Kyle Ray is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Oklahoma City, with five years of industry experience. He previously worked at Full Sail Capital, LLC, Plan Group Financial, Inc., and Saxony Securities Inc., among other firms. Outside of his advisory role, he is a co-owner and manager of TYRAY Holdings, LLC, an investment entity focused on commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by specialized programs and integrated service lines.