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.

Bart Gernandt is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Wealth Watch Advisors for six years. In addition to his advisory role, he serves as president of Freedom Insurance Sales, focusing on insurance and annuity sales. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and utilizes third-party sub-advisers and custodians.

Samuel Warner is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 credential and has worked previously at Full Sail Capital, LLC, NorthRock Companies, and Brigham Young University. Outside of advisory work, he is involved as CEO and Managing Partner of Warner and Neil Holdings LLC. 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 planning, retirement consulting, tax support, and estate planning coordination.

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.

Tyler Grubbs is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to that, he held positions at Full Sail Capital, LLC, Purshe Kaplan Sterling Investments, and Cadent Capital Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios implemented through ETFs, index funds, separate account managers, and private funds.

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.

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.

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.

Caleb Caldwell is a financial advisor with Foundations Investment Advisors LLC holding a Series 65 designation and has two years of industry experience. His prior work includes roles at Cornerstone Capital Management, Casady School, and OrangeTheory Fitness. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with asymmetric rebalancing to manage investments.

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 tens of thousands of clients and is noted for its retirement-plan advisory and pension consulting capabilities.

Robert Hagmaier is a financial advisor with Independent Financial Group, LLC in Oklahoma City, OK, holding Series 63 and Series 66 licenses. He has 45 years of industry experience and has worked at Independent Financial Group since 2008, with prior roles at EPlanning Advisors Inc and Financial West Group. He is also the owner of Compass Capital Private Wealth Management, a DBA offering investment advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and integrates both active and passive investment strategies.

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.