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.

Lisa Dawson is a financial advisor with VOYA Financial Advisors, Inc. based in Oklahoma City, OK. She holds a Series 66 designation and has six years of industry experience. Prior to joining VOYA, she worked at Bank of America, Merrill, BOK Financial Securities, and Bank of Oklahoma Financial. Outside of financial advising, she manages several small businesses including a pet treat retail company, a window tinting service, and a horse breeding operation. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and a variety of program structures emphasizing primarily non-discretionary advice and recommendations.

Alexander Berney is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Exencial Wealth Advisors, LLC, where he is an equity partner. Prior roles include positions at Kirkpatrick Bank and the Kirkpatrick Foundation. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and charitable organizations, offering comprehensive wealth management and related services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

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.

Lee Wilcox is a financial advisor with Eagle Strategies and New York Life, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2008 and also works with NYLIFE Securities Inc. Additionally, he brokers disability and life insurance products through Guardian Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

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, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Edward Jones and Bank of America, including 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, employing a centralized Investment Management Team to manage model portfolios and third-party managers.

Casey Eden is a CFP® with 29 years of industry experience, currently affiliated with Primerica Advisors in Oklahoma City, OK. He has worked with Guardian Life and Park Avenue Securities since 2005. Eden serves on the Oklahoma Insurance Department Continuing Education Committee, which reviews continuing education programs for the state. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial planning, and retirement-plan consulting, implementing investment strategies through proprietary models, third-party managers, and digital advice platforms.

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.

Matthew Swift is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds a Series 66 credential and has three years of industry experience. Prior to his current roles, he worked for the Oklahoma Department of Transportation for 19 years. Swift operates a DBA under Cimarron Financial Group for selling New York Life products and services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis across a broad spectrum of client types.

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.

Michael Mendelsohn is a financial advisor with Eagle Strategies (New York Life) in Oklahoma City, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2018 and New York Life since 2011. Outside of advisory work, he is a partner in a timeshare rental business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Frank Knox is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at NY Life Ins Co and Nylife Securities Inc. since 1987 and operates Knox Insurance and Investments Inc. since 2011. Outside of his advisory work, he is a board member of KickingBird Golf Club and is an owner-operator of a farm producing cotton and maize. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Bugos is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2016. Based in Oklahoma City, OK, he also manages care of acreage and livestock outside of his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, employee education, and advisor-managed accounts, with a focus on due diligence-supported investment recommendations and serving large institutional investors.

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.

Paul Garrett is a financial advisor at Hornor, Townsend & Kent, LLC, holding the ChFC® and Series 63 designations with 28 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors Inc. He is also an independent insurance agent affiliated with various companies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, managing significant assets with a combination of third-party asset manager relationships and tailored client strategies.