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.

Paul Mariconda is a financial advisor with Valic Financial Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2004 and also has a role with Agia since 2022. Outside of his advisory work, Mariconda serves as a hockey referee and participates on an advisory board for the Business and Information Technology Division at Oklahoma City Community College. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, using Envestnet UMA models and maintaining a large client base with over 1,200 advisors nationwide.

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.

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®, ChFC® credentialed advisor with 25 years of industry experience. She has been with Guardian Life and its subsidiary Park Avenue Securities since 2016, and previously worked at MSI Financial Services, Inc. from 2011 to 2016. Outside of her advisory role, she operates The Spotted Dog LLC, which sells stained glass, fused glass, and mosaic art projects and classes. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships, including access to insurance products and alternative investments.

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.

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.

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.

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.

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.