David Loe is a financial advisor with Eagle Strategies (NY Life) based in Bixby, Oklahoma. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2007. He also works as an insurance broker for non-registered product sales. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Natalie Haggard is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner and its affiliated entities since 2013. Outside of her advisory role, she is a member of the board of directors and finance committee for Emergency Infant Services Inc., a nonprofit serving the basic needs of children ages 0-5 in Tulsa. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs customized, discretionary portfolios overseen by an Investment Committee and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Mitchell Kaczmarek is a CFA® and holds a Series 65 license, with 10 years of industry experience. He has worked at Corient since 2026 and previously spent 10 years at Capital Advisors, Inc. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach incorporating in-house strategies, third-party managers, and risk management tools, with capabilities including private fund advisement and affiliated trust and broker-dealer services.

Richard Steiner is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Bixby, OK, and has 32 years of industry experience. He has been with Eagle Strategies since 2003 and has a concurrent affiliation with New York Life Insurance Company and Nylife Securities LLC dating back to 1993. Outside of his advisory role, Steiner is a partner in a non-investment business entity and owns Steiner Enterprises LLC, a family-related venture. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm employs a range of programs tailored to client and Plan Sponsor needs and manages the majority of its assets on a non-discretionary basis.

Lars Gwartney is a financial advisor at Guardian Life with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to his current role, he spent a decade at Northwestern Mutual Wealth Management Company and held various positions within the Northwestern Mutual Life Insurance Company and its investment management division. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of proprietary and third-party investment advisory programs.

Jay Eichler is a Series 66-licensed financial advisor with Guardian Life, based in Tulsa, OK, and has four years of industry experience. He has worked at Park Avenue Securities since 2022 and Guardian Life since 2021. Outside of his advisory role, Eichler is involved in automotive purchasing businesses, acquiring inventory for dealers and charging fees per unit purchased. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including hybrid digital advisory solutions.

Trevor Fridell is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Northwestern Mutual and New York Life. Outside of advising, he owns an RV rental business serving families at campgrounds. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of advisers, emphasizing tailored solutions and fiduciary responsibilities primarily within a non-discretionary asset management framework.

Gregory Ruley is a CFP® professional with over 31 years of industry experience. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial LLC, Mariner Independent Advisor Network, Voya Financial Advisors, and his own firm, Ruley Financial Group LLC. His background includes extensive work in financial advisory and non-variable insurance. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and retirement-plan consulting services through discretionary and non-discretionary programs, supported by third-party asset managers and proprietary model portfolios.

Robert Hoffman Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Private Advisor Group since 2019 and concurrently with Advantage Investment Management, LLC and LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of strategies and platforms.

Jordan Taylor is a financial advisor with NewEdge Advisors in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at UBS Financial Services Inc. for 12 years, Triad Advisors for 2 years, GWM Advisors, LLC, and LPL Financial LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, and incorporates technology tools and AI in its operations.

Catherine Young is a financial advisor at Corient with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Capital Advisors, Inc. and Minshall & Company Inc. outside of her advisory role, she owns rental properties in Tulsa, Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options.

Jeremy Travis is a Series 65-registered financial advisor at Corient with eight years of industry experience. Prior to joining Corient in 2026, he worked for Capital Advisors, Inc. for eight years and spent 15 years at Merck. Outside of his advisory role, he owns a mini storage business and holds a limited partnership in a plumbing company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Catherine Crismon is a CFP® professional based in Tulsa, OK, currently with Corient, where she has worked since 2026. She has prior experience at Goldman Sachs and Capital Advisors Inc., totaling several years in the financial industry. Corient offers investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that combines in-house strategies with third-party solutions and risk management tools. The firm also provides specialized offerings through affiliates, including private fund capabilities and trust services.

Adam Lodge is a CFP® with 15 years of industry experience and has been with Mariner Wealth Advisors since 2016. He is based in Tulsa, OK, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a parliamentarian for INSIDE OUT RE-ENTRY and is a board member and investment committee chair for the Jenks Public Schools Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations across multiple asset classes and integrates tax and accounting services alongside administrative CFO capabilities.

Jana Shoulders is a financial advisor with Mariner Wealth Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She worked for Adams Hall Investment Management for 22 years before joining Mariner in 2016. Outside of her advisory role, she is a trustee at the University of Tulsa serving on the investment committee and a volunteer board member on the finance committee of the International Women's Forum in Oklahoma. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside financial wellness programs for employers.

Kellie Schuttler is a financial advisor with NewEdge Advisors in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at UBS Financial Services Inc. from 2000 to 2020, Triad Advisors from 2020 to 2022, and LPL Financial since 2022. She also provides administrative support to NewEdge Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts and estates, pension and profit-sharing plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jonathan Althage is a financial advisor at Corient with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Advisors, Inc. and Quasar Distributors, LLC. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and specialized offerings through affiliates.

Jeffrey Couch is a CFP® with 20 years of experience in the financial industry, currently serving as an advisor at Mariner Wealth Advisors since 2006. He is based in Tulsa, OK, and holds a Series 65 license. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and a range of tax and family office services, implementing customized portfolios through an internal investment team combined with third-party managers.

Lauren Burke is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked at Lockton Companies and has been involved with Saint Louis University and the Philcrest Hills Tennis and Pickleball Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing discretionary, customized portfolios supported by in-house research and third-party managers.

Eric Mcelmeel is a financial advisor with Eagle Strategies (New York Life) in Tulsa, OK, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and Nylife Securities LLC since 2010. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers various program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.