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.

Michael Fielder is a financial advisor with CWM, LLC, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at Tungsten Wealth Management, LPL Financial, Purshe Kaplan Sterling Investments, Heritage Oak Wealth Advisors, and Arvest Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of retirement plan and advisory services.

Patrick Sloan is a financial advisor at Eagle Strategies (NY Life) based in Oklahoma City, OK, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with New York Life Insurance Companies and Nylife Securities LLC since 2013. Sloan is also appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Tutt is a CFP® professional with 28 years of industry experience, currently with Independent Financial Partners. He has held roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial, LLC. He is also involved with Lifemore Financial Group, an entity through which he conducts investment advisory activities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Shawn Peschke is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC and Tungsten Wealth Management. His prior experience includes nine years at LPL Financial and six years at Arvest Asset Management. He is involved in Evergreen, a business entity for tax and investment purposes. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized tools.

Steven Cunningham is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Private Advisor Group since 2023 and was previously with LPL Financial for 13 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions and third-party investment strategies. The firm employs a fiduciary-based advisory model that incorporates technology platforms and multiple investment methods, often implementing advice through third-party managers and turnkey asset management programs.

Rebecca Mcgee is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Voya since 2014 and is also the owner of Scissortail Advisory Group LLC, where she provides financial services including insurance and investment products. She maintains an independent insurance agent role focused on fixed insurance sales. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

Emilia Bailey is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and two years of industry experience. Before joining Kestra, she held roles at SSM Health and Hobby Lobby Inc. She serves as Vice Chair of the Plate Collective board, where she supports community and advocacy initiatives. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Richard Collins Jr. is a financial advisor with GWN Securities Inc. in Edmond, OK, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been associated with Horizon Financial Services, Inc. since 2000, where he also works as an insurance agent specializing in life, health, and property and casualty insurance, including extended warranty services for auto dealerships. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Joshua Gleason is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Textron. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including their proprietary WealthSuite platform. The firm operates a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management through technology platforms and third-party strategists.

Philip Ross is a Series 65-licensed financial advisor based in Oklahoma City, OK, with 13 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 11 years at Exencial Wealth Advisors, where he remains an equity partner holding less than 5% ownership. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies supported by significant scale and integrated legal, accounting, and trust resources.

Jared Hopkins is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 66 and Series 63 designations and has been with TIAA-CREF since 2014. Outside of his advisory role, he serves as a lay minister for The Church of Jesus Christ of Latter-day Saints, providing support to individuals and families in his community. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model includes point-in-time planning services and ongoing portfolio management with a fiduciary standard, utilizing both model and customized portfolios.

Jason Pinney is a financial advisor with Independent Financial Partners who holds Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining Independent Financial Partners in 2021, he worked at MassMutual Life Insurance Co and MML Investors Services LLC from 2014 to 2021. Outside of advising, he is involved as a managing member of Cornerstone Property & Casualty, LLC, assisting clients with property and casualty insurance needs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a diverse client base and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Kevin Wilkinson is a financial advisor with Principal Financial Services based in Edmond, OK. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining Principal, he was involved with several local churches in community roles. In addition to his advisory duties, he also works as an insurance agent, focusing on the sales and service of fixed insurance products including life, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randall Copier is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Randall has been with Eagle Strategies since 2017 and also maintains affiliations with NYLife Securities, LLC and New York Life Insurance. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and working closely with institutional plan sponsors within the New York Life affiliate structure.

Larry Awbrey is a CFP® with 38 years of industry experience, currently serving at Independent Financial Partners since 2018. He previously worked at LPL Financial and IFP Securities, LLC. Awbrey is a board member and elder at Faith Bible Church, a nonprofit in Edmond, Oklahoma. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

Amanda Hoffman is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for seven years before joining her current firm in 2023. Hoffman holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

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.