Michael Fielder is a financial advisor at Carson Wealth with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Tungsten Wealth Management, LPL Financial, Purshe Kaplan Sterling Investments, Heritage Oak Wealth Advisors, and Arvest Wealth Management. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee and supported by various custodial and technology partnerships.

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 63 and Series 65 licenses and has worked with Nylife Securities LLC and New York Life Insurance Company since 2013. In addition to his advisory role, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and maintains a significant non-discretionary asset base, operating within the integrated New York Life affiliate structure.

Shawn Peschke is a CFP®-credentialed financial advisor at Carson Wealth with 23 years of industry experience. His career includes roles at LPL Financial, Arvest Asset Management, and Chase Investment Services Corp. He is also involved with Tungsten Wealth Management, a related business entity. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion and serving corporate, institutional, and high-net-worth clients. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and a variety of tailored investment solutions.

Derek Colton is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and seven years of industry experience. His prior roles include positions at Aegis Wealth Management, Jack Keeter & Associates, and Safe Money Financial Group, where he also serves as president and independent insurance agent. At Safe Money Financial Group, he provides insurance and annuity solutions in addition to his advisory work. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.

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. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with VOYA Financial Advisors since 2014 and previously from 2007 to 2011, and currently owns Scissortail Advisory Group LLC, where she provides financial services including insurance and investment products. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance sales. VOYA Financial Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategies with technology-enabled tools to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment advisers.

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 63 and Series 66 credentials and has worked at TIAA-CREF since 2014, following prior roles at Portfolio Wealth Advisors and Charles Schwab. Outside of his advisory work, he serves as a lay minister for The Church of Jesus Christ of Latter-day Saints, providing support to individuals and families in his local community. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing managed account programs, including customized portfolio management.

Jordan Dean is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and three years of industry experience. Prior to joining Mercer, he worked at Full Sail Capital, LLC and Heritage Trust Company. He serves as a board member and finance committee member for Free To Live, an animal sanctuary focused on rescue, rehoming, and public education. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm follows a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, and specialized managed portfolios.

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.

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 Series 66-licensed financial advisor with six years of industry experience. She is currently affiliated with VOYA Financial Advisors, Inc. and previously worked at Bank of America, Merrill, and BOK Financial Securities. Outside of her advisory role, she manages several small businesses, including a pet treat retailer, a window tinting service, and a horse breeding operation. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individual, retirement-plan, nonprofit, and corporate clients through a broad network of advisers. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of model portfolios, technology-enabled tools, and a mix of discretionary and non-discretionary account management.

Alexander Berney is a financial advisor with Savant Wealth Management in Oklahoma City, holding a Series 65 credential and two years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors and Kirkpatrick Bank. He serves as an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Skyler Hulslander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, and Private Advisor Group, LLC. Outside of his advisory work, he is involved with the American Financial Education Alliance and provides educational presentations through White Glove 587, along with co-owning Provex Roofing & Painting. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process blending passive and active strategies overseen by an internal Investment Committee.

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.