Paul Smith is a CFP® professional with 15 years of industry experience, currently serving with Private Advisor Group, LLC. His career includes roles at LPL Financial, Mariner Independent Advisor Network, and Voya Financial. Outside of his advisory work, he coaches football at Regent Preparatory School in Tulsa, OK. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a range of advisory programs, third-party asset managers, and proprietary model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Christopher Elmore is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc. and co-owned Smiley Elmore & Associates, where he also sells property and casualty insurance as a broker. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 431 advisors, employing a range of managed programs and applying fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.

James Cooper III is a financial advisor at Mariner with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mariner since 2013. Outside of his advisory role, Cooper serves as treasurer on the board of Building All Children, Inc. and is a member of the church governance board at Asbury Church, Inc. 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 customized discretionary portfolios supported by an internal investment team and third-party managers, with additional services such as coordinated tax compliance, CFO capabilities, and a financial wellness platform for employer clients.

Brice Davis is a CFP®-certified financial advisor with 11 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary investment recommendations, and retirement education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base primarily with non-discretionary assets.

Chauncey Pickering is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Mariner and has previous experience at Utica Physicians Association, Arvest Wealth Management, Bank of America, and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides a range of investment strategies alongside integrated tax and accounting services.

Jamie Halverson is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and joined D.A. Davidson in 2021 after six years at LPL Financial. Outside of his advisory work, he serves as a part-time hockey referee. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base that includes employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with offerings such as retirement plan advisory, comprehensive financial planning, and a dedicated Private Wealth program for high-net-worth clients.

Amy Gordon is a Series 65-licensed financial advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2017 and previously spent five years at Adams Hall Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and features integrated tax, accounting, and family office capabilities alongside its traditional advisory offerings.

Matthew Leahey is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edison Wealth Strategies and Mariner Wealth Advisors. 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 multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Lindsey Mccool is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner since 2014. She has worked across Mariner’s Oklahoma and broader teams and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as chairwoman of the endowment committee and special events planning committee at YWCA Tulsa and participates in equine marketing and judging activities through LHM Equine Services LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios managed through an internal team and Investment Committee, with offerings that include tax integration and administrative family office capabilities uncommon among large advisory enterprises.

Courtney Rueb is a financial advisor at Corient with one year of industry experience. She holds the Series 65 designation and previously worked at Capital Advisors, Inc. and Halley, McDaniel, Cuite, PLLC. She serves as a board member of the Tulsa Estate and Planning Forum, a professional organization. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Aaron Massey is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services for 11 years. Massey is the founder and owner of Sidecar Asset Management, LLC, a registered investment adviser based in Tulsa, OK. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

John Stagg II is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been associated with Eagle Strategies since 2022 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Stagg serves as a board member of the Tristesse Grief Foundation and is a committee member of the Young Professionals Alzheimer's Association - Oklahoma Chapter. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant focus on non-discretionary assets and fiduciary responsibilities in retirement plan advisory services.

Cullen Parker is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Arvest Wealth Management, LPL Financial, Ameriprise Financial, and Warburton Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal management team and external managers, with investment strategies spanning equities, fixed income, alternatives, and digital assets, alongside unique offerings such as integrated tax and accounting services and employer financial-wellness tools.

Anthony Henderson is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Level Four Advisory Services, and ProEquities. Henderson is also the owner of MYWEALTHCPA, a wealth management business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax and accounting services along with administrative CFO capabilities.

Matt Cain is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he co-founded the MLCS Group, a boutique-style investment team. The group provides customized financial strategies for high-net-worth clients, including corporate executives, business owners, and affluent families, assisting them through significant transitions such as business sales, IPOs, and retirement. Matt has over 30 years of experience in financial advising, having joined Merrill Lynch in 1994 after three years in commercial banking. His expertise includes wealth management and investment advice for a range of clients, with a focus on generational family wealth, wealth transfer, philanthropy, retirement planning, and estate strategies. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations and earned a Bachelor of Science in Business Administration from Oklahoma State University. Matt is active in community service and currently serves as Chair of the Board of Directors for The Parent Child Center of Tulsa and Chair of the Friends of Scouting Campaign for the Indian Nations Boy Scout Council. He previously served on the Metro Christian Academy Board of Trustees and is a member of the Committee of 100. Outside of work, Matt enjoys hiking, biking, running, and traveling with his wife, Alice, and their son, Caleb.

Evan Rush is a CFP®-designated financial advisor with Edward Jones, based in Jenks, Oklahoma. He has six years of industry experience, including time at the OSU Riata Center for Entrepreneurship and service in the U.S. Army Reserves. His background also includes a period of self-employment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Brittany Armer is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Ameriprise, Woodbury Financial Services, First Mate Financial Advisors, and Waddell & Reed. She is currently based in Tulsa, OK. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jacob Noell is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Violet Compton is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2022 and previously held roles at Merrill and other financial services firms. Outside of her advisory work, she has involvement as an owner in real estate activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and processes.

Glenda Suchy is a financial advisor at Raymond James & Associates with 36 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of advising, she is involved as a trustee of a trust owning an investment entity. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including high-net-worth individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.