Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Christopher Moore is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has experience in self-employment and served in the U.S. Air Force from 2015 to 2018. Outside of advisory work, he has been involved with Mockingbird Homes since 2018. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team.

Max Rhodes is a financial advisor at Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 65 designation with seven years of industry experience. Prior to joining Mercer in 2025, he worked at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of his advisory role, he is the owner of ELM Street Investments, LLC, a residential real estate investment business. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, using low-cost index vehicles and tax-management strategies.

James Lisle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Wells Nelson & Associates, LLC for 12 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president and general partner of L&L Investments, an oil and gas interests company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Clayton Peles is a financial advisor with Valic Financial Advisors in Oklahoma City, holding a Series 66 designation and having five years of industry experience. He has worked at several firms including Agia, where he holds an agent position related to non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages assets at scale and uses a combination of discretionary unified managed accounts and centralized technology to provide portfolio management and financial planning services.

Craig Forster is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Financial Services since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves as an election clerk in Tarrant County, Texas. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Frank Fairbanks is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked for Rgt Capital Management, Ltd. for 10 years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Brooks Stephenson is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has been with GWN Securities and Horizon Financial Services since 2025. Outside of his advisory roles, he has been involved with Skyline Church since 2023 and previously worked at Oklahoma Christian Schools from 2015 to 2023. 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. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy market-timing strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Belinda Richardson is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and First Liberty Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and a variety of implementation options, including ETFs and separately managed accounts.

Summer Cheek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning her advisory career in 2023. Prior to entering the financial industry, she worked in customer service roles at Charleston's Restaurant and Outback Steakhouse, as well as at Eagle Dental. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee.

Kyle Ray is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Oklahoma City, with five years of industry experience. He previously worked at Full Sail Capital, LLC, Plan Group Financial, Inc., and Saxony Securities Inc., among other firms. Outside of his advisory role, he is a co-owner and manager of TYRAY Holdings, LLC, an investment entity focused on commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by specialized programs and integrated service lines.

Juan Mireles is a financial advisor at Rockefeller Financial LLC with Series 66 and Series 63 licenses and three years of industry experience. Before joining Rockefeller Financial in 2026, he worked at Empower Financial Services and held positions at J.P. Morgan Securities LLC and several other companies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with a unique combination of registered broker-dealer services and an integrated investment platform offering access to equities, fixed income, alternatives, and personalized managed account solutions.

Jerry Bolster is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at TriCorps Security for 15 years and serves in the Oklahoma Air National Guard since 2003. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Chad Guest is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at GWFS Equities, Inc. since 2019, following brief periods at Edward Jones and Fairway Outdoor Advertising. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated model aligns its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ami Black Mullins is a financial advisor at Savant Wealth Management based in Oklahoma City, OK, with six years of industry experience. She holds a Series 65 credential and previously worked for Exencial Wealth Advisors for 13 years before joining Savant in 2026. 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 evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust entities.

Alexander Frank is a financial advisor with First Command Advisory Services in Oklahoma City, OK. He holds a Series 66 designation and has four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and work with the Oklahoma Tax Commission. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Shamiah Evans is a CFP® with three years of experience, currently serving as an Investment Advisor Representative at Kestra Advisory. Prior to joining Kestra, she worked at Glenn Harris Associates & Insurance and has held various roles including mentorship program director and instructor for community organizations. She also owns a travel agency and holds leadership positions with the Oklahoma City Young Professionals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base including large institutional investors and employs a supervisory framework that supports complex investment products and discretionary trading.

Scott Cravens is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of advisory work, he manages Bite-size Construction, LLC, a commercial construction and tenant improvement business. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

Chandelle Volo is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She has over a decade of experience in wealth management, focusing on goals-based financial planning to develop personalized strategies that support her clients' long-term financial success. Chandelle combines her financial expertise with a commitment to personalized service, leveraging the resources of her team along with the banking services of Bank of America and investment offerings of Merrill Lynch Wealth Management. She holds a degree in Organizational Leadership from the University of Central Oklahoma and is currently pursuing a Master in Business Administration at the same institution. Chandelle is also a Personal Investment Advisor (PIA) and is involved with professional and community organizations including ReMerge, VESTHer, Civic Center Music Hall, and the Regional Food Bank of Oklahoma. Outside of her professional role, Chandelle enjoys remodeling her home, antiquing, cooking, horseback riding, interior decorating, painting, pottery, reading, traveling, watching movies, and writing. She values spending quality time with family and friends and is active in giving back to her community.

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.