Jeffrey Ou Baty is a financial advisor with Mariner based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Exencial Wealth Advisors, United Planners' Financial Services, and multiple divisions of Eide Bailly, where he worked for over a decade. 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 a range of services that combine in-house research with third-party managers, alongside integrated tax and accounting capabilities uncommon at this enterprise scale.

Christian Yates is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Edward Jones and Bank of America, as well as Merrill Lynch. 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Casey Eden is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of experience in the financial services industry. He has worked at Guardian Life and Park Avenue Securities since 2005, with prior roles at Century Advisors, LLC and Spelman & Co., Inc. Outside of his advisory work, he serves on the Oklahoma Insurance Department Continuing Education Committee. Casey is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, retirement plan sponsors, and institutional clients. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, offering a range of financial planning and investment solutions.

Caleb Dillard is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is currently affiliated with Savant Wealth Management and is also an equity partner with less than 5% ownership in Exencial Wealth Advisors, where he performs the majority of his work and shares in the firm's profits and losses. Additionally, he is a minority owner and voting member of Parkstone Investments, providing non-securities services to registered representatives at Purshe Kaplan Sterling Investments. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management and financial planning, employing a blend of evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates.

Colton Garcia is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 licenses. He has recently started his career in the financial industry and has prior work experience in various sectors including the military, logistics, and retail. Foundations Investment Advisors LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and related services through a network of affiliated offices, using a mix of fundamental, technical, and cyclical analysis along with model portfolios and third-party sub-advisers.

Hunter Brown is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Mercer Global Advisors Inc., having previously worked at Full Sail Capital, LLC, Equitable Advisors, and several energy sector firms. Brown’s background includes roles in both financial services and the energy industry. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Lori Stephenson is a CFP®-certified financial advisor with 15 years of industry experience. She currently works at Savant Wealth Management and previously held roles at Exencial Wealth Advisors and Fidelity Brokerage Services. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, charitable organizations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies and supports a range of in-house services including accounting, legal, and trust offerings.

Michael Ramsey is a CFP® professional with over 33 years of experience in financial advising. He has worked at Money Concepts Capital Corp since 1993 and has maintained his own CPA firm, Michael L Ramsey C.P.A. Inc., since 1988. He is also affiliated with Franklin Life Insurance Company. Money Concepts Capital Corp is an enterprise advisory firm serving individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Kevin Tinkle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, OK, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. Outside of advising, he is a part owner of a real estate investment business, HENREX, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual and high-net-worth 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 over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Michael Mendelsohn is a financial advisor with Eagle Strategies (New York Life) in Oklahoma City, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2018 and New York Life since 2011. Outside of advisory work, he is a partner in a timeshare rental business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

David Bugos is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2016. Based in Oklahoma City, OK, he also manages care of acreage and livestock outside of his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, employee education, and advisor-managed accounts, with a focus on due diligence-supported investment recommendations and serving large institutional investors.

Alan Butler is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has been associated with various entities under First Command since 2018. Outside of his advisory role, Butler is involved in petroleum land management as an owner and vice president of business development at Willow Creek Resources, LLC. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Brian Washa is a financial advisor at Independent Financial Partners with 19 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at John Hancock Financial Network and Royal Alliance Associates. Outside of his advisory role, he owns Shepherd Wealth Advisory, a business involved in insurance sales including life, disability, and long-term care insurance. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and supports a decentralized advisory model, with notable expertise in retirement-plan advisory and pension consulting services.

Paul Garrett is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at Cambridge Investment Research Advisors, Royal Alliance Associates, Signator Investors, and Quest Capital Management. Outside of his advisory work, he is also an independent insurance agent. Hornor, Townsend & Kent serves a diverse client base including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, leveraging a platform that combines both advisory and broker-dealer services.

Jared Snider is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds a Series 65 credential and previously spent 12 years at Exencial Wealth Advisors, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports its services through affiliated legal, accounting, and trust entities.

David Stanley is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, holding Series 65 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Full Sail Capital, Trust Company of Oklahoma, Arvest Wealth Management, and FSW Partners. He serves on the Investment Committee of the Oklahoma City Community Foundation, a nonprofit organization supporting local charitable programs and managing endowments. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small businesses, plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and specialized investment strategies.

Karen Cunningham is a financial advisor with Kestra Advisory who holds the ChFC® designation and a Series 63 license. She has 43 years of industry experience and has worked with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Cunningham serves as president and financial planner at Oklahoma Financial Center, Inc., a registered representative business. She is also a board member of First National Bank of Oklahoma. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including plan design and compliance testing, fiduciary consulting, employee education, and advisor-managed accounts, serving large institutional investors and maintaining extensive third-party relationships.

Peter Gregory is a CFP® and CFA® with 46 years of experience in the financial industry. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has served since 2016 and 2019, respectively. Gregory also has experience with LPL Financial and maintains involvement in investment-related business activities through LIFEMORE Financial Group and IFP Insurance Group. 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 tens of thousands of clients and provides a decentralized advisory model alongside specialized retirement-plan consulting and trustee services.

Charles Yancey is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he is also involved in a non-investment insurance agency business. Additionally, he promotes income-for-life model products and receives periodic finders fees related to estate planning. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via a variety of model portfolios and managed accounts.

Johnny Nixon III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. Nixon is also involved in insurance sales covering life, disability, and long-term care. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.