Linda Younger is a financial advisor at Corient with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Smith Barney, Quasar Distributors, LLC, and Capital Advisors, Inc. Outside of her advisory role, she is involved in home-based skin care sales. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuously monitoring portfolios through advanced risk management tools.

Julie Smith is a financial advisor at Mariner with 15 years of industry experience. She holds a Series 66 credential and has been with Mariner since 2016. Outside of her advisory role, she serves on the governance and executive committees of the Tulsa Performing Arts Center Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.

Michael McConnell is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds the ChFC® designation and the Series 63 license, and has 36 years of industry experience. McConnell has worked with Eagle Strategies since 2008 and is also associated with New York Life Insurance Company and Nylife Securities Inc. since 1989. He operates a business under the name Financial Diagnostics Group to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, particularly for institutional sponsors, within an integrated New York Life affiliate structure.

Mckenzie Mills is a CFP® professional with three years of industry experience, currently advising at Corient. Prior to joining Corient, Mills worked at Capital Advisors, Inc. and Cavanal Hill Investment Management. Mills’s background includes roles at Northwestern Mutual and Quik Trip. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Thomas Liversage is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He joined Corient in 2026 after a decade at Capital Advisors, Inc. He serves as treasurer for Hurricane Impact, a charitable organization supporting athletes at the University of Tulsa through marketing and name, image, likeness (NIL) collectives. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies and third-party managers, along with risk management tools and alternative investment options.

Andrew Baldwin is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked for over a decade at CH Colpitt Drilling LLC. 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 assets and employs 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.

Jessica Spencer Price is a financial advisor with Voya Financial Advisors, Inc. in Tulsa, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Voya in 2022, she worked at Spencer Financial Group and spent three years as a home educator. She is also involved with Scissortail Advisory Group, providing investment consulting and retirement plan assistance. Voya Financial Advisors, Inc. serves individual and institutional clients, offering financial planning, portfolio management, and brokerage and insurance products. The firm delivers advice through Investment Adviser Representatives using a range of strategies and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Ryan Graves is a financial advisor with Mariner who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Mariner Wealth Advisors since 2014 and previously held roles at FirstPoint Financial and Adams Hall Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Randall Smith is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life Insurance Co, and Integrated Financial Resources, Inc. Smith is also a member of RRJ Sand Company LLC, a sand mining business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored advice across various program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Robert Reed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation. He has been with Ameritas and its affiliates since 2025, and also works with Midtown Wealth Management. Outside of his advisory work, he provides individual baseball instruction to youth. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a combination of in-house and third-party strategies, serving a wide range of clients through discretionary and non-discretionary programs.

Kristina Simpson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. Her prior roles include positions at Morgan Stanley and Tulsa Federal Credit Union. She is vice president of the Tulsa Girls Art School Project Inc., a youth development organization where she contributes to financial oversight and protocol development. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an internal investment team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions uncommon among firms of its size.

Jeffrey Lester is a financial advisor at Sequoia Financial Group, L.L.C. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners' Financial Services and multiple entities affiliated with Eide Bailly since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Melinda Perry is a financial advisor at Rockefeller Capital Management with 20 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, BOK Financial Securities, Cadent Capital Advisors, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves on the advisory board for the College of Business and Technology at Northeastern State University, focusing on workforce preparation and enrollment strategies. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management services and investment solutions to individuals, families, and institutions.

Michael Smith is a financial advisor at Ameritas Advisory Services, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. He is also the owner of Abundant Life Wealth Strategies, a business focused on insurance services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of fee-based asset management and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Joseph Jones is a financial advisor with Integrity Alliance, LLC, holding a Series 66 credential and 17 years of industry experience. He has worked at Brokers International Financial Services since 2020 and has managed his own firm, Jones Financial Services, since 2013. Outside of his advisory roles, Jones is co-owner of a firearms sales business and serves on the fundraising board for Rogers State University Foundation. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting, employing various portfolio management strategies and utilizing multiple custodial platforms and third-party programs.

Ciara Wohlgemuth is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Brokerage Services LLC and eHealth. 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 certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kelcy Flores is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with Corient, where she has worked since 2026. Prior to joining Corient, she spent eight years at Capital Advisors, Inc. and four years at Bank of Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Jeremy Ford is a financial advisor with Commonwealth Financial Network in Owasso, Oklahoma. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Westerman Financial Services, LLC and Waste Management. Ford is also the owner of The 3Pillars LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Michael David is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory work, he served as an elder at Foundation Church, providing guidance on church matters. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, regular portfolio rebalancing, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Hayden Siegfried is a CFP® at Corient in Tulsa, OK, with three years of industry experience. He previously worked at Capital Advisors, Inc. for five years and has a background that includes time at the University of Tulsa and the University of Notre Dame. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies with risk management tools and offers specialized services through affiliated platforms.