Joetta Cox is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 21 years of industry experience. She has worked with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies that range from income-oriented to ESG-focused approaches.

Cory Sloan is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Arvest Wealth Management since 2014. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

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.

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 CFP® and Series 65-licensed advisor with Creative Planning, based in Tulsa, OK. He has two years of experience in the financial industry and previously spent twelve years with CH Colpitt Drilling LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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, 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 assistance with retirement plans. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers comprehensive financial planning and portfolio management services through various program structures, emphasizing recommendation-based advice over discretionary management.

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 and currently based in Tulsa, OK. He has experience in wealth management and insurance roles at several related Ameritas entities, as well as Midtown Wealth Management. Outside of his advisory work, he coaches individual baseball instruction for youth. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting discretionary and non-discretionary advisory relationships through an Investment Committee and third-party partners.

Kristina Simpson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her previous 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. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized, discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside family office and employer financial wellness solutions.

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 with Rockefeller Financial LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at several firms, including UBS Financial Services Inc, BOK Financial Securities, Inc., Cadent Capital Advisors, LLC, 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-related educational initiatives. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer offering a range of investment services including placement and investment banking.

Michael Smith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and he is the owner of Abundant Life Wealth Strategies, where he is involved in insurance services and brokerage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts.

Joseph Jones is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has held positions at Brokers International Financial Services and Questar Asset Management, among others, and has operated his own advisory and insurance businesses since 2013. Outside of his advisory work, Jones is co-owner of a firearms sales business and serves on the fundraising board for Rogers State University Foundation. Integrity Alliance offers advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm supports a large network of over 300 independent advisors managing approximately $5.4 billion in assets, providing portfolio management, financial planning, and access to third-party managers through a variety of investment platforms.

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, holding a Series 66 designation and four years of industry experience. He has held roles at Commonwealth Financial Network and Westerman Financial Services, LLC, as well as Diversify Advisory Services, LLC. Outside of his advisory work, he is the owner of The 3Pillars LLC, a private entity related to 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 over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.