Lee Wilcox is a financial advisor with Eagle Strategies and New York Life, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2008 and also works with NYLIFE Securities Inc. Additionally, he brokers disability and life insurance products through Guardian Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Robert Markle is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes positions at Principal Securities Inc., Principal Life Insurance Company, Mass Mutual Investors Services, and Thrivent Investment Management. Markle is also the owner of SRM Financial Services, an LLC currently used for administrative purposes related to his business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning and access to third-party money manager solutions.

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.

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.

Brian Morton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Raymond James Financial, Cetera Investment Services, Merrill, Banc One Securities Corporation, and Morgan Stanley DW Inc. He is also the owner of Morton Advisory Group, LLC, through which he provides investment advisory, consulting, pension, and insurance services. Additionally, he is involved in marketing and sales of group health insurance with Aetna. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and third-party asset manager programs using a combination of active and passive strategies tailored to client risk tolerances.

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.

Matthew Swift is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds a Series 66 credential and has three years of industry experience. Prior to his current roles, he worked for the Oklahoma Department of Transportation for 19 years. Swift operates a DBA under Cimarron Financial Group for selling New York Life products and services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis across a broad spectrum of client types.

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.

Alexander Reyes is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Creative Planning and previously worked at Edelman Financial Engines, Edward Jones, Merrill, Clean My Government, YNB, and the University of Central Oklahoma. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach, emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Frank Knox is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at NY Life Ins Co and Nylife Securities Inc. since 1987 and operates Knox Insurance and Investments Inc. since 2011. Outside of his advisory work, he is a board member of KickingBird Golf Club and is an owner-operator of a farm producing cotton and maize. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Melissa La Brue is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at Avantax Investment Services and Wymer Brownlee Tax and Financial Management. She is also a licensed life insurance agent for Americo Financial Life and Annuity Insurance Company. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, with an investment approach centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

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.

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.