Philip Ross is a Series 65-licensed financial advisor based in Oklahoma City, OK, with 13 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 11 years at Exencial Wealth Advisors, where he remains an equity partner holding less than 5% ownership. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies supported by significant scale and integrated legal, accounting, and trust resources.

Jared Hopkins is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 66 and Series 63 designations and has been with TIAA-CREF since 2014. Outside of his advisory role, he serves as a lay minister for The Church of Jesus Christ of Latter-day Saints, providing support to individuals and families in his community. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model includes point-in-time planning services and ongoing portfolio management with a fiduciary standard, utilizing both model and customized portfolios.

Jason Pinney is a financial advisor with Independent Financial Partners who holds Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining Independent Financial Partners in 2021, he worked at MassMutual Life Insurance Co and MML Investors Services LLC from 2014 to 2021. Outside of advising, he is involved as a managing member of Cornerstone Property & Casualty, LLC, assisting clients with property and casualty insurance needs. 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 a diverse client base and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Jordan Dean is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and three years of industry experience. Prior to joining Mercer, he worked at Full Sail Capital, LLC and Heritage Trust Company. He serves as a board member and finance committee member for Free To Live, an animal sanctuary focused on rescue, rehoming, and public education. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm follows a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, and specialized managed portfolios.

Kevin Wilkinson is a financial advisor with Principal Financial Services based in Edmond, OK. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining Principal, he was involved with several local churches in community roles. In addition to his advisory duties, he also works as an insurance agent, focusing on the sales and service of fixed insurance products including life, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randall Copier is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Randall has been with Eagle Strategies since 2017 and also maintains affiliations with NYLife Securities, LLC and New York Life Insurance. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and working closely with institutional plan sponsors within the New York Life affiliate structure.

Larry Awbrey is a CFP® with 38 years of industry experience, currently serving at Independent Financial Partners since 2018. He previously worked at LPL Financial and IFP Securities, LLC. Awbrey is a board member and elder at Faith Bible Church, a nonprofit in Edmond, Oklahoma. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

Amanda Hoffman is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for seven years before joining her current firm in 2023. Hoffman holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Kelli Kowalchuk is a financial advisor at Savant Wealth Management, holding a Series 65 credential with one year of industry experience. Prior to joining Savant, she worked at Exencial Wealth Advisors and Progressive Insurance, and has experience in retail and other sectors including lululemon and Animal Focus Vet. Savant Wealth Management provides comprehensive wealth management, financial planning, and investment services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Lisa Dawson is a financial advisor with VOYA Financial Advisors, Inc. based in Oklahoma City, OK. She holds a Series 66 designation and has six years of industry experience. Prior to joining VOYA, she worked at Bank of America, Merrill, BOK Financial Securities, and Bank of Oklahoma Financial. Outside of financial advising, she manages several small businesses including a pet treat retail company, a window tinting service, and a horse breeding operation. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and a variety of program structures emphasizing primarily non-discretionary advice and recommendations.

Alexander Berney is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Exencial Wealth Advisors, LLC, where he is an equity partner. Prior roles include positions at Kirkpatrick Bank and the Kirkpatrick Foundation. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and charitable organizations, offering comprehensive wealth management and related services. The firm employs a blend of evidence-based asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust services.

Skyler Hulslander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, and Private Advisor Group, LLC. Outside of his advisory work, he is involved with the American Financial Education Alliance and provides educational presentations through White Glove 587, along with co-owning Provex Roofing & Painting. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process blending passive and active strategies overseen by an internal Investment Committee.

John Dumas is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Mariner since 2019 and previously worked at Oklahoma State Bank, Hogan Taylor, and Goddard Health Center. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with services spanning investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers and a range of strategies including alternatives and digital assets.

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 in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Principal Securities since 2016 and with Principal Life Insurance Company since 2015. Outside of his advisory role, he owns SRM Financial Services, an LLC established for managing business-related expenses and potential future transactions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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 CFP® with 29 years of industry experience, currently affiliated with Primerica Advisors in Oklahoma City, OK. He has worked with Guardian Life and Park Avenue Securities since 2005. Eden serves on the Oklahoma Insurance Department Continuing Education Committee, which reviews continuing education programs for the state. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial planning, and retirement-plan consulting, implementing investment strategies through proprietary models, third-party managers, and digital advice platforms.

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.

Randall Fowler is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His previous roles include positions at Titleist Asset Management LLC, Titleist Capital LLC, and ON Investment Management Company. Additionally, he operates as an insurance agent through Titleist Capital, LLC. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.