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 Series 66 licensed advisor with 15 years of industry experience. She has worked at J.P. Morgan Securities and held positions at Mariner Wealth Advisors from 2016 to 2018. 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, estates, charitable organizations, and corporations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.

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. She holds a Series 66 designation and has four years of industry experience, including prior roles at Spencer Financial Group and as a home educator. Outside of her advisory work, she is involved with Scissortail Advisory Group as an investment consultant. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations using both in-house and external strategists, delivering services through a combination of non-discretionary and limited discretionary account 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 in Tulsa, OK. He holds a Series 66 credential and has been working in the industry since 2023. Reed is also involved in coaching individual baseball instruction for local youth. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Jeffrey Lester is a Series 66-licensed financial advisor at Sequoia Financial Group, L.L.C. with 19 years of industry experience. He has worked extensively with Eide Bailly affiliates, including Eide Bailly Advisors and Eide Bailly Agency, prior to joining Sequoia in 2024. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical analysis.

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. He has worked extensively with Ameritas and its affiliates since 2024 and previously spent nine years at Hornor Townsend & Kent Inc and 24 years at Penn Mutual Life Insurance Co. Smith also owns Abundant Life Wealth Strategies, where he is involved in insurance services and client insurance coverage. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various investment programs and uses model portfolios, mutual funds, ETFs, and individual securities, supported by multiple technology platforms and operational practices designed to optimize portfolio management.

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 in Owasso, OK, holding a Series 66 designation and four years of industry experience. He has previously worked at Westerman Financial Services, LLC, Diversify Advisory Services, LLC, and Waste Management. Ford is also the owner of The 3Pillars LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody 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.