John Hughes is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investor Services Inc. and MassMutual. He is also the owner of Strategic Legacy Wealth Management, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

Grant Hallstrom is a financial advisor at Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked within various entities affiliated with Bankers Life since 2017, including a role as Unit Sales Manager at Bankers Life and Casualty, where he manages a team of agents and is involved in hiring and training. Outside of advising, he has experience in retail operations, having managed Lydia's Cafe for 12 years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Robert Montgomery is a financial advisor with Commonwealth Financial Network in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997. Montgomery also engages in fixed insurance sales, dedicating part of his time during securities trading hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Jason Ward is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held roles at several firms including Midtown Wealth Management, CONCIERGE FINANCIAL CONSULTANTS, and Securian Financial Services. Outside of his advisory work, Ward is a licensed real estate agent with Chinowth and Cohen Realtors and occasionally assists with real estate activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers managed account programs, fee-based management of variable annuity and universal life subaccounts, and leverages multiple custodial platforms supported by an in-house Investment Committee and third-party partners.

Brodie Hinkle is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2017. Prior to Mariner, he worked at Charles Schwab and Charles Schwab Bank in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Kristen Hopkins is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. She previously worked at The Legacy Financial Group, Inc. and has served as a Board Intern for YMCA Tulsa Inc. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through customized investment management, financial planning, and retirement plan consulting, supported by integrated tax and accounting services and a variety of portfolio strategies.

Ethan Cordray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2019. He previously worked at Northwestern Mutual in various roles from 2015 to 2019. He is a board member of Newview Oklahoma, a nonprofit organization supporting the blind and vision impaired. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with capabilities spanning equity, fixed income, alternatives, and retirement plan solutions, alongside integrated tax and family office services.

Mark Butterworth is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2020. His prior roles include positions at Cetera and Raymond James, and he is the president and owner of Butterworth Financial Group, LLC, which provides tax preparation services. Butterworth also serves as chairperson of the Cascia Hall School Foundation board and holds board positions with other nonprofit organizations. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Gladys Neafus is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and UBS Financial Service Inc. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Christopher Brown is a financial advisor with Empower Advisory Group in Tulsa, OK. He holds a Series 66 designation and has experience working at Empower Financial Services, The University of Tulsa, Amazon, and CSB Business Solutions. Brown has been with Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jason Percy is a financial advisor at Corient with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Quasar Distributors, Capital Advisors, Raymond James and Associates, and MML Investors Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, incorporating risk management tools and alternative investments where appropriate.

Kurt Boutin is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to his current role, he spent over a decade at The Friedkin Group: Gulf States Toyota and GSFSGroup. Boutin operates under the DBA Edison Financial Group, LLC d/b/a Edison Wealth Strategies to sell New York Life products and services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grothjan is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and has operated Grothjan Financial Services, a health insurance agency, since 1985. Outside of financial services, he owns Treasure Trove Collectable, a non-investment-related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to 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.

Keith Goddard is a CFA® charterholder with 35 years of industry experience. He is currently with Corient, where he has worked since 2026. Prior to Corient, he spent 35 years at Capital Advisors Inc., including 26 years associated with Minshall & Company Inc. He serves on the board of The Frontier, a nonprofit organization focused on local investigative journalism in Oklahoma. Corient provides comprehensive investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies, third-party manager solutions, and customized asset allocation. The firm offers specialized services through affiliates, including family office, tax, and corporate trustee capabilities.

Bradley Priest is a financial advisor with Corient, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at Capital Advisors, Inc. since 2014 and joined Corient in 2026. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Aubree Pixley is a Series 65-licensed advisor at Mariner with four years of industry experience. She has been with Mariner since 2015, holding roles within the firm throughout that time. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and family office services, utilizing customized portfolios supported by in-house research and third-party managers.

Daniel Sullivan is a financial advisor with AE Wealth Management, LLC in Tulsa, OK, holding four years of industry experience. He previously worked at Strong Family Financial and operates Sullivan Financial Solutions, where he also facilitates estate planning document services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, and businesses, through a platform-centered approach that combines model portfolios, discretionary management, and financial planning.

Steven Soranno is a financial advisor at Corient with 24 years of industry experience. He holds the CFA® designation and has previously worked at Capital Advisors, Inc. and Ameriprise Financial Services, Inc. Outside of advisory roles, Soranno teaches economics, leadership, and finance courses at the Jack Welch Management Institute and American University Kogod School of Business. He is also a member of investment committees for several nonprofit church organizations in Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, employing risk management tools and alternative investment options as appropriate.

Vickie Ford is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. She has been with Eagle Strategies since 2024 and also operates Financial Diagnostics Group, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Suzanne Wheeler is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner and its affiliated entities since 2012. Outside of her advisory role, Wheeler participates on the WTAMU Engler School of Business Advisory Board. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and tax and family office services, implementing customized portfolios through a combination of in-house research and third-party managers.