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.

Michael Mcandrews is a CFP® and holds a Series 65 license, with 13 years of industry experience. He has worked at Mariner Wealth Advisors and its Oklahoma affiliate from 2016 to 2018. Mcandrews serves as a non-voting member of the Finance and Investment Committees at Catholic Charities of Eastern Oklahoma, where he oversees the endowment portfolio and reviews organizational financial performance. 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 employs customized, discretionary portfolios and offers integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

John Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at MML Investor Services Inc and MassMutual from 2004 to 2021. He is also the owner of Strategic Legacy Wealth Management, LLC, an investment-related business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, integrating access to insurance products and alternative investments.

Kenneth Grant is an investment advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with firms including Cetera Wealth Services, LPL Financial, and Waterstone Private Wealth Management, where he is an owner and advisor. Outside of his advisory roles, Grant is involved in charitable activities as CEO of Character Coin, LLC, and manages a family farm where he is also a hunting guide. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform that manages approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing access to tailored solutions such as custom indexing and alternative investments.

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 designations and offering 29 years of industry experience. He is currently owner and managing principal of Midtown Wealth Management, LLC, where he works with clients on fixed insurance products to protect families and businesses. Ward has held positions with several firms, including Ameritas Investment Company and Securian Financial Services. Outside of his advisory roles, he is licensed as a real estate agent with Chinowth and Cohen Realtors and occasionally assists in real estate activities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad 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 services, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Brodie Hinkle is a CFP® with 10 years of industry experience, currently with Mariner. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He is co-owner of BB Realty Partners LLC, a rental property business in Tulsa, OK. Mariner serves a diverse client base, offering investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, with customized portfolios overseen by an investment committee.

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 industry experience. He is currently a wealth advisor at CWM, LLC and has held prior roles with Cetera and Raymond James. Outside of his advisory work, Butterworth serves as chairperson of the Cascia Hall School Foundation Board and is a board member for both The Augustinians and Boston Avenue United Methodist Church’s investment committee. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers services including discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that manages model portfolios and provides tailored investment strategies.

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. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies and Edison Financial Group, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory program types, with the majority of its assets managed on a non-discretionary basis.

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 at Corient with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Capital Advisors, Inc., BOK Financial Securities, Inc., and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs risk management tools to align portfolios with client objectives.