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 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.

Kenneth Grant is a financial advisor with CWM, LLC based in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Cetera Wealth Services, LPL Financial, and is the owner of Waterstone Private Wealth Management. Outside of advisory roles, he serves as CEO of Character Coin, LLC, a charitable organization that donates coins to schools and community groups, and manages Faith Ranch, LLC, where he works as a hunting guide and outfitter. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using a discretionary, model-portfolio approach supported by an in-house Investment Committee.

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 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. 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.

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 CFA® charterholder with 24 years of industry experience. He is currently with Corient and has previously worked at Capital Advisors, Inc., Ameriprise Financial Services, Inc., and Advanced Equities, Inc. Soranno holds teaching positions at the Jack Welch Management Institute and American University Kogod School of Business, and he serves on multiple investment committees for nonprofit church organizations in Oklahoma. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers, employing risk management tools and alternative investments where appropriate.