Doane Harrison is a financial advisor at Merit Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial, Avantax Investment Services, and 1st Global Advisors. Outside of his advisory role, he has been involved in a political campaign for a municipal office in Norman, Oklahoma, and serves as a trustee for several family trusts. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers services such as asset management, financial planning, retirement plan advice, and employee financial wellness programs.

Sandra Hegeman is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with Strategic Financial Concepts since 2016 and also maintains roles with LPL Financial and National Financial Alliance. Outside of advisory work, she serves as a for-profit board member for First Liberty Bank. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, integrating insurance-related services and multiple LPL-sponsored program offerings.

Van Taylor is an advisor at Strategic Financial Concepts, LLC with a Series 66 designation and recent experience beginning in 2025. His prior work includes roles at LPL Financial LLC, NFA Wealth Management, and Standish Management, as well as involvement in non-financial activities such as Gracie K Photography and Petra Coatings. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, institutions, and business entities. The firm integrates discretionary investment management with financial planning and utilizes model portfolios, third-party managers, and multiple LPL program offerings.

James Pence II is a Series 66-registered advisor with Hilltop Securities Inc. in Norman, OK, where he has worked since 2009. He has 28 years of industry experience. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Joan Lawson is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Hilltop Securities Inc. since 2009. She is also the general manager of Boing Marketing, LLC, a non-investment-related business. Hilltop Securities serves individual, high-net-worth, and institutional clients through a wide range of advisory and brokerage services, offering managed accounts, financial planning, retirement-plan consulting, and specialized municipal bond strategies. The firm integrates custody, banking, and market-making capabilities, providing clients with both discretionary and non-discretionary management options on an open-architecture platform.

Brett Henry is a financial advisor at Strategic Financial Concepts, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and the City of Oklahoma City. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.

Pamela Broms is a financial advisor with Hilltop Securities Inc. in Norman, OK. She holds Series 63 and Series 65 designations and has 39 years of industry experience. She has been with Hilltop Securities since 2009. Outside of her advisory role, she is a co-member of Kaleo Ventures, LLC, a real estate holding company. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs through an open-architecture platform.

Joshua Driskill is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and two years of industry experience. He has previously worked at Sound Income Strategies LLC and has ongoing roles at WilLo Financial Group LLC and Rolin Insurance Services LLC. Outside of his advisory work, he is involved in fixed insurance, fixed annuity sales, and life and health insurance sales through these firms. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios, third-party sub-advisers, and a broad set of investment products.

Keaton Divelbiss is a CFP® with seven years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has worked at Great Valley Advisor Group, Inc., Diversified Wealth Management, and LPL Financial, and has prior experience at Oklahoma Wesleyan University and Hillcrest Country Club. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Delaney Mc Coy is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Strategic Financial Concepts, Mc Coy worked at LPL Financial and the Physician's Liability Insurance Company. Outside of advisory work, Mc Coy owns a business called 2B LLC. Strategic Financial Concepts offers personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, providing continuous discretionary portfolio management and integrated financial planning.

Robert Clinton is a financial advisor with Sowell Management, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at Sowell Management since 2023 and previously held roles at Private Advisor Group, LLC, Sowell Management Services, and his own firms, Clinton Wealth Management LLC and Barnum & Clinton PLLC, where he also practices law. In addition to his advisory work, he has a legal practice as an attorney with Barnum & Clinton PLLC. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through a multi-branch independent contractor model with over 100 advisors, offering a range of services including investment management, financial planning, and retirement-plan advisory, utilizing multiple investment styles and sub-advisory arrangements.

Gregory England is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory role, he teaches cooking classes at a gourmet kitchen store and serves as President of the Board of Directors for the OU Chip In Club, a fundraising organization for the University of Oklahoma Men's Golf Program. 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 investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures, combining centralized due diligence with technology tools to support advisors and clients.

Karman Scott is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. Scott has 31 years of industry experience and has been involved as an independent insurance agent and notary public since the mid-1990s. Outside of advisory work, Scott serves as president of Fortress Financial Inc., a non-investment-related business. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and supports a range of investment models, with a primarily non-discretionary asset mix.

Kelley Grace is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. She holds a Series 65 designation and has prior work history with Eide Bailly Advisors, LLC and Eide Bailly LLP. Outside of her advisory role, she is involved with Jennings Grace Investments, LLC and PKJG Investments, LLC, both of which focus on land and residential rental activities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Gretchin Scott is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Fortress Financial since 2008 and has operated under her own name since 2002. In addition to her advisory role, she is a licensed agent for non-variable insurance and serves as a notary in Norman, Oklahoma. United Planners Financial Services serves a broad client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, emphasizing a largely non-discretionary asset mix and providing both fee-based and commission-based options.

Link Cotham is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 26 years of industry experience. He has worked with United Planners since 2021 and previously with Ameriprise Financial Services and Waddell & Reed. Outside of his advisory work, he manages farmland through Irons, Inc. and Cotham Farms. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm’s advisors operate primarily on a non-discretionary basis and benefit from its limited-partnership ownership structure and formalized advisor transition support.

Shawn Pearce is a financial advisor with Empower Advisory Group in Norman, Oklahoma, holding a Series 66 designation and eight years of industry experience. His career includes roles at Empower Financial Services, Heartland Wealth Management, Raymond James Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates, with recommendations typically made within plan lineups selected by plan sponsors.

La Donna Crowder is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and has owned a mental health therapy practice in Norman, OK, where she currently limits her client load to a small number of sessions outside of regular business hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that emphasize asset allocation and retirement planning, using model portfolios and software developed by Morningstar Investment Management.

Reno Reser is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at IFP Securities, LLC and Cetera Advisors, as well as running his own business entities such as Capital Works Mortgage and Tactical Financial Solutions. Outside of financial advising, he is involved in non-investment ventures including salon ownership through Phenix Investment Group LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Garrin Bratcher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked for Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Outside of his advisory role, Bratcher serves on the board of Rush Springs Public Schools and is involved in managing retail produce operations through Bratcher Farms and Melons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and model portfolios.