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.

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.

Gregory England is a financial advisor with NewEdge Advisors in Norman, OK, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. Prior to joining NewEdge Advisors in 2022, he worked for Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory work, he serves as president of the OU Chip In Club, a fundraising organization supporting the University of Oklahoma Men's Golf Program, and teaches cooking classes at a local gourmet kitchen store. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence and technology-supported advisory solutions.

Karman Scott is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Scott has served as an independent agent and insurance producer since 2008 and has also maintained roles as president of Fortress Financial Inc. and a notary public. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm provides advisory and brokerage services through independent representatives and employs a variety of custodians and third-party managers, with the majority of assets managed on a non-discretionary basis.

Eric Mize is a financial advisor with Concurrent Investment Advisors, LLC in Norman, OK. He holds a Series 66 designation and has one year of industry experience. Prior to joining Concurrent, he gained work experience at Kirby Corporation / United Engines, Sharper Image, PETRA Industries, and Quibids LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

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 previously worked at Eide Bailly Advisors, LLC and Eide Bailly LLP, where she has been employed since 2001. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model allocations and custom portfolio solutions and offers access to various investment vehicles, with decisions supported by fundamental, technical, and cyclical analysis.

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.

Lora Rolin is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Foundations since 2025. Prior to this, she was with Sound Income Strategies LLC for four years and has been involved in the insurance industry through WilLo Financial Group LLC and Rolin Insurance Services LLC for over two decades. Rolin is also an owner and agent for several insurance-related businesses providing fixed insurance products, property and casualty, life and health insurance, and administrative services related to estate planning. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, as well as model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and investment adviser representatives.

Nicole Mize is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Raymond James Financial Services, Inc. and has been associated with Heartland Wealth Management since 2021. Prior to her financial advisory roles, she spent seven years with Mustang Public Schools. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

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.

John Harris is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and with 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, Morgan Stanley, and Edward Jones. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, focusing on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

Mark Johnson is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Morgan Stanley, and Edward Jones. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive due diligence and operational tools.

Joshua Driskill is an advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations in 2025, he worked at Sound Income Strategies LLC and maintains ongoing roles with WilLo Financial Group LLC and Rolin Insurance Services LLC, which include insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices and representatives. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and a range of investment vehicles, including structured products and alternatives.

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 in Norman, Oklahoma, holding a Series 66 credential and 25 years of industry experience. He worked at 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 education for Rush Springs Public Schools and is involved in retail produce operations with Bratcher Farms and Melons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

James Graham is a financial advisor with Cambridge Investment Research Advisors in Norman, OK, holding a Series 66 designation and 20 years of industry experience. His prior experience includes positions at Raymond James & Associates, LPL Financial, Voya Financial Advisors, and Wall Street Brokerage LLC. In addition to his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using both proprietary and third-party strategies tailored to client objectives.

John Sigmon is a CFP® professional affiliated with LPL Financial in Norman, Oklahoma, with 34 years of industry experience. He has been with LPL Financial since 1995. Sigmon is also president of Sigmon Associates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.