James Reynolds is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked in various roles within the insurance and financial services sectors, including positions at Mass Mutual Investors Services and Philadelphia American Life Insurance. Outside of his advisory role, Reynolds is actively involved as an independent insurance agent specializing in life and health insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, and financial planning. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments as part of its portfolio strategy.

Ronald Geurkink is a financial advisor with Momentum Independent Network Inc., holding Series 63 and Series 66 licenses, and has 23 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc. and 1ST Global Advisors, Inc. Outside of his advisory role, he owns and operates R Mark Geurkink CPA, PLC. Momentum Independent Network Inc. serves individual, corporate, and institutional clients with investment advisory, portfolio management, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary investment solutions, utilizing a range of asset-allocation and analysis techniques, and integrates broker-dealer operations with banking and municipal advisory capabilities.

Kenneth Divelbiss is a CFP® and ChFC® with 36 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and previously with LPL Financial LLC since 2007. He is also involved in insurance-related activities, including life, health, disability, and long-term care insurance. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Jason Dixon is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C. and The Mutual Fund Store. He is also the founder of RJB Financial Planning, a DBA for his advisory activities. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a range of proprietary and third-party platforms.

Matt Branstetter is an advisor at Concorde Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management since 2013. Outside of his advisory role, he is active in Toastmasters, focusing on communication and leadership development, and serves as vice president of a local homeowners association. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, utilizing proprietary platforms and third-party integrations.

Douglas Morris is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors. His previous roles include positions at PKS Investments, LPL Financial, Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory work, he holds a regional director and investment adviser representative role at Merit Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services emphasizing long-term, diversified portfolios managed through centrally designed models and customizable strategies.

Doane Harrison is a Series 66 licensed financial advisor with 26 years of industry experience, currently with Merit Financial Advisors. His career includes roles at LPL Financial, Avantax, and founding Harrison Henderson, PLLC. Outside of his advisory work, he has been involved in local politics, running a campaign for City Council in Norman, Oklahoma. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models and offers a range of wealth management and educational services.

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.

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 at Sowell Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes ownership and practice as an attorney at Barnum & Clinton PLLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers various portfolio solutions, including proprietary models and sub-advisory relationships.

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.

Gary Chitwood is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served 20 years in the United States Air Force. In addition to his advisory work, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active‑duty service members and their families. The firm offers financial planning and multiple wrap‑fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Christopher Moore is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 63 and Series 65 credentials. He has experience spanning several roles since 2018, including self-employment and service in the US Air Force. Outside of his advisory work, he has been involved in Mockingbird Homes as a self-employed venture since 2018. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management approach with a range of model portfolios and third-party managers.