James Reynolds is a financial advisor with Tucker Asset Management LLC in Norman, Oklahoma, holding Series 65 and Series 66 licenses and bringing three years of industry experience. He has worked at several firms, including MassMutual and Philadelphia American Life Insurance, where he continues to operate as an independent insurance agent specializing in health and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations and charitable organizations, offering discretionary investment management, financial planning, and retirement advisory services. The firm employs a top-down, macroeconomic asset allocation process and integrates alternative investments through platforms like CAIS.

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.

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 designations and has been affiliated with Financial Engines Advisors L.L.C. since 2016. Dixon also owns and operates RJB Financial Planning, a DBA under RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of actively managed and passive strategies, tax-aware approaches, and alternative investments.

Matt Branstetter is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Concorde Asset Management since 2013 and has held roles at affiliated firms including Concorde Investment Services, Braevest, and Branstetter Investment Group, Inc. Outside of his advisory work, he is active in local community roles such as serving as vice president of a homeowners association and participates in Toastmasters for communication and leadership development. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using model-based strategies and third-party platforms, also providing ERISA retirement-plan advisory services and managing variable annuity separate accounts.

Douglas Morris is a CFP® with 25 years of industry experience and currently serves at Merit Financial Advisors. His prior experience includes roles at PKS Investments, LPL Financial, Avantax Advisory Services, and 1st Global Advisors, among others. Morris holds the Series 66 designation and is based in Norman, OK. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by an Investment Committee and flexibility for advisors to customize portfolios.

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.

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.

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 operating Barnum & Clinton PLLC, a law practice where he spends a portion of his time. His career also includes roles at Private Advisor Group and his own firm, Clinton Wealth Management LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions.

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 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.