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.

Vickie Ford is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. She holds the ChFC® designation and Series 63 license and has 35 years of industry experience. Ford has been affiliated with Eagle Strategies since 2024 and also operates under the Financial Diagnostics Group, where she brokers non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages primarily non-discretionary assets within an integrated New York Life affiliate structure.

Brock Rowlett is a financial advisor with GWN Securities Inc. based in Owasso, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he serves as a trustee on the board of the Owasso Varsity Cheer Booster Club, a nonprofit organization supporting the local high school cheer program. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to various managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Suzanne Wheeler is a CFP® with 26 years of experience currently affiliated with Mariner. She previously worked at Mariner Wealth Advisors Oklahoma, LLC from 2012 to 2018 before continuing with Mariner in 2018. She serves on the Advisory Board of the WTAMU Engler School of Business. Mariner serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and family office services uncommon for firms of its size.

Josh Wawrzonek is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MSI Financial Services. Outside of his advisory work, he is a board member of the nonprofit Family for Life and is involved in coaching and development through Inspire Legacy Partners LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary programs and third-party platforms.

John Hudgins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Mutual of Omaha and H & R Block. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, combining proprietary portfolio construction with third-party oversight and focusing on asset allocation and retirement guidance. The firm operates at scale, supporting a large client base with non-discretionary and discretionary investment services.

Isaac Scheper is a financial advisor at Eagle Strategies (New York Life) based in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to his advisory roles beginning in 2024, he was involved with Silverline Trailers starting in 2021. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, operating primarily with non-discretionary assets within an integrated New York Life affiliate structure.

Bradley Rollins is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Mariner Wealth Advisors and its Oklahoma office since 2012. Mariner serves a broad range of clients, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal management team and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional portfolio management.

Conner Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Capital Advisors, Inc. for three years and held roles in education at the University of Oklahoma, Tulsa Community College, and Jenks Public Schools. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and alternative investments when appropriate.

Grant Clary is a financial advisor at Mariner with eight years of industry experience. He holds a Series 66 designation and has worked at Capital Advisors, Inc., Creditpoint Software, William Blair & Company, and Corient prior to joining Mariner. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm provides customized discretionary portfolios supported by an internal investment team and combines in-house research with external managers, while also offering integrated tax services and employer financial wellness tools.

Jamie Wilson is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Capital Advisors, Inc. and Minshall & Company, Inc. Jamie has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings such as family office and corporate trustee services.

Ryan Eberly is a CFP® professional with five years of industry experience, currently serving as an advisor at Corient. His prior roles include positions at Capital Advisors, Inc., Bok Financial, Cambridge Investment Research Advisors, Northstar Wealth Management, and Northwestern Mutual. Outside of financial advising, he owns and operates Stoic Fitness LLC, a business focused on selling fitness equipment. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and customized asset allocation. The firm offers specialized services through affiliates and maintains continuous portfolio monitoring with risk management tools.

Joseph A Hawes Jr. is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Capital Advisors, Inc. and Quasar Distributors, LLC. 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 that combines in-house strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Ty Hamilton is a Series 65-licensed advisor at Mariner in Tulsa, Oklahoma, with less than one year of industry experience. His prior roles include positions at BOK Financial and Camp Timberline, as well as time at Oklahoma State University. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party allocations and provides a range of strategies as well as integrated tax and administrative capabilities.

Melanie Hasty Grant is a financial advisor at CWM, LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Cetera Wealth Services, Waterstone Private Wealth Management, and LPL Financial. Outside of her advisory work, she is CEO and president of Character Coin, LLC, a charitable venture that distributes coins to schools and community organizations. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Thomas Hardy is a Series 66-licensed financial advisor with Mariner, based in Tulsa, OK, and has 13 years of industry experience. He has worked at various Mariner entities since 2017 and previously at Arvest Asset Management from 2014 to 2017. 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 combines in-house research with third-party managers to offer customized, discretionary portfolios alongside integrated tax and administrative services.

Jerry Taylor is a financial advisor with NewEdge Advisors in Tulsa, OK, holding a Series 63 designation and 40 years of industry experience. His prior experience includes roles at LPL Financial LLC, GWM Advisors, Triad Advisors, UBS Financial Services, and Citigroup Global Markets. 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, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology tools to support advisor and client needs.

Michael White is a financial advisor with GWN Securities Inc. in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with GWN Securities since 2013 and also operates Michael K White, Inc., a corporation involved in insurance and annuities sales where he serves as president. Additionally, he is a partner at Integrated Financial Concepts, Inc., which shares commissions and expenses among partners. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and provides a range of managed-account programs, including legacy market-timing and momentum-based strategies.