Vickie Ford is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. She has been with Eagle Strategies since 2024 and also operates Financial Diagnostics Group, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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® professional with 26 years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner and its affiliated entities since 2012. Outside of her advisory role, Wheeler participates on the WTAMU Engler School of Business Advisory Board. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, charitable organizations, and corporations. The firm offers investment management, financial planning, retirement plan consulting, and tax and family office services, implementing customized portfolios through a combination of in-house research and third-party managers.

Josh Wawrzonek is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2016 and is involved as a board member of the nonprofit Family for Life. Additionally, he participates in coaching and development through Inspire Legacy Partners LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of advisory programs utilizing both proprietary and third-party models.

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 with 17 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors in Tulsa, OK. He has been with Mariner since 2012, including its Oklahoma office prior to the firm's enterprise formation in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and access to various pooled vehicles and third-party managers. The firm combines in-house research with third-party strategies across multiple asset classes and offers integrated tax services and administrative family office capabilities.

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 with CWM, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at 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 organization that distributes coins to schools and community groups. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios combined with fundamental and technical analysis and third-party sub-advisors.

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 39 years of industry experience. His prior roles include positions at LPL Financial, GWM Advisors, Triad Advisors, and UBS Financial Services. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a variety of analytic approaches and regular portfolio reviews.

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.

Milford Carter is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bank of America Merrill Lynch. He serves as a board member of Holland Hall School, contributing to non-investment related governance and community activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

George Brown is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital Advisors Inc. for 25 years and Minshall & Company, Inc. for 16 years. Brown serves on the board of Hurricane Impact, a nonprofit organization that connects University of Tulsa athletes with local charitable organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Nicholas Miller is a financial advisor with Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Bankers Life Securities Inc since 2016 and CNO Financial Group since 2012, and also serves as a Branch Sales Manager at Bankers Life, where he manages a team of agents and oversees hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.