Joshua Gleason is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Textron. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including their proprietary WealthSuite platform. The firm operates a fiduciary-based advisory model that incorporates both discretionary and non-discretionary management through technology platforms and third-party strategists.

Philip Ross is a Series 65-licensed financial advisor based in Oklahoma City, OK, with 13 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 11 years at Exencial Wealth Advisors, where he remains an equity partner holding less than 5% ownership. Savant Wealth Management serves a broad client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies supported by significant scale and integrated legal, accounting, and trust resources.

Jared Hopkins is a financial advisor at TIAA-CREF with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at TIAA-CREF since 2014, following prior roles at Portfolio Wealth Advisors and Charles Schwab. Outside of his advisory work, he serves as a lay minister for The Church of Jesus Christ of Latter-day Saints, providing support to individuals and families in his local community. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes between one-time planning services and ongoing managed account programs, including customized portfolio management.

Jason Pinney is a financial advisor with Independent Financial Partners who holds Series 63 and Series 66 designations and has 20 years of industry experience. Prior to joining Independent Financial Partners in 2021, he worked at MassMutual Life Insurance Co and MML Investors Services LLC from 2014 to 2021. Outside of advising, he is involved as a managing member of Cornerstone Property & Casualty, LLC, assisting clients with property and casualty insurance needs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving a diverse client base and provides both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.

Jordan Dean is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and three years of industry experience. Prior to joining Mercer, he worked at Full Sail Capital, LLC and Heritage Trust Company. He serves as a board member and finance committee member for Free To Live, an animal sanctuary focused on rescue, rehoming, and public education. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm follows a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of low-cost ETFs, index funds, and specialized managed portfolios.

Kevin Wilkinson is a financial advisor with Principal Financial Services based in Edmond, OK. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining Principal, he was involved with several local churches in community roles. In addition to his advisory duties, he also works as an insurance agent, focusing on the sales and service of fixed insurance products including life, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randall Copier is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Randall has been with Eagle Strategies since 2017 and also maintains affiliations with NYLife Securities, LLC and New York Life Insurance. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and working closely with institutional plan sponsors within the New York Life affiliate structure.

Larry Awbrey is a CFP® with 38 years of industry experience, currently serving at Independent Financial Partners since 2018. He previously worked at LPL Financial and IFP Securities, LLC. Awbrey is a board member and elder at Faith Bible Church, a nonprofit in Edmond, Oklahoma. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and provides specialized retirement-plan advisory and pension consulting services.

Amanda Hoffman is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC for seven years before joining her current firm in 2023. Hoffman holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Kelli Kowalchuk is a financial advisor at Savant Wealth Management, holding a Series 65 credential with one year of industry experience. Prior to joining Savant, she worked at Exencial Wealth Advisors and Progressive Insurance, and has experience in retail and other sectors including lululemon and Animal Focus Vet. Savant Wealth Management provides comprehensive wealth management, financial planning, and investment services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies, supported by affiliated accounting, legal, and trust services.

Lisa Dawson is a Series 66-licensed financial advisor with six years of industry experience. She is currently affiliated with VOYA Financial Advisors, Inc. and previously worked at Bank of America, Merrill, and BOK Financial Securities. Outside of her advisory role, she manages several small businesses, including a pet treat retailer, a window tinting service, and a horse breeding operation. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individual, retirement-plan, nonprofit, and corporate clients through a broad network of advisers. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of model portfolios, technology-enabled tools, and a mix of discretionary and non-discretionary account management.

Alexander Berney is a financial advisor with Savant Wealth Management in Oklahoma City, holding a Series 65 credential and two years of industry experience. Prior to joining Savant in 2026, he worked at Exencial Wealth Advisors and Kirkpatrick Bank. He serves as an equity partner of less than 5% at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Skyler Hulslander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, and Private Advisor Group, LLC. Outside of his advisory work, he is involved with the American Financial Education Alliance and provides educational presentations through White Glove 587, along with co-owning Provex Roofing & Painting. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process blending passive and active strategies overseen by an internal Investment Committee.

Sarah Keilers is an advisor with Valic Financial Advisors in Midwest City, OK, holding Series 63 and Series 65 designations and having seven years of industry experience. She has worked at Valic Financial Advisors since 2018 and was previously employed at Bank of America from 2016 to 2018. Outside of her advisory role, she is licensed as an agent with AGIA, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of wrap programs, portfolio management, and financial planning services, utilizing a platform that emphasizes discretionary unified managed accounts and a centralized, technology-driven approach.

John Dumas is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Mariner since 2019 and previously worked at Oklahoma State Bank, Hogan Taylor, and Goddard Health Center. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds with services spanning investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers and a range of strategies including alternatives and digital assets.

Lee Wilcox is a financial advisor with Eagle Strategies and New York Life, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2008 and also works with NYLIFE Securities Inc. Additionally, he brokers disability and life insurance products through Guardian Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Robert Markle is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His career includes positions at Principal Securities Inc., Principal Life Insurance Company, Mass Mutual Investors Services, and Thrivent Investment Management. Markle is also the owner of SRM Financial Services, an LLC currently used for administrative purposes related to his business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning and access to third-party money manager solutions.

Jeffrey Ou Baty is a financial advisor with Mariner based in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Exencial Wealth Advisors, United Planners' Financial Services, and multiple divisions of Eide Bailly, where he worked for over a decade. 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 offers a range of services that combine in-house research with third-party managers, alongside integrated tax and accounting capabilities uncommon at this enterprise scale.

Christian Yates is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Edward Jones and Bank of America, as well as Merrill Lynch. 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 financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Casey Eden is a CFP® with 29 years of industry experience, currently affiliated with Primerica Advisors in Oklahoma City, OK. He has worked with Guardian Life and Park Avenue Securities since 2005. Eden serves on the Oklahoma Insurance Department Continuing Education Committee, which reviews continuing education programs for the state. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial planning, and retirement-plan consulting, implementing investment strategies through proprietary models, third-party managers, and digital advice platforms.