Alexander Reyes is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Creative Planning and previously worked at Edelman Financial Engines, Edward Jones, Merrill, Clean My Government, YNB, and the University of Central Oklahoma. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach, emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Frank Knox is a financial advisor with Eagle Strategies (NY Life) based in Oklahoma City, OK, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at NY Life Ins Co and Nylife Securities Inc. since 1987 and operates Knox Insurance and Investments Inc. since 2011. Outside of his advisory work, he is a board member of KickingBird Golf Club and is an owner-operator of a farm producing cotton and maize. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Melissa La Brue is a financial advisor at Cetera Planning Partners with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Avantax Planning Partners, Avantax Investment Services, and Wymer Brownlee Tax and Financial Management. La Brue is also a licensed life insurance agent with Americo Financial Life and Annuity Insurance Company. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, using a diversified investment approach tailored to client objectives and risk tolerance.

David Bugos is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2016. Based in Oklahoma City, OK, he also manages care of acreage and livestock outside of his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, employee education, and advisor-managed accounts, with a focus on due diligence-supported investment recommendations and serving large institutional investors.

Brian Washa is a financial advisor at Independent Financial Partners with 19 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at John Hancock Financial Network and Royal Alliance Associates. Outside of his advisory role, he owns Shepherd Wealth Advisory, a business involved in insurance sales including life, disability, and long-term care insurance. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and supports a decentralized advisory model, with notable expertise in retirement-plan advisory and pension consulting services.

Paul Garrett is a financial advisor at Hornor, Townsend & Kent, LLC, holding the ChFC® and Series 63 designations with 28 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors Inc. He is also an independent insurance agent affiliated with various companies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, managing significant assets with a combination of third-party asset manager relationships and tailored client strategies.

Jared Snider is a financial advisor at Savant Wealth Management with 12 years of industry experience. He holds a Series 65 credential and previously spent 12 years at Exencial Wealth Advisors, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports its services through affiliated legal, accounting, and trust entities.

Michael Cunningham is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 designations and having 32 years of industry experience. His prior experience includes roles at LPL Financial, VSR Financial Services, Inc., and Securities America Advisors, Inc. He also operates Mike Cunningham Investments. 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 through both discretionary and non-discretionary approaches. The firm employs a fiduciary-based advisory model that combines technology platforms and third-party strategists to tailor investment solutions.

David Stanley is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Full Sail Capital and Trust Company of Oklahoma. He serves on the investment committee of the Oklahoma City Community Foundation, a nonprofit managing endowments and charitable programs. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and nonprofits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Paul Aragona is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at LPL Financial, Home Bank, and St. Martin Bank & Trust. Aragona is also involved in real estate development and property flipping. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, and retirement-plan solutions.

Karen Cunningham is a financial advisor with Kestra Advisory who holds the ChFC® designation and a Series 63 license. She has 43 years of industry experience and has worked with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Cunningham serves as president and financial planner at Oklahoma Financial Center, Inc., a registered representative business. She is also a board member of First National Bank of Oklahoma. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including plan design and compliance testing, fiduciary consulting, employee education, and advisor-managed accounts, serving large institutional investors and maintaining extensive third-party relationships.

Peter Gregory is a CFP® and CFA® with 46 years of experience in the financial industry. He is affiliated with Independent Financial Partners and IFP Securities, LLC, where he has served since 2016 and 2019, respectively. Gregory also has experience with LPL Financial and maintains involvement in investment-related business activities through LIFEMORE Financial Group and IFP Insurance Group. 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 tens of thousands of clients and provides a decentralized advisory model alongside specialized retirement-plan consulting and trustee services.

Charles Yancey is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Specialized Advisors, Secure Investment Management, and J.D. Mellberg Financial, where he is also involved in a non-investment insurance agency business. Additionally, he promotes income-for-life model products and receives periodic finders fees related to estate planning. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via a variety of model portfolios and managed accounts.

Johnny Nixon III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Sii. Nixon is also involved in insurance sales covering life, disability, and long-term care. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Tyler Finch is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, BancWest Investment Services, and Householder Group Estate and Retirement Specialists. Finch is involved with the American Financial Education Alliance, providing educational presentations related to financial topics. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers supported by an internal Investment Committee.

Kelly Atkinson is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. She holds the ChFC® designation and securities licenses Series 63, Series 65, and Series 66. Her prior experience includes roles at Edward Jones and Arvest Bank. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advisory services primarily through non-discretionary, recommendation-based programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Logan Wright is a financial advisor with LPL Financial in Oklahoma City, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise for six years and has professional experience with Waterfield Energy and Global Client Solutions. Outside of his advisory role, he is involved in a web design business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing strategic and tactical investment approaches supported by technology tools.

Lore Storm is a financial advisor with Morgan Stanley in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Ladonna Giachino is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. She previously worked at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including financial planning and estate planning strategies. The firm employs structured planning tools and modeling techniques but generally acts in an advisory capacity without providing individual security recommendations in standalone plans.

Garrison Mc Cauley is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, he worked for OneOK for seven years. Outside of his advisory role, he serves as a wrestling official for the Oklahoma Secondary School Activities Association (OSSAA). Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes both proprietary and third-party advisory programs, focusing on matching clients with suitable investment models and discretionary managers.