Trevor Fridell is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at several firms including Northwestern Mutual Investment Services LLC and NYLife Securities LLC. Outside of advisory services, he owns an RV rental business serving families for short-term stays at campgrounds. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing a substantial portion of assets on a non-discretionary basis.

Barbara Rayll is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds a Series 66 designation and has been with Valic since 2016. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing unified managed accounts and technology-driven model solutions.

Gregory Ruley is a CFP® with 31 years of industry experience currently affiliated with Private Advisor Group, LLC. His career includes roles at LPL Financial LLC and Voya Financial Advisors, as well as operating Ruley Financial Group LLC. 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 a fiduciary-based advisory model.

Robert Hoffman Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at KeyBanc Capital Markets, Wells Fargo Clearing, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies implemented through both proprietary and third-party managers.

Jordan Taylor is a financial advisor with NewEdge Advisors in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. His prior firms include UBS Financial Services, Triad Advisors, and LPL Financial. He provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement consulting, and access to third-party managers, employing both advisor-managed accounts and model-based strategies supported by centralized due diligence and technology tools.

Catherine Young is a financial advisor at Corient with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Capital Advisors, Inc. and Minshall & Company Inc. outside of her advisory role, she owns rental properties in Tulsa, Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. 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 investment options.

Jeremy Travis is a Series 65-registered financial advisor at Corient with eight years of industry experience. Prior to joining Corient in 2026, he worked for Capital Advisors, Inc. for eight years and spent 15 years at Merck. Outside of his advisory role, he owns a mini storage business and holds a limited partnership in a plumbing company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Catherine Crismon is a CFP® professional based in Tulsa, OK, currently with Corient, where she has worked since 2026. She has prior experience at Goldman Sachs and Capital Advisors Inc., totaling several years in the financial industry. Corient offers 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 solutions and risk management tools. The firm also provides specialized offerings through affiliates, including private fund capabilities and trust services.

Adam Lodge is a CFP® with 15 years of industry experience and has been with Mariner Wealth Advisors since 2016. He is based in Tulsa, OK, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a parliamentarian for INSIDE OUT RE-ENTRY and is a board member and investment committee chair for the Jenks Public Schools Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations across multiple asset classes and integrates tax and accounting services alongside administrative CFO capabilities.

Jana Shoulders is a financial advisor with Mariner Wealth Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She worked for Adams Hall Investment Management for 22 years before joining Mariner in 2016. Outside of her advisory role, she is a trustee at the University of Tulsa serving on the investment committee and a volunteer board member on the finance committee of the International Women's Forum in Oklahoma. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside financial wellness programs for employers.

Kyle Wright is a financial advisor at Creative Planning with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Inc. and Prism Financial Group. Outside of his advisory work, Wright officiates sporting events through the Whitemen Officiating Association. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental options such as direct indexing and tax-loss harvesting.

Kellie Schuttler is a financial advisor at NewEdge Advisors with over 20 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services Inc., Triad Advisors, GWM Advisors, LLC, and LPL Financial. She provides administrative support to NewEdge Advisors alongside her advisory role. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support its network of independent investment adviser representatives.

Quinton Storm is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Ameritas in various capacities since 2019 and is also the owner of Storm Capital LLC, which provides individual and group health insurance services. Additionally, he is involved with Midtown Wealth Management in an investment-related role. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting advisory relationships on both discretionary and non-discretionary bases.

Kyle Baker is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior work includes roles at GWFS Equities, UE, Spring of Evolution DBA Wolf Connection, and J2 Global's KeepITsafe division. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm uses proprietary and third-party methodologies to create point-in-time financial plans and offers optional managed account solutions within plan lineups selected by plan sponsors.

Jonathan Althage is a financial advisor at Corient with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Advisors, Inc. and Quasar Distributors, LLC. 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 and specialized offerings through affiliates.

Jeffrey Couch is a CFP® with 20 years of experience in the financial industry, currently serving as an advisor at Mariner Wealth Advisors since 2006. He is based in Tulsa, OK, and holds a Series 65 license. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and a range of tax and family office services, implementing customized portfolios through an internal investment team combined with third-party managers.

Lauren Burke is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at Lockton Companies and Saint Louis University. Outside of finance, she has been involved with the Philcrest Hills Tennis and Pickleball Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios supported by an internal team and third-party managers.

Eric Mcelmeel is a financial advisor with Eagle Strategies (New York Life) in Tulsa, OK, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and Nylife Securities LLC since 2010. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers various program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Smith is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, and Voya Financial. Outside of his advisory work, he has engaged in coaching football. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides portfolio management, financial planning, and retirement plan consulting through a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing proprietary platforms and third-party managers.

Christopher Elmore is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc. and co-owned Smiley Elmore & Associates, where he also sells property and casualty insurance as a broker. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across 431 advisors, employing a range of managed programs and applying fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.