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.

Triston Hasty Grant is a CFP® certificant and financial advisor with CWM, LLC, based in Owasso, Oklahoma, with five years of industry experience. He has worked with Cetera Wealth Services and Farmers Insurance and holds leadership roles including president of Global Wealth Management, dba Waterstone Private Wealth Management. Grant serves as a board member of the Owasso Education Foundation, a nonprofit supporting public schools. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through over 600 advisors. The firm offers discretionary portfolio management and a range of financial planning and retirement services, utilizing model portfolios, third-party sub-advisors, and customization tools.

Natalie Haggard is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner. She has been with Mariner and its predecessor entities since 2013. Outside of her advisory role, she serves on the board of directors and finance committee of Emergency Infant Services Inc., a nonprofit organization in Tulsa, OK, focused on supporting children ages 0-5. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Mitchell Kaczmarek is a CFA® and holds a Series 65 license, with 10 years of industry experience. He has worked at Corient since 2026 and previously spent 10 years at Capital Advisors, Inc. Corient offers 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 uses a goals-based, team investment approach incorporating in-house strategies, third-party managers, and risk management tools, with capabilities including private fund advisement and affiliated trust and broker-dealer services.

Lars Gwartney is a financial advisor at Guardian Life with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to his current role, he spent a decade at Northwestern Mutual Wealth Management Company and held various positions within the Northwestern Mutual Life Insurance Company and its investment management division. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of proprietary and third-party investment advisory programs.

Jay Eichler is a Series 66-licensed financial advisor with Guardian Life, based in Tulsa, OK, and has four years of industry experience. He has worked at Park Avenue Securities since 2022 and Guardian Life since 2021. Outside of his advisory role, Eichler is involved in automotive purchasing businesses, acquiring inventory for dealers and charging fees per unit purchased. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, 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 offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including hybrid digital advisory solutions.

Garrett Stephenson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2014. Outside of his advisory role, he is involved in writing life insurance policies as an agent. 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 third-party sub-advisers and model portfolios, including a range of managed-account programs on the Fidelity-supported FMAX platform.

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.