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® and holds a Series 65 license with 15 years of experience in the financial services industry. She has worked with Mariner Wealth Advisors and its affiliated entity in Oklahoma since 2013. Outside of her advisory role, she serves on the board of directors and the finance committee for Emergency Infant Services Inc., a nonprofit organization in Tulsa focused on meeting the basic needs of children aged 0-5. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers to implement customized portfolios and provides specialized tax, accounting, and family office services uncommon among large advisory enterprises.

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 (New York Life) based in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His career includes roles at Integrated Financial Resources, New York Life Insurance Company, and Northwestern Mutual Investment Services. Outside of his advisory work, he owns a short-term RV rental business serving families at campgrounds. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 over 41 years of industry experience. His career includes roles at firms such as Advantage Investment Management, LPL Financial, Westport Resources Management, Wells Fargo Clearing, A. G. Edwards & Sons, and KeyBanc Capital Markets. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies and technology platforms.

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, currently affiliated with Mariner. He worked at Mariner Wealth Advisors from 2016 to 2018. Outside of his advisory role, Lodge 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 with services that include investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house and third-party research, and offers integrated tax and accounting services uncommon at its enterprise scale.

Jana Shoulders is a financial advisor at Mariner with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Adams Hall Investment Management for 22 years before joining Mariner Wealth Advisors. Jana serves as a trustee on the investment committee at the University of Tulsa and holds a volunteer board position on the finance committee of the Oklahoma chapter of the International Women's Forum. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized discretionary portfolio management supported by in-house research and third-party managers, along with integrated tax, accounting, and financial wellness services.

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 Series 66 licensed financial advisor with six years of industry experience, currently with Ameritas Advisory Services, LLC in Tulsa, OK. He is also the owner of Storm Capital LLC, an insurance brokerage firm, and is involved with Midtown Wealth Management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning solutions across discretionary and non-discretionary programs.

Kyle Baker is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at GWFS Equities, Inc., UE, Spring of Evolution DBA Wolf Connection, J2 Global’s KeepITsafe division, and Assetmark, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes integrated services that combine financial planning with recordkeeping and administrative platforms.