Kevin Tinkle is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial and Invest Financial Corporation. Outside of his advisory role, he is a part owner of HENREX, LLC, a real estate investment business based in Oklahoma City. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Michael Mendelsohn is a financial advisor with Eagle Strategies (New York Life) in Oklahoma City, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2018 and New York Life since 2011. Outside of advisory work, he is a partner in a timeshare rental business. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

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.

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.

Alan Butler is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and seven years of industry experience. He has been associated with various entities under First Command since 2018. Outside of his advisory role, Butler is involved in petroleum land management as an owner and vice president of business development at Willow Creek Resources, LLC. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Brian Washa is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at John Hancock Financial Network and Royal Alliance Associates, Inc. In addition to his advisory role, he owns Shepherd Wealth Advisory, which provides insurance sales including life, disability, and long-term care coverage. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Paul Garrett is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 28 years of industry experience. His prior affiliations include Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors. Garrett also works as an independent insurance agent. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

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® designation and Series 63 license, and has 31 years of industry experience. Prior to joining Private Advisor Group in 2023, he worked at LPL Financial starting in 2013 and has operated Mike Cunningham Investments since 2011. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of strategies and supporting held-away account management through technology partnerships.

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® affiliated with Independent Financial Partners, bringing 46 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously held roles at LPL Financial. Outside his advisory role, he is involved with 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 advisors. The firm supports a multi-advisor platform serving a broad client base with a decentralized advisory model and notable retirement-plan consulting capabilities.

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 at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates, INC. and Sii. Nixon is also involved in insurance sales, including life, disability, and long-term care insurance. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 advisors. The firm offers a decentralized advisory model with options for both discretionary and non-discretionary account management and is noted for its retirement-plan advisory and pension consulting capabilities.

Braden Castano is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and one year of industry experience. He previously worked at Scissortail Advisory Group, where he assisted participants of employer-sponsored retirement plans with enrollment, account navigation, and withdrawal inquiries. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs.

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 with Voya Financial Advisors, Inc. holding the ChFC® designation and Series 63, 65, and 66 licenses. With 17 years of industry experience, Kelly previously worked at Edward Jones and Arvest Bank. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance products through both advisory and broker-dealer channels. The firm utilizes model portfolios and third-party strategists, managing the majority of assets on a non-discretionary basis.

Logan Wright is a financial advisor with LPL Financial based in Oklahoma City, OK. He holds a Series 66 designation and has five years of industry experience, including prior roles at Ameriprise and Waterfield Energy. Outside of his advisory work, he is involved in a web design business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs and supports both discretionary and non-discretionary management with access to various model portfolios, research, and technology-driven investment solutions.