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 a Series 65 credential and one year of industry experience. Prior to joining Mariner, she worked at Lockton Companies and has been involved with Saint Louis University and 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 offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing discretionary, customized portfolios supported by in-house research 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® professional with 15 years of industry experience, currently serving with Private Advisor Group, LLC. His career includes roles at LPL Financial, Mariner Independent Advisor Network, and Voya Financial. Outside of his advisory work, he coaches football at Regent Preparatory School in Tulsa, OK. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a range of advisory programs, third-party asset managers, and proprietary model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

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.

James Cooper III is a financial advisor at Mariner with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mariner since 2013. Outside of his advisory role, Cooper serves as treasurer on the board of Building All Children, Inc. and is a member of the church governance board at Asbury Church, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal investment team and third-party managers, with additional services such as coordinated tax compliance, CFO capabilities, and a financial wellness platform for employer clients.

Michael Noland is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked with Integrated Financial, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Co. since 1972. Noland is also actively involved in the Tulsa Estate Planning Forum, having served as its president and remains a board member, and participates in the National Association of Estate Planners & Councils committees. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides a range of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Westerman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Commonwealth from 2015 to 2025 before rejoining in 2025, and he is also the owner of Westerman Financial Services, LLC. Outside of advisory work, he is a co-owner of Land Destination, LLC, which manages commercial real estate in Owasso, Oklahoma. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Chauncey Pickering is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Mariner and has previous experience at Utica Physicians Association, Arvest Wealth Management, Bank of America, and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides a range of investment strategies alongside integrated tax and accounting services.

Jamie Halverson is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and joined D.A. Davidson in 2021 after six years at LPL Financial. Outside of his advisory work, he serves as a part-time hockey referee. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base that includes employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with offerings such as retirement plan advisory, comprehensive financial planning, and a dedicated Private Wealth program for high-net-worth clients.

Amy Gordon is a Series 65-licensed financial advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2017 and previously spent five years at Adams Hall Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and features integrated tax, accounting, and family office capabilities alongside its traditional advisory offerings.

Matthew Leahey is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edison Wealth Strategies and Mariner Wealth Advisors. 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 multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Jacob White is a Series 66-registered advisor with four years of industry experience, currently with GWN Securities Inc. He previously worked at Michael White Inc and Jenkins & Kemper, CPA's. Outside his advisory role, he owns a tax preparation business, FOCUS FINANCIAL TAX. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical momentum-based strategies.

Luke Dalton is a CFP®-certified financial advisor with GWN Securities Inc., where he has worked since 2018. He has seven years of industry experience and previously held positions at Cerner, Justus-Tiawah Schools, and Papa John's. Dalton serves on the board of Hope Harbor, a non-profit children's home, and has been involved with the Kibo Group nonprofit as a board of trustees member. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs both traditional asset allocation methods and tactical strategies, such as momentum-based approaches.

Stephen White is a financial advisor with GWN Securities Inc. in Owasso, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with GWN Securities since 2013. Outside of advising, he is involved in several business ventures including ownership of a deer farm and hunting property, consulting for a sports video company, and investing in technology and real estate projects with family. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and is notable for its legacy use of market-timing and momentum-based investment strategies.

Lindsey Mccool is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner since 2014. She has worked across Mariner’s Oklahoma and broader teams and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as chairwoman of the endowment committee and special events planning committee at YWCA Tulsa and participates in equine marketing and judging activities through LHM Equine Services LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios managed through an internal team and Investment Committee, with offerings that include tax integration and administrative family office capabilities uncommon among large advisory enterprises.

Courtney Rueb is a financial advisor at Corient with one year of industry experience. She holds the Series 65 designation and previously worked at Capital Advisors, Inc. and Halley, McDaniel, Cuite, PLLC. She serves as a board member of the Tulsa Estate and Planning Forum, a professional organization. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, 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 to align portfolios with client objectives.

Aaron Massey is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services for 11 years. Massey is the founder and owner of Sidecar Asset Management, LLC, a registered investment adviser based in Tulsa, OK. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

John Stagg II is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been associated with Eagle Strategies since 2022 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Stagg serves as a board member of the Tristesse Grief Foundation and is a committee member of the Young Professionals Alzheimer's Association - Oklahoma Chapter. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant focus on non-discretionary assets and fiduciary responsibilities in retirement plan advisory services.