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.

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.

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 with D.A. Davidson & Co. in Jenks, OK, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at LPL Financial for six years. Outside of his advisory role, he serves as a part-time hockey referee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and participates in municipal advisory and underwriting activities.

Corbin Zaldivar is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held positions at BOK Financial, Tulsa City Lifestyle, Campus Crusade for Christ, Drury University, and Jenks High School. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

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 a Series 65 designation and two years of industry experience. Prior to joining Corient in 2026, Rueb worked at Capital Advisors, Inc. and held roles at several other firms dating back to 2017. Rueb serves as a board member of the Tulsa Estate and Planning Forum, a professional organization focused on local estate and planning issues. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and employs risk management tools and alternative investment options where appropriate.