Craig Forster is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Financial Services since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves as an election clerk in Tarrant County, Texas. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Eric Mize is a financial advisor with Concurrent Investment Advisors, LLC in Norman, OK. He holds a Series 66 designation and has one year of industry experience. Prior to joining Concurrent, he gained work experience at Kirby Corporation / United Engines, Sharper Image, PETRA Industries, and Quibids LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Kelley Grace is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. She holds a Series 65 designation and has prior work history with Eide Bailly Advisors, LLC and Eide Bailly LLP. Outside of her advisory role, she is involved with Jennings Grace Investments, LLC and PKJG Investments, LLC, both of which focus on land and residential rental activities. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and comprehensive research resources.

Gretchin Scott is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Fortress Financial since 2008 and has operated under her own name since 2002. In addition to her advisory role, she is a licensed agent for non-variable insurance and serves as a notary in Norman, Oklahoma. United Planners Financial Services serves a broad client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, emphasizing a largely non-discretionary asset mix and providing both fee-based and commission-based options.

Link Cotham is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 26 years of industry experience. He has worked with United Planners since 2021 and previously with Ameriprise Financial Services and Waddell & Reed. Outside of his advisory work, he manages farmland through Irons, Inc. and Cotham Farms. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm’s advisors operate primarily on a non-discretionary basis and benefit from its limited-partnership ownership structure and formalized advisor transition support.

Nicole Mize is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Raymond James Financial Services, Inc. and has been associated with Heartland Wealth Management since 2021. Prior to her financial advisory roles, she spent seven years with Mustang Public Schools. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

Shawn Pearce is a financial advisor with Empower Advisory Group in Norman, Oklahoma, holding a Series 66 designation and eight years of industry experience. His career includes roles at Empower Financial Services, Heartland Wealth Management, Raymond James Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and client savings rates, with recommendations typically made within plan lineups selected by plan sponsors.

Jeffrey Gorton is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. He has been with Brookstone Capital Management LLC since 2015 and also operates Gorton Financial Services, LLC, which provides insurance-related sales. In addition, he serves as an adjunct professor at Moore Norman Technology Center, Canadian Valley Technology Center, and Mid-Del Technology Center. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

John Harris is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and with 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, Morgan Stanley, and Edward Jones. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, focusing on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

Mark Johnson is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Morgan Stanley, and Edward Jones. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive due diligence and operational tools.

La Donna Crowder is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and has owned a mental health therapy practice in Norman, OK, where she currently limits her client load to a small number of sessions outside of regular business hours. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs that emphasize asset allocation and retirement planning, using model portfolios and software developed by Morningstar Investment Management.

Reno Reser is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at IFP Securities, LLC and Cetera Advisors, as well as running his own business entities such as Capital Works Mortgage and Tactical Financial Solutions. Outside of financial advising, he is involved in non-investment ventures including salon ownership through Phenix Investment Group LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Garrin Bratcher is a financial advisor with LPL Financial in Norman, Oklahoma, holding a Series 66 credential and 25 years of industry experience. He worked at Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. Outside of his advisory role, Bratcher serves on the board of education for Rush Springs Public Schools and is involved in retail produce operations with Bratcher Farms and Melons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

James Graham is a financial advisor with Cambridge Investment Research Advisors in Norman, OK, holding a Series 66 designation and 20 years of industry experience. His prior experience includes positions at Raymond James & Associates, LPL Financial, Voya Financial Advisors, and Wall Street Brokerage LLC. In addition to his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using both proprietary and third-party strategies tailored to client objectives.

James Weston is a financial advisor at Cetera with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and affiliated entities since 2017. Prior to that, he worked at IBC Bank and LPL Financial from 2015 to 2017. Outside of advising, Weston is involved in political campaign consulting, providing services such as voter contact, workflow advice, and staffing guidance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Angela Vetrano is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Oklahoma Heart Hospital from 2016 to 2019. Outside of her advisory role, she is the Vice President of the Williamson Farms Homeowners Association in Oklahoma City. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

John Sigmon is a CFP® professional affiliated with LPL Financial in Norman, Oklahoma, with 34 years of industry experience. He has been with LPL Financial since 1995. Sigmon is also president of Sigmon Associates, Inc., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Melissa Raiford is a financial advisor with Ameriprise in Norman, OK, holding a Series 66 designation and four years of industry experience. She previously worked at Freedom Retirement Solutions, Inc. for three years before joining Ameriprise in 2020. Outside of her advisory role, she owns and manages a local café and participates in leadership and philanthropic activities with the Alpha Gamma Delta Norman Alumnae Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research with third-party tools to provide tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.

Kelly Webster is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with firms including Waddell & Reed and WealthFirst Financial Advisors, LLC, and has operated her own business, Kelly Webster, Inc., since 2012. Webster serves as a successor trustee on her parent’s trust in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plans, banks, and other institutions.

Richard Taylor is a financial advisor with Thrivent Investment Management in Norman, Oklahoma, holding a Series 66 designation and five years of industry experience. Prior to his current role, he owned and operated Taylormade Cabinetry for 14 years, a manufacturing business primarily focused on servicing long-term customers. His involvement in that business has become more inactive over time, with subcontractors handling most of the labor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and broad planning recommendations without implementation or discretionary trading authority.