Stephen Regouby is a financial advisor with Merit Financial Advisors in Tulsa, OK, holding the CFP® designation and Series 63 license. He has 43 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Avantax, and 1st GLOBAL ADVISORS. Outside of investment advising, he is also a notary. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm uses a long-term, diversified investment approach with model portfolios and customizable sleeves, offering services such as asset management, financial planning, retirement plan advice, and employee financial wellness programs.

Timothy Murphy is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Arvest Wealth Management and its affiliated entities since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and wealth management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a multi-disciplinary investment process focused on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Kraig Mcfarland is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at DRAWBRIDGE CAPITAL, LPL Financial, and non-variable insurance and health insurance sales. He also operates as an insurance agent for individual health insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types.

Jonathan Hoag is an investment advisory representative with HBW Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at HBW Advisory Services since 2009 and previously at Cetera Advisor Networks and HBW Securities. Outside of his advisory role, he owns a tax preparation business and serves as a plant manager at PACCAR Winch. HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach utilizing third-party money managers and sub-advisers, combined with tactical asset allocation and multi-manager diversification, and offers services including sub-advisory and wrap-fee portfolios through Betterment Institutional.

Steven Henderson is a CFP® and PFS™ with over 31 years of experience in financial advisory and tax services. He is currently a Regional Director and Investment Advisor Representative at Merit Financial Advisors and has held roles at PKS Investments, LPL Financial, and Avantax. In addition to his advisory work, he serves as president of a homeowners association and manages CPA offices and tax planning services through his CPA firm, Harrison Henderson, PLLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular strategies overseen by a central Investment Management team and committee.

Marcus Carr is a financial advisor with Arvest Wealth Management in Broken Arrow, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Marcus is dually employed by Arvest Bank and Arvest Wealth Management, splitting his time between the two roles. Prior to joining Arvest, he held various positions including a role at Bass Pro Shops. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerance.

Tyler Coday is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. His work history includes positions at LPL Financial LLC, Edward Jones, and the Oklahoma State Department of Health. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with firm-provided investment research and asset allocation.

Jana Ramsey Weaver is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. She has worked at several firms, including Avantax Investment Services and LPL Financial. In addition to her advisory role, she has been involved with Harrison Henderson, PLLC, a tax preparation and accounting firm, since 1992. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios overseen by a central investment team.

Joetta Cox is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 21 years of industry experience. She has worked with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies that range from income-oriented to ESG-focused approaches.

Donald Duntley is a financial advisor with Lincoln Investment in Tulsa, OK, holding a Series 66 license and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Duntley is also the sole member of Duntley Investment Management, LLC, an entity used for bookkeeping and tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Jessica Spencer Price is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Spencer Financial Group and as a home educator. Outside of her advisory role, she is involved with Scissortail Advisory Group, providing investment consulting and assistance with retirement plans. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, often providing non-discretionary recommendations that clients approve before execution.

Ciara Wohlgemuth is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Brokerage Services LLC and eHealth. 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 certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Michael David is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory work, he served as an elder at Foundation Church, providing guidance on church matters. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, regular portfolio rebalancing, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Grant Hallstrom is a financial advisor at Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked within various entities affiliated with Bankers Life since 2017, including a role as Unit Sales Manager at Bankers Life and Casualty, where he manages a team of agents and is involved in hiring and training. Outside of advising, he has experience in retail operations, having managed Lydia's Cafe for 12 years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Stephen Grothjan is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and has operated Grothjan Financial Services, a health insurance agency, since 1985. Outside of financial services, he owns Treasure Trove Collectable, a non-investment-related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Milford Carter is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bank of America Merrill Lynch. He serves as a board member of Holland Hall School, contributing to non-investment related governance and community activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

Nicholas Miller is a financial advisor with Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Bankers Life Securities Inc since 2016 and CNO Financial Group since 2012, and also serves as a Branch Sales Manager at Bankers Life, where he manages a team of agents and oversees hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

David Loe is a financial advisor with Eagle Strategies (NY Life) based in Bixby, Oklahoma. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2007. He also works as an insurance broker for non-registered product sales. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Steiner is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) in Bixby, OK, and has 32 years of industry experience. He has been with Eagle Strategies since 2003 and has a concurrent affiliation with New York Life Insurance Company and Nylife Securities LLC dating back to 1993. Outside of his advisory role, Steiner is a partner in a non-investment business entity and owns Steiner Enterprises LLC, a family-related venture. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm employs a range of programs tailored to client and Plan Sponsor needs and manages the majority of its assets on a non-discretionary basis.

Brice Davis is a CFP®-certified financial advisor with 11 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary investment recommendations, and retirement education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base primarily with non-discretionary assets.