Robert Clinton is a financial advisor at Sowell Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes operating Barnum & Clinton PLLC, a law practice where he spends a portion of his time. His career also includes roles at Private Advisor Group and his own firm, Clinton Wealth Management LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions.

Gregory England is a financial advisor with NewEdge Advisors in Norman, OK, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. Prior to joining NewEdge Advisors in 2022, he worked for Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory work, he serves as president of the OU Chip In Club, a fundraising organization supporting the University of Oklahoma Men's Golf Program, and teaches cooking classes at a local gourmet kitchen store. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence and technology-supported advisory solutions.

Gary Chitwood is a financial advisor with First Command Advisory Services in Oklahoma City, holding a Series 66 designation and three years of industry experience. Prior to his current role, he served 20 years in the United States Air Force. In addition to his advisory work, he owns and operates Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active‑duty service members and their families. The firm offers financial planning and multiple wrap‑fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Christopher Moore is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has experience in self-employment and served in the U.S. Air Force from 2015 to 2018. Outside of advisory work, he has been involved with Mockingbird Homes since 2018. First Command Advisory Services, Inc. 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 offers financial planning and multiple wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team.

Max Rhodes is a financial advisor at Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 65 designation with seven years of industry experience. Prior to joining Mercer in 2025, he worked at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of his advisory role, he is the owner of ELM Street Investments, LLC, a residential real estate investment business. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, using low-cost index vehicles and tax-management strategies.

Karman Scott is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. Scott has 31 years of industry experience and has been involved as an independent insurance agent and notary public since the mid-1990s. Outside of advisory work, Scott serves as president of Fortress Financial Inc., a non-investment-related business. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and supports a range of investment models, with a primarily non-discretionary asset mix.

Clayton Peles is a financial advisor with Valic Financial Advisors in Oklahoma City, holding a Series 66 designation and having five years of industry experience. He has worked at several firms including Agia, where he holds an agent position related to non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages assets at scale and uses a combination of discretionary unified managed accounts and centralized technology to provide portfolio management and financial planning services.

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.

Belinda Richardson is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and First Liberty Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and a variety of implementation options, including ETFs and separately managed accounts.

Kyle Ray is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Oklahoma City, with five years of industry experience. He previously worked at Full Sail Capital, LLC, Plan Group Financial, Inc., and Saxony Securities Inc., among other firms. Outside of his advisory role, he is a co-owner and manager of TYRAY Holdings, LLC, an investment entity focused on commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by specialized programs and integrated service lines.

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.

Jerry Bolster is a financial advisor with First Command Advisory Services in Oklahoma City, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at TriCorps Security for 15 years and serves in the Oklahoma Air National Guard since 2003. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

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.

Alexander Frank is a financial advisor with First Command Advisory Services in Oklahoma City, OK. He holds a Series 66 designation and has four years of industry experience. His background includes service in the United States Air Force from 2008 to 2021 and work with the Oklahoma Tax Commission. First Command Advisory Services is an SEC-registered investment adviser serving 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.

Scott Cravens is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of advisory work, he manages Bite-size Construction, LLC, a commercial construction and tenant improvement business. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies.

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.

Chandelle Volo is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She has over a decade of experience in wealth management, focusing on goals-based financial planning to develop personalized strategies that support her clients' long-term financial success. Chandelle combines her financial expertise with a commitment to personalized service, leveraging the resources of her team along with the banking services of Bank of America and investment offerings of Merrill Lynch Wealth Management. She holds a degree in Organizational Leadership from the University of Central Oklahoma and is currently pursuing a Master in Business Administration at the same institution. Chandelle is also a Personal Investment Advisor (PIA) and is involved with professional and community organizations including ReMerge, VESTHer, Civic Center Music Hall, and the Regional Food Bank of Oklahoma. Outside of her professional role, Chandelle enjoys remodeling her home, antiquing, cooking, horseback riding, interior decorating, painting, pottery, reading, traveling, watching movies, and writing. She values spending quality time with family and friends and is active in giving back to her community.

Paul Mariconda is a financial advisor with Valic Financial Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Valic Financial Advisors since 2004 and also has a role with Agia since 2022. Outside of his advisory work, Mariconda serves as a hockey referee and participates on an advisory board for the Business and Information Technology Division at Oklahoma City Community College. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, using Envestnet UMA models and maintaining a large client base with over 1,200 advisors nationwide.