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.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Julie Smith is a financial advisor at Mariner with 15 years of industry experience. She holds a Series 66 credential and has been with Mariner since 2016. Outside of her advisory role, she serves on the governance and executive committees of the Tulsa Performing Arts Center Trust. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax, accounting, and family office services uncommon at its enterprise scale.

Jessica Spencer Price is a financial advisor with Voya Financial Advisors, Inc. in Tulsa, OK, holding a Series 66 designation and four years of industry experience. Prior to joining Voya, she worked at Spencer Financial Group and spent three years as a home educator. She is also involved with Scissortail Advisory Group, providing investment consulting and assistance with retirement plans. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers comprehensive financial planning and portfolio management services through various program structures, emphasizing recommendation-based advice over discretionary management.

Ryan Graves is a financial advisor with Mariner who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked at Mariner Wealth Advisors since 2014 and previously held roles at FirstPoint Financial and Adams Hall Wealth Advisors. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Kristina Simpson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mariner. Her previous roles include positions at Morgan Stanley and Tulsa Federal Credit Union. She is vice president of the Tulsa Girls Art School Project Inc., a youth development organization. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized, discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside family office and employer financial wellness solutions.

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.

Michael Mcandrews is a CFP® with 13 years of industry experience, currently serving at Mariner since 2016. Based in Tulsa, OK, he participates as a non-voting member of the finance and investment committees for Catholic Charities of Eastern Oklahoma, providing oversight of their endowment portfolio. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with customized investment management, financial planning, and coordinated tax services. The firm combines in-house research and third-party allocations across a range of strategies and offers integrated tax and administrative family office services alongside traditional portfolio management.

John Hughes is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investor Services Inc. and MassMutual. He is also the owner of Strategic Legacy Wealth Management, LLC. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.

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.

Robert Montgomery is a financial advisor with Commonwealth Financial Network in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997. Montgomery also engages in fixed insurance sales, dedicating part of his time during securities trading hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Brodie Hinkle is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2017. Prior to Mariner, he worked at Charles Schwab and Charles Schwab Bank in 2016 and 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with notable integration of tax, accounting, and administrative CFO services.

Kristen Hopkins is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. She previously worked at The Legacy Financial Group, Inc. and has served as a Board Intern for YMCA Tulsa Inc. Mariner serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through customized investment management, financial planning, and retirement plan consulting, supported by integrated tax and accounting services and a variety of portfolio strategies.

Ethan Cordray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2019. He previously worked at Northwestern Mutual in various roles from 2015 to 2019. He is a board member of Newview Oklahoma, a nonprofit organization supporting the blind and vision impaired. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and external managers, with capabilities spanning equity, fixed income, alternatives, and retirement plan solutions, alongside integrated tax and family office services.