Jason Hill

Mario Medina Lopez is a financial advisor with The Buffalo Financial Group LLC in Choctaw, Oklahoma. He holds Series 63 and Series 65 licenses and has six years of industry experience, including roles at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. He currently serves as director of investment services for a nonprofit endowment. The Buffalo Financial Group serves individuals, including trusts, estates, and high-net-worth clients, providing ongoing portfolio management and integrated financial planning. The firm employs a multi-factor investment approach focused on asset allocation, low-cost tax-efficient strategies, and primarily operates on a non-discretionary basis while utilizing sub-advisors for alternative investments.

Steven Conkin is a CFP® and ChFC® with 26 years of industry experience. He is the principal advisor at Conkin Financial Group, Inc. and has previously worked at Woodbury Financial Services Inc. and VOYA Financial Advisors. Outside of his advisory role, he serves as president of the Shadow Lake Hills Homeowners Association. Conkin Financial Group, Inc. provides investment management, financial planning, and retirement-plan advisory services to individuals and business-sponsored retirement plans. The firm employs a goals-based, fundamental investing approach that emphasizes diversified asset allocation and serves approximately 134 client relationships with a focus on both discretionary and non-discretionary account management.

Matthew Spangler is a financial advisor with Signal Research Group LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Signal Research Group since 2013 and has held roles at Signal Financial Management, Signal Market Research, and Blue Banner Group. Outside of his advisory work, he is a minority owner of Blue Banner Group and has operated a research newsletter through Signal Market Research. Signal Research Group provides discretionary investment advice and portfolio management to individuals, other advisers, businesses, and retirement plans. The firm employs a long-term investment approach that incorporates technical and charting analysis, active management, and a mix of mutual funds, ETFs, stocks, and bonds, alongside a subscription signal-provider service for other advisers.

Tracy Stagner is a financial advisor at Stagner Financial Advisory with 8 years of industry experience. She holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, spending approximately half of her professional time providing accounting services. Her prior experience includes working at Navico, Inc. and managing her own accounting practice. Stagner Financial Advisory Group manages approximately $52.7 million primarily for individuals and high-net-worth clients, offering discretionary asset management, retirement plan advisory services, and personalized investment programs based on fundamental, technical, and cyclical analysis.

William Stagner is a financial advisor at Stagner Financial Advisory with 22 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at BizExits R Us and Private Client Services, LLC. Outside of advising, he is involved in competitive fishing as a recreational activity. Stagner Financial Advisory Group manages approximately $52.7 million for around 190 individual and high-net-worth clients. The firm offers discretionary asset management and retirement plan advisory services, using a combination of fundamental, technical, and cyclical analysis tailored to each client’s objectives.

Weston De Priest is a financial advisor at ChappelWood Financial Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Modern Woodmen of America and Allstate Insurance Company. Outside of his advisory role, he is a non-investing owner of US Hydroseeding & Environmental, LLC, a company providing erosion control and vegetation services. ChappelWood Financial Services serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering investment advice, financial planning, and educational seminars. The firm primarily operates on a non-discretionary basis using model portfolios on the AssetMark platform.