Leah La Nae Willis

Mario Medina Lopez is a financial advisor at The Buffalo Financial Group LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. The Buffalo Financial Group LLC provides ongoing portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $17 million in assets across 26 client relationships, employing a discretionary investment process focused on diversified portfolios aligned with client-specific Investment Policy Statements.

Julie Mahanay is a financial advisor with Dean Davis Wealth LLC, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at BOK Financial and T S Phillips Investments, Inc. She is also associated with LIG Capital Management and Stonecrest Advisory Solutions, where she maintains compliance registrations. Dean Davis Wealth LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm offers ERISA 3(21) fiduciary services for qualified retirement plans and uses a dual investment approach combining a proprietary aggressive MIDAS portfolio with a customized core allocation, supported by an operational affiliation with an outside consulting firm.

Isaac Ortiz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at DAI Wealth, LLC since 2022. His prior experience includes roles at SCF Investment Advisors, Inc. and FSC Securities Corporation. Outside of his advisory work, Ortiz operates a business involved in risk management and advanced estate and business planning strategies, as well as a collectibles venture selling items online. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a range of managed account solutions and conducts ongoing manager due diligence, offering tailored portfolios supported by multiple custodial and platform providers.

Jason Hill is a financial advisor with Financial & Tax Architects, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Horter Investment Management, LLC and his own firm, Hill Financial, Inc., where he serves as President and Managing Member specializing in insurance and annuity sales. Hill has been with Financial & Tax Architects since 2018. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with customizable allocations and offers a sub-advisory service to other registered investment adviser firms.

Russell Busler is a financial advisor at Sowell Management with over six years of professional experience. His background includes roles at the Department of Defense, Shawnee Public Schools, and the International Mission Board. He holds a Series 65 designation and has been with Sowell Management since 2026. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates through a multi-branch independent-contractor model with over 100 advisors, providing investment management, financial planning, retirement-plan advisory, and consulting services, using a range of investment strategies and third-party platforms.

William Craig is a financial advisor with Sowell Management and holds a Series 65 designation. He has one year of industry experience, with prior roles at Clinton Wealth, Family First Life, and several other companies since 2018. Craig is also involved in the sale of insurance products in a licensed capacity. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors, utilizing a range of investment styles and third-party platforms.