Leah Willis

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.

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, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has served as President and Managing Member of Hill Financial, Inc. since 2005, focusing on insurance and annuity sales. Hill previously worked at Horter Investment Management, LLC from 2016 to 2018. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm employs proprietary investment strategies using ETFs, individual securities, and trend-aware rebalancing, and offers additional services including retirement-plan consulting and estate-planning assistance.

William Craig is a financial advisor with Sowell Management, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial industry, he held positions in various companies including Solar Pros and Vivint. He is also involved in insurance sales through Family First Life. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.

Timothy Nelson is a financial advisor with Merit Financial Advisors in Edmond, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Avantax Advisory Services. Outside of his advisory work, he owns a tax preparation and accounting firm, L. Myles Smith & Co. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight provided by a central investment team and committee.

Randall Fowler is an investment adviser with Titleist Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at ON Investment Management Company and Raymond James Financial Services, among others. He is also a licensed insurance agent with Titleist Capital, LLC. Titleist Asset Management serves individuals, trusts, estates, and retirement plan sponsors, managing approximately $2.43 billion for about 1,600 clients. The firm offers discretionary portfolio management across various allocation strategies, financial planning, and retirement plan advisory services, utilizing quantitative methods and an investment committee to oversee client portfolios.