Larry Bradley is the sole advisor at Valendo Private Asset Management, Inc., an independent firm he has led since 2005. He holds a Series 65 designation and has 21 years of industry experience. Prior to founding Valendo, his background includes a professional career outside finance. Valendo Private Asset Management provides discretionary portfolio management primarily to individual investors and retirement accounts, managing approximately $38 million. The firm employs a concentrated, fundamentally driven value-investing strategy, targeting securities trading at significant discounts to intrinsic value and utilizing a range of instruments including options and futures when appropriate.

Michael Freeman is a Series 65-licensed financial advisor with Trilogy Financial Solutions in Oklahoma City, Oklahoma, and has 12 years of industry experience. He is also employed full-time by the Oklahoma Department of Environmental Quality, where he has worked since 1994, and owns Environmental Enforcement Training and Consulting LLC, providing enforcement training to government environmental agencies in the U.S. and Canada. Trilogy Financial Solutions offers investment advice and portfolio management focused on retirement planning, primarily through Individual Retirement Accounts. The firm employs a long-term, buy-and-hold strategy using mutual funds and ETFs, emphasizing diversification across U.S. equities, international equities, and fixed-income securities, with services tailored to clients’ goals and time horizons.

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC in Oklahoma City, holding a Series 65 designation and 25 years of industry experience. He has worked at Gemini Industrie, Inc. and Cornerstone Investment Advisory Group LLC before focusing on his current firm since 2003. Outside of advisory work, Matteson is a principal member of C & K Class A Services, LLC, which is transitioning to life and health insurance sales; he is also a licensed life and health insurance agent. Integrated Planning Strategies, LLC is an independent, fee-only firm serving primarily individual investors and retirement accounts. The firm offers customized separately managed portfolios and retirement-plan advisory services, emphasizing personalized attention through a limited client roster and a tailored investment approach that includes fundamental, technical, and cyclical analysis.

My name is Josh Morris, and I began my career in Dallas as a CPA at Ernst & Young, one of the Big4 accounting firms, where I primarily served high net worth individuals and their closely help businesses. It was a great learning environment, but I knew that I never wanted to become a tax partner and wanted to move into the personal financial planning and wealth management space. Throughout my career, I've seen every level of the wealth management spectrum. I've been an advisor at multi-family and single family office, serving the wealthiest clients with net worths exceeding $1 billion and a small boutique RIA serving approximately 60 clients, who varied from those just starting out to business owners, professionals, and physicians that valued the advice that we could provide when financial decisions arose. Finally, I joined a fintech startup wanting to democratize financial planning, and I saw the challenges that can come with growth at scale without adequately setting up the operations to effective serve them in a way that they want. All of this experience and my desire to help meet clients where they are and serve them how they prefer to work with an advisor led me to create Ideal Financial Planning. Rather than trying to please the board, increase business valuations, or standardize planning to eek out more efficiency, I want to provide bespoke planning recommendation based on each client's situation to help them reach their ideal life, while not limiting services to a single wealth management offering based on how much money you have. I believe that clients do not have to be clients for life; if I can help someone get on the right track and they feel confident to manage it themselves afterward, that is great and a project or hourly approach might be more appropriate. For others, they may feel comfortable managing their investments for now and would rather like planning advice and an ongoing relationship when those financial decisions emerge, with pricing based on complexity. Finally, I offer holistic wealth management (planning plus investment management), with separate fees for each service to accurately reflect the value and complexity for those services. I grew up in Mustang, OK and attended Oklahoma Christian University majoring in accounting before starting my career in Dallas. I am married to my high school sweetheart, and we have two elementary age children and a 2-year old rescue dog. We moved back to Mustang, OK in 2022 and love it here!

Jeremy Baldwin is the sole advisor at Baldwin Financial, LLC, an independent registered investment adviser based in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at Brokers Financial, Stockton & Associates, and Wilbanks Securities Advisory. Baldwin is also a licensed insurance agent. Baldwin Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides portfolio management and financial planning using fundamental analysis, modern portfolio theory, and technical analysis, employing a range of strategies from long-term investing to short-term trading.

Eric Nelson is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 23 years of experience in the financial industry. He has been with Servo Wealth Management LLC since 2011, where he is the sole advisor. Servo Wealth Management provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plan relationships. The firm employs an asset-class based investment approach focused on broad diversification, low-cost and tax-efficient implementation, and disciplined rebalancing, utilizing institutional custodians and third-party platforms for account management.

Daniel Parcel is a financial advisor with CC Investment Advisors, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with CC Investment Advisors since 1999. CC Investment Advisors, Inc. provides discretionary asset management and ongoing portfolio management primarily to individual clients and charitable organizations. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, and offers programs that include managed asset allocation, fixed income strategies, and equity management with option-writing and derivatives strategies.

David Evans is a CFP® and holds a Series 63 license with 27 years of industry experience. He has been with Comprehensive Financial Planning, Inc. in Oklahoma City since 1988. Comprehensive Financial Planning, Inc. offers comprehensive financial planning and investment supervisory services to individuals, trusts, estates, foundations, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $176 million across 328 portfolio accounts for about 100 clients, focusing on capital preservation with allocations typically in exchange-traded equities, high-quality fixed income, and cash equivalents, and maintains a practice of obtaining client approval prior to executing trades.

Joshua Walcher is a financial advisor with Axion Capital Markets, LLC based in Oklahoma City, OK. He holds Series 63 and Series 65 designations. Axion Capital Markets, LLC provides discretionary portfolio management, investment advice, financial planning, consultation, and investor education to individuals, families, high net worth clients, businesses, and trusts. The firm combines fundamental and technical analysis, quantitative screens, and asset allocation across both long- and short-term horizons, often incorporating options strategies for hedging, income generation, or risk management, and uses custom-developed investment analysis systems supplied by its parent company.

Randy Schreier is the principal of Schreier Financial, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 17 years of industry experience. He also operates a CPA practice and is a majority owner of an employee benefits and insurance firm. Schreier has managed his financial advisory firm since 2009 and his CPA practice since 2012. Schreier Financial provides financial planning, portfolio management, and pension consulting for individuals, families, small businesses, trusts, and retirement plans. The firm emphasizes long-term strategic asset allocation combining passive and active investment vehicles, and manages client assets on a non-discretionary basis.

Skylar Anderson is a CFP® and holds a Series 65 license with three years of industry experience. Currently the sole advisor at Flatlands Wealth LLC in Oklahoma City, Anderson previously worked at Foundations Investment Advisors, Aegis Wealth Management, and Cornerstone Capital Management. Outside of advisory work, Anderson operates an affiliated insurance business focused on retirement planning and insurance products. Flatlands Wealth LLC serves individual clients, including retail and high-net-worth households, providing discretionary asset management and comprehensive financial planning. The firm tailors portfolios to client goals using a mix of fundamental, technical, and Monte Carlo analysis, employing both platform models and third-party managers through a custodial model marketplace.

Alyssa Kaiser is a financial advisor at WTO Advisors, LLC in Edmond, Oklahoma, holding a Series 65 designation with nine years of industry experience. She previously worked at Retirement Investment Advisors, Inc. for ten years before joining WTO Advisors in 2021. WTO Advisors, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, overseeing approximately $82 million across about 67 accounts. The firm employs modern portfolio theory and a long-term trading approach, offering customized investment plans and a subscription newsletter with specific timing and buy/sell recommendations.

Jordan Ball is a financial advisor at Ball Investments Corporation with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Heather & Company, Re/Max LLC, Ball Real Estate Corporation, Paycom Payroll LLC, True Sky Credit Union, and Simmons Bank. Ball Investments Corporation is a single-advisor independent registered investment adviser serving individual investors and small businesses with discretionary portfolio management focused on equities and options. The firm employs a value-oriented, event-driven investment approach with explicit buy and sell disciplines and utilizes derivatives and options strategies within client accounts.

Bradley Wallace is a CFA® charterholder and holds Series 63 and Series 66 licenses, with three years of industry experience. He is currently with Infinity Private Wealth, where he has been since 2025, following roles at Stride Bank Wealth Management, JPMorgan Securities, and Midfirst Bank among others. Infinity Private Wealth provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, trusts, estates, and business entities. The firm employs multiple methods of analysis and utilizes both direct and third-party managed strategies to align with client objectives.

Terrence Morgan is a financial advisor with OK401K, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with the firm since 2003 and also has experience at United Planners' Financial Services and in independent insurance sales. OK401K, Inc. provides portfolio management and pension consulting services to individual investors, businesses, and public entities, specializing in 401(k) and employee benefit plans. The firm uses Modern Portfolio Theory and tools like Riskalyze to tailor investment strategies and focuses notably on pension and 401(k) plan consulting and management.

Martin Buchanan is a financial advisor with Buchanan Capital Management, LLC in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. Prior to founding his current firm in 2020, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2014 to 2020. He serves as a board member of the Oklahoma Engineering Foundation and acts as a consultant and ambassador for an energy investment limited partnership. Buchanan Capital Management provides portfolio management and financial planning services to individuals, businesses, and charitable organizations. The firm offers discretionary and non-discretionary management across a range of asset classes and alternative investments, tailoring portfolios using fundamental, technical, top-down, and bottom-up analysis, with regular reviews and rebalancing.

James Oplotnik is the founder and president of Access Advisory Group LLC, where he has worked since 2008. He holds the CFP® designation and has 39 years of industry experience, including prior roles at Access Investments, Inc. and Mutual Benefit Life. In addition to his advisory work, he is a licensed insurance agent specializing in life and health insurance. Access Advisory Group LLC provides personalized investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes an Investment Policy Statement and employs fundamental, technical, and cyclical analysis to construct globally diversified portfolios, generally managing assets on a non-discretionary basis.

Michael Waters is a Series 65-licensed advisor with Michael Waters Investment Advisers LLC in Oklahoma City, OK. He has four years of industry experience and has worked at Global Payments since 2015. Michael Waters Investment Advisers LLC provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm uses a defined asset-allocation process incorporating quantitative analysis and derivative instruments alongside traditional securities, managing portfolios primarily on a discretionary basis.

Montgomery Sweeney is the principal of Sweeney Asset Management, LLC, an independent firm based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over two decades leading his own advisory firm since 2005. Sweeney Asset Management provides discretionary investment supervisory services and retirement-plan consulting for individuals, high-net-worth clients, and retirement plans. The firm employs fundamental analysis with a combination of longer- and shorter-term holdings and maintains a concentrated client base to offer individualized portfolio management and participant education.

James Holdge is a Series 65 licensed financial advisor based in Oklahoma City, OK, affiliated with Belle Isle Advisors. He is associated with a newly formed investment advisory firm that provides a range of portfolio management and strategic advisory services. Belle Isle Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, nonprofits, and pooled investment vehicles. The firm utilizes a customizable model-portfolio framework implemented on discretionary or non-discretionary bases and offers various fee arrangements tailored to different advisory and consulting engagements.