Hannah Hoch is a financial advisor at Servant Wealth Management, LLC in Bartlesville, Oklahoma, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Phillips 66 Company and Penn State University. Servant Wealth Management provides portfolio management and investment advisory services primarily to high-net-worth individuals, employing a variety of analytical methods and a long-term trading strategy. The firm manages a concentrated portfolio with discretionary and non-discretionary options, focusing on tailored investment policy statements and monthly account reviews.

Donald Carpenter is the sole advisor at Family Faith & Finance Asset Management in Bartlesville, OK, holding Series 63 and Series 65 credentials with 26 years of industry experience. His career includes a decade at DFC Wealth Management, LLC, followed by multiple terms at Family Faith & Finance Asset Management beginning in 2017. Family Faith & Finance Asset Management is a single-advisor independent firm serving a small client base of individual investors and pension/profit-sharing plans. The firm provides discretionary asset management, financial planning, and pension consulting, employing both fundamental and technical analysis across a range of investment strategies with regular portfolio reviews.

Lucas Nettles is a CFP® with seven years of industry experience, currently serving as a financial advisor at Revo Financial, LLC since 2018. Prior to joining Revo Financial, he worked for five years at Truity Credit Union. Outside of his advisory role, Nettles is also an independent insurance agent involved in risk management for financial planning. Revo Financial, LLC advises individual and high-net-worth clients with financial planning, portfolio management, and 401(k) advisory services. The firm utilizes proprietary, rules-based model portfolios that incorporate quantitative, technical, and fundamental analysis, and offers specialty services such as direct indexing and Biblically Responsible Investing.

Kenneth Green is a CFP® with 24 years of experience in financial advising. He has been with First Investment Corporation since 2001 and is also affiliated with Calton & Associates, Inc. Outside of his advisory work, he is involved in bookkeeping and accounting through a separate business venture. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64 million in client assets across three advisors, employing suitability-based, discretionary strategies using mutual funds, ETFs, individual securities, and periodic asset allocation adjustments.

Aaron Archambo is a CFP® professional with 28 years of industry experience. He has been with Archambo Financial Advisors, Inc. since 2004 and also worked at Dominion Investor Services, Inc. from 1995 to 2023. The firm provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. It manages approximately $157 million in client assets and employs a range of analytical approaches and asset-allocation strategies tailored to client-specific investment policies.

Jon Nettles is a CFP® with 23 years of industry experience, currently serving as an advisor at Revo Financial, LLC since 2017. Prior to that, he worked for 15 years at The Focus Group Advisors, LLC dba FG Wealth Management. He is also an independent life insurance agent, evaluating life insurance needs and products for clients. Revo Financial, LLC advises individual and high-net-worth clients with financial planning, portfolio management, and 401(k) advisory services. The firm utilizes proprietary, rules-based model portfolios that incorporate quantitative, technical, and fundamental analysis, and offers specialty services including direct indexing and Biblically Responsible Investing options.

Morgan Barnhill is a financial advisor at First Investment Corporation with seven years of industry experience. He holds a Series 66 designation and has worked at First Investment Corporation since 2013, including time at its affiliated broker-dealer, Calton & Associates, Inc. Outside of finance, Barnhill co-owns a restaurant and food truck in Bartlesville, Oklahoma, and operates a contract cleaning company. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs suitability-based, discretionary strategies across various asset classes and manages approximately $64 million in client assets.

Jonathan Russell is a financial advisor with Archambo Financial Advisors, Inc. in Bartlesville, OK, holding a Series 66 designation and four years of industry experience. His work history includes roles at Calton & Associates, Dominion Investor Services, and OPS Sales Company. Outside of advising, he owns JMR Land & Livestock, a business that buys and resells livestock with contracted management. Archambo Financial Advisors provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. The firm manages approximately $157 million in client assets using a variety of analytical and asset-allocation strategies tailored to client-specific investment policies.

Marshall Fraser is a financial advisor at Perspective Advisors, LLC in Bartlesville, Oklahoma, with 12 years of industry experience. He holds a Series 65 designation and has worked with Seraph Capital Associates, LLC prior to joining Perspective Advisors. Fraser is also the manager of Elevate by Perspective GP, LLC, serving as general partner for the private investment fund Elevate by Perspective, LP. Perspective Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary portfolio management, financial planning, and selected accounting and tax services. The firm sponsors a private pooled investment vehicle and employs a combination of fundamental, quantitative, and technical analysis within a structured investment process overseen by an internal committee.

Nathan Barham is a financial advisor with Perspective Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, AIG American General Life Company, and Sutterfield Financial Group. Outside of advisory work, he is involved in community organizations such as the Ray of Hope Child Advocacy Center and the YMCA of Bartlesville, where he serves on the boards of directors, and he owns a Christian apparel company, IJN Wear, Inc. Perspective Advisors serves individual and high-net-worth clients as well as corporations and business entities, offering discretionary portfolio management, financial planning, and selected accounting and tax services. The firm sponsors a private pooled investment vehicle and employs a combination of fundamental, quantitative, and technical analysis with monthly account reviews, managing accounts primarily on a discretionary basis.

Cheryl Green is a financial advisor with First Investment Corporation in Bartlesville, OK, holding a Series 66 designation and 24 years of industry experience. She has been with First Investment Corporation since 2001 and also has experience at Calton & Associates, Inc. Outside of her advisory role, she is a licensed real estate sales associate and is involved in bookkeeping and accounting through a separate business. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64 million in client assets using suitability-based, discretionary strategies involving mutual funds, ETFs, individual stocks and bonds, supported by research and periodic asset allocation adjustments.

Deborah Mueggenborg is a financial advisor at Archambo Financial Advisors, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including Calton & Associates, Inc. and Dominion Investor Services, Inc. Outside of her advisory role, she serves as a director on the BancFirst Advisory Board. Archambo Financial Advisors provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. The firm manages approximately $157 million in client assets, employing client-specific investment policies developed through detailed interviews and a combination of analytical approaches and asset-allocation strategies.

Trevor Sutterfield is a financial advisor with Sutterfield Financial Group, Inc. in Bartlesville, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and AIG American General Life Insurance Company alongside his long-term role at Sutterfield Financial Group. Outside of advisory work, he is involved in aircraft management, agriculture, construction management, and serves on the advisory board of the Bartlesville Public Library Trust Authority. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary portfolio models monitored by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Dustin Wright is a financial advisor at OASIS Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management and Primerica Financial Services. In addition to his advisory role, he supervises workers compensation adjusters at Sedgwick Claims Management Services. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers portfolio management, financial planning, and pension consulting services.

Daniel Strickland is a financial advisor with Sutterfield Financial Group, Inc. in Daingerfield, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Sutterfield Financial Group since 2011. Outside of his advisory role, he serves as CFO of COX LOGISTICS LLC, a transportation trucking company. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates portfolio management with accounting, tax preparation, and captive insurance services, employing proprietary model allocations monitored by an internal investment committee.

Ryan Reynolds is a CFP® and Series 65-licensed financial advisor with The Wealth Consulting Group, bringing two years of industry experience. Prior to joining the firm, he worked at V Wealth Advisors LLC and has extensive experience at Phillips 66 and ConocoPhillips. Outside of his advisory role, he serves as a board member for the Bartlesville Sports Commission and the Bartlesville Community Center Trust Authority. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support comprehensive client needs.

Suzanne Duhon is a financial advisor with Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation and 17 years of industry experience. She has been with Arvest Wealth Management since 2008. Outside of her advisory role, she works as a makeup presenter for Younique, a non-investment-related activity. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.

Douglas Rodgers is a financial advisor at Farther with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rodgers Link Financial Partners and Caughell Rodgers Financial. Outside of his advisory work, he owns Pooler Creek Farms. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Paul Gustafson is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Freedom Financial Strategies, Inc. In addition to his advisory work, he is an officer at the Ochelata Sportsman Club, a nonprofit organization, and serves as a business administrator for a wholesale insulation company. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing about $8.6 billion in client assets with strategies tailored across various asset classes using both discretionary and non-discretionary approaches.

Terri Taylor is a Series 66 licensed financial advisor with Arvest Wealth Management in Bartlesville, Oklahoma, where she has worked since 2007. She has 16 years of industry experience. Outside of her advisory role, she is involved as an initial investor and advisor for Sessions, LLC Photography. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.