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.

Gregory Womack is a financial advisor at Womack Investment Advisers, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been involved with firms including Trinity Capital Asset Management and Constellation Group. Outside of advisory services, he is active in several entrepreneurial ventures, including publishing rural community yellow pages through Red Book Publishing Company, Inc., and developing solar-powered real estate projects with OK Sun Power, LLC. Womack Investment Advisers is a fee-based team with four advisors serving individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a multi-fund manager approach combining fundamental and technical analysis, risk-profiling tools, and derivatives strategies, and offers services including discretionary portfolio management, financial planning, and individualized stock and options management.

Jeffrey Beattie is a financial advisor with Womack Investment Advisers, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Womack Investment Advisers since 2006 and has prior experience with Trinity Global Partners and related entities. Outside of his advisory work, he serves as a part-time police officer with the West Terre Haute Police Department. Womack Investment Advisers is a fee-based team of four advisors managing approximately $76 million for individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct portfolios, offering discretionary management, model portfolios, stock and options programs, and financial planning services.

Victoria Woods is a financial advisor with ChappelWood Financial Services in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at AIG Financial Advisors and ChappelWood Financial Services since 2005 and serves as president of ChappelWood Investment Corp., a real estate development and holding company. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a discovery and needs-analysis process to set client objectives and typically implements strategies through model portfolios on the AssetMark platform, operating primarily on a non-discretionary basis while also providing educational seminars and workshops.

Damon King is a CFP® professional with 10 years of industry experience, currently serving as an advisor at ChappelWood Financial Services since 2015. He also works as an adjunct faculty member at Francis Tuttle Technology Center, where he teaches adult financial education classes. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a discovery and needs-analysis process to develop client objectives and typically implements strategies through model portfolios on the AssetMark platform, combining ongoing planning services with educational seminars and workshops.

Timothy Delpha is a financial advisor at Stagner Financial Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked as a sole proprietor insurance agent since 2017. His prior roles include positions at Private Client Services, LLC and VSR Financial Services Inc. Outside of advisory work, he manages a weekend rental property through Delpha Properties, LLC. Stagner Financial Advisory Group manages approximately $52.7 million for around 190 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary asset management and retirement plan advisory services, tailoring investment programs through documented policy statements that incorporate fundamental, technical, and cyclical analysis.

Christie Hughes is a financial advisor with Forge Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been affiliated with Forge Financial and LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL Financial platforms.

Charles Oliver is a financial advisor at Transcendent Capital Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and follows a disciplined investment process combining asset allocation, tactical strategies, and specific fund selection criteria tailored to clients’ objectives and risk tolerances.

Michael Drooby is a CFP® with five years of industry experience, currently serving as an advisor at Transcendent Capital Group. He previously worked at Emerson and Company, Royal Alliance Associates, and Bankers Life. He is also the manager of Drooby Financial LLC, an entity established for legal protection and tax strategy but not actively used for securities or insurance business. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach with eight advisors and uses a disciplined investment process combining asset allocation, tactical strategies, and strict fund selection criteria tailored to client objectives and risk tolerances.

Madison Debose is a financial advisor at Forge Financial with a Series 66 credential and one year of industry experience. Prior to joining Forge Financial, Madison worked at LPL Financial and has held various roles across education, nonprofit, legal, and corporate sectors. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL’s platforms.

Jordan Long is a financial advisor at Forge Financial with five years of industry experience. He holds a Series 66 designation and has been associated with LPL Financial and Forge Financial Services since 2014. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee.

John Neely is a financial advisor with St. Bernard Financial Services, Inc. in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked for Berthel Fisher & Company Financial Services, Inc. for ten years before joining St. Bernard in 2019. Outside of his advisory role, Neely is involved in insurance sales and operates a specialized property scanning service for real estate professionals. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, favoring low-cost, no-load funds, and typically engages clients collaboratively with limited discretionary authority.

Christopher Beard is a financial advisor with Forge Financial in Edmond, OK, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Forge Financial since 2018 and also maintains an affiliation with LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, and utilizes LPL Financial platforms for custody and execution.

Sarah Holmes is a financial advisor at Transcendent Capital Group with a Series 65 license and one year of industry experience. Prior to joining the firm, she worked at Phillips 66 for five years. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach and uses a combination of asset allocation, tactical strategies, and rigorous fund selection criteria to manage client portfolios.

Darrell James is a financial advisor at Transcendent Capital Group with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors. Outside of his advisory role, he is involved in farming and ranching in Oklahoma. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach to portfolio management, utilizing asset allocation, tactical strategies, and rigorous fund selection criteria tailored to client objectives and risk tolerances.