Robert West is a financial advisor with Midwest Financial Management, LLC in Catoosa, Oklahoma, holding a Series 66 designation and 12 years of industry experience. Prior to his current role since 2021, he worked at International Assets Advisory, LLC and Edward Jones. Outside of advising, he serves as president of B&D Enterprises, Inc., a holding company focused on business acquisitions, and is the clerk of the Catoosa Board of Education. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and select public entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using both long- and short-term trading strategies, and manages primarily non-discretionary assets.

Ahmed Farhan is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding a Series 65 designation and eight years of industry experience. He has been with Wingate Capital Advisors since 2017 and is also affiliated with Oklahoma State University since 2016. Wingate Capital Advisors LLC provides portfolio management and investment advisory services primarily to individual clients, managing approximately $2.37 million across 34 accounts. The firm operates mainly on a non-discretionary basis, offers a range of investment options including mutual funds, ETFs, and potential cryptocurrency exposure, and maintains formal reviews at least semi-annually.

Samuel Horey is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wingate Capital Advisors since 2013 and also has over 30 years of experience at Pfe Financial Group and Tax Service. Outside of advising, he is involved in tax preparation during tax season and is a part owner of a daycare with his spouse. Wingate Capital Advisors provides portfolio management and investment advisory services primarily to individual clients, operating mainly on a non-discretionary basis with formal reviews at least semi-annually. The firm advises on a broad range of investments and manages approximately $2.37 million across 34 client accounts.

Stephen Stipe is a financial advisor with Wealth Management Solutions in Claremore, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Sms Financial & Investment Management for 20 years and has operated under his own name since 1996. Outside of his advisory role, he is involved in a construction company, Stipe Construction Company, where he contributes time without compensation. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, monitoring, and educational seminars. The firm tailors portfolios based on client objectives and risk tolerance, with services delivered on discretionary and non-discretionary bases and includes tax-related coordination through CPA-licensed representatives.

David Shoesmith is a financial advisor with Wealth Management Solutions in Claremore, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Sms Financial & Investment Management and his own Shoesmith Financial Services, where he also acts as an insurance agent for life, health, annuity, and long-term care products. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, written financial plans, 401(k) allocation recommendations, and educational seminars. The firm tailors portfolios to clients’ objectives and risk tolerances, and some representatives hold CPA licenses, enabling integrated tax-related services.

Joanna Mccall is a CFP® with 26 years of industry experience, currently with Wealth Management Solutions since 2018. She previously worked for Sms Financial & Investment Management for 19 years and operates Joanna S. Mccall, P.C., a tax preparation service. Outside of advising, she is involved in direct sales as an independent skin care consultant and a brand partner for natural supplements. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients. The firm offers portfolio development, written financial plans, and 401(k) allocation recommendations, with services delivered on both discretionary and non-discretionary bases.

Jordan Jones is a financial advisor at Rhodes Investment Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Rhodes Securities, Inc. since 2018. Outside of finance, he teaches adult education classes at The Chattery in Chattanooga, TN. Rhodes Investment Advisors, Inc. serves individuals, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and third-party manager selection. The firm employs a range of strategies including charting, fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Gregory Pitts is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with United Advisors America and Alliance America Corporation since 2014 and has owned the Gregory Pitts Agency, an independent insurance agency, since 1989. Outside of advising, he owns All2EZ Solutions, LLC. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and quarterly portfolio reviews. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.

Richard Cloud is a financial advisor at Meridian Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously operated Cloud Capital LLC for 16 years before joining Meridian in 2025. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a combination of fundamental and technical analysis with ongoing portfolio monitoring and reviews.

Jerry Sirkel is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. Prior to joining Momentum Independent Network in 2021, he worked at Hilltop Securities Inc. for 12 years. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of services such as investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, utilizing a platform model with third-party managers and integrated Hilltop affiliate strategies.

Joseph Jones is a financial advisor with Integrity Alliance, LLC, holding a Series 66 credential and 17 years of industry experience. He has worked at Brokers International Financial Services since 2020 and has managed his own firm, Jones Financial Services, since 2013. Outside of his advisory roles, Jones is co-owner of a firearms sales business and serves on the fundraising board for Rogers State University Foundation. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting, employing various portfolio management strategies and utilizing multiple custodial platforms and third-party programs.

Jeremy Ford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Waste Management for seven years. He is also the owner of The 3Pillars LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

Kenneth Grant is a financial advisor with CWM, LLC based in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Wealth Services, LPL Financial, and Waterstone Private Wealth Management, where he is also an owner. Outside of advising, he serves as CEO and president of Character Coin, LLC, a charitable organization that distributes coins to schools and community groups, and manages a family farm where he acts as head ranch hand and hunting guide. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and integrates in-house models with third-party sub-advisors and technology partners.

Brock Rowlett is a financial advisor with GWN Securities Inc. based in Owasso, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he serves as a trustee on the board of the Owasso Varsity Cheer Booster Club, a nonprofit organization supporting the local high school cheer program. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to various managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

John Hudgins is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at Mutual of Omaha and H & R Block. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, combining proprietary portfolio construction with third-party oversight and focusing on asset allocation and retirement guidance. The firm operates at scale, supporting a large client base with non-discretionary and discretionary investment services.

Melanie Hasty Grant is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at multiple firms, including LPL Financial LLC and Waterstone Private Wealth Management, and currently owns and operates a charitable organization that donates coins to schools and community groups. Grant also manages family farm operations and owns businesses involved in boat rentals and real estate. CWM, LLC serves a diverse client base, including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Michael White is a financial advisor with GWN Securities Inc. in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with GWN Securities since 2013 and also operates Michael K White, Inc., a corporation involved in insurance and annuities sales where he serves as president. Additionally, he is a partner at Integrated Financial Concepts, Inc., which shares commissions and expenses among partners. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and provides a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Triston Hasty Grant is a CFP® professional with five years of industry experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles with Cetera Wealth Services and Farmers Insurance, and is a board member of the Owasso Education Foundation, a nonprofit supporting public schools. Grant is also president of Global Wealth Management, doing business as Waterstone Private Wealth Management. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, and institutional sponsors, offering services such as asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm uses a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Garrett Stephenson is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2014. Outside of his advisory role, he is involved in writing life insurance policies as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs on the Fidelity-supported FMAX platform.

Michael Westerman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Commonwealth from 2015 to 2025 before rejoining in 2025, and he is also the owner of Westerman Financial Services, LLC. Outside of advisory work, he is a co-owner of Land Destination, LLC, which manages commercial real estate in Owasso, Oklahoma. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.