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® and holds a Series 65 license with seven years of industry experience. He has been with Revo Financial, LLC since 2018 and previously worked at Truity Credit Union for five years. Outside of his advisory role, he is an independent insurance agent involved in risk management for financial planning. Revo Financial advises individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, 401(k) advisory, and coordination of estate planning through third-party platforms. The firm manages approximately $135 million in assets using rules-based, algorithmic model portfolios combined with quantitative, technical, and fundamental analysis.

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 CERTIFIED FINANCIAL PLANNER™ (CFP®) with 24 years of industry experience. He has worked at Revo Financial, LLC since 2017 and previously spent 15 years with THE FOCUS GROUP ADVISORS, LLC dba FG WEALTH MANAGEMENT. In addition to his advisory work, he is an independent life insurance agent. Revo Financial serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, 401(k) advisory, and estate planning coordination. The firm employs rules-based, algorithmic model portfolios combined with quantitative, technical, and fundamental analysis and utilizes third-party advisers and AI tools as part of its investment approach.

Jonathan Russell is a financial advisor at Archambo Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Calton & Associates, Inc. and Dominion Investor Services, Inc. among other firms. Outside of his advisory role, he owns a livestock business that involves the purchase and resale of animals, managing its books and records. Archambo Financial Advisors provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $163 million in assets. The firm employs a variety of analytic methods and trading strategies to implement client-specific investment policies and offers comprehensive financial plans covering taxes, retirement, insurance, and estate matters.

Marshall Fraser is a financial advisor with Perspective Advisors, LLC in Bartlesville, OK, holding a Series 65 designation and 13 years of industry experience. He has worked at Seraph Capital Associates, LLC and currently manages Elevate by Perspective GP, LLC, serving as the general partner responsible for selecting and overseeing the fund’s service providers and investment manager. Perspective Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities, including advisory services to a private fund. The firm employs a committee-driven, model-based investment approach and manages both traditional portfolios and an internally managed long-short strategy.

Nathan Barham is a financial advisor with Perspective Advisors, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, AIG American General Life Company, and Sutterfield Financial Group. Outside of advising, he serves on the boards of the Ray of Hope Child Advocacy Center and the YMCA of Bartlesville, and he owns a Christian apparel business. Perspective Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, business entities, and private pooled investment vehicles. The firm utilizes a committee-driven, model-based investment process and manages a private fund, Elevate by Perspective, LP, for which it also serves as adviser.

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.

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.

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.

Hannah Bode is a financial advisor at Arvest Wealth Management with 12 years of industry experience. She holds the Series 66 designation and has worked at Arvest Wealth Management since 2017, following four years at Edward Jones. 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, with a client-focused approach guided by Investment Policy Statements.

Nicholas Slavin is a financial advisor with Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation and three years of industry experience. He is dually employed by Arvest Bank, splitting his time between the bank and wealth management services. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and strategies aligned to clients’ objectives and risk tolerances.

Aaron Tesavis is a CFP® with three years of industry experience, currently serving at Arvest Wealth Management in Bartlesville, OK. He has worked previously at JP Morgan and has held roles within Arvest Bank and The Huntington Investment Company. In addition to his advisory work, he serves as Treasurer and Board Member of the Lighthouse Outreach Center, a nonprofit supporting homeless individuals. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis tailored to client objectives and risk tolerances.

Jeremy Gustafson is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Voya Financial Advisors and as President of Freedom Financial Strategies, Inc., a service support company for Sentry Advisers. Gustafson has served as President of Freedom Financial Strategies since 2018. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm provides portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Randall Hopson is a financial advisor at Arvest Wealth Management with 12 years of industry experience. He holds the Series 66 designation and has been with Arvest in various capacities since 2014, including roles at Arvest Bank and Arvest Asset Management. He splits his time evenly between Arvest Bank's Trust Department and Arvest Wealth Management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.