Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

Sandra Minardi is a financial advisor with Sandman Wealth Management in Tulsa, OK. She holds a Series 65 designation and has five years of industry experience. Sandra serves on the board of John 3:16 Mission, a faith-based organization. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, using fundamental, technical, and cyclical analysis to guide portfolio management.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

Crystal Jeske is a financial advisor at Redemptive Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has held roles at ExxonMobil and various community organizations. Jeske has also been involved with nonprofit and family-focused ventures outside of her advisory work. Redemptive Wealth Management LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and businesses with financial planning, family wealth coordination, and discretionary investment management. The firm uses a model-based, index-oriented approach primarily implemented with low-cost ETFs and offers pooled-vehicle, institutional management, and public educational programs.

John Hudson is the sole advisor at Hudson & Associates Wealth Management LLC in Tulsa, OK. He holds the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. Prior to founding his independent firm in 2026, he spent over three decades with New York Life and its affiliate Nylife Securities Inc. Outside of advisory work, Hudson is involved in various business ventures including manufacturing pipeline closures and aviation-related LLCs. Hudson & Associates Wealth Management provides discretionary and non-discretionary portfolio management, retirement-plan advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and qualified retirement plans. The firm emphasizes fundamental analysis with a long-term orientation and uses third-party platforms for portfolio construction, reporting, and access to external managers, including sponsoring a wrap fee program and offering fixed-fee billing options.

Shanda Sullivan is a CFP® professional with 13 years of industry experience, currently operating Aspen Wealth Planners LLC in Broken Arrow, OK. She has been with her firm since its founding in 2012. Aspen Wealth Planners is a fee-only financial planning firm serving individual and high-net-worth clients. The firm offers comprehensive financial planning and non-discretionary portfolio management, tailoring investments to clients’ tax situations, risk tolerance, and goals.

Christopher Cone is a financial advisor and the principal at CONE Wealth Management in Tulsa, OK, holding CFP® and Series 66 designations with 17 years of industry experience. He has held roles at Woodbury Financial Services, OK Medicare Plans, and Financial Builders, LLC. Cone also manages Oklahoma Senior Planning Solutions, LLC, where he serves as a licensed insurance agent focusing on Medicare-related products. CONE Wealth Management is a solo advisory firm providing discretionary and non-discretionary portfolio management, fixed-fee financial planning, and consulting to individuals and plan sponsors, typically working with accounts of $100,000 or more. The firm emphasizes asset allocation and security analysis, employs sub-advisors as needed, and offers specialized ERISA plan services as a limited-scope 3(21) fiduciary.

Marvin Morse is the principal of Maxwell and Morse Capital Management, Inc. in Tulsa, OK, with 27 years of industry experience. Prior to founding his current firm in 2020, he led Morse Capital Management, Inc. for 22 years. He also maintains an ongoing relationship with a public accounting firm and personally invests in oil and gas exploration funds through a private entity. Maxwell and Morse Capital Management primarily serves individual investors, trusts, estates, and corporations, offering continuous portfolio management based on Modern Portfolio Theory, broad diversification, and periodic rebalancing. The firm uses independent fund rankings and a proprietary Upgrader strategy, managing both discretionary and non-discretionary accounts.

Andrew Riddle is a financial advisor with Everwealth in Tulsa, OK, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Wealth Management Advisors, LLC since 2009. Outside of advisory services, he is a licensed insurance producer involved in the sale of non-investment-related insurance products. Everwealth provides investment supervisory services and retirement plan consulting to individual and high-net-worth clients, using a globally diversified approach focused on long-term holdings, asset allocation, and periodic rebalancing primarily with mutual funds and ETFs. The firm also offers ERISA fiduciary retirement plan consulting and maintains affiliations with insurance practices and institutional custodians.

Brian Mcguire is a financial advisor at Robert Stephen Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Financial Services International Corp since 2014 and Streeter Moore & Stipe LLC since 2011. Outside of his advisory roles, Mcguire provides tutoring services through Classic Conversations for approximately three hours per week. Robert Stephen Capital Management LLC offers portfolio development, monitoring, and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutions. The firm employs a variety of analytical methods to build individualized portfolios and manages most client assets on a discretionary basis.

While I serve a variety of clients, the people who typically find my services the most valuable are Faith-based Individuals and Families. Before they come to SageOak®, many of my Christian clients struggle to get their finances, investments, and overall stewardship aligned with biblical principles. They tend to experience confusion, stress, shame, unfulfillment, and a genuine lack of true financial peace. At SageOak, I provide biblical financial life planning that is clear, understandable, and effective. This helps Christians align their finances to biblical principles. And when they do, they make wiser decisions that lead to greater contentment, fulfillment, and ultimately, have an eternal impact on their family, church, community, and God’s Kingdom. As a CERTIFIED FINANCIAL PLANNER™ professional, I help bring order to your investments, retirement, taxes, insurance, estate plan, and cash flow so you will have fewer worries about your overall financial plan. As a Certified Kingdom Advisor®, I serve you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances entrusted to you. This can give you assurance that your plan is in line with your faith and values.

Harvey Little is a financial advisor at Regent Wealth Management, Inc. in Tulsa, OK, with 25 years of industry experience. He holds a Series 65 designation and has been with Regent Wealth Management since 2009. In addition to his advisory role, he is a shareholder and full-time employee at Bryan & Little CPA's P.C., a certified public accounting firm he has been involved with since 1976. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning services coordinated with clients’ other professional advisors.

Jordan Smith is a financial advisor with Stephen L. Smith Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Stephen L. Smith Corporation since 2001. Outside of his advisory role, he serves as managing partner of Standard Capital Finance, a company specializing in package lease financing for equipment. Stephen L. Smith Corporation provides financial consulting services to state and municipal issuers and public trusts, focusing on Oklahoma political subdivisions and assisting with public debt issuance. The firm advises on timing and funding of public financings and limits its services to government securities and public trusts without managing client assets.

Lincoln Anderson is a CFA® with 17 years of industry experience, currently serving at Utica Physicians' Association, Ltd. (UPAL) in Tulsa, OK. His prior experience includes roles at LPL Financial, Oklahoma Central Credit Union, Edward Jones, and AmeriTrust Investment Advisors, Inc. Outside of his advisory work, he is co-owner of LinLin Creative Ventures, a home-based non-investment business. UPAL is a physician membership organization providing investment advisory services to individual clients and their employees, as well as defined contribution ERISA retirement plans. The firm emphasizes passive investment strategies with mutual funds and ETFs, and its governance is led by physician members with institutional partnerships for custody and recordkeeping.

Lea Nunley is a financial advisor with Upal (United Professionals Association, Ltd.) in Tulsa, OK, holding a Series 65 credential and nine years of industry experience. She has been associated with Utica Physicians' Association, Ltd. since 2000. Upal is a physician membership organization that provides investment advisory services primarily to physician members, their employees, and other individual investors. The firm focuses on passive or minimally managed mutual funds and ETFs with a buy-and-hold strategy and global diversification, and it operates with a member-driven governance structure combined with institutional custody and recordkeeping services.

Joshua Hanes is a financial advisor at Tines Capital, LLC in Broken Arrow, OK, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Moore Holdings, Embark, Grant Thornton, and Oral Roberts University. Tines Capital, LLC is a boutique Oklahoma-registered adviser serving individual and high-net-worth clients as well as small businesses. The firm provides discretionary portfolio management and standalone financial planning, employing a blend of algorithmic models and discretionary strategies across multiple portfolio approaches.

Luke Spinardi is a CFP® with five years of industry experience, currently serving as a financial advisor at Summit Wealth Group, LLC. His background includes roles at Helmerich & Payne and Switzer Enterprises, as well as educational experience at Oral Roberts University. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, trusts, estates, and businesses, with a focus on retirement planning. The firm employs tailored investment strategies using mutual funds, ETFs, and selected securities, managing both discretionary and non-discretionary accounts.

Jeffrey Maxwell is a financial advisor at Maxwell and Morse Capital Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has worked at Morse Capital Management Inc. since 2002 and The Legacy Financial Group, Inc. since 2005. Maxwell and Morse Capital Management primarily serves individual investors, trusts, estates, and corporations, providing investment supervisory services with continuous portfolio management tailored to client objectives. The firm emphasizes Modern Portfolio Theory, long-term holdings, broad diversification, and periodic rebalancing, frequently using no-load mutual funds, high-quality bonds, and the FundX Upgrader strategy.