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.

Robert West II is the owner and president of Midwest Financial Management, LLC, based in Catoosa, Oklahoma, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and International Assets Advisory. Outside of his advisory roles, he serves as clerk of the board for the Catoosa Board of Education and is president of B&D Enterprises, Inc., a holding company focused on business acquisitions. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and government entities. The firm employs a multi-method investment approach, including fundamental and technical analysis, primarily managing non-discretionary assets across a range of investment types and discloses the use of margin and complex strategies in its risk disclosures.

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.

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.

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.

Don Hardcastle is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Coachwise Financial Solutions, Inc. since 2004. The firm provides investment management and consultative services to individual and high-net-worth clients, managing discretionary portfolios across stocks, bonds, mutual funds, and ETFs. CoachWise employs a core-and-satellite approach with a focus on technical analysis and seeks to outperform the S&P 500 on a risk-adjusted basis.

Thad Kent is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 designation and 25 years of industry experience. He has been with Regent Wealth Management since 2009 and also maintains a long-term role at Bryan and Little CPA's PC, a certified public accounting firm. 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 assistance, coordinating with clients’ other professional advisors.

Marilee Lonergan is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Greystone Capital Partners Group LLC, where she has been since 2025, following a long tenure at EQUITABLE ADVISORS, LLC and Axa Advisors, LLC. Lonergan serves as president and agent of the Benefits Planning Group and is the treasurer of the Tulsa Estate Planning Forum. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by providing financial planning, investment and wealth management, and retirement plan consulting. The firm uses a diversified investment approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary services, including the selection and monitoring of independent managers.

John Szafranski is a CFA® charterholder with 18 years of experience in the financial industry. He is the principal advisor at Meliora Capital and has prior experience at Pinnacle Investment Advisors. In addition to his advisory role, he manages family-owned oil and gas production companies and operates a business consulting practice that includes Bitcoin mining and trustee services. Meliora Capital provides asset management and financial planning to individuals, trusts, foundations, and institutional clients with a focus on bottom-up, concentrated stock selection. The firm offers proprietary equity strategies alongside mutual funds and ETFs, incorporating options strategies and margin within separate-account portfolios.

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.

Theodore Spinardi II is a CFP® with 33 years of industry experience, currently serving at Summit Wealth Group, LLC in Tulsa, OK. He has held roles at LPL Financial, Purshe Kaplan Sterling Investments, and has founded multiple entities including Integrated Financial Solutions and Integrated Wealth Solutions. In addition to his advisory work, he is involved in tax planning services and business formation through his related ventures. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with a focus on retirement planning. The firm manages discretionary and non-discretionary accounts with a tailored investment approach that emphasizes long-term asset allocation using mutual funds, ETFs, and selected individual securities.