Charlotte Williams is a financial advisor at Forge Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Forge Financial since 2004, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is involved with a boutique hotel investment in Roatan, Honduras. 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, utilizing LPL Financial’s platforms and approved products for portfolio implementation.

Robert Woody is a financial advisor with Access Financial Resources Inc. in Oklahoma City, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience, having been with Access Financial Resources and his own practice since 2001. Outside of his advisory role, he is also a proprietor and insurance agent in Guthrie, Oklahoma. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs client-specific investment strategies using core-and-satellite allocations primarily involving mutual funds and ETFs, and it offers retirement plan design and administration.

Matthew Schultz is a financial advisor at Plan Group Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Private Client Services and Saxony Securities Inc. Outside of his advisory role, Schultz serves on the finance and HR committees of the Stuhr Museum Foundation and participates in the finance committee of the Academy of Classical Christian Studies. Plan Group Financial provides investment management, financial planning, and retirement plan consulting services to individual and household clients, including high-net-worth individuals. The firm manages assets through diversified model portfolios that incorporate fundamental and technical analysis and also offers family-office consulting and private investment coordination.

Lacey Roberts is a financial advisor at Integrity Financial Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including CAPE Securities, Coinbase Capital Markets, Mass Mutual Investors Services, and J.P. Morgan Securities. Outside of her advisory role, she owns SafeInsure Plus, LLC, an insurance agency, and is involved in fixed insurance product sales through Roberts Financial Partners Group. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm utilizes an affiliated investment manager’s ETF-based, model-driven asset allocation strategies to align client risk tolerance and planning goals.

Srikant Jonnada is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously operated Sri Financial, LLC, including its DBAs Journey Financial Strategies and Jonnada Financial Group, and worked with Eagle Strategies and New York Life. Jonnada serves as a board member of the Oklahoma City Employee's Pension Board. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm manages client assets using diversified model portfolios with mean-variance optimization, fundamental and technical analysis, and incorporates third-party managers, non-traded private placements, and alternative investments as appropriate.

Scott Morton is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Fourpath Capital Management, LLC and previously worked at Prospera Private Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, Morton is involved in farming and raising cattle in Choctaw, Oklahoma. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach that combines active and passive strategies and offers both discretionary and non-discretionary portfolio management.

Chandler Graham is a financial advisor at Stronghold Capital Partners LLC with two years of industry experience. He holds a Series 65 designation and serves as an instructor for The Society for Financial Awareness, where he conducts finance classes. Additionally, he works as an insurance agent through Stronghold Wealth Partners, transacting in insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily operating as a solicitor for third-party managers and service providers. The firm documents client objectives in Investment Policy Statements and recommends investment strategies based on clients’ goals, risk tolerance, and time horizon.

Samuel Munhollon is a financial advisor with Total Wealth Planning and Management, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. His prior experience includes roles at Hilltop Securities, Inc. and Cabot Lodge Securities LLC. Outside of his advisory work, Munhollon is active in wildlife conservation and community organizations, serving on the board of the Oklahoma Station Chapter Safari Club International and participating in the Oklahoma Wildlife Management Association and the Lt. Governor's Invitational Turkey Hunt Committee. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory delivery platforms.

Grant Tarrant is a financial advisor at Transcendent Capital Group with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and MidFirst Bank. 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 utilizes a disciplined investment process combining asset allocation, tactical strategies, and rigorous fund selection criteria tailored to clients’ objectives and risk tolerances.

John Dotson is a financial advisor at Forge Financial with 13 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013. Dotson also operates John Dotson, LLC, a non-variable insurance business. 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 guided by an in-house Investment Committee, offering portfolio construction, monitoring, and discretionary trading primarily through LPL Financial–sponsored programs and its own Strategic Wealth Management accounts.

Kathryn Hylander is a financial advisor at Forge Financial with a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked as a financial coach and spent eight years at Hillcrest Medical Center. Forge Financial Services offers 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 portfolios monitored and rebalanced monthly, and client assets custodied through LPL Financial.

Lane Swisher is a CFP® professional with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has held roles at several firms, including Morgan Stanley, Hilltop Securities, and LPL Financial. Outside of his advisory work, he acts as co-trustee for family trusts benefiting his relatives. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a range of asset-allocation models and third-party manager oversight.

Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, holding Series 65 and Series 66 licenses with six years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with WELLS FARGO Advisors, LLC. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, and various institutions. The firm uses a tailored, holistic approach supported by an internal Investment Committee and provides both discretionary and non-discretionary portfolio management along with specialized private fund management and consolidated reporting services.

Yassire Sanie is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. His prior roles include positions at Arvest Bank, Arvest Wealth Management, and SunTrust. Outside of his advisory work, he serves as an adjunct professor at Oklahoma City University’s Meinders Business School and Oklahoma City Community College, and he is a tuition coordinator at Mercy School Institute. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate, Strategic Investment Advisors.

Scott Grauer is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with BOK Financial Securities since 1995 and Cavanal Hill Distributors since 2015. Grauer serves as President and CEO of BOSC Agency, Inc., is Chairman of Cavanal Hill Investment Management, and is a member of the Baker University Board of Trustees. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporations, municipalities, and institutional clients. The firm’s investment approach incorporates research from its affiliate Strategic Investment Advisors, offering model strategies ranging from income to ESG-focused portfolios.

Boon Ser Tan is a financial advisor with Redhawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and 11 years of industry experience. He previously worked at Larsen Financial Corp for three years and has been self-employed since 1995. Tan also operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families and charitable organizations. The firm employs a strategic and tactical asset allocation approach, supported by a weekly investment committee and integrates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

Jimmy Harmon is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at Equitrust Marketing Serv LLC and Farm Bureau for 17 years before joining BOK Financial Securities in 2024. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies that range from income-focused to ESG-oriented approaches.

Hal Brown is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with BOKF and its affiliated firm since 2002. Outside of his advisory role, Brown serves as a board member for the Downtown Oklahoma City Partnership, a nonprofit focused on downtown revitalization. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Marshea Lewis is a financial advisor at BOK Financial Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Lewis owns an eCommerce business selling private label products on Amazon. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with a variety of model strategies.

Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.