Michael White Jr. is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation with 10 years of industry experience. His prior experience includes roles at Signal Research Group LLC and Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, where he provides dance instruction. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and offers investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios using mean-variance optimization and fundamental and technical analysis, with an affiliated family office and involvement in private oil and gas and 1031 exchange investments.

Boston Harris is an advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 credential. He has three years of industry experience, including roles at Plan Group Financial and Tecovas. 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 primarily through diversified model portfolios using mean-variance optimization and combines fundamental and technical analysis across multiple asset classes.

Adam Leavitt is a CFP® with 22 years of industry experience currently with Castlepoint Wealth Advisors in Oklahoma City, OK. He previously worked for HoganTaylor LLP and Disciplined Investments, LLC. He serves as a trustee for the Tulsa Municipal Employees Retirement Plan and is a managing member of a family investment holding company. Castlepoint Wealth Advisors offers wealth management and financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, global diversification, and long-term discipline, employing mutual funds, ETFs, and selected individual securities.

Luke Stein is a financial advisor at Plan Group Financial, Inc. based in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2023. Prior to joining the firm, he worked at Tecovas and held roles at the University of Central Oklahoma and Evangel University. 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 uses diversified model portfolios with mean-variance optimization and various investment vehicles, and also offers family-office consulting and coordinates private oil and gas investments and 1031 exchange-related referrals.

Cody Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has held roles at Private Client Services and Saxony Securities, Inc., and also worked at Southwestern Oklahoma State University and with the OSSAA Umpiring Association. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm utilizes diversified model portfolios employing mean-variance optimization and both fundamental and technical analysis, with allocations across multiple asset classes and active use of third-party managers and alternative investments when appropriate.

David Aboud is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at B.B. Graham & Co since 2014 and has been associated with Leonard Investment Advisors Inc. and Leonard Agency, Inc. since the late 1990s. Aboud serves as chairman of Leonard Agency Inc. and is managing member of Oklahoma Capital Advisors, LLC. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers asset management, financial planning, retirement plan consulting, and third-party portfolio access, employing a mix of fundamental and technical analysis across various asset classes.

Jason Hughart is a CFP® with 19 years of industry experience. He is currently with FourPath Capital Management, LLC and previously worked at Wells Fargo Clearing from 2013 to 2024. Outside of his advisory role, he owns and operates a farm specializing in hay and cattle production in Tuttle, Oklahoma. FourPath Capital Management serves a diverse client base including individuals, high net worth clients, foundations, and retirement plan sponsors. The firm employs a risk-adjusted, tax-efficient investment approach using a blend of active and passive strategies, and offers discretionary and non-discretionary portfolio management along with consulting services.

Brenda Bolander is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Retirement Investment Advisors, Inc. since 2012. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, managing approximately $1.268 billion in regulatory assets. The firm follows a structured onboarding and planning process, using Modern Portfolio Theory to tailor investment recommendations to each client’s Investment Policy Statement.

Nicholas Pointer is a CFA® charterholder with 14 years of industry experience. He has worked at Tom Johnson Investment Management, LLC since 2011. The firm is a fee-only, registered investment adviser serving individuals, retirement plans, foundations, bank trust accounts, public funds, and sovereign clients. Tom Johnson Investment Management employs a conservative, valuation- and diversification-driven investment approach across equity and fixed-income strategies, managing approximately $1.63 billion in assets for over 5,400 client accounts through a six-person team.

Lindsey Beaman is a financial advisor with Vault Wealth in Oklahoma City, holding a Series 66 designation and four years of industry experience. Her background includes roles at Edward Jones, Chickasaw Community Bank, and Brix Realty, where she currently works as a real estate agent. In addition to her advisory work, she is the owner of White Oak Construction & Design LLC, a business involved in house flipping and managing short-term rental properties. Vault Wealth serves individuals, business owners, and retirement plans with advisory services spanning financial planning, portfolio management, and estate planning. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, operating a wrap-fee program and providing family office coordination alongside affiliated service businesses.

Darren King is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at B.B. Graham & Co. since 2014. His prior experience includes roles at Leonard Investment Advisors Inc. and Morgan Stanley. Outside of his advisory work, he serves as president of C&D Consulting Inc., a family investment entity. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, retirement plan consulting, and access to third-party portfolio programs.

William Atkinson III is a CFP® professional with 27 years of industry experience, currently serving at Access Financial Resources Inc. since 2007. He maintains a sole law practice alongside his financial advisory role. Access Financial Resources Inc. provides personalized financial planning and asset management to individuals, pension plans, trusts, charitable organizations, and small businesses, utilizing a core-and-satellite investment approach with discretionary and non-discretionary management options.

Arlis Reuter is a financial advisor at FourPath Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary or non-fiduciary consulting. The firm’s investment process emphasizes risk-adjusted, tax-efficient, and cost-effective asset allocation, utilizing a combination of active and passive strategies across various asset classes, and offers both discretionary and non-discretionary portfolio management.

Beth Lewis is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has been involved in independent insurance sales and services since 2012. She has worked at Access Financial Resources since 2015 and operates her own insurance agency. 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 with a focus on mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management alongside retirement plan design and administration.

Jeffrey James is a financial advisor at FourPath Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reuter James Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary or non-fiduciary consulting. The firm employs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy combining active and passive investments and offers access to alternative private fund investments and ERISA-focused services.

Benjamin Lindsly is a financial advisor at Forge Financial with a Series 66 credential and two years of industry experience. Prior to joining Forge Financial and LPL Financial in 2023, he worked at Southern Nazarene University and Bartlesville High School. 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, with monthly portfolio monitoring and rebalancing, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Royse Mccasland is a financial advisor with Forge Financial in Edmond, OK, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior experience includes roles at Allstate Insurance Company and LPL Financial. Forge Financial Services provides discretionary portfolio management primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts, serving individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven investment approach based on Modern Portfolio Theory and manages accounts on a discretionary basis.

Joseph Bowie is a CFP® with 37 years of industry experience, currently serving at Retirement Investment Advisors Inc. in Oklahoma City, OK. He has been with the firm and its predecessors since 1990. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in regulatory assets and follows a fiduciary standard, using a structured onboarding and planning process informed by Modern Portfolio Theory.

Jane Davenport is a financial advisor at Vista Investment Partners LLC in Oklahoma City, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Midfirst Bank, the State of Oklahoma, and Chesapeake Energy. Vista Investment Partners serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, and retirement plan advisory services. The firm manages approximately $541 million in client assets and employs both discretionary and non-discretionary investment strategies, including the use of margin and borrowing in certain accounts.

Dallas Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Saxony Securities, Waddell & Reed, Inc., and ownership of BW Group, LLC., a financial services entity. Outside of advising, he is involved in Progressive Home Solutions, LLC, a non-investment business managing rental properties. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios with mean-variance optimization and a range of investment types, and it provides family office services alongside specialized investment referrals.