Charles Bigbie III is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He has been with Geneos Wealth Management, Inc. since 2003 and also leads Woodland Wealth Management LLC. Outside of advising, he serves on the boards of the Tulsa chapter of CFP® professionals and the CFP® Ethics Board, teaches at Tulsa Community College, and is an author. Additionally, he owns Cat Tours LLC and operates a firearms business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment approach combines continuous account monitoring with a variety of analytic strategies and offers customizable portfolios alongside third-party managed model portfolios.

Ryan Waldrip is a financial advisor at Merit Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Merit, he worked at Empower Advisory Group, Empower Financial Services, and Edward Jones. He has additional experience in roles outside the financial industry, including five years at Lakeshore Learning Materials and four years at Enterprise Holdings. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified portfolio approach overseen by an internal Investment Management team and Investment Committee.

Jaynie Ozment is a CFP® professional with four years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. She also holds the position of Vice President at Ozment Agency, an investment-related business. Kinetic Investment Management is a registered investment adviser with a 20-advisor team managing approximately $348 million in assets for individuals, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, employing a range of analytical methods with a primary focus on long-term trading strategies.

Thomas Loper is a financial advisor at Cornerstone Wealth Management, LLC in Tulsa, OK, with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones from 2006 to 2018 before joining Cornerstone Wealth Management and LPL Financial in 2018. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach using advisor-led discretionary management, wrap-fee programs, and various LPL-sponsored offerings, supporting over 18,000 clients through a team of 91 advisors.

Cory Thompson is a financial advisor with Regal Investment Advisors LLC in Jenks, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Regal Investment Advisors and Regulus, LLC since 2015. Outside of his advisory role, he owns and operates Cory Thompson & Associates, which participates in the sale of equity-indexed annuities. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority granted to implement and manage client portfolios through these selected approaches.

Jamie Scott is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with six years of industry experience. He previously worked at Edward Jones for two years and spent 15 years with Sperry Public Schools. Scott holds a Series 66 designation. BOK Financial Securities, operating as BOK Financial Advisors (BOKFA), 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 provided by its affiliate, Strategic Investment Advisors.

Mark Loeber is a financial advisor at CG Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with several firms, including Capital Asset Advisory Services, LLC, and The Advancement Group, Inc. Outside of advisory roles, he serves as president of The Advancement Group, where he consults nonprofit organizations on planned giving programs. CG Advisory Services manages approximately $4 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement services, and consulting through both proprietary model portfolios and customized solutions.

Michaelene Butler is a financial advisor with Advisor Resource Council, holding the ChFC® designation and Series 63 license. She has 42 years of industry experience, including 24 years at Hornor, Townsend & Kent and recent roles at LPL Financial and Advisor Resource Council. Outside of her advisory work, she serves as a retreat coordinator for Catholic Charities of Eastern Oklahoma. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Dell Hughes is a financial advisor with CL Wealth Management LLC, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. He has worked with CL Wealth Management since 2017 and previously spent 15 years at Wilbanks Securities and one year at Wilbanks Securities Advisory. Outside of his advisory role, Hughes manages performance driving events through TRACK GUYS, LLC and serves as a corner worker and marshal for auto and motorcycle racing events at Hallett Motor Racing Circuit. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of investment strategies including fundamental and technical analysis, model portfolios, and option strategies, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Toy Hudson is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Arvest Wealth Management and Arvest Bank since 2025, splitting his time between the two entities. His prior experience includes roles at Simmons Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of Oklahoma, Woodforest National Bank, and positions outside of finance at Home Depot and Lowe's. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligning with client objectives and risk tolerances.

Deborah Snell is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and bringing five years of industry experience. She has been with BOK Financial Securities and its affiliated entities since 2020 and previously worked at Bank of Oklahoma Financial from 2010 to 2020. 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, with investment research and model strategies provided by its affiliate Strategic Investment Advisors.

Jason Sauer is a financial advisor with Advisor Resource Council holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior firms include LPL Financial and Cambridge Investment Research Advisors. He has a background in the U.S. Army, serving for 29 years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm uses AIQ model portfolios that combine artificial intelligence with fundamental analysis and offers a range of strategies tailored to different account sizes, including bespoke options for high-wealth clients.

Patrick Coons is a financial advisor at Triad Wealth Partners, LLC with over 15 years of industry experience. He has been with Slate River Financial since 2011 and joined Triad Wealth Partners in 2026. He holds the Series 65 designation. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and sub-advisory services. The firm uses a combination of proprietary and third-party investment models across diversified asset classes.

Brett Proctor is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding a Series 66 designation with three years of industry experience. He has been with BOK Financial and its affiliated entities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program and has a municipal-advisor registration along with affiliations to a bank holding company and related investment entities.

Chad Mc Auliff is a CFP® and ChFC® with five years of industry experience. He currently works at Advisor Resource Council and has held positions at Royal Stone Wealth Management and Knights of Columbus Asset Advisors. Outside of his advisory work, he is involved in insurance and risk management through Crump Insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm utilizes AI-driven model portfolios alongside traditional fundamental analysis, providing tailored solutions for a range of client account sizes.

Grant Simmons is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. Prior to joining BOK Financial Securities, he worked at Edward Jones for three years and has held roles at Penske Truck Leasing and other companies. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm integrates quantitative and qualitative research with tailored asset allocations to meet client objectives.

Cash Matthews is a financial advisor with Wealth Watch Advisors, Inc., holding a Series 63 license and bringing 30 years of industry experience. He has been with Wealth Watch Advisors since 2020 and is also associated with Solomon Group Financial Services, LLC. Outside of his advisory roles, Matthews is involved in several business ventures including insurance sales, prepaid legal services, and a travel club. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods through approved third-party model managers and offers access to alternative private placements for eligible accredited investors.

Luke Preaus is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Regent Private Wealth, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in life coaching through Panoplia Holdings LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Joseph Rice is a financial advisor with Geneos Wealth Management, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Geneos since 2011 and operates Rice Benefits & Investments LLC since 2016. Outside of advisory work, he serves as an independent representative for various fixed insurance carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers. The firm serves a diverse client base including individuals, trusts, estates, corporations, and pension plans, managing over $5.5 billion in assets as of December 2024.

Stephen Regouby is a financial advisor with Merit Financial Advisors in Tulsa, OK, holding the CFP® designation and Series 63 license. He has 43 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Avantax, and 1st GLOBAL ADVISORS. Outside of investment advising, he is also a notary. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm uses a long-term, diversified investment approach with model portfolios and customizable sleeves, offering services such as asset management, financial planning, retirement plan advice, and employee financial wellness programs.