Joseph Hanson is a financial advisor at Burkholder Wealth Management with seven years of industry experience. He holds a Series 66 designation and has a background in law, having operated his own law practice and worked at multiple law firms. Hanson also works as an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs while offering unique legal and private placement services through affiliated entities.

Taylor Bennett is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding Series 63 and Series 65 credentials with seven years of industry experience. Prior to joining Trinity Strategic Wealth, Bennett worked at Tulsa Wealth Advisors, Inc. and Raymond James Financial Services Advisors. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a top-down market forecast using a six-factor framework and integrates Modern and Post-Modern Portfolio Theory with a broad range of investment options.

John Moore is a financial advisor at Trinity Strategic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, INC and Tulsa Wealth Advisors. Outside of his advisory role, he is involved in real estate ownership through Millicon Properties LLC. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm’s investment approach is top-down, utilizing a six-factor market forecast and incorporating both Modern and Post-Modern Portfolio Theory in portfolio construction.

Jonathan Wielenga is a CFP®-certified financial advisor with five years of industry experience, currently serving at Gibraltar Capital Management, Inc. since 2021. He previously worked at JPMorgan Chase & Co. and Thomson Reuters, and has experience in both corporate and academic settings. Gibraltar Capital Management serves a diverse clientele including high-net-worth individuals, institutions, and private funds. The firm employs an active, value-oriented investment strategy focused on long-term, tax-efficient portfolio management, complemented by services such as tax preparation, business consulting, and family financial education.

Jayme Fowler is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles with Northern Lights Distributors, Redwood Investment Management, and Oppenheimerfunds Distributor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients, offering discretionary portfolio management, financial planning, and investment consulting. The firm utilizes seven proprietary investment strategies tailored to client objectives and acts as sponsor and managing member of private pooled vehicles, providing a range of internally managed and third-party investment solutions.

Mathew Bacon is a financial advisor with HoganTaylor Wealth in Tulsa, OK, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with HoganTaylor Wealth since 2009. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, offering customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with options for individual stocks, bonds, and options contracts.

Timothy Koski is a financial advisor at EverPar Advisors LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities with ongoing monitoring and financial planning.

Rebekah Andersen is a financial advisor at J M Brown Financial Partners with one year of industry experience. She holds a Series 65 designation and previously worked at Northwestern Mutual for seven years. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical and cyclical analysis.

Benjamin Steele is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 20 years of industry experience. He has worked at M.S. Howells, Compass Pointe Financial LLC, and SII Investments. Steele is also the owner and producer of Estate Needs Advisors, a fixed insurance sales business. The Advisory Resource Group operates with a team of eight advisors and manages approximately $926.6 million in assets. The firm provides discretionary and non-discretionary investment management, wealth planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Kevin Criss is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, with five years of industry experience. He holds a Series 65 designation and previously worked at R J Reynolds/Reynolds American from 1984 to 2020. Scissortail Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm uses firm-developed model portfolios and various analytical methods to align investment strategies with client goals and risk tolerance.

Anthony Dionisio Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 credential. He has one year of industry experience and spent ten years at the University of Oklahoma prior to joining Pinnacle. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach with seven proprietary strategies and manages both separate accounts and pooled investment vehicles.

Lesa Creveling is a financial advisor at Allegiant Wealth Advisors, LLC in Tulsa, OK, holding a Series 65 credential. She has over 25 years of industry experience, including a long tenure at The Trust Company of Oklahoma. Outside of her advisory role, she owns Creveling Consulting, which provides legal and tax consultation and expert testimony services. Allegiant Wealth Advisors manages approximately $956 million in assets, serving charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm employs a fundamental, long-term investment approach with a focus on non-discretionary portfolio management and also offers financial planning and family office services.

Joshua Garrett is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK. He holds a Series 66 designation and has four years of industry experience, including prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Garrett has also worked in various other capacities outside the financial sector, including positions at Philcrest Hills Tennis Club and Hardscape Materials Inc. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a range of investment strategies, from long-term investing to more active approaches such as options trading and margin transactions, and manages several hundred million dollars in client assets.

James Killingsworth is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at The Legacy Financial Group, Inc. since 2017 and previously held positions at Stephen Streeter Moore and Goldman Sachs Wealth Services. Killingsworth is also a licensed insurance provider offering life and health insurance. The Legacy Financial Group, Inc. serves individuals, businesses, trusts, foundations, and qualified retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and uses quantitative tools to manage risk and portfolio optimization.

Jordan King is a Series 65-licensed advisor with Gibraltar Capital Management, Inc. in Tulsa, Oklahoma, where he has worked since 2025. He has one year of industry experience and previously held roles at the University of Oklahoma, Security Centers Inc., Tulsa Community College, and Catoosa Public Schools. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment strategy with a long-term perspective and provides a range of services including portfolio management, financial planning, tax preparation, and business consulting.

John Roe is a CFP® professional with 28 years of experience in the financial services industry. He has been with AmeriTrust Corporation and AmeriTrust Investment Advisors, Inc. since 1997. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis in investment selection and offers retirement-plan consulting and management of defined-contribution participant accounts through a third-party platform.

Jaylon Rodriguez is a financial advisor at AmeriTrust Investment Advisors Inc with three years of industry experience. He holds the Series 65 designation and has prior work experience at Vail Resorts and the University of Oklahoma. Outside of finance, he was involved with Thunderbird Berry Farm for six years. AmeriTrust Investment Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management and fee-for-service financial planning. The firm uses fundamental analysis, issuer credit evaluation, and asset-allocation principles to build diversified portfolios, and incorporates municipal securities analysis when appropriate.

Todd Welsh is a CFP® with 27 years of industry experience, currently serving as an advisor at Scissortail Wealth Management, LLC in Tulsa, OK. His prior experience includes roles at Merrill and UBS Financial Services. He serves on the board of directors for Street School, a local educational institution. Scissortail Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm uses firm-developed model portfolios and a variety of analytical methods to align investment strategies with client goals and risk tolerance.

Kenny Brown, Jr. is a financial advisor at AmeriTrust Investment Advisors Inc with eight years of industry experience. He holds a Series 65 designation and has worked at AmeriTrust since 2017, following two years at Heritage Trust Company. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution participant accounts through a third-party platform.

Michael Mazzei is a CFP® professional with 35 years of experience in financial advisory roles. He is currently with Trinity Strategic Wealth and has prior experience at Raymond James Financial and in public service as an Oklahoma State Senator. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.