Jonathan Wielenga is a financial advisor at Gibraltar Capital Management, Inc. with five years of industry experience. He holds the CFP® designation and the Series 65 license. Prior to joining Gibraltar Capital Management, he worked at JPMorgan Chase & Co. and Thomson Reuters, and has experience related to Baylor University. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, foundations, and institutional investors. The firm employs an active, value-oriented, long-term total-return investment strategy emphasizing tax efficiency and in-house research, and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

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 with Scissortail Wealth Management, LLC in Tulsa, OK. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked for R J Reynolds/Reynolds American for 36 years. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by firm-developed model portfolios.

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, holding a Series 66 designation and three years of industry experience. Prior to joining Cadent Capital Advisors in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2022 to 2025. His background includes a variety of roles outside the financial industry, including positions at Philcrest Hills Tennis Club and Northeastern Oklahoma A&M College. 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 uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to implement investment strategies tailored to client needs.

James Killingsworth is a CFP® professional with 12 years of experience in financial advising. He has worked at The Legacy Financial Group, Inc. since 2017 and previously held roles at Stephen Streeter Moore and The AYCO Company, L.P./Mercer Allied. In addition to his advisory work, he holds life and health insurance licenses and dedicates a small portion of his time to providing licensed insurance services. The Legacy Financial Group, Inc. manages approximately $590 million in client assets, serving individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and offers integrated financial planning, pension consulting, and coordinated tax, estate, and risk-management services.

Jordan King is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at the University of Oklahoma, Security Centers Inc., Tulsa Community College, and Catoosa Public Schools. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers services including portfolio management, financial and estate planning, tax preparation, business consulting, and philanthropic support.

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 two years of industry experience. He holds a Series 65 designation and has previous work experience at Vail Resorts and the University of Oklahoma. Outside of his advisory role, he was involved with Thunderbird Berry Farm for six years. 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 uses fundamental analysis for investment selection and follows a fee-only approach for financial planning consistent with NAPFA definitions.

Todd Welsh is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding the CFP® designation and Series 66 license. He has 26 years of industry experience, including nine years at UBS Financial Services and eight years with Scissortail Wealth Management and Level Four Financial. Outside of his advisory work, Welsh serves on the board of directors for Street School, a local educational organization. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by customized financial profiles and investment plans.

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.

Craig Silberg is a financial advisor at EverPar Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Silberg is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. EverPar Advisors 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 primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and active trading for rebalancing and client needs.

Scott Allen is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation with 10 years of industry experience. He previously worked at UBS and Level Four Financial. Outside of advising, he has a passive ownership interest in a commercial real estate management and investment firm. Scissortail Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in assets and implements customized investment plans across a range of risk profiles using diverse financial instruments.

Gene Gurley is a CFP® and Series 65 professional with 18 years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2025, following an 18-year tenure at Miller Equity Capital Advisors. Gibraltar Capital Management provides discretionary portfolio management, financial and estate planning, bookkeeping, tax preparation, and business consulting services to individuals, institutions, and private funds. The firm employs a value-oriented, research-driven investment approach emphasizing tax efficiency, limited turnover, and tailored portfolios.