Tami Bearden is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Thurston Springer Advisors since 2024 and previously spent 19 years at T. S. Phillips Investments, Inc. in Oklahoma City, OK. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Adam Christensen is a financial advisor with Thurston Springer Advisors, holding a Series 66 credential and 12 years of industry experience. He has worked at Thurston Springer Financial since 2024 and previously at T S Phillips Investments, Inc. from 2015 to 2024. In addition to his advisory role, Christensen is an attorney managing Christensen Law Group, where he handles general business law, insurance defense, and estate planning matters. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs Tactical and Earnings Momentum strategies alongside fundamental and technical analysis, managing accounts predominantly on a discretionary basis.

Bradley Freels is a financial advisor with Gradient Advisors, LLC in Oklahoma City, OK, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and also owns Southwest Retirement Resources, Inc., which provides insurance sales and Medicare products. Gradient Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and manages a platform with approximately $990.7 million in assets.

Matthew Roberson is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. S. Phillips Investments, Inc. for 13 years before joining Thurston Springer Financial. Outside of his advisory role, he is involved with Robo Grand Holdings LLC, a real estate investing business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans. The firm utilizes a variety of investment strategies such as Tactical Momentum and Earnings Momentum processes, combining fundamental, technical, and cyclical analysis to manage portfolios across multiple asset classes.

William Coyle is a financial advisor with Hilltop Securities Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Hilltop Securities since 2009. Outside of his advisory role, he is involved as a minority partner in several family enterprises, including residential land development and farming operations, as well as managing inherited mineral rights. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs supported by an open-architecture platform and distinctive operational features such as municipal bond strategies co-advised with Franklin Templeton and custody capabilities uncommon among enterprise advisers.

Larry Goddard is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Oklahoma City, OK, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2009. Outside of his advisory role, he is involved in fixed insurance activities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across multiple asset classes and offers both non-discretionary and discretionary account management.

David Wilson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes roles at VOYA Financial Advisors and Choice Financial Planning, and he has served in the Civil Air Patrol since 2005. Outside of his advisory work, Wilson is involved in aviation organizations, including serving as treasurer for the Experimental Aircraft Association chapter and the Red River Valley Fighter Pilots Association, and he acts as an admission liaison officer for the USAF Academy. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.

Kristoffer Klingelhoeffer is a CFP® and CFA® with 12 years of industry experience. He is currently with Mariner Independent, having previously worked at Exencial Wealth Advisors and Charles Schwab. 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, and access to alternative investments through a network of investment adviser representatives and a variety of investment tools and affiliated businesses.

Hunter Burnett is a financial advisor at Summit Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Baker Group LP and the University of Oklahoma. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

Rebecca Foster is a financial advisor with Arvest Wealth Management in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at The Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and Brokers International Financial Services. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in assets and employs a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis.

Bart Gernandt is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Wealth Watch Advisors for six years. Gernandt is also involved with Freedom Financial Systems, where he dedicates time to business accounting and insurance and annuity sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, and retirement-plan support through a large network of investment adviser representatives.

Tania Smith is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. She previously worked at T.S. Philips Investments, Inc. for eight years before joining Thurston Springer Financial. Smith is involved in community service, serving on the Britvil Food Pantry and as Assistant Treasurer of the Aenon Bible College Alumni Auxiliary of the OSC Pentecostal Assemblies of the World. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical and Earnings Momentum and provides both discretionary and non-discretionary retirement-plan investment management services.

Patricia Burrus is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at T S Phillips Investments, Inc. for 14 years before joining Thurston Springer in 2024. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Brian Delay is an investment advisor representative at Gradient Advisors, LLC and the owner of Olive Branch Wealth Management, LLC. He holds a Series 65 designation and has worked in the financial industry since 2008, including 15 years at Freeman Financial Group. He is based in Edmond, Oklahoma. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and employs a non-discretionary approach, using client profile tools and multiple analysis methods to tailor strategies.

Matthew Wahl is a CFP®, CFA®, and holds a Series 63 license with 18 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2022, following a 14-year tenure at BKD Wealth Advisors, LLC. He is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary investment management, retirement plan consulting, and family-office style services.

Caleb Caldwell is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Cornerstone Capital Management, Casady School, OrangeTheory Fitness, and Olive Garden. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through a network of nearly 300 representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies.

Jean Haas is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 14 years of industry experience. His previous roles include positions at T.S. Phillips Investments, LPL Financial, Shaw Financial Services, and Axa Advisors. Outside of financial services, Haas is involved in a family horse racing and farming business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches.

Ryan Hill is a financial advisor with Financial & Tax Architects, LLC in Edmond, Oklahoma. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, he serves as Chief Financial Officer at Hill Financial, Inc., focusing on retirement planning. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs, individual securities, and trend-aware rebalancing, with a focus on discretionary client relationships and customizable allocations across risk profiles.

Mark Clopton is a financial advisor with Retirement Planners of America, holding a Series 66 designation and 22 years of industry experience. He has worked at MMWKM Advisors, LLC since 2014. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Derek Colton is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2023, following prior roles at Aegis Wealth Management, Jack Keeter & Associates, and Safe Money Financial Group. Colton also serves as president and independent insurance agent for Safe Money Financial Group, providing insurance and annuity solutions. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services tailored to individuals, trusts, estates, and registered investment companies.