Michael White Jr. is a Series 65-licensed advisor with 10 years of industry experience, currently with Plan Group Financial, Inc. since 2018. His prior roles include positions at MWJ Advisor Services, LLC and Signal Research Group LLC, as well as seven years at Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, which provides dance instruction. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets and serving over 1,200 clients. The firm employs a model-portfolio approach using equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a goals-based, discretionary investment style and specialized services including private oil and gas investment coordination and 1031 exchange-related consulting.

Boston Harris is a Series 65-licensed advisor at Plan Group Financial, Inc. in Oklahoma City, with one year of industry experience. Prior to joining Plan Group Financial, he worked at Tecovas and was a student for ten years. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities, with discretionary management and specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

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. in Oklahoma City, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Tecovas and roles at the University of Central Oklahoma and Evangel University. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 clients. The firm uses a model-portfolio approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Cody Wheeler is a financial advisor at Plan Group Financial, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Private Client Services and Saxony Securities, Inc. prior to his current role. Outside of advising, he has experience in client relations management and operations within affiliated firms. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach using equities, fixed income, ETFs, mutual funds, REITs, and commodities, with strategies informed by mean-variance optimization and both fundamental and technical analysis.

David Aboud is an investment advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at B.B. Graham & Co since 2014 and also has longstanding roles with Leonard Investment Advisors Inc. and Leonard Agency, Inc. He serves as chairman and insurance agent at Leonard Agency Inc. and is the 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 both discretionary and non-discretionary asset management, comprehensive and limited financial planning, and employer-sponsored retirement plan consulting.

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. in Oklahoma City, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior experience includes roles at Morgan Stanley, Chase Investment Services, and Banc One Securities Corporation. Outside of advisory work, he serves as President of C&D Consulting Inc., a family investment business. B.B. Graham & Company 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 uses a combination of fundamental and technical analysis to manage portfolios through both discretionary and non-discretionary strategies.

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 in Oklahoma City, OK, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Reuter James Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. 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 investment process using a combination of active and passive strategies across various asset classes and offers institutional trading, custody, and execution 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 Services, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Forge Financial since 2018 and prior experience at Allstate Insurance Company from 2010 to 2018. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven approach based on Modern Portfolio Theory, managing accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

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 licenses and bringing 17 years of industry experience. He has worked at Saxony Securities, Waddell & Reed, Inc., and multiple other financial and business ventures. Outside of advising, he owns and operates BW Group, LLC, a financial services company. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities with both fundamental and technical analysis, offering a range of specialized services including private oil and gas investment coordination and 1031 exchange consulting.