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.

Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC in Oklahoma City, holding a Series 65 credential and 13 years of industry experience. His prior roles include work at OnPointe Advisory and Financial Services, and he has been involved with Munnerlyn Insurance and Investments and Eunice Khoury Insurance since 2009. He offers insurance products related to life, health, long-term care, and annuities, and provides services in long-term care and Medicare planning. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical approaches while operating across multiple offices with a team of ten advisors.

James Billingsley is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and 65 licenses and bringing 40 years of industry experience. His prior experience includes Signal Research Group LLC and his own firms, Billingsley Financial Group and a sole proprietorship. He serves on the business advisory council at Oklahoma Christian University and is involved with the Quail Creek golf and country club committee. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets, serving individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities, using mean-variance optimization along with fundamental and technical analysis.

Spencer Aufenthie is a financial advisor at Plan Group Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Wells Fargo Bank and Jackson Hewitt. 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 using a blend of asset types alongside fundamental and technical analysis, offering discretionary investment management, financial planning, and retirement plan consulting services.

Cory Robinson is a CFA® charterholder with 21 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2000. The firm is a fee-only investment adviser that provides discretionary portfolio management, financial planning, and reporting services for individuals, high-net-worth clients, and various institutional clients. Tom Johnson Investment Management follows a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple advisory channels.

Charlotte Williams is a financial advisor at Forge Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Forge Financial since 2004, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is involved with a boutique hotel investment in Roatan, Honduras. 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, utilizing LPL Financial’s platforms and approved products for portfolio implementation.

Robert Woody is a financial advisor with Access Financial Resources Inc. in Oklahoma City, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience, having been with Access Financial Resources and his own practice since 2001. Outside of his advisory role, he is also a proprietor and insurance agent in Guthrie, Oklahoma. 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 using core-and-satellite allocations primarily involving mutual funds and ETFs, and it offers retirement plan design and administration.

Matthew Schultz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. His background includes roles at Private Client Services, Saxony Securities Inc, and Principal Life Insurance Company. Outside of his advisory work, he serves on the finance and HR committees of the Stuhr Museum Foundation and participates in the finance committee of The Academy of Classical Christian Studies. 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 investment approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized consulting in areas such as private oil and gas investments and 1031 exchanges.

Srikant Jonnada is a financial advisor at Plan Group Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with New York Life and Eagle Strategies. Jonnada serves as a board member of the Oklahoma City Employee's Pension Board. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets. The firm offers discretionary investment management, fee-based financial planning, and retirement plan consulting, using a model-portfolio approach that incorporates equities, fixed income, ETFs, and alternative assets.

Scott Morton is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Fourpath Capital Management, LLC and previously worked at Prospera Private Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, Morton is involved in farming and raising cattle in Choctaw, Oklahoma. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach that combines active and passive strategies and offers both discretionary and non-discretionary portfolio management.

Chandler Graham is a financial advisor at Stronghold Capital Partners LLC with two years of industry experience. He holds a Series 65 designation and serves as an instructor for The Society for Financial Awareness, where he conducts finance classes. Additionally, he works as an insurance agent through Stronghold Wealth Partners, transacting in insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily operating as a solicitor for third-party managers and service providers. The firm documents client objectives in Investment Policy Statements and recommends investment strategies based on clients’ goals, risk tolerance, and time horizon.

Samuel Munhollon is a financial advisor with Total Wealth Planning and Management, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. His prior experience includes roles at Hilltop Securities, Inc. and Cabot Lodge Securities LLC. Outside of his advisory work, Munhollon is active in wildlife conservation and community organizations, serving on the board of the Oklahoma Station Chapter Safari Club International and participating in the Oklahoma Wildlife Management Association and the Lt. Governor's Invitational Turkey Hunt Committee. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory delivery platforms.

Grant Tarrant is a financial advisor at Transcendent Capital Group with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and MidFirst Bank. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and utilizes a disciplined investment process combining asset allocation, tactical strategies, and rigorous fund selection criteria tailored to clients’ objectives and risk tolerances.

John Dotson is a financial advisor at Forge Financial with 13 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013. Dotson also operates John Dotson, LLC, a non-variable insurance business. 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 guided by an in-house Investment Committee, offering portfolio construction, monitoring, and discretionary trading primarily through LPL Financial–sponsored programs and its own Strategic Wealth Management accounts.

Kathryn Hylander is a financial advisor at Forge Financial with a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked as a financial coach and spent eight years at Hillcrest Medical Center. Forge Financial Services offers discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with portfolios monitored and rebalanced monthly, and client assets custodied through LPL Financial.