Andrew Jones is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at M.S. Howells & Co., SII Investments, and Legacy Planning Partners. The Advisory Resource Group serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, and other entities. The firm employs a team-based research process to construct portfolios from mutual funds, ETFs, and individual securities, providing both discretionary and non-discretionary investment management along with retirement-plan advisory and financial planning services.

Mitchell Robinson is a financial advisor at Drawbridge Capital with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Adaptation Financial Advisors. Robinson had an affiliation with a limited broker-dealer through MSEC starting in 2025. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm combines model-driven asset allocation with in-house equity strategies, focusing on concentrated U.S. equity sleeves selected through proprietary screening and relative-strength rankings.

Justin Hart is a financial advisor with CS Planning Corp, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. He has worked at CS Planning Corp since 2017 and also has experience with Tao Private Wealth, LLC and a single family office. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance, often managing accounts on a discretionary basis.

Joshua Jakubovitz is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. Prior to his advisory role, he worked at Spartan College of Aeronautics and Technology for three years and spent two years living abroad traveling and studying. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for around 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy that emphasizes asset allocation, using model portfolios built with ETFs and mutual funds, and offers discretionary management through a team-based approach.

Todd Taylor is a CFP® credentialed financial advisor with 40 years of industry experience. He has worked at Cadent Capital Advisors, LLC since 2016 and previously spent 26 years at Merrill. He is also a licensed insurance agent and occasionally offers clients insurance products. Cadent Capital Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies, from long-term allocation to active trading, while conducting regular portfolio reviews.

Alec Spring is a financial advisor with Oath Planning, LLC in Tulsa, OK. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Oath Planning, he worked at Equitable Advisors and AXA Advisors, among other positions. Oath Planning serves individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses, managing approximately $285 million across about 500 clients. The firm employs a long-term, asset allocation-driven investment approach using primarily passive, asset-class mutual funds and model portfolios, and it offers estate-planning legal services through an affiliated in-house law practice.

Hayden Hunt is a Series 65 licensed financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK. He has five years of prior experience at Texas Capital and has been with his current firm since 2025. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and serves approximately 317 client relationships with around $590 million in assets under management.

Michael Tillman is a financial advisor at Burkholder Wealth Management in Tulsa, OK, with 21 years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Burkholder Wealth Management, he worked extensively in insurance and financial services, including roles at Country Trust Bank and Country Insurance & Financial Services. He is also president and owner of two insurance businesses, Michael B. Tillman Insurance & Financial Services, Inc. and The Revive Group of OK, LLC. Burkholder Wealth Management is a team-based registered investment adviser managing approximately $380 million for around 266 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using diversified model portfolios focused on mutual funds and ETFs with an emphasis on fundamental analysis and Modern Portfolio Theory.

Brian Cunningham is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He has been with Gibraltar Capital Management, Inc. since 2019 and previously worked at Metro Christian Academy for five years. 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 with in-house fundamental research and offers a range of services including discretionary portfolio management, financial and estate planning, tax preparation, and business consulting.

David Ellis is a financial advisor with EverPar Advisors LLC, holding a Series 66 designation and 23 years of industry experience. He worked at UBS Financial Services for 21 years before joining EverPar in 2023. Ellis serves on the board of the NEHI Research Foundation and is a member of the finance committee at Monte Cassino School. 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 employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and selective individual securities, while offering ongoing monitoring and financial planning.

Brian Talkington is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 65 credential with three years of industry experience. His prior work includes roles at The First National Bank & Trust of Broken Arrow and NBC Oklahoma. 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.

Mark Miller is a CFA® and PFS™ credentialed advisor with 18 years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2025, having previously worked for nearly three decades at Miller Equity Capital Advisors. 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 a range of services including discretionary portfolio management, financial and estate planning, tax preparation, and business consulting.

Ian Kiefer is a CFP® professional with 16 years of industry experience. He is currently with Trinity Strategic Wealth and has previously worked at Raymond James Financial Services and Tulsa Wealth Advisors. He holds a Series 66 license and is based in Tulsa, OK. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, trusts, and foundations. The firm’s investment approach begins with a top-down market forecast and incorporates Modern and Post-Modern Portfolio Theory, utilizing a broad range of securities and external managers as appropriate.

Logan Wehling is a financial advisor at Cadent Capital Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and First Physicians' Business Solutions for one year. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, with formal portfolio reviews at least annually.

Jeffrey Small is a financial advisor with Trinity Strategic Wealth in Tulsa, OK, holding the CFP® designation and Series 66 and Series 63 licenses. He has 23 years of industry experience, including roles at Tulsa Wealth Advisors and Raymond James Financial Services. His current position is part of a team environment at Trinity Strategic Wealth. Trinity Strategic Wealth provides personalized financial planning and advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm manages approximately $1.54 billion in assets using a top-down market forecast and applying Modern and Post-Modern Portfolio Theory across a broad range of investment vehicles.

Christopher Brown is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 21 years of industry experience. He has worked with several firms, including SII Investments and Compass Pointe Financial, where he maintains a long-term association. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management and financial planning. The firm employs a team-based research process and manages portfolios primarily using mutual funds, ETFs, and individual securities.

William Mildren is a financial advisor at Cadent Capital Advisors, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and Wunderlich Securities, Inc. Mildren has no notable outside business activities. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs various analytical methods and offers a range of investment strategies, from long-term allocation to more active approaches, conducting at least annual portfolio reviews tailored to client objectives.

Brian Grant is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. His prior roles include positions at Whole Health and the University of Charleston PA Program. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million across about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, utilizing ETFs and mutual funds, with discretionary management primarily through Charles Schwab.

Allison Fletcher is a financial advisor with Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation and 13 years of industry experience. Her prior work includes over a decade at Raymond James Financial Services Advisors and involvement with Tulsa Wealth Advisors. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary 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 uses a top-down market forecast with a six-factor framework and applies Modern and Post-Modern Portfolio Theory in portfolio construction, managing approximately $1.54 billion in assets for roughly 1,735 clients.

Lydia Carnett is a CFP® and holds a Series 66 license, with three years of industry experience. She is currently with The Legacy Financial Group, Inc., where she has worked since 2024. Prior to joining, she held roles at OSAIC, Woodbury Financial Services Inc., and DP Financial & Tax. Lydia is also licensed in life and accident and health insurance. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, incorporating broad diversification and risk analysis through quantitative tools.