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.

Kerri Musgrove is a financial advisor at EverPar Advisors LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years. In addition to her advisory role, she is involved in insurance sales and implements insurance recommendations. EverPar Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a long-term, portfolio-driven approach using diversified mutual funds and ETFs, while also incorporating fundamental and technical analysis.

Austin Bryan is a CFP® and holds a Series 65 license with 12 years of experience in the financial services industry. He has worked at HoganTaylor Wealth since 2019 and previously was with Sowell Management Services and Smith Capital Management. HoganTaylor Wealth serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations with wealth management and investment advisory services. The firm builds customized portfolios using low-cost mutual funds and ETFs alongside fundamental and technical analysis, managing several hundred client relationships and approximately $593 million in assets.

Catherine Kessler is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Tao Private Wealth, LLC and Fidelity Brokerages Services LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, using diversified portfolios tailored to client risk tolerance and goals.

David Poarch is a managing partner at Pinnacle Investment Advisors in Tulsa, Oklahoma, with 29 years of industry experience. He has been with Pinnacle since 1996 and holds Series 63 and Series 65 designations. He also serves as managing partner of Native American Fund Advisors, an affiliated investment management firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors is a team-based firm with seven advisors that provides investment management and advisory services.

Justin Kasparek is a CFP® with nine years of industry experience, currently serving as an advisor at J M Brown Financial Partners. His career includes roles at firms such as BOK Financial Securities, Commonwealth Financial Network, and Northwestern Mutual. J M Brown Financial Partners serves individual and high-net-worth clients with comprehensive financial planning, discretionary portfolio management, and advice for retirement plans and charitable organizations. The firm combines fundamental analysis with technical and cyclical methods and employs both active management and model-driven strategies tailored to client risk tolerance.

Christopher Bogie is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK. He holds a Series 65 designation and has one year of industry experience. Christopher's background includes roles at Nordam Group and Oklahoma State University, as well as earlier work in service and management positions. Scissortail Wealth Management is a registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and financial planning services using model portfolios and a combination of analytical methods to align strategies with clients’ goals and risk tolerance.

Madeline Ritterpusch is a financial advisor at Cadent Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young for seven years. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.

Jeremy Johnson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from Strategic Investment Advisors, and maintains a municipal-advisor registration alongside its affiliation with a bank holding company.

Ryan Flippo is a financial advisor at BOK Financial Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BOK Financial Private Wealth, Inc., Cavanal Hill Investment Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2016 or 2025, depending on the entity. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting. The firm is affiliated with a publicly traded bank holding company and sponsors affiliated mutual funds, combining investment advisory, broker-dealer, and municipal advisory services.

Hunter Matthews is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of industry experience. He previously worked at Faith Technologies and served five years at Tink Air Force Base. In addition to his advisory role, Matthews is an insurance agent affiliated with Strong Family Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios combining strategic and tactical approaches and employs various investment vehicles, supporting over 8,400 clients with approximately $2.5 billion in assets under management.

Matthew Redmond is a CFA® charterholder with eight years of industry experience. He is currently an advisor at CX Institutional, LLC and was previously with First State Investment Advisors Inc for eleven years. He also serves as vice president and director of First State Financial, Inc., a holding company unrelated to investment activities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside traditional models.

Michael Manghum is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. He also owns Manghum Consulting LLC, which provides leadership training, teaching, life and business coaching, and financial literacy services. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm delivers services through independent advisers using a platform that supports model portfolios, third-party managers, and discretionary management, with notable integration of institutional and retirement plan resources.

Mark Kosir is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2002. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related investment entities.

James Ault is a Series 65-licensed advisor with Advisor Resource Council, based in Tulsa, OK, with two years of industry experience. He previously worked at Margo Park Financial and has owned Sooner Retirement since 2015. Ault also serves in the U.S. Army Reserve, a role he has held since 2009. Advisor Resource Council provides asset management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies through its AIQ platform, along with custom investment solutions.

Bradley Soliman is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds the Series 66 designation and has worked at Arvest Wealth Management since 2021, following a brief tenure at Inspire Financial Group. Outside of his advisory role, he has been involved in education, working at Northeastern State University since 2017 and previously at Tahlequah High School. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, managing both discretionary and non-discretionary assets.

Jacob Wire is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Bokf, Na, U.S. Bancorp Investments, Inc., Raymond James & Associates, and Valic Financial Advisors. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by Strategic Investment Advisors, and maintains municipal-advisor registration alongside bank and affiliated investment entity relationships.

Robert Lambright is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 22 years of industry experience. He has worked with BOK Financial Private Wealth, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management, financial planning, and consulting. The firm operates an advisor-led Guided Portfolio Solutions program that combines research and tailored asset allocation with ongoing portfolio monitoring.