Brian Mitchell is a financial advisor at Mitchell & Pahl Private Wealth in Oklahoma City, holding a Series 66 credential and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He serves on the board of the W.J. Jones Family Foundation and is involved with the Mitchell Family Foundation. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs tax-aware, cost-focused asset allocations combining active and passive strategies and utilizes options, derivatives, and limited borrowing within separately managed accounts when appropriate.

Thomas Arra is a financial advisor at Epic Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 credentials with nine years of industry experience. His career includes roles at Raymond James & Associates and KeyBank before joining Epic Wealth Management, where he has worked since 2018. Epic Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, corporations, and business owners. The firm offers discretionary and non-discretionary portfolio management alongside financial planning services, utilizing individualized investment plans with both long- and short-term strategies and ongoing risk assessment.

William Stagner is a financial advisor at Stagner Financial Advisory with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at his current firm since 2014. Outside of advising, he is involved in competitive fishing as a registered competitive fisherman. Stagner Financial Advisory provides discretionary asset management to individuals, including high-net-worth clients, and offers advisory services to sponsors of qualified retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis within a structured investment process and manages accounts primarily on a discretionary basis with regular reviews and client reporting.

Mark Holloway is a financial advisor with Merit Advisors, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Oak Hills Securities, Inc. since 2017 and previously held roles at WFG Advisors, LP and WFG Investments Inc. Outside of advising, Holloway is involved in a construction and remodeling business in Oklahoma City. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service. The firm’s approach centers on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Candace Pahl is a financial advisor at Mitchell & Pahl Private Wealth with 21 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2020. Pahl serves on the boards of several private family foundations and philanthropic organizations and is co-owner of an EMS fitness studio, where she contributes to marketing and client recruitment. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a tax-aware, cost-focused approach using a combination of active and passive strategies and offers discretionary portfolio management as well as standalone or integrated financial planning.

Angela Hundt is a financial advisor at Elevation Wealth Partners, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Inc. and in various real estate roles. Elevation Wealth Partners provides discretionary portfolio management and financial planning services to individual investors, trusts, retirement plans, corporations, and other entities. The firm employs a multi-disciplinary investment process and offers 529 plan management alongside fee-based planning engagements.

Nicholas Duthie is a financial advisor at DBM Advisors, LLC in Oklahoma City, holding a Series 66 designation with 15 years of industry experience. Prior to founding DBM Advisors in 2018, he worked at Securities America Advisors and Securities America Inc for nine years. Outside of advisory services, he is the managing partner of a real estate venture focused on property improvement and sales. DBM Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm also offers business consulting and capital-readiness services and utilizes a range of investment strategies including ETFs, mutual funds, fixed income, and options, managing accounts on both discretionary and non-discretionary bases.

Chad Rogers is a financial advisor at Merit Advisors, Inc. with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merit Advisors in 2024, he worked at Rogers Financial, Inc. and Independent Financial Partners, LLC, among other firms. Outside of his advisory role, he serves as CEO and President of Rogers Financial, Inc., which offers fixed product life, disability, long-term care, health insurance, and fixed annuity products. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service centered on a Managed Bond Strategy. The firm’s approach uses technical, trend-following indicators to actively time bond allocations, employing complex instruments and offering both discretionary and non-discretionary management options.

Kristan Bruhn is a financial advisor at L & M Wealth Management and Retirement Solutions, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with L & M Wealth Management since 2009. In addition to her advisory role, she is also licensed as an insurance agent and spends part of her time on insurance sales. L & M Wealth Management and Retirement Solutions provides discretionary asset management and retirement-focused advisory services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analyses. The firm offers personalized portfolio construction and ongoing supervision, managing both wrap fee and non-wrap accounts with a noted practice of using margin and conducting regular account reviews.

Rhett Wood is a financial advisor at Investment Strategies, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Strategies, Inc. since 2017 and at Investment Strategies, LLC since 2014. Wood operates an affiliated insurance sales business. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, utilizing a combination of fundamental, technical, and cyclical analysis. The firm offers both direct management and digital platform solutions and supervises third-party money managers while providing ongoing client support.

Carol Lyons is a CFP® professional with 35 years of industry experience, currently serving as an advisor at L & M Wealth Management and Retirement Solutions, LLC since 2009. Her prior experience includes a 14-year tenure at Ameriprise and operating her own sole proprietorship since 2001. She is also the owner and operator of a non-investment related business in Oklahoma City. L & M Wealth Management and Retirement Solutions provides discretionary asset management and retirement-focused advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client-specific financial factors and risk profiles.

Mark Arra is a financial advisor with Epic Wealth Management, LLC in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Epic Wealth Management in 2021, he worked at Sandridge Energy for 10 years and Ameritax Advisory Services for 19 years. Epic Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, corporations, and business owners. The firm offers discretionary and non-discretionary portfolio management alongside financial planning services, developing individualized investment plans and employing both long- and short-term strategies, including option writing and margin trading.

Donald Dillingham is a CFA® charterholder with 40 years of industry experience, currently serving at Merit Advisors, Inc. in Oklahoma City, OK. He has worked at Oak Hills Securities, Inc. since 2007 and has been with Merit Advisors since 2003. Outside of his advisory role, Dillingham is involved in managing various private equity funds, tax credit acquisitions, and business ventures including restaurant holdings, advertising, broadcasting, and a nonprofit foundation. Merit Advisors serves individual clients, including high-net-worth individuals, as well as other investment advisers, providing portfolio management and a model-based signal service focused on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Donald Soard is the principal of Soard Financial Management, LLC in Edmond, Oklahoma, and holds Series 63 and Series 65 licenses with 15 years of industry experience. He has also owned and operated an insurance agency, Soard Financial Concepts, since 2008. Soard Financial Management provides investment advisory services to individual and high-net-worth clients, including trusts and estates, through discretionary and non-discretionary portfolio management, financial planning, and co-advisor relationships. The firm employs primarily model portfolios and third-party managers, offers public educational seminars, and delivers written financial plans.

Ashton Niemann is a financial advisor with Adaptation Financial Advisors Inc. in Oklahoma City, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MDK Financial Group Inc. and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans, utilizing a holistic assessment process and a range of investment strategies and tools.

Gregory Womack is a financial advisor at Womack Investment Advisers, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with his current firm since 2000. His career includes involvement in various business ventures such as land development consulting through GreneCo and publishing rural community phone books via Red Book Publishing Company, Inc. Womack Investment Advisers provides discretionary portfolio management, financial planning, and wealth management services primarily for individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm employs model-based investment programs, third-party manager selection, and a separately managed Individual Stocks and Options Program, using a combination of individual securities, mutual funds, and ETFs guided by fundamental and technical analysis.

Jeffrey Beattie is a financial advisor with Womack Investment Advisers, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Womack Investment Advisers since 2006 and has prior experience with Trinity Global Partners and related entities. Outside of his advisory work, he serves as a part-time police officer with the West Terre Haute Police Department. Womack Investment Advisers is a fee-based team of four advisors managing approximately $76 million for individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct portfolios, offering discretionary management, model portfolios, stock and options programs, and financial planning services.

Hunter Freese is a financial advisor at Main Street Investment Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and INTEGRIS Cardiovascular Physicians. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with a focus on risk management and offers additional services including ERISA 3(21) plan consulting, while maintaining affiliations with insurance and other related businesses.

Victoria Woods is a financial advisor with ChappelWood Financial Services in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at AIG Financial Advisors and ChappelWood Financial Services since 2005 and serves as president of ChappelWood Investment Corp., a real estate development and holding company. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a discovery and needs-analysis process to set client objectives and typically implements strategies through model portfolios on the AssetMark platform, operating primarily on a non-discretionary basis while also providing educational seminars and workshops.

Alan Niemann is a ChFC® with 42 years of industry experience, currently serving at Adaptation Financial Advisors Inc. since 2020. His previous roles include positions at Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors. Outside of financial advising, he is involved in agricultural ventures such as horse and cattle breeding, and he holds leadership roles in several family and commercial business entities. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm uses a comprehensive approach with various investment strategies and offers tailored management across multiple account types, incorporating third-party managers and proprietary platforms when appropriate.