Michael Waters is a Series 65-licensed advisor with Michael Waters Investment Advisers LLC in Oklahoma City, OK. He has four years of industry experience and has worked at Global Payments since 2015. Michael Waters Investment Advisers LLC provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm uses a defined asset-allocation process incorporating quantitative analysis and derivative instruments alongside traditional securities, managing portfolios primarily on a discretionary basis.

Tarsha House is a financial advisor at Triunity Financial Planning, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Falcon Financial of Oklahoma, LLC and Devon Energy Corp. Outside of advisory work, she provides bookkeeping services for IMPACT Community Church, Inc. and manages rental property interests through RTCJ Properties, LLC. Triunity Financial Planning, LLC serves individual clients with financial planning and discretionary portfolio management, employing passive, long-term asset allocation strategies based on Modern Portfolio Theory. The firm also offers bookkeeping and financial reporting services for small businesses and nonprofits and conducts informational educational seminars.

Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom. Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously. The Arrow process: 1.) Initial consultation 2.) Gather data 3.) Analyze and recommend 4.) Implement the plan 5.) Monitor and update the plan Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors. Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program. Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at "Arrow Investment Education".

Chris Lorenzen is a financial advisor with LIG Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LIG Capital Management since 2004 and also serves as President of CLK Investments, Inc., a non-investment-related business. LIG Capital Management manages approximately $250 million for individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses, offering both discretionary and non-discretionary investment strategies that include trend-following methods and Modern Portfolio Theory.

Tracy Stagner is a financial advisor at Stagner Financial Advisory with 8 years of industry experience. She holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, spending approximately half of her professional time providing accounting services. Her prior experience includes working at Navico, Inc. and managing her own accounting practice. Stagner Financial Advisory Group manages approximately $52.7 million primarily for individuals and high-net-worth clients, offering discretionary asset management, retirement plan advisory services, and personalized investment programs based on fundamental, technical, and cyclical analysis.

Bobby Hinkle is a financial advisor at Main Street Investment Management in Edmond, OK, holding a Series 66 credential with 15 years of industry experience. His prior work includes roles at Elite Investment Team, LLC and several affiliated Main Street entities focused on insurance, tax referral, loan origination, and business consulting. Outside of finance, he is involved in music composition and performance as a drummer with Psymbience. 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 utilizes a combination of fundamental and technical analysis with an emphasis on risk management and maintains affiliations with several related businesses including insurance, tax referral, and charitable planning.

Shea Brown is a financial advisor at Windle Wealth with a Series 65 designation and one year of industry experience. Prior to joining Windle Wealth, Shea worked briefly at Prime Wealth Management and has experience outside finance, including roles in education at the University of Oklahoma and local schools. Windle Wealth serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management alongside financial planning, pension consulting, and tax preparation. The firm emphasizes fundamental analysis with a focus on income-producing equities and offers services including estate-planning access and cryptocurrency advisory within defined exposure limits.

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.

Jerry Williams is a Series 65-licensed financial advisor with Asset Management Advisors, LLC in Oklahoma City, where he has worked for 30 years. His experience is focused on discretionary investment management and family office services. Asset Management Advisors provides investment management and family office services to individuals, families, trusts, limited liability companies, and retirement plans. The firm uses fundamental analysis with a value-investing approach, manages concentrated portfolios supplemented by bonds and ETFs, and offers specialized administration of oil and gas interests.

Darenda Hanson is a financial advisor at Core Wealth Management, LLC in Oklahoma City, holding a Series 65 designation with five years of industry experience. Prior to joining Core Wealth Management in 2019, she worked at Peter Terranova, CPA, and Rush Truck Center. Outside of her advisory role, Hanson owns and operates Focused Financial Coaching, where she coaches individuals and couples on day-to-day spending habits. Core Wealth Management is an SEC-registered investment advisory firm with three advisors managing approximately $37.6 million for around 100 clients. The firm primarily serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and pension consulting services.

Christopher Smedstad is a financial advisor with Redstone Wealth Management, LLC in Oklahoma City, holding a Series 65 credential and five years of industry experience. Prior to his current role, he worked at GE Healthcare for 17 years. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, discretionary asset management, and ERISA 3(38) plan management among other services. The firm employs personalized asset-allocation strategies and monitors accounts continuously, combining a broad range of offerings uncommon for a firm of its size.

Stuart Mccuan is a financial advisor at LIG Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association from 2010 to 2017. Outside of his advisory role, he serves as president of McCuan & Associates, a non-investment related S-corp. LIG Capital Management provides investment and portfolio management services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm employs a combination of active, trend-following equity strategies and Modern Portfolio Theory–based asset allocation, managing a majority of its assets on a non-discretionary basis.

Rianna Ingalls is a CFP® professional with six years of experience at Redstone Wealth Management, LLC and a total of three years in the financial industry. She began her career at Redstone in 2019 after 15 years as a student. Redstone Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, combining personalized asset allocation, continuous monitoring, and rebalancing with services such as ERISA 3(38) fiduciary plan management and held-away account aggregation.

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.

Casey Morford is a CFP® professional with three years of industry experience currently with JM2 Capital Inc. Prior to joining JM2 Capital, he worked at Weir Oil & Gas. He is also involved with the Witness to Win Foundation. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, utilizing a blend of fundamental and technical analysis to create tailored portfolios that incorporate mutual funds, ETFs, bonds, and alternative investments.

Melinda Warren is a CFP® professional with 24 years of industry experience, currently serving at Hughes Warren, Inc. in Edmond, OK, where she has worked since 2007. Outside of financial advising, she is involved in property management through her role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals, pension plans, and business entities, utilizing customized and model portfolios with a focus on mutual funds and ETFs. The firm combines a small advisory team with model solutions and third-party services to manage a high client load and offers educational seminars and a monthly newsletter.

Steven Bane is a financial advisor with Bane O'Leary LLC in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Bane O'Leary LLC since 2017 and previously operated as a sole proprietor and served at several financial firms. Outside of advisory services, he manages administrative operations for Bane Management Group and works as an insurance agent. Bane O’Leary LLC manages approximately $85 million for around 166 individual and high-net-worth clients, providing discretionary portfolio management alongside comprehensive financial planning services such as Social Security analyses and tax planning. The firm uses model portfolios tailored to client goals and conducts no-charge public seminars as part of its educational outreach.

Scotty Dean is a financial advisor at Dean Davis Wealth LLC in Edmond, Oklahoma, with 23 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at LPL Financial LLC and Phillips Capital Advisors, Inc. Outside of his advisory role, he is involved with CDSD Group, LLC, a real estate rental business. Dean Davis Wealth LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm offers fiduciary services for qualified retirement plans and manages portfolios using proprietary screening tools and a combination of analytical methods, including Monte Carlo planning and multiple investment strategies.