Thomas Arra is a financial advisor at EPIC Wealth Management, LLC in Oklahoma City, OK, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and KeyBank. 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 comprehensive financial planning, employing both long- and short-term investment strategies with ongoing risk assessment and regular portfolio monitoring.

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.

Michael McGuire is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held roles at multiple related entities including McGuire Tax Advisors, LLC, McGuire Retirement Solutions, LLC, and McGuire Holding Company, LLC. In addition to his advisory work, he co-owns McGuire Tax Advisors, a tax advisory and preparation business. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a blend of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million across roughly 1,175 clients.

Richard Diangelo is a financial advisor with Triton Financial Group, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. His work history includes roles at Capstone Triton Financial Group LLC and Kachina Investment LLC spanning over two decades. Triton Financial Group provides investment advisory and wealth management services to individuals, corporations, nonprofit entities, and retirement plans. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, managing portfolios primarily on a discretionary basis while offering customized financial planning and fiduciary retirement plan 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.

Justin Dodson is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma. He holds a Series 65 designation and has one year of industry experience. Prior to joining McGuire Capital Advisors, he worked at Retire Safe LLC and operated his own business for several years. Dodson is also licensed as an Insurance Producer in Oklahoma and offers fixed insurance products through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million for about 1,175 clients.

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.

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.

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.

Laura Roy is a financial advisor at Asset Management Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Chesapeake Energy Corporation and Laura A. Hackler CPA. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, limited liability companies, and retirement plans. The firm specializes in value-oriented, long-term portfolio management and also administers oil and gas interests for clients, including revenue collection and billing.

Madison Chaney is a financial advisor at L&S Private Wealth, LLC with five years of industry experience. Prior to joining L&S Private Wealth, Madison worked at Hornor Townsend & Kent, LLC for eight years and Penn Mutual Life Insurance Company for ten years. Outside of financial advising, Madison is involved in several business ventures, including serving as president of Legacy & Succession, LLC, a consulting firm for business owners, and owning Absolute Bovine Genetics, LLC, a beef cattle production company. L&S Private Wealth provides investment management, financial planning, and fractional family office services to individuals, trusts, estates, corporations, and employee benefit plans. The firm employs a long-term, asset-allocation investment approach guided by Modern Portfolio Theory and offers specialized services such as private equity administration and family governance facilitation for high-net-worth clients.

Christopher Jurrens is a CFP® and Series 65 licensed advisor with over 11 years of industry experience. He has been with F.I.G. Financial Advisory Services, Inc. since 2006. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individuals and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based investment approach combined with risk-based strategies and offers tailored portfolios using mutual funds, ETFs, and listed equities.

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.

Michael Hackler is a financial advisor at Asset Management Advisors, LLC in Oklahoma City, holding a Series 65 credential with one year of industry experience. Prior to his role in financial advising, he worked for 15 years at Swedish Import Repair. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, LLCs, and retirement plans. The firm focuses on long-term, value-oriented investing with a concentrated portfolio and specializes in managing and accounting for royalty and non-operated oil and gas interests.

Kristan Bruhn is a financial advisor at L & M Wealth Management and Retirement Solutions, LLC in Oklahoma City, OK, with 10 years of industry experience. She has been with L & M Wealth Management since 2009. In addition to her advisory role, she holds insurance licenses and spends a limited amount of time on insurance-related activities. L & M Wealth Management provides discretionary asset management to individual and high-net-worth clients, offering tailored portfolios that include a mix of stocks, bonds, ETFs, options, mutual funds, and certain private investments. The firm employs a combined fundamental and technical investment approach with an emphasis on continuous supervision and customized risk management.

Jenna Mcalister is a financial advisor with G. Dewayne Mcanally, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with G. Dewayne Mcanally since 2015. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, and options, combining fundamental, technical, and cyclical analysis to guide portfolio management.