Randy Schreier is the principal of Schreier Financial, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 17 years of industry experience. He also operates a CPA practice and is a majority owner of an employee benefits and insurance firm. Schreier has managed his financial advisory firm since 2009 and his CPA practice since 2012. Schreier Financial provides financial planning, portfolio management, and pension consulting for individuals, families, small businesses, trusts, and retirement plans. The firm emphasizes long-term strategic asset allocation combining passive and active investment vehicles, and manages client assets on a non-discretionary basis.

Mario Medina Lopez is a financial advisor at The Buffalo Financial Group LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. The Buffalo Financial Group LLC provides ongoing portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $17 million in assets across 26 client relationships, employing a discretionary investment process focused on diversified portfolios aligned with client-specific Investment Policy Statements.

Skylar Anderson is a CFP® and holds a Series 65 license with three years of industry experience. Currently the sole advisor at Flatlands Wealth LLC in Oklahoma City, Anderson previously worked at Foundations Investment Advisors, Aegis Wealth Management, and Cornerstone Capital Management. Outside of advisory work, Anderson operates an affiliated insurance business focused on retirement planning and insurance products. Flatlands Wealth LLC serves individual clients, including retail and high-net-worth households, providing discretionary asset management and comprehensive financial planning. The firm tailors portfolios to client goals using a mix of fundamental, technical, and Monte Carlo analysis, employing both platform models and third-party managers through a custodial model marketplace.

Steven Conkin is a CFP® and ChFC® with 26 years of industry experience. He is the principal advisor at Conkin Financial Group, Inc. and has previously worked at Woodbury Financial Services Inc. and VOYA Financial Advisors. Outside of his advisory role, he serves as president of the Shadow Lake Hills Homeowners Association. Conkin Financial Group, Inc. provides investment management, financial planning, and retirement-plan advisory services to individuals and business-sponsored retirement plans. The firm employs a goals-based, fundamental investing approach that emphasizes diversified asset allocation and serves approximately 134 client relationships with a focus on both discretionary and non-discretionary account management.

Alyssa Kaiser is a financial advisor at WTO Advisors, LLC in Edmond, Oklahoma, holding a Series 65 designation with nine years of industry experience. She previously worked at Retirement Investment Advisors, Inc. for ten years before joining WTO Advisors in 2021. WTO Advisors, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, overseeing approximately $82 million across about 67 accounts. The firm employs modern portfolio theory and a long-term trading approach, offering customized investment plans and a subscription newsletter with specific timing and buy/sell recommendations.

Jordan Ball is the sole advisor at Ball Investments Corporation in Yukon, Oklahoma, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Auris, Heather & Company, and Re/Max LLC. Ball Investments Corporation provides portfolio management for IRAs and taxable accounts on a discretionary basis and offers non-discretionary advisory services and 401(k) education for employer-sponsored plans. The firm serves individual clients and small businesses with a value-oriented, long-term investment approach that incorporates discounted cash flow, payback-period, tangible book value, and industry comparisons, alongside fundamental and technical analysis. It also employs active options strategies and maintains operational capabilities that support institutional-style relationships uncommon among similarly sized advisors.

Bradley Wallace is a CFA® charterholder with four years of industry experience. He is the sole advisor at Infinity Private Wealth in Oklahoma City, where he has worked since 2025. His prior roles include positions at Stride Bank Wealth Management, JPMorgan Securities LLC, Midfirst Bank, Caption Management LLC, and Morgan Stanley. Infinity Private Wealth provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and other business entities. The firm employs a blend of fundamental, technical, cyclical, and economic analysis, using both long- and short-term strategies and independent third-party managers when appropriate, while typically recommending major institutional custodians for asset custody.

Micah Ogden is a financial advisor at Blessed Financial Investments, LLC in Edmond, Oklahoma, with three years of industry experience. He holds a Series 65 designation and is also the managing member of Manna Minerals, LLC, an energy company involved in leasing and selling mineral rights and earning royalties from oil and gas. Blessed Financial Investments, LLC offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a tailored, discretionary investment approach combining various analytical methods and integrates a Biblically framed educational seminar series into its client offerings.

Terrence Morgan is a financial advisor with OK401K, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Ok401K since 2003 and was previously with United Planners Financial Services. Morgan also operates an independent insurance business focused on fixed insurance sales and service. OK401K, Inc. provides investment advisory services to individuals, corporations, and retirement plans, managing approximately $53.3 million across about 128 clients. The firm uses documented Investment Policy Statements, modern portfolio theory, and Riskalyze risk profiling to guide investment strategies, with a focus on pension consulting and managing workplace retirement plan assets.

Martin Buchanan is a financial advisor with Buchanan Capital Management, LLC in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. Prior to founding his current firm in 2020, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2014 to 2020. He serves as a board member of the Oklahoma Engineering Foundation and acts as a consultant and ambassador for an energy investment limited partnership. Buchanan Capital Management provides portfolio management and financial planning services to individuals, businesses, and charitable organizations. The firm offers discretionary and non-discretionary management across a range of asset classes and alternative investments, tailoring portfolios using fundamental, technical, top-down, and bottom-up analysis, with regular reviews and rebalancing.

James Oplotnik is a CFP® professional with 40 years of experience in the financial services industry. He is the owner and president of Access Advisory Group LLC, an independent firm he has led since 2008. Mr. Oplotnik also has extensive experience in insurance, holding a life and health insurance license since 1985. Access Advisory Group LLC provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers pension consulting, 401(k) education, and access to third-party money managers, with a focus on non-discretionary portfolio management using traditional instruments alongside selected alternatives.

Matthew Spangler is a financial advisor with Signal Research Group LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Signal Research Group since 2013 and has held roles at Signal Financial Management, Signal Market Research, and Blue Banner Group. Outside of his advisory work, he is a minority owner of Blue Banner Group and has operated a research newsletter through Signal Market Research. Signal Research Group provides discretionary investment advice and portfolio management to individuals, other advisers, businesses, and retirement plans. The firm employs a long-term investment approach that incorporates technical and charting analysis, active management, and a mix of mutual funds, ETFs, stocks, and bonds, alongside a subscription signal-provider service for other advisers.

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.

Montgomery Sweeney is the principal of Sweeney Asset Management, LLC, an independent firm based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over two decades leading his own advisory firm since 2005. Sweeney Asset Management provides discretionary investment supervisory services and retirement-plan consulting for individuals, high-net-worth clients, and retirement plans. The firm employs fundamental analysis with a combination of longer- and shorter-term holdings and maintains a concentrated client base to offer individualized portfolio management and participant education.

Wesley Cox is a financial advisor at Winston Solidus with a Series 65 credential and industry experience beginning in 2026. His prior work includes roles at Friendly Market and Aldridge Teasdale Law. Winston Solidus Wealth, LLC is an independent investment adviser serving individuals, families, young professionals, retirees, and small- to mid-sized businesses. The firm offers portfolio management, crypto ETF sleeves, business crypto treasury management, and trust investment management, emphasizing a long-term, diversified approach with both fundamental and technical analysis.

James Holdge is a financial advisor at Belle Isle Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Echo Investment Capital, Service Oklahoma, and the Office of Management and Enterprise Services. He is also involved with Holdge Royalty, LLC, which he has operated since 2018. Belle Isle Advisors is an independent, state-registered investment adviser that provides discretionary and non-discretionary portfolio management and investment advice to a range of clients including individuals, families, trusts, pension plans, corporations, nonprofits, and pooled investment vehicles. The firm offers customized model portfolio frameworks and integrates sponsor advisory and liquidity and exit advisory services alongside traditional portfolio management.

Tarsha House is a financial advisor at Triunity Financial Planning, LLC with three years of industry experience. She holds a Series 65 designation and has prior work experience at Falcon Financial of Oklahoma, LLC and Devon Energy Corp. Outside of her advisory role, she provides bookkeeping and financial reporting services for a religious organization. Triunity Financial Planning, LLC offers financial planning and portfolio management services primarily to individual clients, along with bookkeeping and financial reporting for small businesses and nonprofits. The firm employs a passive, long-term investment approach focused on asset allocation using mutual funds and ETFs, delivering both discretionary portfolio management and subscription-based financial planning.

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".

Deborah Grothe Rodgers is a financial advisor at Lodestar Asset Management LLC in Moore, Oklahoma, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merit Advisors, Inc., Oak Hills Securities, Inc., and Lodestar Asset Management. Outside of her advisory role, she is president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm focuses on fee-based portfolio management with an emphasis on fundamental analysis, dividend-paying equities, and tailored fixed income, primarily operating on a non-discretionary basis.

Julie Mahanay is a financial advisor with Dean Davis Wealth LLC, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at BOK Financial and T S Phillips Investments, Inc. She is also associated with LIG Capital Management and Stonecrest Advisory Solutions, where she maintains compliance registrations. 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 ERISA 3(21) fiduciary services for qualified retirement plans and uses a dual investment approach combining a proprietary aggressive MIDAS portfolio with a customized core allocation, supported by an operational affiliation with an outside consulting firm.