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 with Lodestar Asset Management LLC in Moore, Oklahoma, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has previously worked at Merit Advisors, Inc., Oak Hills Securities, Inc., Next Financial Group, Inc., and Geary Securities, Inc. In addition to her advisory role, she serves as president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management LLC is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment outlook, focusing on dividend-paying equities and fixed-income securities tailored to client objectives. Its primarily non-discretionary model involves making recommendations that clients approve before execution, and it offers hourly advisory reviews for comprehensive portfolio and 401(k) analyses.

Billy Cowan is the sole advisor at Cowan Financial Services, LLC in Norman, Oklahoma, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been operating his independent advisory firm since 2006. In addition to his advisory work, he is licensed as an independent insurance agent and dedicates a small portion of his time to insurance activities. Cowan Financial Services provides personalized investment management to individual clients and advisory services to small-business retirement plans and select corporate entities. The firm’s investment approach combines charting, fundamental, and cyclical analysis, utilizing a range of securities and strategies including options and margin, tailored to client objectives and risk tolerance.

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.

Charles Burkes is a financial advisor with DBM Advisors, LLC in Oklahoma City, holding a Series 66 credential and 17 years of industry experience. He has worked previously at Securities America Advisors and Securities America Inc. Outside of his advisory work, he is involved in real estate through a managing partner role in which he buys, improves, and sells or rents properties. DBM Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates business consulting and capital-readiness services into its investment management, employing a range of strategies with a documented client-first approach.

Brian Mitchell is a financial advisor at Mitchell & Pahl Private Wealth in Oklahoma City, holding a Series 66 designation with 24 years of industry experience. His career includes roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. He serves as a trustee and board member for private family foundations, including The W.J. Jones Family Foundation and the Mitchell Family Foundation. Mitchell & Pahl Private Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, businesses, and charitable organizations. The firm uses a tax-aware, cost-focused approach combining active and passive strategies, managing approximately $400 million with two advisors.

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.

Angela O'Keefe is a financial advisor with A-Team Financial Investments in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Estate Planning Designs, Info Access, Inc., Purshe Kaplan Sterling Investments, and Access Financial Group, Inc. Ms. O'Keefe is also a licensed insurance agent authorized to sell life, long-term care, health insurance, and fixed annuities. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profits, offering fee-based discretionary portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term strategies across various instruments, and it provides retirement account advice under a fiduciary standard.

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.

Emilee Tarver is a financial advisor at D.M. Wealth Management, Inc. in Norman, OK, holding a Series 65 credential with one year of industry experience. Prior to joining D.M. Wealth Management, she worked at several firms including White Hawk Engineering and Design and First American. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, and charitable organizations, managing approximately $49.9 million across three advisors. The firm offers customized discretionary portfolio management and financial planning, employing a variety of investment strategies and conducting educational seminars and workshops for public and professional audiences.

Kimberly Vaughn is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding a Series 66 designation with 25 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Leonard Investment Advisors and B.B. Graham & Company in 2019. Outside of her advisory role, she is a registered representative at B.B. Graham & Co. and also serves as a public notary. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across about 110 client relationships. The firm provides portfolio management, financial planning, and consulting services with investment strategies that include mutual funds, ETFs, equities, fixed income, and option strategies, implementing tailored approaches based on clients’ objectives and risk tolerance.

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.

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 with Mitchell & Pahl Private Wealth in Oklahoma City, holding Series 63 and Series 65 licenses with 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Equitable Advisors. Outside of her advisory work, Pahl serves on multiple nonprofit boards and is co-owner of a local 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 both active and passive strategies, and it manages approximately $400 million with a team of two advisors.

James Pearson is a financial advisor at Leonard Investment Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including B.B. Graham & Company and RKI Energy Resources. Pearson is also a passive investor and part owner of a medical marijuana grow facility through ToroVerde Farms LLC. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across 110 client relationships. The firm offers portfolio management and financial planning, utilizing tailored investment strategies that include mutual funds, ETFs, equities, fixed income, and option strategies.

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.

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.

Margaret Doviak is a CFP® and holds a Series 65 license with 23 years of industry experience. She has been with D.M. Wealth Management, Inc. since 2003 and has served on the faculty of the College for Financial Planning since 2006. Outside of financial advising, she edits scientific manuscripts for NOAA on a part-time basis. D.M. Wealth Management is a small advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and investment clubs with discretionary portfolio management and financial planning. The firm employs various security analysis methods and offers strategies ranging from long-term buy-and-hold to short-term trading, typically within client-defined guidelines.