Terrilyn Brownfield is a financial advisor with Compass Coaching and Consulting, LLC in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Brookstone Wealth Advisors, Southeast Investments, Inc., and Redhawk Wealth Advisors. She is also the owner of ArchenLand, LLC, which operates a farm and event venue. Compass Coaching and Consulting serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing financial planning and consulting while coordinating investment management through third-party managers. The firm acts as the primary client contact but does not maintain custody of client assets or directly manage portfolios.

Subir Grewal is a financial advisor at Washington Square Capital Management LLC with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Washington Square Technology Inc, Ness, Inc., and currently serves as CEO and senior consultant at Greyker, Inc., a technology consulting firm. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach combines fundamental value analysis with technical and macroeconomic factors and offers distinct strategies managed through direct securities or pooled vehicles.

Susan Mcdonald is a CFA® charterholder with 15 years of industry experience. She is currently with Wealth Oklahoma and has worked at Stolper Asset Management since 2010. Outside of finance, she owns Perceval Books LLC, an online reselling business specializing in pre-owned clothing and goods. Wealth Oklahoma provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts, estates, foundations, and corporate entities. The firm uses a fundamental securities analysis approach and active management across multiple strategies, delivering advisory services exclusively through asset-based wrap programs.

Michael Dollarhide is a Series 65-licensed advisor with Longbow Asset Management in Tulsa, Oklahoma, where he has worked since 2003. He has 25 years of industry experience. Longbow Asset Management provides portfolio management and investment supervision for individuals, families, trusts, retirement plans, endowments, corporations, custodial, and charitable accounts. The firm focuses on fundamental security analysis and tailored asset allocation, emphasizing long-term U.S. equity investments and a buy-and-hold fixed income strategy.

Kelly Payne is a financial advisor at Step By Step Financial, LLC in Tulsa, OK, holding a Series 65 credential. She has one year of industry experience and previously spent nine years as a homemaker. Step By Step Financial serves individual clients and households, especially those in or nearing retirement, by offering integrated financial planning, investment management, and coordinated tax planning services. The firm emphasizes long-term diversification and cost management using low-cost mutual funds, ETFs, and high-quality bonds, with most accounts managed on a discretionary basis and reviewed biannually.

Allison Stolper is a financial advisor at Wealth Oklahoma with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and BOK Financial. She is currently participating in the Advisor Mastery Program to develop expertise in client relationship management, portfolio management, financial planning, and business development. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm uses a fundamental securities analysis approach across six actively managed strategies and offers advisory services exclusively through discretionary wrap-fee programs administered with Raymond James.

Ryan Kruger is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at 10Elms LLP since 2022. His prior roles include positions at Capital One Investing, United Income, KHP Capital, LLC, and Wealthminder. He serves on the investment and risk committees for the London Business School Endowment and participates in the school's governing body on a voluntary basis; he also consults with start-up companies in the UK and US in exchange for equity or on a volunteer basis. 10Elms LLP provides discretionary wealth management and financial planning services to individuals, including high-net-worth clients, as well as to select pension and profit-sharing plans and charitable organizations. The firm employs a blend of strategic asset allocation and momentum-based tactical shifts, primarily using low-cost, liquid ETFs across various strategies, and manages approximately $120.6 million in discretionary assets.

Robert Bandy is a financial advisor at Robert Stephen Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Streeter, Moore & Stipe LLC since 2001. In addition to his advisory role, he owns a software firm, FINIAT, LLC, which develops risk and asset allocation software for professional money managers. Robert Stephen Capital Management LLC provides portfolio development, monitoring, financial planning, and consulting services to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutional clients. The firm uses a variety of analytical methods and investment vehicles to implement long-term and short-term strategies, managing most client assets on a discretionary basis.

John Clerico is a Series 65-licensed financial advisor with 24 years of industry experience, currently serving at Chartmark Investments, Inc. since 2001. He holds the role of lead director and audit committee financial expert on the board of Community Health Systems, Inc., where he also serves on the compensation committee. ChartMark provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses, utilizing a fundamental, research-driven investment process and tailored client engagements.

I’m a native Oklahoman and I’ve spent the last decade working in wealth management firms before launching 1522 Financial in 2022. In 2026, we re-branded to "Cathedral Square Capital". Previously, I was Chief Investment Officer at an independent Trust Company in Oklahoma. Cathedral Square Capital is a modern wealth management firm that focuses on delivering innovative financial plans without unnecessary complexity. I believe planning should be like most things in life – flexible, and we do not require clients to have me manage their assets in order to work with us. Whether we’re diving into complex financial planning or helping to create investment portfolios to meet clients’ goals – we are a fiduciary. I’m a proud graduate of Oklahoma State University for both my Masters and Bachelors degrees. I also completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. I’ve spent most of the last decade building on my knowledge of financial planning, financial markets, and investing in an effort to be the best possible resource for my clients. When I’m not helping clients, you can find me spending time with my family and friends, playing golf, and playing guitar. I’m also an avid reader and am always up for a good book recommendation.

Samuel Horey is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wingate Capital Advisors since 2013 and also has over 30 years of experience at Pfe Financial Group and Tax Service. Outside of advising, he is involved in tax preparation during tax season and is a part owner of a daycare with his spouse. Wingate Capital Advisors provides portfolio management and investment advisory services primarily to individual clients, operating mainly on a non-discretionary basis with formal reviews at least semi-annually. The firm advises on a broad range of investments and manages approximately $2.37 million across 34 client accounts.

Julie Hazzard is a financial advisor at 10Elms LLP in Tulsa, OK, holding Series 65 and Series 66 licenses with 11 years of industry experience. Her prior roles include positions at UNITED INCOME, Inc., KHP Capital LLC, and First Allied Advisory Services, Inc. 10Elms LLP provides discretionary wealth management and financial planning primarily to individuals, including high-net-worth clients, as well as select pension and profit-sharing plans and charitable organizations. The firm employs a fee-only model with a strategic investment approach that combines academic asset allocation and momentum-based tactical shifts, utilizing primarily low-cost, liquid ETFs.

Fredric Russell is the sole advisor at Fredric E. Russell Investment Management Co. in Tulsa, OK, with 39 years of industry experience. The firm manages discretionary portfolios primarily for high-net-worth individuals, focusing on a concentrated equity strategy. The firm manages $137 million in assets for 79 clients using a single investment approach that emphasizes long-term holdings in up to thirty U.S. common-stock positions, supplemented occasionally by U.S. Treasury notes. Investment decisions are based on fundamental analysis, and the firm retains full discretionary authority over trading, with specific operational practices such as position limits and proxy voting policies.

Daniel Dickie is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 credential with one year of industry experience. His prior work includes roles at John Zink Hamworthy Combustion, Oral Roberts University, and Molex Taiwan. Outside of advising, he owns a residential property managed by a third party. Tines Capital, LLC is a boutique advisory firm serving individual and high-net-worth clients as well as small businesses. The firm combines algorithmic models with discretionary portfolio management across multiple strategies, offering tailored financial planning and continuous portfolio oversight.

Dwight Bottomley is a CFA® charterholder with 9 years of industry experience. He is affiliated with Longbow Asset Management and serves as managing director of West Coast Data Designs AB, a Swedish company he formed to manage tax compliance matters related to his residency. Longbow Asset Management provides portfolio management and investment supervision for individuals, families, trusts, retirement plans, endowments, corporations, custodial, and charitable accounts. The firm emphasizes fundamental security analysis and tailored asset allocation, focusing on long-term U.S. equities and a buy-and-hold fixed income strategy for capital preservation and income.

Stephen Streeter is a financial advisor with Robert Stephen Capital Management LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Streeter, Moore & Stipe LLC since 1995 and has been with Robert Stephen Capital Management LLC since 2012. Streeter serves as a trustee on the Oklahoma Teachers Retirement System Board of Trustees, participating on the investment committee. Robert Stephen Capital Management LLC provides portfolio development, monitoring, and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutional clients. The firm employs a variety of analytical methods and portfolio strategies, managing most assets on a discretionary basis and offering performance-based fees on certain accounts.

At Step By Step Financial, we support busy families with comprehensive financial services tailored to their unique needs. We understand the challenges of balancing work, school, family, and household responsibilities and use our firsthand experience to guide you effectively. Financial Planning: We offer personalized financial planning to help you achieve clarity and stability. We aim to create a roadmap that aligns with your family's objectives, whether managing debt, planning for education, or preparing for retirement, providing a clear path for a secure future. Tax Planning and Preparation: Navigating tax complexities can be overwhelming. Our expert tax planning and preparation services optimize your financial situation, reduce liabilities, and ensure compliance. We strive to make tax season less stressful and more efficient so you can focus on what matters most. Investment Advice and Implementation: Making informed investment decisions is crucial for your family's growth. We offer strategic advice and implementation focused on your long-term goals. Whether saving for retirement, investing in your child's future, or planning major life events, we help you build and preserve wealth effectively. We believe in a collaborative approach where your input and needs are central to our strategies. By partnering with us, you'll receive the support and guidance needed to make sound financial decisions, allowing you to concentrate on what truly matters—your family. About Kevin Jacobs, CFP® Kevin Jacobs, CFP®, leads Step By Step Financial with a deep understanding of the demands faced by busy families. His insights and practical advice come from his experiences balancing professional and personal responsibilities. Kevin is committed to a personalized approach. He takes time to understand each family's unique situation and goals and ensures strategies are tailored to their needs. His expertise spans financial planning, tax optimization, and investment management, making him a valuable partner in securing your financial future. Kevin is also actively involved in his community, reflecting his dedication to service and support. His approach extends beyond managing finances; it's about building lasting relationships with clients and guiding them with care and expertise at every step. More than just planners, we are your partners in crafting a secure and intentional future. At Step By Step Financial, we'll navigate your financial journey together.

Donald Quint Jr. is a financial advisor with KQ Wealth Management LLC in Tulsa, OK, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including long tenures at LPL Financial and his own firm, Don P. Quint & Associates. Quint also has involvement with Nolan Financial Group, a third-party administrator specializing in nonqualified executive benefit plans. KQ Wealth Management provides financial planning and consulting services to individuals and business clients, delivering written plans that cover a range of personal and financial matters. The firm focuses on planning and consulting rather than discretionary asset management, using fundamental, technical, and charting analysis as part of its process.

Benjamin Martin is a financial advisor at Abacus Capital Advisors in Tulsa, OK, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RPg Family Wealth Advisory, Anchor Financial Group, and Rosland Capital. Outside of his advisory work, he serves as a senior account representative for DB Miami Inc, a precious metals sales firm. Abacus Capital Advisors provides discretionary portfolio management and customized advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using bonds, equities, ETFs, and options, serving a small client base with approximately $119.5 million in assets under management.

Saletha Fuller is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Oklahoma. She previously worked with Raymond James Financial Services and Investacorp Advisory Services, among other firms. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm employs a fundamental securities analysis approach across multiple actively managed strategies and offers its services exclusively through discretionary wrap-fee programs administered with Raymond James.