Amanda King is a CFP® professional with seven years of experience in financial advising. She is currently with LPL Financial and also serves as a registered investment advisor through KQ Wealth Management and Don P. Quint & Associates, both independent advisory firms. Her work history includes roles at Don P. Quint & Associates and LPL Financial, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Harvey Little is a financial advisor at Regent Wealth Management, Inc. in Tulsa, OK, with 25 years of industry experience. He holds a Series 65 designation and has been with Regent Wealth Management since 2009. In addition to his advisory role, he is a shareholder and full-time employee at Bryan & Little CPA's P.C., a certified public accounting firm he has been involved with since 1976. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning services coordinated with clients’ other professional advisors.

Jordan Smith is a financial advisor with Stephen L. Smith Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Stephen L. Smith Corporation since 2001. Outside of his advisory role, he serves as managing partner of Standard Capital Finance, a company specializing in package lease financing for equipment. Stephen L. Smith Corporation provides financial consulting services to state and municipal issuers and public trusts, focusing on Oklahoma political subdivisions and assisting with public debt issuance. The firm advises on timing and funding of public financings and limits its services to government securities and public trusts without managing client assets.

Lincoln Anderson is a CFA® with 17 years of industry experience, currently serving at Utica Physicians' Association, Ltd. (UPAL) in Tulsa, OK. His prior experience includes roles at LPL Financial, Oklahoma Central Credit Union, Edward Jones, and AmeriTrust Investment Advisors, Inc. Outside of his advisory work, he is co-owner of LinLin Creative Ventures, a home-based non-investment business. UPAL is a physician membership organization providing investment advisory services to individual clients and their employees, as well as defined contribution ERISA retirement plans. The firm emphasizes passive investment strategies with mutual funds and ETFs, and its governance is led by physician members with institutional partnerships for custody and recordkeeping.

Lea Nunley is a financial advisor with Upal (United Professionals Association, Ltd.) in Tulsa, OK, holding a Series 65 credential and nine years of industry experience. She has been associated with Utica Physicians' Association, Ltd. since 2000. Upal is a physician membership organization that provides investment advisory services primarily to physician members, their employees, and other individual investors. The firm focuses on passive or minimally managed mutual funds and ETFs with a buy-and-hold strategy and global diversification, and it operates with a member-driven governance structure combined with institutional custody and recordkeeping services.

Bradford White is a financial advisor at 10Elms LLP with a Series 66 designation and 10 years of industry experience. He has worked at firms including Sageview Advisory Group, Capital One Investing, and United Income, Inc. White is also a licensed insurance agent in Oklahoma. 10Elms LLP provides discretionary wealth management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines strategic asset allocation with momentum-based tactical shifts, implementing portfolios primarily with low-cost, liquid ETFs and offering ongoing portfolio management alongside comprehensive financial planning services.

Eric Glasco is a financial advisor at Fredric E. Russell Investment Management Co. in Tulsa, OK, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Bank of Oklahoma, Northwestern Mutual, and Oklahoma State University. Fredric E. Russell Investment Management Co. manages over $137 million in discretionary assets for primarily high-net-worth individuals, using a concentrated U.S. common-stock portfolio with a long-term investment approach based on fundamental analysis. The firm focuses on a specialized investment role without broad wealth-management services and maintains specific operational policies such as position caps and proxy voting practices.

Meg Gentry is a Series 65-licensed financial advisor with Chartmark Investments, Inc., where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Denver Area Chapter of the TU Alumni Association. Chartmark Investments, Inc. provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios using fundamental analysis and proprietary business evaluation, with additional strategies including fixed income, mutual funds, ETFs, and hedge funds.

Luke Spinardi is a CFP® with five years of industry experience, currently serving as a financial advisor at Summit Wealth Group, LLC. His background includes roles at Helmerich & Payne and Switzer Enterprises, as well as educational experience at Oral Roberts University. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, trusts, estates, and businesses, with a focus on retirement planning. The firm employs tailored investment strategies using mutual funds, ETFs, and selected securities, managing both discretionary and non-discretionary accounts.

Jeffrey Maxwell is a financial advisor at Maxwell and Morse Capital Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has worked at Morse Capital Management Inc. since 2002 and The Legacy Financial Group, Inc. since 2005. Maxwell and Morse Capital Management primarily serves individual investors, trusts, estates, and corporations, providing investment supervisory services with continuous portfolio management tailored to client objectives. The firm emphasizes Modern Portfolio Theory, long-term holdings, broad diversification, and periodic rebalancing, frequently using no-load mutual funds, high-quality bonds, and the FundX Upgrader strategy.

Thad Kent is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 designation and 25 years of industry experience. He has been with Regent Wealth Management since 2009 and also maintains a long-term role at Bryan and Little CPA's PC, a certified public accounting firm. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning assistance, coordinating with clients’ other professional advisors.

Marilee Lonergan is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Greystone Capital Partners Group LLC, where she has been since 2025, following a long tenure at EQUITABLE ADVISORS, LLC and Axa Advisors, LLC. Lonergan serves as president and agent of the Benefits Planning Group and is the treasurer of the Tulsa Estate Planning Forum. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by providing financial planning, investment and wealth management, and retirement plan consulting. The firm uses a diversified investment approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary services, including the selection and monitoring of independent managers.

Justin Mc Cormick is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with four years of industry experience. He has worked at Olistico Wealth since 2021 and previously spent time at UBS Financial Services and Southern Hills Country Club. Olistico Wealth, LLC provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment types and analysis methods, managing accounts on both discretionary and non-discretionary bases while employing advanced trading strategies including options and margin transactions.

John Szafranski is a CFA® charterholder with 18 years of experience in the financial industry. He is the principal advisor at Meliora Capital and has prior experience at Pinnacle Investment Advisors. In addition to his advisory role, he manages family-owned oil and gas production companies and operates a business consulting practice that includes Bitcoin mining and trustee services. Meliora Capital provides asset management and financial planning to individuals, trusts, foundations, and institutional clients with a focus on bottom-up, concentrated stock selection. The firm offers proprietary equity strategies alongside mutual funds and ETFs, incorporating options strategies and margin within separate-account portfolios.

Theodore Spinardi II is a CFP® with 33 years of industry experience, currently serving at Summit Wealth Group, LLC in Tulsa, OK. He has held roles at LPL Financial, Purshe Kaplan Sterling Investments, and has founded multiple entities including Integrated Financial Solutions and Integrated Wealth Solutions. In addition to his advisory work, he is involved in tax planning services and business formation through his related ventures. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with a focus on retirement planning. The firm manages discretionary and non-discretionary accounts with a tailored investment approach that emphasizes long-term asset allocation using mutual funds, ETFs, and selected individual securities.

Mitchell Benefiel is a financial advisor at Summit Wealth Group, LLC in Tulsa, Oklahoma, holding a Series 65 designation. He has experience working with firms including Integrated Tax Solutions and Morse and Co. Outside of finance, he has a background that includes work at Charleston's Restaurant and roles in education. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with an emphasis on retirement planning. The firm offers tailored investment advice using a variety of instruments and maintains affiliations with tax and consulting entities to support its services.

Jeffrey Hale is a financial advisor at Odingard Capital Management with 28 years of industry experience. He has held roles at Pentegra and Pentegra Distributors Inc. from 2010 to 2018 before joining Odingard Capital Management in 2019. He holds Series 63, Series 65, and Series 66 licenses. Odingard Capital Management serves individual clients and employee benefit plans, providing investment advisory services along with pension and 401(k) consulting. The firm manages approximately $37 million and offers both sub-advised managed accounts and direct management for smaller accounts, utilizing various investment strategies and periodic portfolio reviews.

Jacob O'Brien is a financial advisor at O'Brien Capital Advisors, LLC in Sapulpa, Oklahoma, with nine years of industry experience. He holds a Series 65 designation and has worked at O'Brien Capital Advisors since 2016. In addition to his advisory role, he operates O'Brien Tax Service LLC and serves as a board member of the Kiwanis Club of Sapulpa. O'Brien Capital Advisors is a small registered investment adviser serving individual and high-net-worth clients with portfolio and asset management across stocks, bonds, mutual funds, and ETFs. The firm employs a long-term investment approach combined with technical charting and customizes recommendations based on client-specific Investment Policy Statements.

Andrew Davis is a Series 65-licensed advisor with Stephen L. Smith Corporation, where he has worked since 2005, accumulating 16 years of industry experience. He is also the owner and manager of Standard Capital Finance in Tulsa, which provides lease finance servicing. Stephen L. Smith Corporation specializes in financial consulting for state and municipal issuers and public trusts, primarily assisting Oklahoma political subdivisions with public debt issuance and related transaction management. The firm focuses exclusively on government securities and public trusts, offering advisory services without taking custody of client assets or providing investment direction.

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.