Thavaselan Subramaniam is a financial advisor with Turner Financial Group, Inc. in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at several firms, including Coastal Investment Advisors and Claraphi Advisory Network. Outside of advisory work, he is involved in organic crop consulting, tax services, agriculture industry consulting, and office management services. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages roughly $171 million in assets and uses model-based allocations combined with fundamental, technical, and cyclical analysis, offering both growth and principal preservation strategies.

Khristopher Bryan is a financial advisor with RPG Family Wealth Advisory, LLC in Tulsa, OK. He holds a Series 65 designation and has been involved in the industry since 2023, with additional professional experience at The Revolution, Inc. and Anchor Financial Group dating back to 2008. RPg Family Wealth Advisory offers customized wealth management, financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a mix of equities, fixed income, mutual funds, ETFs, and limited partnerships, while incorporating fundamental and technical analysis alongside internal due diligence.

James Ault is a Series 65-licensed advisor with Advisor Resource Council, based in Tulsa, OK, with two years of industry experience. He previously worked at Margo Park Financial and has owned Sooner Retirement since 2015. Ault also serves in the U.S. Army Reserve, a role he has held since 2009. Advisor Resource Council provides asset management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies through its AIQ platform, along with custom investment solutions.

David Frost is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Kevin Hall is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at BOK Financial Securities, Inc. and Bokf, Na from 2011 to 2021 before joining International Assets advisory entities. Hall also serves as a Medicare agent and director at Hall Wealth Management, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, alongside access to third-party money managers and retirement plan advisory services.

Emilee Eppler is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at Federal Retirement Advisors, Federal Benefits Authority, LLC, and MyFedBenefits. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models with strategic and tactical approaches, and manages approximately $2.5 billion in assets across more than 8,400 client relationships.

Aaron Ochoa is a financial advisor at St. Bernard Financial Services, Inc. in Broken Arrow, OK, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at INVEST Financial Corp. and Central Bank. Outside of advising, he is involved in real estate sales. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, mostly non-discretionary account management.

Cale Cabbiness is a financial advisor with Arvest Wealth Management in Broken Arrow, OK. He holds the Series 66 designation and has been with Arvest Wealth Management and Arvest Bank since 2025. Prior to his advisory role, Cale’s background includes education at Oklahoma State University and employment outside the financial industry. He splits his time between Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements.

Teddy Slate is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies, and maintains affiliations with a bank holding company and related investment entities.

Suzanne Porske is a financial advisor with Impact Partnership Wealth, LLC who holds Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Aegis Wealth Management, Inc., Allstate Financial Advisors, LLC, and Allstate Insurance Company. Porske has also maintained ongoing roles with Achieve Financial Success and Phoenix Financial Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of around 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing both firm-managed models and third-party strategists.

Jimmy Rodriguez Quiroz is a Series 66 licensed financial advisor with five years of industry experience, currently with Arvest Wealth Management in Tulsa, OK. He has worked across different roles within Arvest Wealth Management and Arvest Bank since 2016. Outside of his advisory work, he is involved in several community organizations, serving on boards for the Tulsa Area United Way, Morton Comprehensive Health Services, Tulsa Global District, and Tulsa Honors Academy. He also owns a scented candle business, Melting Moments Candle Co. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analyses, emphasizing tailored strategies aligned with clients’ risk tolerances and objectives.

Charles Bigbie III is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He has been with Geneos Wealth Management, Inc. since 2003 and also leads Woodland Wealth Management LLC. Outside of advising, he serves on the boards of the Tulsa chapter of CFP® professionals and the CFP® Ethics Board, teaches at Tulsa Community College, and is an author. Additionally, he owns Cat Tours LLC and operates a firearms business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment approach combines continuous account monitoring with a variety of analytic strategies and offers customizable portfolios alongside third-party managed model portfolios.

Ryan Waldrip is a financial advisor at Merit Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Merit, he worked at Empower Advisory Group, Empower Financial Services, and Edward Jones. He has additional experience in roles outside the financial industry, including five years at Lakeshore Learning Materials and four years at Enterprise Holdings. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified portfolio approach overseen by an internal Investment Management team and Investment Committee.

Jaynie Ozment is a CFP® professional with four years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. She also holds the position of Vice President at Ozment Agency, an investment-related business. Kinetic Investment Management is a registered investment adviser with a 20-advisor team managing approximately $348 million in assets for individuals, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, employing a range of analytical methods with a primary focus on long-term trading strategies.

Jamie Scott is a Series 66-registered financial advisor at BOK Financial Securities, Inc. with seven years of industry experience. Before joining BOK Financial in 2021, Jamie worked at Edward Jones for two years and spent fifteen years with Sperry Public Schools. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm’s investment approach combines advisor-led client contact with research and asset allocation by Strategic Investment Advisors.

Dell Hughes is a financial advisor with CL Wealth Management LLC, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. He has worked with CL Wealth Management since 2017 and previously spent 15 years at Wilbanks Securities and one year at Wilbanks Securities Advisory. Outside of his advisory role, Hughes manages performance driving events through TRACK GUYS, LLC and serves as a corner worker and marshal for auto and motorcycle racing events at Hallett Motor Racing Circuit. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of investment strategies including fundamental and technical analysis, model portfolios, and option strategies, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Toy Hudson is a financial advisor with Arvest Wealth Management in Broken Arrow, OK, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Arvest Wealth Management, Toy worked at Simmons Bank and J.P. Morgan Securities, among other firms. He is dually employed by Arvest Bank, splitting his time between the banking and wealth management divisions. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm’s investment approach includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

Deborah Snell is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and bringing five years of industry experience. She has been with BOK Financial Securities and its affiliated entities since 2020 and previously worked at Bank of Oklahoma Financial from 2010 to 2020. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research and model strategies provided by its affiliate Strategic Investment Advisors.

Stacey Love is a financial advisor with Fortis Capital Advisors, LLC, with one year of industry experience. Prior to joining Fortis, she was involved with Full Circle Legacy Partners, LLC and has operated The Love Agency since 2021. She has also held academic roles at John Carroll University and Cleveland State University. Fortis Capital Advisors serves a range of clients including individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a variety of investment strategies, including discretionary management and ESG-oriented options, and reported $1.615 billion in discretionary assets under management as of December 31, 2025.

Chad Mc Auliff is a CFP® and ChFC® with five years of industry experience. He currently serves as an advisor at Advisor Resource Council and previously worked for Knights of Columbus Asset Advisors and Knights of Columbus Insurance. Outside of his advisory role, he is involved with Ave Maria Series LLC, a real estate business, and participates in insurance and risk management activities through Crump Insurance. Advisor Resource Council is an SEC-registered firm that serves individuals, retirement plans, charitable organizations, and business entities by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm uses a combination of artificial intelligence tools and traditional analysis to develop investment strategies and offers custom solutions including option-based strategies for eligible clients.