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 designation and one year of industry experience. Prior to founding Belle Isle Advisors and Belle Isle Capital, he worked at Echo Investment Capital and held positions in public service at Service Oklahoma and the Office of Management and Enterprise Services. He is also involved with Holdge Royalty, LLC. Belle Isle Advisors is an independent, state-registered investment adviser serving individuals, families, trusts, pension plans, corporations, nonprofits, and pooled investment vehicles. The firm employs customized model portfolio frameworks, fundamental analysis, and qualitative risk assessment, offering both discretionary portfolio management and non-investment consulting services, including sponsor advisory work for pooled vehicles and institutional clients.

Tarsha House is a financial advisor at Triunity Financial Planning, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Falcon Financial of Oklahoma, LLC and Devon Energy Corp. Outside of advisory work, she provides bookkeeping services for IMPACT Community Church, Inc. and manages rental property interests through RTCJ Properties, LLC. Triunity Financial Planning, LLC serves individual clients with financial planning and discretionary portfolio management, employing passive, long-term asset allocation strategies based on Modern Portfolio Theory. The firm also offers bookkeeping and financial reporting services for small businesses and nonprofits and conducts informational educational seminars.

Tracy Stagner is a financial advisor at Stagner Financial Advisory with 8 years of industry experience. She holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, spending approximately half of her professional time providing accounting services. Her prior experience includes working at Navico, Inc. and managing her own accounting practice. Stagner Financial Advisory Group manages approximately $52.7 million primarily for individuals and high-net-worth clients, offering discretionary asset management, retirement plan advisory services, and personalized investment programs based on fundamental, technical, and cyclical analysis.

Bobby Hinkle is a financial advisor at Main Street Investment Management in Edmond, OK, holding a Series 66 credential with 15 years of industry experience. His prior work includes roles at Elite Investment Team, LLC and several affiliated Main Street entities focused on insurance, tax referral, loan origination, and business consulting. Outside of finance, he is involved in music composition and performance as a drummer with Psymbience. Main Street Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis with an emphasis on risk management and maintains affiliations with several related businesses including insurance, tax referral, and charitable planning.

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 credential and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He serves on the board of the W.J. Jones Family Foundation and is involved with the Mitchell Family Foundation. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs tax-aware, cost-focused asset allocations combining active and passive strategies and utilizes options, derivatives, and limited borrowing within separately managed accounts when appropriate.

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.

William Stagner is a financial advisor at Stagner Financial Advisory with 23 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at his current firm since 2014. Outside of advising, he is involved in competitive fishing as a registered competitive fisherman. Stagner Financial Advisory provides discretionary asset management to individuals, including high-net-worth clients, and offers advisory services to sponsors of qualified retirement plans. The firm employs a blend of fundamental, technical, and cyclical analysis within a structured investment process and manages accounts primarily on a discretionary basis with regular reviews and client reporting.

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.

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 at Mitchell & Pahl Private Wealth with 21 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2020. Pahl serves on the boards of several private family foundations and philanthropic organizations and is co-owner of an EMS 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 a combination of active and passive strategies and offers discretionary portfolio management as well as standalone or integrated financial planning.

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.

Steven Bane is a financial advisor with Bane O'Leary LLC in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Bane O'Leary LLC since 2017 and previously operated as a sole proprietor and served at several financial firms. Outside of advisory services, he manages administrative operations for Bane Management Group and works as an insurance agent. Bane O’Leary LLC manages approximately $85 million for around 166 individual and high-net-worth clients, providing discretionary portfolio management alongside comprehensive financial planning services such as Social Security analyses and tax planning. The firm uses model portfolios tailored to client goals and conducts no-charge public seminars as part of its educational outreach.

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.

Scotty Dean is a financial advisor at Dean Davis Wealth LLC in Edmond, Oklahoma, with 23 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at LPL Financial LLC and Phillips Capital Advisors, Inc. Outside of his advisory role, he is involved with CDSD Group, LLC, a real estate rental business. 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 fiduciary services for qualified retirement plans and manages portfolios using proprietary screening tools and a combination of analytical methods, including Monte Carlo planning and multiple investment strategies.

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.

Chad Rogers is a financial advisor at Merit Advisors, Inc. in Oklahoma City, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including previous roles at Rogers Financial, Inc., where he served as CEO and president. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering both discretionary managed accounts and customized non-discretionary arrangements. The firm operates a Managed Bond Strategy that uses proprietary technical indicators to time allocations across bond funds and money-market or alternative funds.

Michael Hackler is a financial advisor at Asset Management Advisors, LLC in Oklahoma City, holding a Series 65 credential with one year of industry experience. Prior to his role in financial advising, he worked for 15 years at Swedish Import Repair. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, LLCs, and retirement plans. The firm focuses on long-term, value-oriented investing with a concentrated portfolio and specializes in managing and accounting for royalty and non-operated oil and gas interests.