Damon King is a CFP® professional with 10 years of industry experience, currently serving as an advisor at ChappelWood Financial Services since 2015. He also works as an adjunct faculty member at Francis Tuttle Technology Center, where he teaches adult financial education classes. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a discovery and needs-analysis process to develop client objectives and typically implements strategies through model portfolios on the AssetMark platform, combining ongoing planning services with educational seminars and workshops.

Ryan Boydston is a financial advisor at Soard Financial Management, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He has been with Soard Financial Management since 2020 and previously worked at Little Bird Marketing from 2015 to 2019. Boydston is also involved with Soard Financial Concepts, where he maintains an insurance agent role. Soard Financial Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals, trusts, estates, and high-net-worth clients. The firm manages approximately $74.4 million across about 250 client relationships and implements investment programs mainly through third-party managers and model portfolios, with regular reviews and a no-cost financial planning service.

Shanon Mc Cune is a financial advisor at Adaptation Financial Advisors Inc. with four years of industry experience. Mc Cune holds Series 63 and Series 65 designations and has worked with Cambridge Investment Research since 2020. Outside of advisory work, Mc Cune is also a commissioned notary. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm uses a holistic financial assessment process and a range of investment strategies, including non-standard investments and third-party manager solutions, to tailor its services.

Gary Fraley is a CFA® charterholder with 17 years of experience in the financial industry. He is a managing partner at Merit Advisors, Inc., where he has worked since 2014, and previously worked at Oak Hills Securities, Inc. He also manages a real estate brokerage and occasionally acts as a broker on real estate transactions. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering a proprietary Managed Bond Strategy that uses trend-following technical indicators for bond allocation and rebalancing. The firm also offers a signal service to other advisers and institutions.

Marcus Rose is a Series 65-credentialed financial advisor with 10 years of industry experience, currently serving at Investment Strategies, LLC in Oklahoma City. His prior experience includes roles at Rose Retirement and Investments, LLC and Bertrand Retirement Solutions. Outside of finance, he owns a photography business, Figure 8 Photos, and is also involved in personal training through 321, GO, LLC. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis, offering both direct management and digital platform solutions, while also coordinating with third-party money managers.

Valery Oswald is a financial advisor at Epic Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Epic Wealth Management since 2018 and also maintains a role at Raymond James & Associates since 2014. Outside of his advisory work, he owns Live Love Lake, LLC, a real estate business focused on maintaining a property. 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, developing individualized investment plans with ongoing monitoring and employing a range of investment strategies including option writing and margin trading.

Timothy Delpha is a financial advisor with Stagner Financial Advisory in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. He has worked with Stagner Financial Advisory since 2014 and has operated as a sole proprietor insurance agent since 2017. Stagner Financial Advisory provides discretionary asset management primarily to individuals, including high-net-worth clients, and offers advisory services to qualified retirement plan sponsors. The firm employs a combined fundamental, technical, and cyclical investment approach with a focus on documented client goals and risk tolerance.

Luke Milholland is a CFP® and ChFC® with 17 years of industry experience, currently serving at Vault Wealth in Oklahoma City, OK. His background includes roles at Prudential Insurance Company of America and leadership positions in several affiliated businesses such as Vault Tax, Vault Realty, and Vault Property Management. Outside of his advisory work, Milholland is involved in real estate development and software ventures. Vault Wealth serves individuals, business owners, and retirement plans, offering comprehensive advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with active monitoring and scenario analysis, supported by proprietary strategies and a wrap-fee program.

Ronald Richardson is a financial advisor at Vista Investment Partners LLC with 41 years of industry experience. He holds a Series 63 designation and has worked at Vista Investment Partners since 2016, with prior experience at Raymond James & Associates, Inc. from 2009 to 2016. Vista Investment Partners serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan advisory services, managing approximately $541 million in client assets.

Christie Hughes is a financial advisor with Forge Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been affiliated with Forge Financial and LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL Financial platforms.

Michael Dellin is a financial advisor at Vault Wealth in Oklahoma City, holding a Series 65 credential with two years of industry experience. He is also the CEO and owner of CourtSync, a noninvestment-related business based in Oklahoma City. Vault Wealth serves individuals, business owners, and retirement plans through a range of advisory services including financial planning, portfolio management, and estate planning coordination. The firm employs a long-term investment approach combining mutual funds, ETFs, individual securities, and proprietary strategies, with an emphasis on scenario analysis and coordinated planning through its Family Office offerings.

Harrison Newmark is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation. He has one year of industry experience, all with his current firm. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and offers investment management, financial planning, and retirement plan consulting services. The firm manages client assets primarily through diversified model portfolios that use mean-variance optimization and both fundamental and technical analysis.

John Le Clercq IV is a CFA® charterholder and Series 63 licensee with two years of industry experience. He is currently with Cirrus Capital LLC, where he has worked for one year, and has prior experience at Axis Financial, MidFirst Bank, Aon, and Chase. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans with discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitors portfolios, and utilizes model portfolios for client accounts.

Garrett Webster is a financial advisor with Forge Financial, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Forge Financial and LPL Financial LLC, he worked at Thrivent Investment Management and Thrivent Financial. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven approach grounded in Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Madison Debose is a financial advisor at Forge Financial with a Series 66 credential and one year of industry experience. Prior to joining Forge Financial, Madison worked at LPL Financial and has held various roles across education, nonprofit, legal, and corporate sectors. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL’s platforms.

Douglas Haws is a CFA® charterholder with 28 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1994. Haws previously served as a director of Primary Medical Inc. in Norman, Oklahoma, a position he held until 2006. Tom Johnson Investment Management is a fee-only adviser managing approximately $1.63 billion in assets across individual and institutional clients. The firm employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, delivering services through multiple advisory channels.

Jacob Weatherford is a CFP® with nine years of industry experience, currently serving at Castlepoint Wealth Advisors since 2018. He previously worked at Castleview Wealth Advisors and MIAA. Outside of his advisory work, he has been a football official since 2008. Castlepoint Wealth Advisors delivers wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm focuses on strategic asset allocation and modern portfolio theory, employing broad global diversification and long-term discipline in its investment approach.

Alyosha Mertens is a financial advisor with Vista Investment Partners LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Vista in 2021, he worked at Hilltop Securities Inc for ten years and Cabot Lodge Securities LLC for one year. He is a licensed insurance agent and occasionally offers insurance products to clients. Vista Investment Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing financial planning, portfolio management, and retirement plan advisory services. The firm emphasizes strategic asset allocation and diversification and offers held-away account management through the Pontera platform while maintaining investment discretion.

Steven Hawes is a financial advisor at Vista Investment Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years. Outside of his advisory role, he manages a family mineral royalty portfolio on behalf of heirs. Vista Investment Partners serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and retirement plan advisory services. The firm manages approximately $541 million in client assets and employs both discretionary and non-discretionary investment strategies that include the use of margin and separately managed accounts.

William Malone is a financial advisor at Vault Wealth with nine years of industry experience and holds a Series 66 designation. He has worked at Edward Jones and Community Hospital South, where he also serves as the manager of the sterile processing department. Vault Wealth serves individuals, business owners, and retirement plans with a range of advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, and offers branded programs such as Vault Plan™, Vault Invest™, and Vault Family Office™.