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.

Kristan Bruhn is a financial advisor at L & M Wealth Management and Retirement Solutions, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with L & M Wealth Management since 2009. In addition to her advisory role, she is also licensed as an insurance agent and spends part of her time on insurance sales. L & M Wealth Management and Retirement Solutions provides discretionary asset management and retirement-focused advisory services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analyses. The firm offers personalized portfolio construction and ongoing supervision, managing both wrap fee and non-wrap accounts with a noted practice of using margin and conducting regular account reviews.

Danita Rose is a financial advisor with A-Team Financial Investments in Oklahoma City, holding a Series 65 designation and three years of industry experience. Prior to joining A-Team Financial Investments, she worked at Oklahoma City Community College and Advantage Bank. She also teaches several online classes annually at Southern Nazarene University and is a member of DAR Consulting, LLC, both activities unrelated to investment advising. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profit entities, offering fee-based discretionary portfolio management and investment advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis across a broad range of investment instruments and serves a high client load relative to its advisor headcount.

Rhett Wood is a financial advisor at Investment Strategies, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Strategies, Inc. since 2017 and at Investment Strategies, LLC since 2014. Wood operates an affiliated insurance sales business. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, utilizing a combination of fundamental, technical, and cyclical analysis. The firm offers both direct management and digital platform solutions and supervises third-party money managers while providing ongoing client support.

Carol Lyons is a CFP® professional with 35 years of industry experience, currently serving as an advisor at L & M Wealth Management and Retirement Solutions, LLC since 2009. Her prior experience includes a 14-year tenure at Ameriprise and operating her own sole proprietorship since 2001. She is also the owner and operator of a non-investment related business in Oklahoma City. L & M Wealth Management and Retirement Solutions provides discretionary asset management and retirement-focused advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client-specific financial factors and risk profiles.

Elaine Cowan is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Leonard Investment Advisors and its affiliated Leonard Agency Inc. since 2003 and also worked at B.B. Graham & Co. since 2014. Outside of her advisory role, she serves as Vice President and Sales Director of Investment Relations at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers for individuals, pension plans, businesses, and corporations. The firm employs a client-focused approach to establish investment objectives and risk tolerance, managing accounts across various styles and utilizing fundamental, technical, and cyclical analysis.

Mark Arra is a financial advisor with Epic Wealth Management, LLC in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Epic Wealth Management in 2021, he worked at Sandridge Energy for 10 years and Ameritax Advisory Services for 19 years. 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 and employing both long- and short-term strategies, including option writing and margin trading.

Robert Savage is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, OK, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Leonard Investment Advisors since 1999 and also has longstanding roles in related family oil and gas businesses as well as managing small family enterprises. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across about 110 client relationships. The firm provides portfolio management, financial planning, and consulting services, using tailored investment strategies ranging from preservation/income to speculative growth, and employs a mix of fundamental, technical, and cyclical analysis in its decision-making.

Anthony Hernandez is a financial advisor with L&S Private Wealth, LLC in Oklahoma City, holding Series 63 and Series 65 designations and having 33 years of industry experience. Prior to joining L&S Private Wealth, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 14 years each. He is also licensed as a life insurance consultant through Legacy & Succession in Oklahoma City. L&S Private Wealth provides investment management, financial planning, consulting, and retirement plan services to high-net-worth individuals, trusts, estates, corporations, and employee benefit plans, including a tiered family office offering. The firm employs diversified portfolios based on a derivative of Modern Portfolio Theory, using model portfolios and various analytical approaches, and routinely selects unaffiliated sub-advisers to implement strategies.

Donald Dillingham is a CFA® charterholder with 40 years of industry experience, currently serving at Merit Advisors, Inc. in Oklahoma City, OK. He has worked at Oak Hills Securities, Inc. since 2007 and has been with Merit Advisors since 2003. Outside of his advisory role, Dillingham is involved in managing various private equity funds, tax credit acquisitions, and business ventures including restaurant holdings, advertising, broadcasting, and a nonprofit foundation. Merit Advisors serves individual clients, including high-net-worth individuals, as well as other investment advisers, providing portfolio management and a model-based signal service focused on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Carrie Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, holding a Series 65 credential and 19 years of industry experience. She has worked at several firms including Investment Strategies, LLC and Impact Partnership Wealth, LLC. Outside of her advisory role, she owns and manages Bertrand Longhorn & Equestrian, L.L.C., a ranch management business. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by recommending third-party managers based on client goals and risk tolerance. The firm does not directly manage client assets but oversees third-party managers through ongoing reviews and performance monitoring.

M. McGuire is a financial advisor at McGuire Capital Advisors, Inc. in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has worked at several related firms including McGuire Capital Management, L.L.C. and Access Financial Group, Inc. McGuire is also licensed as an Insurance Producer in Oklahoma and provides life insurance services through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to implement individualized investment portfolios and manages approximately $116 million for about 1,175 clients.

Mark Humphreys is a financial advisor with LIG Capital Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at COMPASS Wealth Management, Phillips Capital Advisors, and Prudential Equity Group. Outside of investment advising, he serves as president of Mark Humphreys & Associates and is a manager at Peninsula Energy Logistics, involved in oil and gas pipeline transportation and logistics. LIG Capital Management is a four-advisor SEC-registered firm managing approximately $250 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. The firm offers investment and portfolio management, retirement plan consulting, and financial planning focused on investment matters, with a distinctive approach that combines trend-following discretionary strategies and predominantly non-discretionary asset management.

John Pribyl V is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and accumulating 42 years of industry experience. His prior work includes roles at B.B. Graham & Company, Inc., JWP Investments LLC, and Prudential Equity Group, LLC. Outside of advisory work, he is a minority shareholder in Facilities Performance Group. Leonard Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations, managing approximately $95 million across about 110 client relationships. The firm offers portfolio management, written financial planning, and consulting services, employing a process that customizes investment strategies based on client objectives and risk tolerance.

David Aboud is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Leonard Investment Advisors since 1999 and also has a long tenure at B.B. Graham & Co. Outside of his advisory work, he serves as chairman and insurance agent at Leonard Agency Inc. Leonard Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations. The firm employs a tailored investment approach across various styles and strategies, managing approximately $95 million for about 110 client relationships.

Scott McPherson is a financial advisor at McGuire Capital Advisors, Inc. with six years of industry experience. He holds a Series 65 designation and has a background that includes tax advisory and consulting services through his own tax preparation business and CPA practice. McPherson is also licensed to sell life and health insurance policies in Oklahoma. McGuire Capital Advisors manages discretionary separately managed accounts primarily for individual and small business clients, employing a blend of fundamental analysis and technical charting to tailor portfolios from documented investment profiles. The firm handles a high client load relative to its advisory staff and offers co-advisory services through a third-party manager.

Brandon Vanlandingham is a Series 66-licensed financial advisor with Perissos Private Wealth Management in Bethany, Oklahoma, and has 18 years of industry experience. He has worked with TRAC Advisor Group, Inc. since 2015 and is the author of the book "Investor's Guide to Portfolio Strategy Development." He is also involved with Neurorisk, an email service specializing in distributing risk tolerance questionnaires to clients. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services to individuals, families, and other investment advisers. The firm constructs customized and model portfolios, employs a range of investment strategies including derivatives and margin, and offers private-placement due diligence for qualified investors.

Darren King is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior positions include roles at Morgan Stanley and Banc One Securities Corporation. Outside of his advisory work, he serves as president of C&D Consulting Inc., a family investment company. Leonard Investment Advisors provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations. The firm manages approximately $95 million across about 110 client relationships, offering portfolio management, financial planning, consulting, and access to third-party wrap managers using diversified investment strategies tailored to client objectives and risk tolerance.

Harry Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, Oklahoma. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. Prior to his current role, he worked at Investment Strategies, LLC for 15 years and has been involved with Bertrand Retirement Solutions, LLC since 1998 as co-founder and CEO. Outside of advisory services, he is a member of Get-E-Up, L.L.C., a feed store, and the proprietor of Blanchard Farmstay, L.L.C., a bed and breakfast. Bertrand Investment Strategies, L.L.C. provides advisory services to individuals, high-net-worth clients, trusts, and estates by referring clients to third-party managers. The firm serves as a liaison for client accounts, recommending investment styles based on suitability and monitoring manager performance, while clients maintain custody and voting authority.