Shea Brown is a financial advisor at Windle Wealth with a Series 65 designation and one year of industry experience. Prior to joining Windle Wealth, Shea worked briefly at Prime Wealth Management and has experience outside finance, including roles in education at the University of Oklahoma and local schools. Windle Wealth serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management alongside financial planning, pension consulting, and tax preparation. The firm emphasizes fundamental analysis with a focus on income-producing equities and offers services including estate-planning access and cryptocurrency advisory within defined exposure limits.

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.

Christi Powell is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Perissos Private Wealth Management since 2023 and previously spent 16 years with Falcon Financial of Oklahoma, LLC. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and portfolio consulting to individuals and families, including high-net-worth clients. The firm also serves other advisers through sub-advisory arrangements and employs a range of strategies including customized and model portfolios, options, margin, and tax-coordinated private fund due diligence.

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.

Angela O'Keefe is a financial advisor with A-Team Financial Investments in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Estate Planning Designs, Info Access, Inc., Purshe Kaplan Sterling Investments, and Access Financial Group, Inc. Ms. O'Keefe is also a licensed insurance agent authorized to sell life, long-term care, health insurance, and fixed annuities. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profits, offering fee-based discretionary portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term strategies across various instruments, and it provides retirement account advice under a fiduciary standard.

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.

Darenda Hanson is a financial advisor at Core Wealth Management, LLC in Oklahoma City, holding a Series 65 designation with five years of industry experience. Prior to joining Core Wealth Management in 2019, she worked at Peter Terranova, CPA, and Rush Truck Center. Outside of her advisory role, Hanson owns and operates Focused Financial Coaching, where she coaches individuals and couples on day-to-day spending habits. Core Wealth Management is an SEC-registered investment advisory firm with three advisors managing approximately $37.6 million for around 100 clients. The firm primarily serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and pension consulting services.

Michael McGuire is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has held roles at multiple related entities including McGuire Tax Advisors, LLC, McGuire Retirement Solutions, LLC, and McGuire Holding Company, LLC. In addition to his advisory work, he co-owns McGuire Tax Advisors, a tax advisory and preparation business. 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 blend of fundamental analysis and charting to build individualized investment profiles and manages approximately $116 million across roughly 1,175 clients.

Christopher Smedstad is a financial advisor with Redstone Wealth Management, LLC in Oklahoma City, holding a Series 65 credential and five years of industry experience. Prior to his current role, he worked at GE Healthcare for 17 years. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, discretionary asset management, and ERISA 3(38) plan management among other services. The firm employs personalized asset-allocation strategies and monitors accounts continuously, combining a broad range of offerings uncommon for a firm of its size.

Justin Dodson is a financial advisor with McGuire Capital Advisors, Inc. in Bethany, Oklahoma. He holds a Series 65 designation and has one year of industry experience. Prior to joining McGuire Capital Advisors, he worked at Retire Safe LLC and operated his own business for several years. Dodson is also licensed as an Insurance Producer in Oklahoma and offers fixed insurance products 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 build individualized investment profiles and manages approximately $116 million for about 1,175 clients.

Stuart Mccuan is a financial advisor at LIG Capital Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association from 2010 to 2017. Outside of his advisory role, he serves as president of McCuan & Associates, a non-investment related S-corp. LIG Capital Management provides investment and portfolio management services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm employs a combination of active, trend-following equity strategies and Modern Portfolio Theory–based asset allocation, managing a majority of its assets on a non-discretionary basis.

Rianna Ingalls is a CFP® professional with six years of experience at Redstone Wealth Management, LLC and a total of three years in the financial industry. She began her career at Redstone in 2019 after 15 years as a student. Redstone Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and discretionary asset management, combining personalized asset allocation, continuous monitoring, and rebalancing with services such as ERISA 3(38) fiduciary plan management and held-away account aggregation.

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.

Casey Morford is a CFP® professional with three years of industry experience currently with JM2 Capital Inc. Prior to joining JM2 Capital, he worked at Weir Oil & Gas. He is also involved with the Witness to Win Foundation. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, utilizing a blend of fundamental and technical analysis to create tailored portfolios that incorporate mutual funds, ETFs, bonds, and alternative investments.

Melinda Warren is a CFP® professional with 24 years of industry experience, currently serving at Hughes Warren, Inc. in Edmond, OK, where she has worked since 2007. Outside of financial advising, she is involved in property management through her role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals, pension plans, and business entities, utilizing customized and model portfolios with a focus on mutual funds and ETFs. The firm combines a small advisory team with model solutions and third-party services to manage a high client load and offers educational seminars and a monthly newsletter.

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.