Timothy Powell is a financial advisor with SageOak Financial, LLC, holding a Series 65 credential and two years of industry experience. He has been involved in estate planning since 2016, including operating New View Estate Planning, PLLC, where he provides legal estate planning services. SageOak Financial serves working professionals, business owners, retirees, and high-net-worth individuals with wealth management, financial planning, and discretionary investment management. The firm emphasizes strategic asset allocation through diversified, tax-efficient portfolios using low-cost mutual funds and ETFs, offering integrated planning with outside specialists and educational resources.

Stephen Streeter is a financial advisor with Robert Stephen Capital Management LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Streeter, Moore & Stipe LLC since 1995 and has been with Robert Stephen Capital Management LLC since 2012. Streeter serves as a trustee on the Oklahoma Teachers Retirement System Board of Trustees, participating on the investment committee. Robert Stephen Capital Management LLC provides portfolio development, monitoring, and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutional clients. The firm employs a variety of analytical methods and portfolio strategies, managing most assets on a discretionary basis and offering performance-based fees on certain accounts.

Jonathan Keith is a CFP® with 14 years of industry experience, currently serving as an advisor at Laguna Capital Management, Inc. since 2015. Prior to this, he worked for three years at LPL Financial. Laguna Capital Management serves individual and high-net-worth clients, providing discretionary asset management, written financial plans, and retirement-plan consulting. The firm manages approximately $97.5 million in regulatory assets across 104 client relationships and employs active investment techniques including margin borrowing, short sales, option writing, and derivatives.

At Step By Step Financial, we support busy families with comprehensive financial services tailored to their unique needs. We understand the challenges of balancing work, school, family, and household responsibilities and use our firsthand experience to guide you effectively. Financial Planning: We offer personalized financial planning to help you achieve clarity and stability. We aim to create a roadmap that aligns with your family's objectives, whether managing debt, planning for education, or preparing for retirement, providing a clear path for a secure future. Tax Planning and Preparation: Navigating tax complexities can be overwhelming. Our expert tax planning and preparation services optimize your financial situation, reduce liabilities, and ensure compliance. We strive to make tax season less stressful and more efficient so you can focus on what matters most. Investment Advice and Implementation: Making informed investment decisions is crucial for your family's growth. We offer strategic advice and implementation focused on your long-term goals. Whether saving for retirement, investing in your child's future, or planning major life events, we help you build and preserve wealth effectively. We believe in a collaborative approach where your input and needs are central to our strategies. By partnering with us, you'll receive the support and guidance needed to make sound financial decisions, allowing you to concentrate on what truly matters—your family. About Kevin Jacobs, CFP® Kevin Jacobs, CFP®, leads Step By Step Financial with a deep understanding of the demands faced by busy families. His insights and practical advice come from his experiences balancing professional and personal responsibilities. Kevin is committed to a personalized approach. He takes time to understand each family's unique situation and goals and ensures strategies are tailored to their needs. His expertise spans financial planning, tax optimization, and investment management, making him a valuable partner in securing your financial future. Kevin is also actively involved in his community, reflecting his dedication to service and support. His approach extends beyond managing finances; it's about building lasting relationships with clients and guiding them with care and expertise at every step. More than just planners, we are your partners in crafting a secure and intentional future. At Step By Step Financial, we'll navigate your financial journey together.

Carl O'Brien is a financial advisor at O'Brien Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has operated his own accounting and tax practice since 1989. Outside of his advisory and accounting work, he serves as a trustee on the Board of the Employees' Retirement System of Tulsa County and is a board member of the Sertoma Club of Sapulpa. O'Brien Capital Advisors is a small registered investment adviser serving individual and high-net-worth clients with portfolio and asset management services. The firm employs a long-term investment approach combined with technical charting and customizes recommendations through client-specific Investment Policy Statements.

Seth Deaver is a financial advisor at NetAdvizor Wealth LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Selective Wealth Management, Inc. and Raymond James Financial Services, Inc. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading framework. The firm offers both discretionary and non-discretionary investment management and documents client objectives in an Investment Policy Statement.

Mark Springer is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 credential and 26 years of industry experience. He has been with Regent Wealth Management since 2009 and also owns M. Springer & Company, PC, a CPA firm where he devotes a significant portion of his time. Regent Wealth Management provides discretionary investment management and advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $69.5 million in client assets. The firm serves a diverse client base, including several institutional and non-typical clients, and offers a range of investment strategies from long-term buy-and-hold to active trading.

Douglas Scott is a financial advisor at R.J. Cloud Advisors & Company with 16 years of industry experience. He holds a Series 65 designation and has worked at Legacy Financial Group and R.J. Cloud Advisors & Company since 2014. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office services and retirement plan consulting. The firm employs a long-term, factor-based investment approach using mutual funds and ETFs, with a focus on strategic asset allocation and risk management.

Bruce Riddle Jr. is a financial advisor at Everwealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to Everwealth, he worked at Wealth Management Advisors, LLC for 20 years. Outside of his advisory role, he is owner and manager of Riddle Financial Group LLC, a health insurance and sales business, and serves as a life insurance agent for MassMutual Financial Group. Everwealth provides investment supervisory services to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm employs a globally diversified investment approach using Dimensional Fund Advisors mutual funds and emphasizes long-term holdings, asset allocation, and periodic rebalancing.

Zachary Lonergan is a financial advisor at Greystone Capital Partners Group LLC in Tulsa, OK, with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Lonergan also provides insurance advice as a licensed fixed insurance agent. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by offering financial planning, investment and wealth management, and retirement plan consulting. The firm uses a multi-disciplinary investment approach based on Modern Portfolio Theory and works with clients on both discretionary and non-discretionary bases.

Jackson Fuller is a financial advisor at Bridgecreek Financial Group with a Series 65 credential and one year of industry experience. His prior work includes roles at HUB Investment Partners, HUB International, and Southern Methodist University. Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning to a focused client base, including pension plans, trusts, and charitable organizations. The firm manages approximately $650 million across about 42 client relationships, using tailored investment strategies and institutional custody platforms.

Andrew Steinmetz is a CFA® charterholder with 10 years of industry experience. He is currently a Vice President and Chief Investment Advisor at Trinity Strategic Wealth and has previously worked at Raymond James Financial Services Advisors. He also serves as successor trustee for a family trust. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, trusts, and family offices. The firm uses a top-down investment approach based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

John Burrows is a financial advisor with Council Oak Wealth Advisors in Tulsa, OK, holding a Series 65 credential and starting his advisory career in 2026. Prior to joining Council Oak Wealth Advisors, he worked at Stride Bank and was involved with Cody Burrows Golf. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering tailored portfolio management and financial planning services using a mix of fundamental and technical analysis along with option strategies. The firm is noted for its use of leveraged strategies in managed accounts and operational practices such as serving as trustee for certain client accounts.

Zachery Rearrick is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with three years of industry experience. His work history includes roles at Bankers Life and Liberty Mutual prior to joining The Legacy Financial Group. The Legacy Financial Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets, focusing on a long-term, asset-allocation approach grounded in Modern Portfolio Theory and leveraging quantitative tools for portfolio optimization and risk management.

Hunter Breedlove is a financial advisor at EverPar Advisors LLC with a Series 65 designation and one year of industry experience. He previously worked at BOK Financial and Hawkins Financial LLC. EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans, managing roughly $588 million in client assets with a team of nine advisors. The firm emphasizes customized, diversified portfolios using a mix of fundamental and technical analyses and incorporates short-term margin borrowings in client accounts, a practice uncommon among similar firms.

David Foley is a financial advisor at Cadent Capital Advisors, LLC in Tulsa, OK, holding the CFP® and ChFC® designations with 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for five years before joining Cadent Capital Advisors in 2015. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple methods of analysis and offers a range of investment strategies, including long-term allocation and more active approaches, while conducting at least annual portfolio reviews.

William Tennant is a CFP® professional with 26 years of industry experience, currently serving at J M Brown Financial Partners since 2013. He holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, providing seasonal tax preparation services outside of his advisory role. J M Brown Financial Partners is a registered investment adviser that serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical analysis and model-driven asset allocation.

Dennis Zeimet is a CFP® professional with 22 years of experience in financial advising. He is currently with Trinity Strategic Wealth and has prior experience at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of advising, he is an owner of Millicon Properties, a real estate corporation. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as entities such as family offices and private foundations. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Andrew Locke is a financial advisor at Trinity Strategic Wealth with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Tulsa Wealth Advisors. Trinity Strategic Wealth offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices, trusts, and private foundations. The firm uses a top-down investment approach based on a six-factor market forecast and employs a range of securities within a wrap fee program.

Bret Travis is a financial advisor with Melia Wealth LLC in Tulsa, OK, holding a Series 66 designation and 15 years of industry experience. He has worked at Melia Wealth LLC since 2016 and is currently involved with Twice the Returns, LLC as a tax preparer. Melia Wealth LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, families, trusts, corporations, charitable foundations, and retirement plan sponsors. The firm utilizes diversified asset-allocation strategies and integrates tax preparation and estate-planning facilitation through third-party platforms.