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.

Tierney Gorham is a financial advisor at Drawbridge Capital with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Regent Financial Services, and RCB Bank. Outside of his advisory work, he is the owner of Roo's Jumpin' Joy, LLC, a business unrelated to investments. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, focusing on concentrated U.S. equity sleeves with high active share and tailored portfolio management.

William Riedel is a financial advisor with Drawbridge Capital and holds a Series 66 designation. He has nine years of industry experience, including roles at LPL Financial and TTCU Federal Credit Union. His career also includes a period as a stay-at-home parent and a brief tenure at Target Corporation. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm uses a combination of model-driven asset allocation and in-house equity strategies, with ongoing portfolio monitoring tailored to client objectives.

Alexandra Day is a financial advisor at Council Oak Wealth Advisors with one year of industry experience. She previously worked in the wine and spirits industry for over a decade, including roles at Thirst Wine Merchants and Southern Glazer's Wine & Spirits. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities with a range of advisory services, including portfolio management and financial planning. The firm uses a variety of investment strategies and model portfolios tailored to client objectives, and it employs some distinctive practices such as borrowing and leveraged strategies in managed accounts.

Isaac Hutchins is a CFP® with 11 years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2014. He holds a Series 65 license and is based in Tulsa, OK. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $786 million for about 416 clients through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

James Diacon is a CFP® and ChFC® with 39 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously at UBS Financial Services from 2009 to 2018. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerances, utilizing firm-developed models, fundamental and technical analysis, option strategies, and periodic rebalancing.

Rebecca Benanzer is a financial advisor at Melia Wealth LLC in Tulsa, OK, with eight years of industry experience. She holds a Series 65 designation and has been with Melia Wealth LLC since 2017, having previously worked at Melia Advisory Group since 2009, where she also serves as Chief Operations Officer. Melia Wealth provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular portfolio reviews and employing a combination of fundamental, technical, and cyclical analysis.

James Arens II is a CFA® charterholder and financial advisor at Allegiant Wealth Advisors, LLC with over 26 years of industry experience. Prior to joining Allegiant Wealth Advisors in 2024, he worked at The Hardesty Companies and spent more than two decades at Trust Company of Oklahoma. Allegiant Wealth Advisors provides investment management, financial planning, and consulting services primarily to charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm manages substantial institutional assets on a non-discretionary basis and employs a fundamental, long-term investment approach using diversified portfolios of stocks, bonds, ETFs, and mutual funds.

Gregory Melia is a financial advisor at Melia Wealth LLC in Tulsa, Oklahoma, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MAG Tax for eight years. Outside of his advisory role, he serves as president and insurance agent at G.S. Melia & Company, where he spends about 10% of his time on insurance product sales and services. Melia Wealth LLC provides discretionary asset and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerances, employing fundamental, technical, and cyclical analysis, and conducts regular account reviews.

Brandon Jaquis is a CFP®, CFA®, and Series 65-licensed advisor with seven years of industry experience. He has worked at Warburton Capital Management since 2019 and previously held positions at Verizon and Oral Roberts University. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $786 million across about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.

Carli Smith is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She is currently with Burkholder Wealth Management and has previously worked at Burk Holdings LLC, ML&R Wealth Management, Corners Consultants, and Dimensional Fund Advisors. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach combines model portfolios, fundamental analysis, and modern portfolio theory, with access to an automated Schwab Intelligent Portfolios platform for online profiling and rebalancing.

Philip Mooberry is a financial advisor at Cadent Capital Advisors, LLC with 24 years of industry experience. He has held positions at Cadent Capital Advisors since 2012 and previously worked at Purshe Kaplan Sterling Investments for nine years. Mooberry holds Series 63 and Series 65 licenses. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, with regular portfolio reviews and documented client objectives.

Gary Stanislawski is a financial advisor with Drawbridge Capital, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been with Drawbridge Capital (formerly Regent Financial Services Inc.) since 2004 and has also worked with LPL Financial since 2002. Outside of his advisory role, he teaches community education classes on Social Security, Medicare, and retirement planning. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm utilizes a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, with ongoing portfolio monitoring and client reviews tailored to individual objectives.

Robert Willis is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at AIM Investment Holdings and teaching positions at Oklahoma State University and Regent Prep. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented, long-term total-return investment approach with an emphasis on tax efficiency, complemented by in-house research and technology-assisted analysis.

Michael Cropper is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK. He holds a Series 65 credential and has six years of industry experience, including three years with Rupe Helmer Group prior to joining Gibraltar in 2019. Outside of advisory work, he serves on the advisory board of an oilfield and industrial safety training provider. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented investment approach with a focus on tax efficiency and in-house research, and also provides accounting, tax, and business consulting services alongside portfolio management.

Nicholas Fiegel is a CFA® charterholder with one year of experience as a financial advisor at Cadent Capital Advisors, LLC. His prior work includes roles at Ascent Resources, Plan Group Financial, Enable Midstream Partners, and Orange Leaf Holdings. Outside of his advisory role, he is a co-member of Chazown Investment Group, LLC, a real estate investing company. Cadent Capital Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, conducting at least annual portfolio reviews and documenting client objectives in an Investment Policy Statement.

Aaron Pruitt is a financial advisor with The Advisory Resource Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with The Advisory Resource Group DBA Compass Pointe and M. S. Howells since 2017, and previously with Estate Needs Advisors and SII Investments. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning. The firm employs a team-based research process and constructs portfolios using mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Christina Aldredge is a financial advisor with The Advisory Resource Group, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at The Advisory Resource Group and M.S. Howells since 2017, with prior experience at Sii Investments and Compass Pointe Financial. Outside of her advisory work, she is involved as a co-owner and property manager of a real estate entity and serves as a member and secretary of another local property maintenance organization. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services. The firm employs a team-based research process to construct portfolios primarily from mutual funds, ETFs, and individual securities, and manages approximately $809 million across about 712 client relationships.

Monty Dossman is a financial advisor at Drawbridge Capital with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Drawbridge Capital and Regent Financial Services since 2015. He previously served as secretary of the board for Southern Hills Baptist Church. Drawbridge Capital is an SEC-registered investment adviser that serves individual clients, including high-net-worth households, corporate retirement plans, and institutional accounts. The firm offers financial planning, portfolio management, and retirement plan consulting, using a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies tailored to client objectives.

Noah Cottman is a financial advisor at Warburton Capital Management, LLC with a Series 65 designation and approximately two years of industry experience. His prior work includes roles at Oral Roberts University and several other companies in various capacities. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing around $786 million through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation and personalized investment policies.