Jon Stolper is a financial advisor with Wealth Oklahoma, holding Series 63, 65, and 66 credentials and over 40 years of industry experience. He has worked with Raymond James Financial since 1999 and managed Stolper Asset Management from 2004 to 2017. Stolper is active in his community, serving on investment committees for local nonprofit organizations and as President of Temple Israel. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, overseeing approximately $356 million in assets across about 166 client accounts. The firm employs fundamental securities analysis across six actively managed strategies and specializes in discretionary management through wrap-fee programs administered with Raymond James.

Stephen Stipe is a financial advisor with Wealth Management Solutions in Claremore, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Sms Financial & Investment Management for 20 years and has operated under his own name since 1996. Outside of his advisory role, he is involved in a construction company, Stipe Construction Company, where he contributes time without compensation. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, monitoring, and educational seminars. The firm tailors portfolios based on client objectives and risk tolerance, with services delivered on discretionary and non-discretionary bases and includes tax-related coordination through CPA-licensed representatives.

Charles Tines is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He previously worked at Primerica and Tulsa Heaters Midstream. Outside of his advisory role, he maintains and trades algorithmic trading strategies on the Collective2.com platform as a Trade Leader. Tines Capital, LLC is a boutique advisory firm serving individual, high-net-worth clients, and small businesses with discretionary portfolio management and customized financial planning. The firm employs a blend of algorithmic models and discretionary decisions across multiple strategies, including leveraged ETFs, options, volatility products, and limited cryptocurrency exposure.

Mark Smith is a financial advisor with Chartmark Investments, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Chartmark since 2001. Outside of his advisory role, he serves on the Board of Directors of the American Portuguese Biomedical Research Fund, Inc., and is a member of the Finance Council and Chair of the Investment Committee for the Catholic Diocese of Eastern Oklahoma. Chartmark Investments serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting. The firm focuses on equity-centered portfolios using fundamental screening and proprietary business analysis, actively monitored and rebalanced by an investment committee.

David Shoesmith is a financial advisor with Wealth Management Solutions in Claremore, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Sms Financial & Investment Management and his own Shoesmith Financial Services, where he also acts as an insurance agent for life, health, annuity, and long-term care products. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, written financial plans, 401(k) allocation recommendations, and educational seminars. The firm tailors portfolios to clients’ objectives and risk tolerances, and some representatives hold CPA licenses, enabling integrated tax-related services.

Financial Advisors rarely plan for themselves, like they do for their clients. If something were to happen, the clients might lose their Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything. Ellevate Advisors provides financial planning and business transition consulting for Financial Advisors so that when they sit down to dinner with their family, they can relax because they know that they’ve secured their family’s future and created a business that lasts. I started in the financial services industry with my family’s Ameriprise practice. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing 1-2 dozen retirement plans, and assisting with several business transitions with a client retention rate of over 95%. As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to provide professional paraplanning for fee-only advisors, while I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®. I served on the Tulsa Board of the Financial Planning Association, including one term as President. I started the FPA NexGen Tulsa group to support younger advisors. One of the reasons my husband and I started Ellevate is because Financial Advisors deserve to retire too. What does retirement mean to you, your family, and your business? Let’s figure it out together!

Joanna Mccall is a CFP® with 26 years of industry experience, currently with Wealth Management Solutions since 2018. She previously worked for Sms Financial & Investment Management for 19 years and operates Joanna S. Mccall, P.C., a tax preparation service. Outside of advising, she is involved in direct sales as an independent skin care consultant and a brand partner for natural supplements. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients. The firm offers portfolio development, written financial plans, and 401(k) allocation recommendations, with services delivered on both discretionary and non-discretionary bases.

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.

Myles Linhares is a financial advisor with Ameritrust Investment Advisors Inc in Tulsa, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Stonebridge Financial, Bannerman Wealth, and Fidelity Brokerage Services LLC. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning, using a fundamental analysis approach for investment selection and offering retirement-plan consulting for plan sponsors.

Weston Cunningham is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding a Series 65 designation with two years of industry experience. He joined HoganTaylor Wealth in 2023 after spending nine years as a student. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and options when appropriate.

Aimee Boyer is a CFP® with 15 years of industry experience, currently serving as an advisor at Pinnacle Investment Advisors since 2011. She holds the Series 65 designation and is based in Tulsa, OK. Pinnacle Investment Advisors serves individuals, high-net-worth clients, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, financial planning, investment consulting, and pension/401(k) consulting. The firm uses seven proprietary investment strategies customized to client objectives and manages portfolios primarily with individual securities to minimize expenses.

Ronald Dugan Jr. is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at AmeriTrust Investment Advisors Inc., where he has worked since 2020. Prior to that, he was with Dugan Partners LLC from 2016 to 2020. AmeriTrust Investment Advisors serves individual clients, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and financial planning. The firm uses fundamental equity analysis, issuer credit evaluation for fixed income, and asset-allocation principles to build diversified portfolios, while offering written financial plans and ongoing updates.

Lisa Allem is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, Oklahoma. She holds a Series 65 designation and has been with Scissortail Wealth Management since 2022. Prior to her advisory role, she worked in various positions at Pipeline Equipment, Inc., American Heritage Bank, and My Fit Foods. Scissortail Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in client assets using customized investment plans and a broad range of instruments.

Laurie Horton is a financial advisor at Ameritrust Investment Advisors Inc in Tulsa, OK, with 13 years of industry experience. She holds a Series 65 designation and has been with Ameritrust since 2002. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm uses fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution accounts through a third-party platform.

Keegan King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 license with seven years of industry experience. His career includes roles at The Legacy Financial Group starting in 2019 and a position at Bluestone from 2018 to 2019. He also has a background in academia, having worked at the University of Tulsa from 2015 to 2019. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting services to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm serves approximately 317 client relationships with a team of eight advisors and employs an investment approach based on Modern Portfolio Theory, emphasizing long-term asset allocation and broad diversification.

Brandon Biles is a CFP® with seven years of industry experience, currently serving as an advisor at HoganTaylor Wealth since 2017. His prior experience includes roles at Northwestern Mutual and OSU Cowboy Golf, LLC. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across 360 client relationships and emphasizes customized, long-term portfolios using low-cost mutual funds, ETFs, and other investment vehicles.

Cooper Stevenson is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation and beginning his industry career in 2023. His previous experience includes roles at Benson Financial Group and Family First Life. Stevenson is also licensed in life and health insurance. The Legacy Financial Group provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and serves approximately 317 clients with around $590 million in assets under management.

Joel Kantor is a financial advisor at Pinnacle Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Kantor is a partner and manager of several angel and venture capital investment entities, where he dedicates five to ten hours per month. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs seven proprietary investment strategies tailored to client objectives and is notable for sponsoring private pooled investment vehicles in which it holds proprietary interests.

Jordan Jones is a financial advisor at Rhodes Investment Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Rhodes Securities, Inc. since 2018. Outside of finance, he teaches adult education classes at The Chattery in Chattanooga, Tennessee. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm offers portfolio management, financial planning, consulting, and third-party manager selection, utilizing a combination of fundamental, technical, and charting methods in their investment analysis.

Kevin King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with 24 years of industry experience. He has been with The Legacy Financial Group since 2005. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and employs a long-term, asset-allocation investment approach emphasizing diversification and risk/return tradeoffs.