Ryan Kruger is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at 10Elms LLP since 2022. His prior roles include positions at Capital One Investing, United Income, KHP Capital, LLC, and Wealthminder. He serves on the investment and risk committees for the London Business School Endowment and participates in the school's governing body on a voluntary basis; he also consults with start-up companies in the UK and US in exchange for equity or on a volunteer basis. 10Elms LLP provides discretionary wealth management and financial planning services to individuals, including high-net-worth clients, as well as to select pension and profit-sharing plans and charitable organizations. The firm employs a blend of strategic asset allocation and momentum-based tactical shifts, primarily using low-cost, liquid ETFs across various strategies, and manages approximately $120.6 million in discretionary assets.

John Clerico is a Series 65-licensed financial advisor with 24 years of industry experience, currently serving at Chartmark Investments, Inc. since 2001. He holds the role of lead director and audit committee financial expert on the board of Community Health Systems, Inc., where he also serves on the compensation committee. ChartMark provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses, utilizing a fundamental, research-driven investment process and tailored client engagements.

I’m a native Oklahoman and I’ve spent the last decade working in wealth management firms before launching 1522 Financial in 2022. In 2026, we re-branded to "Cathedral Square Capital". Previously, I was Chief Investment Officer at an independent Trust Company in Oklahoma. Cathedral Square Capital is a modern wealth management firm that focuses on delivering innovative financial plans without unnecessary complexity. I believe planning should be like most things in life – flexible, and we do not require clients to have me manage their assets in order to work with us. Whether we’re diving into complex financial planning or helping to create investment portfolios to meet clients’ goals – we are a fiduciary. I’m a proud graduate of Oklahoma State University for both my Masters and Bachelors degrees. I also completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. I’ve spent most of the last decade building on my knowledge of financial planning, financial markets, and investing in an effort to be the best possible resource for my clients. When I’m not helping clients, you can find me spending time with my family and friends, playing golf, and playing guitar. I’m also an avid reader and am always up for a good book recommendation.

Julie Hazzard is a financial advisor at 10Elms LLP in Tulsa, OK, holding Series 65 and Series 66 licenses with 11 years of industry experience. Her prior roles include positions at UNITED INCOME, Inc., KHP Capital LLC, and First Allied Advisory Services, Inc. 10Elms LLP provides discretionary wealth management and financial planning primarily to individuals, including high-net-worth clients, as well as select pension and profit-sharing plans and charitable organizations. The firm employs a fee-only model with a strategic investment approach that combines academic asset allocation and momentum-based tactical shifts, utilizing primarily low-cost, liquid ETFs.

Fredric Russell is the sole advisor at Fredric E. Russell Investment Management Co. in Tulsa, OK, with 39 years of industry experience. The firm manages discretionary portfolios primarily for high-net-worth individuals, focusing on a concentrated equity strategy. The firm manages $137 million in assets for 79 clients using a single investment approach that emphasizes long-term holdings in up to thirty U.S. common-stock positions, supplemented occasionally by U.S. Treasury notes. Investment decisions are based on fundamental analysis, and the firm retains full discretionary authority over trading, with specific operational practices such as position limits and proxy voting policies.

Daniel Dickie is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 credential with one year of industry experience. His prior work includes roles at John Zink Hamworthy Combustion, Oral Roberts University, and Molex Taiwan. Outside of advising, he owns a residential property managed by a third party. Tines Capital, LLC is a boutique advisory firm serving individual and high-net-worth clients as well as small businesses. The firm combines algorithmic models with discretionary portfolio management across multiple strategies, offering tailored financial planning and continuous portfolio oversight.

Dwight Bottomley is a CFA® charterholder with 9 years of industry experience. He is affiliated with Longbow Asset Management and serves as managing director of West Coast Data Designs AB, a Swedish company he formed to manage tax compliance matters related to his residency. Longbow Asset Management provides portfolio management and investment supervision for individuals, families, trusts, retirement plans, endowments, corporations, custodial, and charitable accounts. The firm emphasizes fundamental security analysis and tailored asset allocation, focusing on long-term U.S. equities and a buy-and-hold fixed income strategy for capital preservation and income.

Jordan Fulton is a CFP® professional with eight years of experience in financial advising. He is currently with NetAdvizor Wealth LLC and has held roles at NetAdvizor LLC and Ronald Blue & Co. Outside of his advisory work, Fulton serves as President and Corporate Controller for McIntosh Corporation, a specialty contractor in Tulsa, Oklahoma. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining 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.

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.

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.

Donald Quint Jr. is a financial advisor with KQ Wealth Management LLC in Tulsa, OK, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including long tenures at LPL Financial and his own firm, Don P. Quint & Associates. Quint also has involvement with Nolan Financial Group, a third-party administrator specializing in nonqualified executive benefit plans. KQ Wealth Management provides financial planning and consulting services to individuals and business clients, delivering written plans that cover a range of personal and financial matters. The firm focuses on planning and consulting rather than discretionary asset management, using fundamental, technical, and charting analysis as part of its process.

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.

Benjamin Martin is a financial advisor at Abacus Capital Advisors in Tulsa, OK, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RPg Family Wealth Advisory, Anchor Financial Group, and Rosland Capital. Outside of his advisory work, he serves as a senior account representative for DB Miami Inc, a precious metals sales firm. Abacus Capital Advisors provides discretionary portfolio management and customized advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using bonds, equities, ETFs, and options, serving a small client base with approximately $119.5 million in assets under management.

Saletha Fuller is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Oklahoma. She previously worked with Raymond James Financial Services and Investacorp Advisory Services, among other firms. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm employs a fundamental securities analysis approach across multiple actively managed strategies and offers its services exclusively through discretionary wrap-fee programs administered with Raymond James.

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.

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.

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.

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!