Ahmed Farhan is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding a Series 65 designation and eight years of industry experience. He has been with Wingate Capital Advisors since 2017 and is also affiliated with Oklahoma State University since 2016. Wingate Capital Advisors LLC provides portfolio management and investment advisory services primarily to individual clients, managing approximately $2.37 million across 34 accounts. The firm operates mainly on a non-discretionary basis, offers a range of investment options including mutual funds, ETFs, and potential cryptocurrency exposure, and maintains formal reviews at least semi-annually.

Theodore Spinardi II is a CFP® with 33 years of industry experience, currently serving at Summit Wealth Group, LLC in Tulsa, OK. He has held roles at LPL Financial, Purshe Kaplan Sterling Investments, and has founded multiple entities including Integrated Financial Solutions and Integrated Wealth Solutions. In addition to his advisory work, he is involved in tax planning services and business formation through his related ventures. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with a focus on retirement planning. The firm manages discretionary and non-discretionary accounts with a tailored investment approach that emphasizes long-term asset allocation using mutual funds, ETFs, and selected individual securities.

Mitchell Benefiel is a financial advisor at Summit Wealth Group, LLC in Tulsa, Oklahoma, holding a Series 65 designation. He has experience working with firms including Integrated Tax Solutions and Morse and Co. Outside of finance, he has a background that includes work at Charleston's Restaurant and roles in education. Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and businesses, with an emphasis on retirement planning. The firm offers tailored investment advice using a variety of instruments and maintains affiliations with tax and consulting entities to support its services.

Jeffrey Hale is a financial advisor at Odingard Capital Management with 28 years of industry experience. He has held roles at Pentegra and Pentegra Distributors Inc. from 2010 to 2018 before joining Odingard Capital Management in 2019. He holds Series 63, Series 65, and Series 66 licenses. Odingard Capital Management serves individual clients and employee benefit plans, providing investment advisory services along with pension and 401(k) consulting. The firm manages approximately $37 million and offers both sub-advised managed accounts and direct management for smaller accounts, utilizing various investment strategies and periodic portfolio reviews.

Jacob O'Brien is a financial advisor at O'Brien Capital Advisors, LLC in Sapulpa, Oklahoma, with nine years of industry experience. He holds a Series 65 designation and has worked at O'Brien Capital Advisors since 2016. In addition to his advisory role, he operates O'Brien Tax Service LLC and serves as a board member of the Kiwanis 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 across stocks, bonds, mutual funds, and ETFs. The firm employs a long-term investment approach combined with technical charting and customizes recommendations based on client-specific Investment Policy Statements.

Andrew Davis is a Series 65-licensed advisor with Stephen L. Smith Corporation, where he has worked since 2005, accumulating 16 years of industry experience. He is also the owner and manager of Standard Capital Finance in Tulsa, which provides lease finance servicing. Stephen L. Smith Corporation specializes in financial consulting for state and municipal issuers and public trusts, primarily assisting Oklahoma political subdivisions with public debt issuance and related transaction management. The firm focuses exclusively on government securities and public trusts, offering advisory services without taking custody of client assets or providing investment direction.

Terrilyn Brownfield is a financial advisor with Compass Coaching and Consulting, LLC in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Brookstone Wealth Advisors, Southeast Investments, Inc., and Redhawk Wealth Advisors. She is also the owner of ArchenLand, LLC, which operates a farm and event venue. Compass Coaching and Consulting serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing financial planning and consulting while coordinating investment management through third-party managers. The firm acts as the primary client contact but does not maintain custody of client assets or directly manage portfolios.

William Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with six years of industry experience. His work history includes roles at UBS Financial Services Inc. and a position at Texas Christian University. Olistico Wealth, LLC offers wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment vehicles and multiple analysis methods, and it discloses the use of derivatives, margin, and options trading strategies in managed accounts.

Subir Grewal is a financial advisor at Washington Square Capital Management LLC with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Washington Square Technology Inc, Ness, Inc., and currently serves as CEO and senior consultant at Greyker, Inc., a technology consulting firm. Washington Square Capital Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm’s investment approach combines fundamental value analysis with technical and macroeconomic factors and offers distinct strategies managed through direct securities or pooled vehicles.

Susan Mcdonald is a CFA® charterholder with 15 years of industry experience. She is currently with Wealth Oklahoma and has worked at Stolper Asset Management since 2010. Outside of finance, she owns Perceval Books LLC, an online reselling business specializing in pre-owned clothing and goods. Wealth Oklahoma provides discretionary portfolio management to individual and high-net-worth clients, as well as trusts, estates, foundations, and corporate entities. The firm uses a fundamental securities analysis approach and active management across multiple strategies, delivering advisory services exclusively through asset-based wrap programs.

Cooper Williamson is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 65 designation with three years of industry experience. Prior to joining Olistico Wealth, he worked briefly at Oklahoma Surgical Hospital and the Johns Hopkins Center for Talented Youth. Olistico Wealth, LLC provides wealth management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm employs diversified investment strategies and various analytical methods to tailor portfolios to clients’ specific goals and circumstances.

Michael Dollarhide is a Series 65-licensed advisor with Longbow Asset Management in Tulsa, Oklahoma, where he has worked since 2003. He has 25 years of industry experience. Longbow Asset Management provides portfolio management and investment supervision for individuals, families, trusts, retirement plans, endowments, corporations, custodial, and charitable accounts. The firm focuses on fundamental security analysis and tailored asset allocation, emphasizing long-term U.S. equity investments and a buy-and-hold fixed income strategy.

Fielding Elseman is a financial advisor at SageOak Financial, LLC in Tulsa, OK, holding a Series 65 designation with one year of industry experience. Prior to joining SageOak, he worked in the education sector at Pryor Public Schools and Jenks Public Schools for a total of 11 years. SageOak Financial serves working professionals, business owners, retirees, and their families with comprehensive wealth management services that integrate financial planning and discretionary investment management. The firm focuses on asset allocation using low-cost, tax-efficient vehicles alongside selective active strategies, and provides educational resources such as newsletters, blogs, and seminars.

At SageOak®, I help clients reduce stress and free up time to focus on the things that matter most to them, such as faith, family, and friends. While I serve a variety of clients, the folks who typically find my services the most valuable are working/medical professionals, business owners, near/current retirees, and faith-based individuals/organizations. For many of my clients, faith is an important part of their lives, but regardless of their faith background or season of life, clients usually seek me out to delegate the stress and headache that normally come with managing their own financial planning and investment needs. I started SageOak in 2013 and serve clients in person and virtually across the country. As Managing Director, I help develop and integrate our firm’s long-term vision and strategic plan, as well as provide ongoing financial planning, investment management, and wealth management services to our clients. On a more personal note, I grew up in a small town in northeastern Indiana. Before entering the financial services industry, I worked briefly in intercollegiate athletics as a college golf and basketball coach at a small Christian college in Kansas. I currently live in the Tulsa, OK area with my wife, who works part-time as a Physician Assistant. We’ve lost two children in miscarriages over the years, but God has also blessed our family with a rambunctious boy, four sweet girls, and an energetic Cavapoo named Hoosier! In our community, I currently serve on the board of directors for Classically Formed Inc., which operates Tulsa Classical Academy, Oklahoma's first public tuition-free classical charter school. I previously served on the board of directors for Happy Hands Education Center, a local Christian school for children from birth to age 6 who are deaf, hard of hearing, or have other communication disorders. I have also volunteered with various other local ministries and non-profits over the years, and my family and I are very active in our local church, Grace & Peace (PCA), where I serve as an ordained elder. For fun, I enjoy playing an occasional round of golf, staying physically active, reading good books, traveling to new places, and enjoying the craziness of raising five kids and a dog! If taking care of your family, reaching your goals, and being a good steward of your money is important to you, use the "Contact" button on this page or visit our website to start the complimentary discovery process today!

Kelly Payne is a financial advisor at Step By Step Financial, LLC in Tulsa, OK, holding a Series 65 credential. She has one year of industry experience and previously spent nine years as a homemaker. Step By Step Financial serves individual clients and households, especially those in or nearing retirement, by offering integrated financial planning, investment management, and coordinated tax planning services. The firm emphasizes long-term diversification and cost management using low-cost mutual funds, ETFs, and high-quality bonds, with most accounts managed on a discretionary basis and reviewed biannually.

Allison Stolper is a financial advisor at Wealth Oklahoma with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and BOK Financial. She is currently participating in the Advisor Mastery Program to develop expertise in client relationship management, portfolio management, financial planning, and business development. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm uses a fundamental securities analysis approach across six actively managed strategies and offers advisory services exclusively through discretionary wrap-fee programs administered with Raymond James.

William Stitt is a financial advisor at Regent Wealth Management, Inc. in Tulsa, Oklahoma, with 26 years of industry experience. He has been with Regent Wealth Management since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he operates a small insurance sales business. Regent Wealth Management provides discretionary investment management and related advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $69.5 million in assets and is notable for serving several institutional and non-typical client types while offering a broad range of investment strategies and complimentary retirement, estate, and tax planning services.

Randall Cloud is a financial advisor at R.J. Cloud Advisors & Company with 25 years of industry experience. He holds a Series 65 designation and previously worked at The Legacy Financial Group, Inc. He also owns a CPA firm focused on income tax preparation. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, offering family office services and retirement plan consulting. The firm employs a long-term, factor-based investment approach using mutual funds and ETFs, and integrates affiliated professional services for tax, accounting, and legal support.

Anthony Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, Oklahoma, with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 20 years before joining Olistico Wealth in 2021. Olistico Wealth provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment vehicles and employs multiple analysis and trading methods, including options strategies and margin transactions.

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.