Mark Holloway is a financial advisor with Merit Advisors, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Oak Hills Securities, Inc. since 2017 and previously held roles at WFG Advisors, LP and WFG Investments Inc. Outside of advising, Holloway is involved in a construction and remodeling business in Oklahoma City. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service. The firm’s approach centers on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Candace Pahl is a financial advisor at Mitchell & Pahl Private Wealth with 21 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining her current firm in 2020. Pahl serves on the boards of several private family foundations and philanthropic organizations and is co-owner of an EMS fitness studio, where she contributes to marketing and client recruitment. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a tax-aware, cost-focused approach using a combination of active and passive strategies and offers discretionary portfolio management as well as standalone or integrated financial planning.

Casey Morford is a CFP® professional with three years of industry experience currently with JM2 Capital Inc. Prior to joining JM2 Capital, he worked at Weir Oil & Gas. He is also involved with the Witness to Win Foundation. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, utilizing a blend of fundamental and technical analysis to create tailored portfolios that incorporate mutual funds, ETFs, bonds, and alternative investments.

Melinda Warren is a CFP® professional with 24 years of industry experience, currently serving at Hughes Warren, Inc. in Edmond, OK, where she has worked since 2007. Outside of financial advising, she is involved in property management through her role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management to individuals, pension plans, and business entities, utilizing customized and model portfolios with a focus on mutual funds and ETFs. The firm combines a small advisory team with model solutions and third-party services to manage a high client load and offers educational seminars and a monthly newsletter.

Angela Hundt is a financial advisor at Elevation Wealth Partners, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Inc. and in various real estate roles. Elevation Wealth Partners provides discretionary portfolio management and financial planning services to individual investors, trusts, retirement plans, corporations, and other entities. The firm employs a multi-disciplinary investment process and offers 529 plan management alongside fee-based planning engagements.

Nicholas Duthie is a financial advisor at DBM Advisors, LLC in Oklahoma City, holding a Series 66 designation with 15 years of industry experience. Prior to founding DBM Advisors in 2018, he worked at Securities America Advisors and Securities America Inc for nine years. Outside of advisory services, he is the managing partner of a real estate venture focused on property improvement and sales. DBM Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm also offers business consulting and capital-readiness services and utilizes a range of investment strategies including ETFs, mutual funds, fixed income, and options, managing accounts on both discretionary and non-discretionary bases.

Laura Roy is a financial advisor at Asset Management Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Chesapeake Energy Corporation and Laura A. Hackler CPA. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, limited liability companies, and retirement plans. The firm specializes in value-oriented, long-term portfolio management and also administers oil and gas interests for clients, including revenue collection and billing.

Madison Chaney is a financial advisor at L&S Private Wealth, LLC with five years of industry experience. Prior to joining L&S Private Wealth, Madison worked at Hornor Townsend & Kent, LLC for eight years and Penn Mutual Life Insurance Company for ten years. Outside of financial advising, Madison is involved in several business ventures, including serving as president of Legacy & Succession, LLC, a consulting firm for business owners, and owning Absolute Bovine Genetics, LLC, a beef cattle production company. L&S Private Wealth provides investment management, financial planning, and fractional family office services to individuals, trusts, estates, corporations, and employee benefit plans. The firm employs a long-term, asset-allocation investment approach guided by Modern Portfolio Theory and offers specialized services such as private equity administration and family governance facilitation for high-net-worth clients.

Christopher Jurrens is a CFP® and Series 65 licensed advisor with over 11 years of industry experience. He has been with F.I.G. Financial Advisory Services, Inc. since 2006. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individuals and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based investment approach combined with risk-based strategies and offers tailored portfolios using mutual funds, ETFs, and listed equities.

Chad Rogers is a financial advisor at Merit Advisors, Inc. with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merit Advisors in 2024, he worked at Rogers Financial, Inc. and Independent Financial Partners, LLC, among other firms. Outside of his advisory role, he serves as CEO and President of Rogers Financial, Inc., which offers fixed product life, disability, long-term care, health insurance, and fixed annuity products. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service centered on a Managed Bond Strategy. The firm’s approach uses technical, trend-following indicators to actively time bond allocations, employing complex instruments and offering both discretionary and non-discretionary management options.

Michael Hackler is a financial advisor at Asset Management Advisors, LLC in Oklahoma City, holding a Series 65 credential with one year of industry experience. Prior to his role in financial advising, he worked for 15 years at Swedish Import Repair. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, LLCs, and retirement plans. The firm focuses on long-term, value-oriented investing with a concentrated portfolio and specializes in managing and accounting for royalty and non-operated oil and gas interests.

Kristan Bruhn is a financial advisor at L & M Wealth Management and Retirement Solutions, LLC in Oklahoma City, OK, with 10 years of industry experience. She has been with L & M Wealth Management since 2009. In addition to her advisory role, she holds insurance licenses and spends a limited amount of time on insurance-related activities. L & M Wealth Management provides discretionary asset management to individual and high-net-worth clients, offering tailored portfolios that include a mix of stocks, bonds, ETFs, options, mutual funds, and certain private investments. The firm employs a combined fundamental and technical investment approach with an emphasis on continuous supervision and customized risk management.

Jenna Mcalister is a financial advisor with G. Dewayne Mcanally, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with G. Dewayne Mcanally since 2015. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, and options, combining fundamental, technical, and cyclical analysis to guide portfolio management.

Danita Rose is a financial advisor with A-Team Financial Investments in Oklahoma City, holding a Series 65 designation and three years of industry experience. Prior to joining A-Team Financial Investments, she worked at Oklahoma City Community College and Advantage Bank. She also teaches several online classes annually at Southern Nazarene University and is a member of DAR Consulting, LLC, both activities unrelated to investment advising. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profit entities, offering fee-based discretionary portfolio management and investment advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis across a broad range of investment instruments and serves a high client load relative to its advisor headcount.

Jeremy Doorn is a Series 65-licensed financial advisor with Core Wealth Management, LLC in Oklahoma City, OK, where he has worked for 15 years. He has additional experience with Core Business and Financial Services and served as a relationship manager for Catmack Inc. outside of his advisory role. Core Wealth Management is an SEC-registered firm serving primarily individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting services, applying Modern Portfolio Theory-driven asset allocation and model portfolios tailored to client suitability profiles.

Cameron Turner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at JM2 Capital Inc. He previously worked at Trust Company of Oklahoma and has been self-employed since 1998. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, including trusts, estates, and charitable organizations. The firm’s investment approach combines fundamental and technical analysis with primarily long-term purchase strategies and utilizes third-party money managers as part of client solutions.

Rhett Wood is a financial advisor at Investment Strategies, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Strategies, Inc. since 2017 and at Investment Strategies, LLC since 2014. Wood operates an affiliated insurance sales business. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, utilizing a combination of fundamental, technical, and cyclical analysis. The firm offers both direct management and digital platform solutions and supervises third-party money managers while providing ongoing client support.

Carol Lyons is a CFP® with 35 years of industry experience, currently serving at L & M Wealth Management and Retirement Solutions, LLC since 2009. She has operated her own sole proprietorship since 2001 and is also owner and operator of CAROL E. LYONS CFP, INC., a non-investment related business. Lyons holds a Series 63 designation and is a licensed insurance agent, dedicating a portion of her time to insurance-related activities. L & M Wealth Management and Retirement Solutions provides discretionary asset management to individual and high-net-worth clients, offering customized portfolios that include stocks, bonds, ETFs, options, mutual funds, and certain private investments. The firm uses a combination of fundamental and technical analysis, with both long- and short-term strategies tailored to client risk profiles and time horizons, and manages approximately $67.2 million in regulatory assets.

Mark Arra is a financial advisor with EPIC Wealth Management, LLC in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining EPIC Wealth Management in 2021, he worked at Sandridge Energy for 10 years and Ameritax Advisory Services for 19 years. EPIC Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, corporations, and business owners. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using an individualized investment plan and employing a variety of strategies including option writing and margin trading.

Scott Parman is a financial advisor with Intrepid Financial Services, LLC, holding a Series 65 designation and over 10 years of industry experience. He has been involved with Parman & Easterday, an estate planning law firm, since 2008, where he serves as Director of Client and Community Relations. Parman also operates Parman Financial Coaching LLC, which he founded in 2015. Intrepid Financial Services serves individual and high-net-worth clients by providing financial coaching, ongoing education, and access to investment portfolio management through a third-party manager. The firm emphasizes market efficiency and broad diversification, avoiding stock-picking and market timing in its investment approach.