Richard Parry is a CFA® charterholder with 33 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1992. The firm is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients through discretionary portfolio management and financial planning. Tom Johnson Investment Management employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, managing approximately $1.63 billion in assets across multiple advisory channels.

Kian Rahmanzadeh is a CFP® and holds a Series 65 license, with four years of industry experience. He has been with Castlepoint Wealth Advisors since 2022 and previously worked at Castleview Wealth Advisors and NBC Bank. Rahmanzadeh also spent five years associated with Oklahoma City University. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning services to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm employs a strategic asset allocation approach based on modern portfolio theory, emphasizing global diversification and long-term discipline.

Chris Berkel is a financial advisor at Cirrus Capital LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Axis Financial and Fundteq. Outside of his advisory role, Berkel is also an insurance agent specializing in accident, health, and sickness insurance. Cirrus Capital LLC serves individual, high-net-worth clients, corporations, and retirement plans with discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm uses a hybrid investment approach combining quantitative and fundamental analysis, and emphasizes transparency by making performance results available for its models and research.

Todd Lang is a financial advisor at Vista Investment Partners LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for seven years. Lang serves as a director on the board of The Tulsa Boys' Home, where he participates in operational oversight and investment decisions. Vista Investment Partners provides financial planning, portfolio management, and retirement plan advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $541 million in client assets and employs a range of investment strategies, including discretionary and non-discretionary management, mutual funds, ETFs, individual equities, fixed income, and model portfolios.

Tobin Thomas is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and Sri Financial, LLC d.b.a. Journey Financial Strategies. Outside of his advisory work, he serves as an insurance broker affiliated with Ash Brokerage and is a passive owner of Collaborative Insurance Solutions LLC. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management and financial planning services using diversified model portfolios with periodic rebalancing and may engage third-party managers and alternative investments as appropriate.

Edward Creegan IV is a CFP® and Series 65-licensed advisor at Castlepoint Wealth Advisors with six years of industry experience. He has been with Castlepoint Wealth Advisors since 2018 and previously spent two years as a stay-at-home dad. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation and long-term discipline, employing global diversification and a mix of mutual funds, ETFs, individual securities, and third-party research while acting as a fiduciary for retirement accounts.

Jeffery Eynetich is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory work, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial serves individual and household clients, including high-net-worth individuals, providing investment management, financial planning, and retirement plan consulting. The firm uses diversified model portfolios with both fundamental and technical analysis and offers family-office consulting and coordination through its affiliated Plan Group Family Office.

Douglas Claycomb is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Plan Group Financial since 2006, with prior experience at Merrill and Saxony Securities. Outside of his advisory role, he acts as a consultant for Strawberry Fields and is involved in subadvisory portfolio management for Baker Asset Management. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm manages assets primarily through diversified model portfolios using mean-variance optimization and various analytical approaches, and provides family office consulting and coordination services under separate agreements.

Christopher Beard is a financial advisor with Forge Financial in Edmond, OK, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Forge Financial since 2018 and also maintains an affiliation with LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, and utilizes LPL Financial platforms for custody and execution.

Carl Holliday is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has worked at James Baker & Associates, A Limited Partnership since 1992 and joined Plan Group Financial in 2024. Outside of finance, he is a 50% owner and investor in a medical spa business, RADIAN, LLC. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management, financial planning, and portfolio management through diversified model portfolios that incorporate fundamental and technical analysis, with a notable family office and specialized consulting services.

Kristen Buchman is a CFP® certificant with five years of industry experience, currently serving at Castlepoint Wealth Advisors since 2022. Her prior career includes roles at Venturi Private Wealth, Kansas State University, and The Trust Company. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and broad global diversification, using mutual funds, ETFs, selected individual securities, and sub-advisers as part of a long-term investment approach.

Timothy Singleton is a CFP® with 39 years of industry experience, currently serving at Rhodes Investment Advisors, Inc. since 2004. He has been associated with Rhodes Securities, Inc. since 1991 and operates his own CPA practice specializing in tax returns for investment clients. Singleton is also an insurance agent representing several companies. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, and consulting services, employing a mix of discretionary and non-discretionary management with an investment approach that includes fundamental, technical, and charting analysis.

Geoffrey Weiss is a financial advisor with Forge Financial, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked exclusively with Forge Financial and LPL Financial since 2018, with prior experience at Reagor Dykes Autogroup and Sherwin Williams Paint Company. Forge Financial Services provides discretionary portfolio management primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts. The firm serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities using a model-driven investment approach grounded in Modern Portfolio Theory.

David Gibson is a financial advisor with Forge Financial, holding a Series 66 designation and six years of industry experience. He has worked at Forge Financial Services LLC and LPL Financial LLC since 2019 and previously spent 19 years with Crossings Community Church. Gibson is also an independent agent for non-variable insurance products. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee and implemented primarily through LPL Financial–sponsored programs and proprietary accounts.

Kailey Miles is a financial advisor with Forge Financial in Edmond, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked in the homebuilding industry at McCaleb Homes and Foster Signature Homes. Forge Financial provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm follows a model-driven investment approach guided by an in-house Investment Committee, utilizing LPL Financial’s platforms for account execution and custody.

Hayden Przybysz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including Avantax Advisory Services and 1st Global Advisors, and is co-owner of P&F Lites Etc, LLC, a lighting fixture sales business. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios with a mix of equities, fixed income, ETFs, and alternative investments, and operates a family office service alongside specialized investment coordination.

Richard Wilson is a financial advisor at Vault Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vault Wealth Strategies, Vault Insurance Brokerage, The Prudential Insurance Company of America, and Pruco Securities. Outside of advisory work, he holds a minority interest in Cortado, LLC, a software application company. Vault Wealth serves individuals, business owners, and retirement plans with advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with ongoing monitoring and scenario analysis, offering branded programs such as Vault Plan™, Vault Invest™, and Vault Family Office™.

Kortland Snowden is a financial advisor at Castlepoint Wealth Advisors in Oklahoma City, holding a Series 65 designation with one year of industry experience. Prior to joining Castlepoint, he worked at the University of Oklahoma and Quail Creek Bank. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory, focusing on broad global diversification and long-term discipline while serving as a fiduciary for retirement accounts.

James Burleson II is a financial advisor with Forge Financial Services LLC, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked with LPL Financial and Forge Financial in various capacities since 2013. Outside of his advisory role, Burleson is involved in real estate through ownership of Burleson Investment Properties and maintains inactive status as a real estate agent with RE/MAX 1st. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven investment approach grounded in Modern Portfolio Theory, managing accounts on a discretionary basis primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Jeremy Wilcox is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2015. Tom Johnson Investment Management is a fee-only advisory firm serving individuals, high-net-worth clients, and institutional clients with discretionary portfolio management and financial planning. The firm employs a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple client channels.