Gary Mcanally is a financial advisor with G. Dewayne Mcanally, holding a Series 63 designation and over 44 years of industry experience. He has been with G. Dewayne Mcanally since 1984. Outside of advisory work, he is involved in insurance product sales for several companies. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers access to alternative and private-fund investments through a third-party platform.

Larry Parman is a financial advisor with Intrepid Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He operates Parman Financial Coaching LLC and The Parman Group PLLC, and has been affiliated with Metlife Securities, Inc. since 2011. Outside of his advisory work, Parman is an attorney providing estate planning services and is a contributing writer for the Daily Oklahoman and CEO Maestro.com. Intrepid Financial Services serves individual and high-net-worth clients by combining financial coaching, education, and access to investment portfolio management. The firm emphasizes market efficiency and broad diversification, working with a third-party manager for discretionary portfolio management.

Samuel Jurrens is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has worked at Carlson Ridge Capital since 2016 and has been with F.I.G. Financial Advisory Services, Inc. since 2010. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based approach for equity selection combined with risk-based strategies and tailors portfolios to client goals and risk tolerance.

Hunter Freese is a financial advisor at Main Street Investment Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and INTEGRIS Cardiovascular Physicians. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with a focus on risk management and offers additional services including ERISA 3(21) plan consulting, while maintaining affiliations with insurance and other related businesses.

Conard Terrell is a financial advisor at Redstone Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Axa Advisors, LLC and LPL Financial, LLC prior to his current role. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary asset management, and ERISA 3(38) plan management. The firm offers a broad range of services including personalized asset allocation, held-away account management, and adviser-managed annuities.

Donald Windle III is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Windle Wealth since 2014. His prior experience includes roles at Edward Jones and LPL Financial. Outside of his advisory practice, Windle contributes articles on digital assets and holds a minority ownership in a songwriting LLC. Windle Wealth serves individual and high-net-worth clients, charitable organizations, and businesses with discretionary investment management, financial planning, pension consulting, and tax preparation services. The firm employs fundamental analysis with tailored income-producing equity and fixed income strategies, and incorporates AI tools and cryptocurrency exposure within a defined risk framework.

Israel Cantrell is a financial advisor at Redstone Wealth Management, LLC in Oklahoma City, holding a Series 66 designation with 16 years of industry experience. He is the president and CEO of Cantrell Group, Inc. and the managing member of Employee Leasing Foundation, an employee leasing business. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary asset management, and fiduciary services such as ERISA 3(38) plan management. The firm employs personalized asset-allocation strategies and offers a broad mix of services including held-away account management and adviser-managed annuities.

Victoria Woods is a financial advisor with ChappelWood Financial Services in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at AIG Financial Advisors and ChappelWood Financial Services since 2005 and serves as president of ChappelWood Investment Corp., a real estate development and holding company. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a discovery and needs-analysis process to set client objectives and typically implements strategies through model portfolios on the AssetMark platform, operating primarily on a non-discretionary basis while also providing educational seminars and workshops.

Mindy Cook is a financial advisor at Elevation Wealth Partners, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Ameritas Investment Corp. In addition to her advisory role, Cook is an independent insurance agent. Elevation Wealth Partners provides discretionary portfolio management and financial planning to individual investors, trusts, retirement plans, and corporations. The firm employs a diverse investment approach incorporating quantitative analysis and fundamental research, and offers services that include retirement planning, insurance, and estate planning through an online platform.

Alan Niemann is a ChFC® with 42 years of industry experience, currently serving at Adaptation Financial Advisors Inc. since 2020. His previous roles include positions at Cambridge Investment Research Advisors, Royal Alliance Associates, and Signator Investors. Outside of financial advising, he is involved in agricultural ventures such as horse and cattle breeding, and he holds leadership roles in several family and commercial business entities. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm uses a comprehensive approach with various investment strategies and offers tailored management across multiple account types, incorporating third-party managers and proprietary platforms when appropriate.

Damon King is a CFP® professional with 10 years of industry experience, currently serving as an advisor at ChappelWood Financial Services since 2015. He also works as an adjunct faculty member at Francis Tuttle Technology Center, where he teaches adult financial education classes. ChappelWood Financial Services is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a discovery and needs-analysis process to develop client objectives and typically implements strategies through model portfolios on the AssetMark platform, combining ongoing planning services with educational seminars and workshops.

Ryan Boydston is a financial advisor at Soard Financial Management, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He has been with Soard Financial Management since 2020 and previously worked at Little Bird Marketing from 2015 to 2019. Boydston is also involved with Soard Financial Concepts, where he maintains an insurance agent role. Soard Financial Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning primarily for individuals, trusts, estates, and high-net-worth clients. The firm manages approximately $74.4 million across about 250 client relationships and implements investment programs mainly through third-party managers and model portfolios, with regular reviews and a no-cost financial planning service.

Shanon Mc Cune is a financial advisor at Adaptation Financial Advisors Inc. with four years of industry experience. Mc Cune holds Series 63 and Series 65 designations and has worked with Cambridge Investment Research since 2020. Outside of advisory work, Mc Cune is also a commissioned notary. Adaptation Financial Advisors provides portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, high-net-worth clients, trusts, and employee benefit plans. The firm uses a holistic financial assessment process and a range of investment strategies, including non-standard investments and third-party manager solutions, to tailor its services.

Benjamin Kennedy III is a financial advisor at Wilshire-Pennington Group, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wilshire-Pennington since 2004. In addition to his advisory role, he has been an independent insurance agent for various companies since 1987. Wilshire-Pennington Group provides financial planning and asset management services to individuals, trusts, estates, and business entities, managing approximately $42.6 million across about 40 client accounts. The firm emphasizes small business owner issues, retirement and wealth-transfer planning, and employs a mix of fundamental, technical, cyclical, and charting analysis in discretionary portfolio management.

Benjamin Kennedy IV is a financial advisor at Wilshire-Pennington Group, Inc. in Nichols Hills, OK, holding a Series 65 designation with 11 years of industry experience. He has been with Wilshire-Pennington Group since 2012. Wilshire-Pennington Group provides financial planning and ongoing asset management to individuals, trusts, estates, and business entities, managing approximately $42.6 million across about 40 client accounts. The firm emphasizes small business owner issues, retirement and wealth-transfer planning, and discretionary portfolio construction using a mix of fundamental, technical, cyclical, and charting analysis.

Valery Oswald is a financial advisor at Epic Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Epic Wealth Management since 2018 and also maintains a role at Raymond James & Associates since 2014. Outside of his advisory work, he owns Live Love Lake, LLC, a real estate business focused on maintaining a property. 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 alongside financial planning services, developing individualized investment plans with ongoing monitoring and employing a range of investment strategies including option writing and margin trading.

Timothy Delpha is a financial advisor with Stagner Financial Advisory in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. He has worked with Stagner Financial Advisory since 2014 and has operated as a sole proprietor insurance agent since 2017. Stagner Financial Advisory provides discretionary asset management primarily to individuals, including high-net-worth clients, and offers advisory services to qualified retirement plan sponsors. The firm employs a combined fundamental, technical, and cyclical investment approach with a focus on documented client goals and risk tolerance.

Julie Mahanay is a financial advisor at LIG Capital Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Dean Davis Wealth LLC, BOK Financial, T S Phillips Investments, Inc, and Arvest Wealth Management. Mahanay is based in Oklahoma City, OK. LIG Capital Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. The firm employs a mix of discretionary and non-discretionary investment programs that incorporate trend-following, technical and fundamental analysis, and Modern Portfolio Theory.

Andrew Oster is a CFP® with 23 years of industry experience, currently serving at Triton Financial Group, Inc. He has previously worked at Capstone Triton Financial Group LLC and SAGEPOINT FINANCIAL. Outside of advising, he serves on the board of directors for Monscierge, Inc., a company that develops and manages a guest experience platform for the hospitality industry. Triton Financial Group provides discretionary portfolio management, wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs a primarily long-term investment approach that combines fundamental, technical, and cyclical analysis to build customized portfolios across various asset types.

Ricky Jurrens is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has been with F.I.G. Financial Advisory Services, Inc. since 1983 and currently serves as its President and CEO. In addition to his advisory role, he works as an independent agent providing fixed life insurance products. F.I.G. Financial Advisory Services offers fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm manages approximately $151.8 million in discretionary assets and employs a value-based and risk-focused investment approach tailored to client goals and risk tolerance.