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.

Gary Fraley is a CFA® charterholder with 17 years of industry experience, currently serving as a managing partner at Merit Advisors, Inc. in Oklahoma City. His prior experience includes roles at Oak Hills Securities, Exencial Wealth Advisors, and Cavanal Hill Investment Management. Outside of his advisory work, he is involved in a real estate brokerage as a manager and occasionally acts as a broker in transactions. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering both discretionary and customized non-discretionary accounts. The firm employs a proprietary, trend-following managed bond strategy that allocates among various bond and alternative funds based on technical indicators and market signals.

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.

Marcus Rose is a Series 65-credentialed financial advisor with 10 years of industry experience, currently serving at Investment Strategies, LLC in Oklahoma City. His prior experience includes roles at Rose Retirement and Investments, LLC and Bertrand Retirement Solutions. Outside of finance, he owns a photography business, Figure 8 Photos, and is also involved in personal training through 321, GO, LLC. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis, offering both direct management and digital platform solutions, while also coordinating with third-party money managers.

Valery Oswald is a financial advisor with Epic Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Epic Wealth Management in 2018, Oswald worked at Raymond James & Associates, Arvest Wealth Management, and Merrill. Outside of advising, Oswald is the owner of Live Love Lake, LLC, a business focused on maintaining real estate properties. Epic Wealth Management serves individual clients, charitable organizations, corporations, and business owners with discretionary and non-discretionary portfolio management and financial planning. The firm creates individualized investment plans based on client discussions and risk assessments, employing asset allocation strategies that include both long- and short-term investments as well as active techniques like option writing and margin trading.

Luke Milholland is a CFP® and ChFC® with 17 years of industry experience, currently serving at Vault Wealth in Oklahoma City, OK. His background includes roles at Prudential Insurance Company of America and leadership positions in several affiliated businesses such as Vault Tax, Vault Realty, and Vault Property Management. Outside of his advisory work, Milholland is involved in real estate development and software ventures. Vault Wealth serves individuals, business owners, and retirement plans, offering comprehensive advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with active monitoring and scenario analysis, supported by proprietary strategies and a wrap-fee program.

Ronald Richardson is a financial advisor at Vista Investment Partners LLC with 41 years of industry experience. He holds a Series 63 designation and has worked at Vista Investment Partners since 2016, with prior experience at Raymond James & Associates, Inc. from 2009 to 2016. Vista Investment Partners serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan advisory services, managing approximately $541 million in client assets.

Michael Dellin is a financial advisor at Vault Wealth in Oklahoma City, holding a Series 65 credential with two years of industry experience. He is also the CEO and owner of CourtSync, a noninvestment-related business based in Oklahoma City. Vault Wealth serves individuals, business owners, and retirement plans through a range of advisory services including financial planning, portfolio management, and estate planning coordination. The firm employs a long-term investment approach combining mutual funds, ETFs, individual securities, and proprietary strategies, with an emphasis on scenario analysis and coordinated planning through its Family Office offerings.

Jeffrey Ashford is a CFP® professional with 21 years of industry experience. He has been with Access Financial Resources, Inc. since 2003 in Oklahoma City, OK. Access Financial Resources, Inc. provides personalized financial planning and asset management for individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach and offers both discretionary and non-discretionary management, working under tailored investment policy statements.

Harrison Newmark is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2025. Prior to his advisory role, he was a student for ten years. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets across more than 1,200 individual, trust, and retirement-plan clients. The firm uses a model-portfolio approach combining various asset classes and employs strategies including mean-variance optimization with fundamental and technical analysis. It offers services such as discretionary investment management, fee-based financial planning, and specialized consulting including private oil and gas investment coordination and 1031 exchange referrals.

Rick Hadrava is a financial advisor with Uniting Wealth Partners in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Scissortail Wealth Management, Epic Wealth Management, Raymond James & Associates, Banc of America Investment Services, and Morgan Stanley. Outside of advising, he is an author of the book *Beyond Wealth* and serves on the advisory board of Training Mastery 3, focusing on entrepreneurial skill development for small business owners. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, managing approximately $935 million primarily on a discretionary basis.

John Kazanjian is a financial advisor with Uniting Wealth Partners in Oklahoma City, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Raymond James & Associates for 12 years. Kazanjian serves as an arbitrator for industry-related disputes. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diverse investment approach using low-cost mutual funds, ETFs, and other securities, with a long-term orientation and oversight of unaffiliated Independent Managers when appropriate.

Douglas Haws is a CFA® charterholder with 28 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1994. Haws previously served as a director of Primary Medical Inc. in Norman, Oklahoma, a position he held until 2006. Tom Johnson Investment Management is a fee-only adviser managing approximately $1.63 billion in assets across individual and institutional clients. The firm employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, delivering services through multiple advisory channels.

Alexxander Peralta is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Retirement Investment Advisors Inc. since 2021 and previously worked at Darden Restaurants and Topgolf. Retirement Investment Advisors Inc. is a fee-only, fiduciary advisory firm managing approximately $1.49 billion for individuals, trusts, and institutional clients. The firm provides comprehensive financial planning and investment management services using a structured onboarding process and diversified portfolios primarily comprised of no-load mutual funds and ETFs.

Jacob Weatherford is a CFP® with 10 years of industry experience, currently serving as an advisor at Castlepoint Wealth Advisors since 2018. He previously worked at Castleview Wealth Advisors and MIAA. Outside of his advisory work, he has been a football official since 2008. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and retirement plan participants. The firm emphasizes strategic asset allocation, global diversification, and long-term discipline in its investment approach while acting as a fiduciary and offering coordinated services including tax preparation through Meier & Barrus, Inc.

Alyosha Mertens is a financial advisor with Vista Investment Partners LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Vista in 2021, he worked at Hilltop Securities Inc for ten years and Cabot Lodge Securities LLC for one year. He is a licensed insurance agent and occasionally offers insurance products to clients. Vista Investment Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing financial planning, portfolio management, and retirement plan advisory services. The firm emphasizes strategic asset allocation and diversification and offers held-away account management through the Pontera platform while maintaining investment discretion.

Steven Hawes is a financial advisor at Vista Investment Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years. Outside of his advisory role, he manages a family mineral royalty portfolio on behalf of heirs. Vista Investment Partners serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and retirement plan advisory services. The firm manages approximately $541 million in client assets and employs both discretionary and non-discretionary investment strategies that include the use of margin and separately managed accounts.

William Malone is a financial advisor at Vault Wealth with nine years of industry experience and holds a Series 66 designation. He has worked at Edward Jones and Community Hospital South, where he also serves as the manager of the sterile processing department. Vault Wealth serves individuals, business owners, and retirement plans with a range of advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, and offers branded programs such as Vault Plan™, Vault Invest™, and Vault Family Office™.

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.