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.

David Aboud is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Leonard Investment Advisors since 1999 and also has a long tenure at B.B. Graham & Co. Outside of his advisory work, he serves as chairman and insurance agent at Leonard Agency Inc. Leonard Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations. The firm employs a tailored investment approach across various styles and strategies, managing approximately $95 million for about 110 client relationships.

Scott McPherson is a financial advisor at McGuire Capital Advisors, Inc. with six years of industry experience. He holds a Series 65 designation and has a background that includes tax advisory and consulting services through his own tax preparation business and CPA practice. McPherson is also licensed to sell life and health insurance policies in Oklahoma. McGuire Capital Advisors manages discretionary separately managed accounts primarily for individual and small business clients, employing a blend of fundamental analysis and technical charting to tailor portfolios from documented investment profiles. The firm handles a high client load relative to its advisory staff and offers co-advisory services through a third-party manager.

Brandon Vanlandingham is a Series 66-licensed financial advisor with Perissos Private Wealth Management in Bethany, Oklahoma, and has 18 years of industry experience. He has worked with TRAC Advisor Group, Inc. since 2015 and is the author of the book "Investor's Guide to Portfolio Strategy Development." He is also involved with Neurorisk, an email service specializing in distributing risk tolerance questionnaires to clients. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services to individuals, families, and other investment advisers. The firm constructs customized and model portfolios, employs a range of investment strategies including derivatives and margin, and offers private-placement due diligence for qualified investors.

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.

Darren King is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior positions include roles at Morgan Stanley and Banc One Securities Corporation. Outside of his advisory work, he serves as president of C&D Consulting Inc., a family investment company. Leonard Investment Advisors provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, businesses, and corporations. The firm manages approximately $95 million across about 110 client relationships, offering portfolio management, financial planning, consulting, and access to third-party wrap managers using diversified investment strategies tailored to client objectives and risk tolerance.

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.

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.

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.

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.

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.

Samuel Youngs is a CFP® professional with JM2 Capital Inc. in Edmond, OK. He has experience working with nonprofit and foundation entities, including operational work with a private family foundation and prior roles with The Baptist Foundation of Oklahoma and The Baptist General Convention of Oklahoma. He is involved with Witness to Win Inc., a private family foundation, in an operational capacity. JM2 Capital provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with a focus on long-term investment strategies and offers family-office and administrative services alongside its portfolio management.