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® with 17 years of industry experience and has been with Windle Wealth since 2014. Prior to founding Windle Wealth, he worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he is a songwriter with a minority ownership in Fist of Five, LLC, and contributes articles on digital assets for CoinDeesk. Windle Wealth serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management alongside financial planning, pension consulting, and tax preparation services. The firm emphasizes income-producing equities and offers estate-planning access through Wealth.com, held-away retirement account management, and advisory services on cryptocurrencies within written exposure limits.

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.

Alan Niemann is a financial advisor with Adaptation Financial Advisors Inc. in Oklahoma City, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures at Signator Investors Inc. and Royal Alliance Associates, INC. Outside of finance, he is involved in horse and cattle breeding as well as agricultural management through his family limited partnership. Adaptation Financial Advisors Inc. offers portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, trusts, charitable organizations, and employer-sponsored plans. The firm manages about $233.6 million in discretionary assets and provides tailored investment plans with ongoing monitoring, utilizing proprietary and third-party programs including a wrap-fee program and WealthPort platform options.

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 Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Adaptation Financial, Mc Cune worked at Cambridge Investment Research, Inc. Since 2022, Mc Cune has also been a licensed insurance producer and serves as a notary. Adaptation Financial Advisors serves individuals and families, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, private businesses, and charitable organizations. The firm offers tailored portfolio and wealth management, comprehensive financial planning, and retirement plan consulting, employing a variety of analysis methods and managing wrap-fee program accounts and co-advisory services on the Cambridge-sponsored WealthPort platform.

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 16 years of experience in the financial industry. He is a managing partner at Merit Advisors, Inc., where he has worked since 2014, and previously was associated with Oak Hills Securities, Inc. Outside of his advisory role, he is involved in a real estate brokerage as a manager and occasionally acts as a broker on transactions. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as signal services to other advisers and institutions. The firm offers a Managed Bond Strategy that uses proprietary, trend-following technical indicators to adjust allocations among various bond and alternative funds.

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 works with Raymond James & Associates. Outside of advisory work, Oswald owns Live Love Lake, LLC, a real estate business focused on maintaining a residential property. Epic Wealth Management manages approximately $112 million in client assets, providing portfolio management and comprehensive financial planning to individuals, charitable organizations, corporations, and business owners. The firm emphasizes developing tailored investment plans based on long-term cash flow projections and risk assessments, utilizing a wide range of investment instruments and offering both discretionary and non-discretionary account management.

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.

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.

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, holding a Series 65 designation. He began his advisory career in 2025 after completing ten years as a student. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans with discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team, utilizing mean-variance optimization and a mix of fundamental and technical analysis, with portfolios rebalanced at least twice annually.

Rick Hadrava is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Scissortail Wealth Management, Epic Wealth Management, and Raymond James & Associates. In addition to his advisory role, Hadrava is a managing partner of a small business consulting firm and an advisory board member for an organization focused on entrepreneurial skill development, as well as the author of the book *Beyond Wealth*. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, and other securities, managing approximately $935 million across multiple offices.

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.

John Le Clercq IV is a CFA® charterholder and Series 63 licensee with two years of industry experience. He is currently with Cirrus Capital LLC, where he has worked for one year, and has prior experience at Axis Financial, MidFirst Bank, Aon, and Chase. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans with discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitors portfolios, and utilizes model portfolios for client accounts.

Kimberly Vaughn is a financial advisor at B.B. Graham & Company, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Leonard Investment Advisors, Inc. and RBC Capital Markets Corporation. Outside her advisory role, she is a licensed insurance agent and serves as a public notary in Oklahoma City. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses, managing approximately $322 million for several hundred clients. The firm employs both fundamental and technical analysis across various asset classes and offers a mix of discretionary and non-discretionary asset management, as well as access to third-party money managers.