Jeremy Doorn is a Series 65-licensed financial advisor with Core Wealth Management, LLC in Oklahoma City, OK, where he has worked for 15 years. He has additional experience with Core Business and Financial Services and served as a relationship manager for Catmack Inc. outside of his advisory role. Core Wealth Management is an SEC-registered firm serving primarily individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting services, applying Modern Portfolio Theory-driven asset allocation and model portfolios tailored to client suitability profiles.

Cameron Turner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at JM2 Capital Inc. He previously worked at Trust Company of Oklahoma and has been self-employed since 1998. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, including trusts, estates, and charitable organizations. The firm’s investment approach combines fundamental and technical analysis with primarily long-term purchase strategies and utilizes third-party money managers as part of client solutions.

Rhett Wood is a financial advisor at Investment Strategies, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Retirement Income Strategies, Inc. since 2017 and at Investment Strategies, LLC since 2014. Wood operates an affiliated insurance sales business. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, utilizing a combination of fundamental, technical, and cyclical analysis. The firm offers both direct management and digital platform solutions and supervises third-party money managers while providing ongoing client support.

Carol Lyons is a CFP® professional with 35 years of industry experience, currently serving as an advisor at L & M Wealth Management and Retirement Solutions, LLC since 2009. Her prior experience includes a 14-year tenure at Ameriprise and operating her own sole proprietorship since 2001. She is also the owner and operator of a non-investment related business in Oklahoma City. L & M Wealth Management and Retirement Solutions provides discretionary asset management and retirement-focused advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, tailoring portfolios to client-specific financial factors and risk profiles.

Mark Arra is a financial advisor with Epic Wealth Management, LLC in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Epic Wealth Management in 2021, he worked at Sandridge Energy for 10 years and Ameritax Advisory Services for 19 years. 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 and employing both long- and short-term strategies, including option writing and margin trading.

Scott Parman is a financial advisor with Intrepid Financial Services, LLC, holding a Series 65 designation and over 10 years of industry experience. He has been involved with Parman & Easterday, an estate planning law firm, since 2008, where he serves as Director of Client and Community Relations. Parman also operates Parman Financial Coaching LLC, which he founded in 2015. Intrepid Financial Services serves individual and high-net-worth clients by providing financial coaching, ongoing education, and access to investment portfolio management through a third-party manager. The firm emphasizes market efficiency and broad diversification, avoiding stock-picking and market timing in its investment approach.

Anthony Hernandez is a financial advisor with L&S Private Wealth, LLC in Oklahoma City, holding Series 63 and Series 65 designations and having 33 years of industry experience. Prior to joining L&S Private Wealth, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 14 years each. He is also licensed as a life insurance consultant through Legacy & Succession in Oklahoma City. L&S Private Wealth provides investment management, financial planning, consulting, and retirement plan services to high-net-worth individuals, trusts, estates, corporations, and employee benefit plans, including a tiered family office offering. The firm employs diversified portfolios based on a derivative of Modern Portfolio Theory, using model portfolios and various analytical approaches, and routinely selects unaffiliated sub-advisers to implement strategies.

Donald Dillingham is a CFA® charterholder with 40 years of industry experience, currently serving at Merit Advisors, Inc. in Oklahoma City, OK. He has worked at Oak Hills Securities, Inc. since 2007 and has been with Merit Advisors since 2003. Outside of his advisory role, Dillingham is involved in managing various private equity funds, tax credit acquisitions, and business ventures including restaurant holdings, advertising, broadcasting, and a nonprofit foundation. Merit Advisors serves individual clients, including high-net-worth individuals, as well as other investment advisers, providing portfolio management and a model-based signal service focused on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Carrie Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, holding a Series 65 credential and 19 years of industry experience. She has worked at several firms including Investment Strategies, LLC and Impact Partnership Wealth, LLC. Outside of her advisory role, she owns and manages Bertrand Longhorn & Equestrian, L.L.C., a ranch management business. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by recommending third-party managers based on client goals and risk tolerance. The firm does not directly manage client assets but oversees third-party managers through ongoing reviews and performance monitoring.

Theodore Hughes is a CFP® with 24 years of industry experience, currently serving as an advisor at Hughes Warren, Inc. since 2007. He is also involved in property management through his role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management primarily to individuals, pension/profit-sharing plans, and business entities, using model portfolios and third-party services to manage a high client load while offering customized financial planning and investment oversight.

Donald Soard is the principal of Soard Financial Management, LLC in Edmond, Oklahoma, and holds Series 63 and Series 65 licenses with 15 years of industry experience. He has also owned and operated an insurance agency, Soard Financial Concepts, since 2008. Soard Financial Management provides investment advisory services to individual and high-net-worth clients, including trusts and estates, through discretionary and non-discretionary portfolio management, financial planning, and co-advisor relationships. The firm employs primarily model portfolios and third-party managers, offers public educational seminars, and delivers written financial plans.

Christian Brim is a financial advisor with Core Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He is also affiliated with the CPA firms Catmack, Inc. and Turnbull & Brim, LLP, where he spends a significant portion of his time providing accounting services. Core Wealth Management is a three-advisor SEC-registered firm managing approximately $37.6 million for about 100 clients, primarily individual investors and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, typically employing Modern Portfolio Theory-based asset allocation and model portfolios.

Ashton Niemann is a financial advisor with Adaptation Financial Advisors Inc. in Oklahoma City, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MDK Financial Group Inc. and Cambridge Investment Research, Inc. He is also an independent insurance agent for various companies. 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, utilizing a holistic assessment process and a range of investment strategies and tools.

Grant Milner is a financial advisor at G. Dewayne McAnally with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. In addition to his advisory role, Mr. Milner is independently licensed to sell life and health insurance products and conducts insurance sales as an independent agent. G. Dewayne McAnally provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, equities, bonds, and options, employing a combination of fundamental, technical, and cyclical analysis, and offers access to alternative and private-fund investments through a third-party platform.

M. McGuire is a financial advisor at McGuire Capital Advisors, Inc. in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has worked at several related firms including McGuire Capital Management, L.L.C. and Access Financial Group, Inc. McGuire is also licensed as an Insurance Producer in Oklahoma and provides life insurance services through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to implement individualized investment portfolios and manages approximately $116 million for about 1,175 clients.

Mark Humphreys is a financial advisor at LIG Capital Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with LIG Capital since 2010. Outside of his advisory role, he serves as president of Mark Humphreys & Associates, a non-investment related business, and is also a manager for Peninsula Energy Logistics, an oil and gas pipeline transportation and logistics company. LIG Capital Management provides investment management and advisory services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm combines active, trend-following equity strategies with Modern Portfolio Theory–based asset allocation and manages a majority of its assets on a non-discretionary basis.

Gregory Womack is a financial advisor at Womack Investment Advisers, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with his current firm since 2000. His career includes involvement in various business ventures such as land development consulting through GreneCo and publishing rural community phone books via Red Book Publishing Company, Inc. Womack Investment Advisers provides discretionary portfolio management, financial planning, and wealth management services primarily for individual and high-net-worth clients, as well as small businesses, trusts, and charitable organizations. The firm employs model-based investment programs, third-party manager selection, and a separately managed Individual Stocks and Options Program, using a combination of individual securities, mutual funds, and ETFs guided by fundamental and technical analysis.

Jeffrey Beattie is a financial advisor with Womack Investment Advisers, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Womack Investment Advisers since 2006 and has prior experience with Trinity Global Partners and related entities. Outside of his advisory work, he serves as a part-time police officer with the West Terre Haute Police Department. Womack Investment Advisers is a fee-based team of four advisors managing approximately $76 million for individuals, small businesses, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental and technical analysis, risk-profiling tools, and a multi-fund manager approach to construct portfolios, offering discretionary management, model portfolios, stock and options programs, and financial planning services.

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.