Laura Roy is a financial advisor at Asset Management Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Chesapeake Energy Corporation and Laura A. Hackler CPA. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, limited liability companies, and retirement plans. The firm specializes in value-oriented, long-term portfolio management and also administers oil and gas interests for clients, including revenue collection and billing.

Madison Chaney is a financial advisor at L&S Private Wealth, LLC with five years of industry experience. Prior to joining L&S Private Wealth, Madison worked at Hornor Townsend & Kent, LLC for eight years and Penn Mutual Life Insurance Company for ten years. Outside of financial advising, Madison is involved in several business ventures, including serving as president of Legacy & Succession, LLC, a consulting firm for business owners, and owning Absolute Bovine Genetics, LLC, a beef cattle production company. L&S Private Wealth provides investment management, financial planning, and fractional family office services to individuals, trusts, estates, corporations, and employee benefit plans. The firm employs a long-term, asset-allocation investment approach guided by Modern Portfolio Theory and offers specialized services such as private equity administration and family governance facilitation for high-net-worth clients.

Christopher Jurrens is a CFP® and Series 65 licensed advisor with over 11 years of industry experience. He has been with F.I.G. Financial Advisory Services, Inc. since 2006. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individuals and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based investment approach combined with risk-based strategies and offers tailored portfolios using mutual funds, ETFs, and listed equities.

Chad Rogers is a financial advisor at Merit Advisors, Inc. with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Merit Advisors in 2024, he worked at Rogers Financial, Inc. and Independent Financial Partners, LLC, among other firms. Outside of his advisory role, he serves as CEO and President of Rogers Financial, Inc., which offers fixed product life, disability, long-term care, health insurance, and fixed annuity products. Merit Advisors serves individual clients, including high-net-worth individuals, and other investment advisers by providing portfolio management and a model-based signal service centered on a Managed Bond Strategy. The firm’s approach uses technical, trend-following indicators to actively time bond allocations, employing complex instruments and offering both discretionary and non-discretionary management options.

Michael Hackler is a financial advisor at Asset Management Advisors, LLC in Oklahoma City, holding a Series 65 credential with one year of industry experience. Prior to his role in financial advising, he worked for 15 years at Swedish Import Repair. Asset Management Advisors, LLC provides discretionary investment management and family office services to individuals, families, trusts, LLCs, and retirement plans. The firm focuses on long-term, value-oriented investing with a concentrated portfolio and specializes in managing and accounting for royalty and non-operated oil and gas interests.

Kristan Bruhn is a financial advisor at L & M Wealth Management and Retirement Solutions, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with L & M Wealth Management since 2009. In addition to her advisory role, she is also licensed as an insurance agent and spends part of her time on insurance sales. L & M Wealth Management and Retirement Solutions provides discretionary asset management and retirement-focused advisory services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analyses. The firm offers personalized portfolio construction and ongoing supervision, managing both wrap fee and non-wrap accounts with a noted practice of using margin and conducting regular account reviews.

Jenna Mcalister is a financial advisor with G. Dewayne Mcanally, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with G. Dewayne Mcanally since 2015. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, and options, combining fundamental, technical, and cyclical analysis to guide portfolio management.

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.

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.

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.