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.

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.

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.

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.

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.

Harry Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. He holds Series 65 and Series 66 licenses and has 18 years of industry experience. He co-founded and serves as CEO of Bertrand Retirement Solutions, an insurance services business. Outside of financial services, he is involved in managing a feed store and a bed and breakfast in Blanchard, Oklahoma. Bertrand Investment Strategies, L.L.C. provides advisory services primarily through referrals to third-party managers, assisting clients with paperwork and monitoring without directly managing assets or taking custody. The firm serves individuals, high-net-worth clients, trusts, and estates using a referral-based model that includes disclosed revenue arrangements.

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 experience in the financial industry. He is a managing partner at Merit Advisors, Inc., where he has worked since 2014, and previously worked at Oak Hills Securities, Inc. He also manages a real estate brokerage and occasionally acts as a broker on real estate transactions. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering a proprietary Managed Bond Strategy that uses trend-following technical indicators for bond allocation and rebalancing. The firm also offers a signal service to other advisers and institutions.

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.