Jamie Cox is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 credential with six years of industry experience. He has worked at Gibraltar Capital Management since 2018 and previously at Merit Advisors from 2012 to 2017. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house research, tax efficiency, and limited portfolio turnover, while also providing comprehensive financial, tax, and consulting services.

Bret Breibeck is an advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Truity Federal Credit Union and Walmart Distribution Center. Outside of his advisory role, he is a notary public. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented investment approach with a focus on in-house fundamental research, tax efficiency, and limited portfolio turnover, while also providing financial planning, tax services, business consulting, and management of private funds.

Ann Dagg is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation and 23 years of industry experience. She has worked at Cadent Capital Advisors since 2014 and previously at Purshe Kaplan and Sterling from 2014 to 2021. Outside of her advisory role, she serves as CEO of Redbird Associates, LLC, a real estate investment entity. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies, including both long-term allocation and active trading approaches.

Nathan Lovelle is a CFA® charterholder with 27 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously spent nine years with UBS Financial Services Inc. He has served as an advisor to the Dean of the University of Tulsa's Business School. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm uses tailored model portfolios and a combination of investment strategies, including fundamental and technical analysis and option strategies, with at least annual account reviews.

Mccrary Lowe is a CFA® charterholder with 24 years of industry experience, currently serving at Gibraltar Capital Management, Inc. since 2002. He holds the Series 63 designation and is based in Tulsa, OK. Outside of his advisory role, Mr. Lowe serves as a board member of the Oklahoma Law Enforcement Retirement System and manages several investment-related entities. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, foundations, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented, long-term investment approach with an emphasis on tax efficiency, in-house research, and technology-assisted analysis.

Madison Lynch is a financial advisor at Melia Wealth LLC with a Series 65 designation and four years of industry experience. She has worked at Melia Wealth since 2018 and operates as a sole proprietor. Outside of finance, she is a dance instructor and choreographer at Turning Pointe Dance of Tulsa. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular account reviews and employing fundamental, technical, and cyclical analysis.

James Redman is a CFA® charterholder with 24 years of industry experience at Gibraltar Capital Management, Inc., where he has worked since 2002. He serves as the sole board member, President, Secretary, and Treasurer of Stitt Enterprises, Inc., which manages various real estate holdings and operating businesses. Mr. Redman is also a board member of Gateway First Bank and trustee of the Stitt Family Trust and children’s trusts. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, foundations, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented, long-term investment approach emphasizing tax efficiency and in-house research, and it offers services including discretionary portfolio management, financial planning, tax preparation, bookkeeping, and retirement-plan consulting.

Eric Burkholder is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He is principal at Burkholder Wealth Management, where he has worked since 2012. Outside of his advisory role, he is an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses fundamental analysis, model portfolios, and modern portfolio theory alongside Schwab’s Intelligent Portfolios platform to manage accounts on a discretionary basis tailored to client objectives.

Ronald Brown is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2012 and has been associated with J M Brown & Associates, Inc. since 2002. J M Brown Financial Partners is a registered investment adviser serving individual clients—including high-net-worth households—as well as pension plans, profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management using a fundamentally oriented investment process supplemented by technical and cyclical analysis, and also operates a third-party advisory program under a DBA for sub-advisory relationships.

Brett Hobbs is a financial advisor with Cadent Capital Advisors, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Cadent Capital Advisors since 2019 and previously spent two years with Purshe Kaplan Sterling Investments and five years at the Oklahoma Office of Management and Enterprise Services. Hobbs serves as a board member of the Oklahoma Employees Insurance and Benefits Board. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.

Omar Ahmadieh is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked previously at Northwestern Mutual in various roles between 2013 and 2018. Outside of advising, he is involved in several business activities including co-owning an HVAC company and working with a nutritional supplement manufacturer. J M Brown Financial Partners serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing a primarily fundamental investment approach supplemented by technical and cyclical methods. The firm also acts as a sub-advisor to other RIAs and offers in-house accounting services.

Blake Chrisman is a financial advisor at Gibraltar Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Gibraltar Capital Management, he spent 18 years with Student Mobilization. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented investment approach emphasizing tax efficiency and in-house research, while also providing tax preparation, bookkeeping, business consulting, and retirement-plan services.

Joseph Hoffman is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Gibraltar, he worked at LPL Financial LLC and Jay & Associates, PLLC. Outside of his advisory role, he serves as CFO and board member of Global Domination Group, LLC, an esports gaming tournaments and platform company. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house fundamental research and tax efficiency, and it integrates accounting and consulting services alongside its portfolio management and private fund advisory offerings.

Daniel Beutel is a CFP® with seven years of industry experience, currently serving as an advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma. He has been with Council Oak Wealth Advisors since 2019 and previously worked at the Oklahoma Heart Institute from 2015 to 2022. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs a range of portfolio management techniques tailored to client objectives and risk tolerances and is noted for its use of borrowing and leveraged strategies in separately managed accounts.

Thomas Sullivent Jr. is a Series 65-registered advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, with nine years of industry experience. He has worked at Gibraltar Capital since 2017 and previously with Raymond James Financial Services Advisors. In addition to his financial advisory work, he is actively involved as an owner and manager of a law firm, Sullivent & Fortanez LLC. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented investment approach with an emphasis on tax efficiency and fundamental research, and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Sarah Bremer is a financial advisor at Burkholder Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Creative Planning, LLC, Maxwell Locke and Ritter LLC, Security State Bank and Trust, and Broadway Bank. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios, fundamental analysis, and modern portfolio theory, along with the Schwab Intelligent Portfolios platform for automated rebalancing and tax-loss harvesting.

Scott Dittmer is a financial advisor at Drawbridge Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, TTCU Federal Credit Union, Suntex CrossTimbers Marina, and Thrivent Financial. Dittmer provides investment advisory services through Drawbridge Capital LLC, which he established in 2023. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs model-driven asset allocation combined with in-house equity strategies and offers financial planning, portfolio management, and retirement plan consulting tailored to client objectives.

Andrew Aldredge is a financial advisor at The Advisory Resource Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at M. S. Howells & Co., Compass Pointe Financial LLC, and SII Investments. Outside of his advisory role, he is involved with Estate Needs Advisors, LLC, an affiliated insurance agency. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, employee-sponsored retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning through a team-based research process that incorporates multiple analysis methods and focuses on multi-generational planning.

Andrew Boyd is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2010. Boyd serves as Trustee and Investment Committee Chair for the Oklahoma Public Employees Retirement System and is a board member of GetsLocal, Inc., an exchange and loyalty network for local merchants. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, pension and profit-sharing plans, foundations, and institutional clients. The firm employs an active, value-oriented, long-term investment approach emphasizing tax efficiency and in-house research, while also providing accounting, tax, and consulting services alongside portfolio management.

Madison Hicks is a financial advisor at Warburton Capital Management, LLC in Tulsa, OK, with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Builders LLC and DP Financial & Tax from 2015 to 2024. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.