Julie Skye is a financial advisor with Sustainable Advisors Alliance LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Skye Advisors LLC, First Point, and Mariner Wealth Advisors. Sustainable Advisors Alliance serves individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans, focusing on sustainable, responsible, and impact investing using ESG criteria. The firm uses a combination of passive and active strategies, direct indexing, and offers services such as financial planning, annuity management, and employee benefit plan advisory.

Summer Caudle is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation with 18 years of industry experience. She previously worked at UBS Financial Services Inc from 2009 to 2018 and has been with Scissortail Wealth Management and Level Four Financial, LLC since 2018. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts, offering portfolio management, financial planning, and consulting services guided by firm-developed model portfolios and ongoing reviews.

Richard Howard Jr. is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. and Level Four Financial, LLC. Outside of advisory work, he serves on the board of directors for AIM High Academy, a faith-based urban youth outreach organization focused on gymnastics. Scissortail Wealth Management offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in client assets using customized investment plans across a range of risk profiles and asset classes.

Gregory Pitts is a financial advisor with United Advisors America in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with United Advisors America and Alliance America Corporation since 2014 and has operated the Gregory Pitts Agency, an independent insurance agency, since 1989. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, offering investment management and financial planning services. The firm employs a Modern Portfolio Theory-based approach with model portfolios, periodic rebalancing, and a preference for mutual funds and ETFs.

Quentin Palmer is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Northwestern Mutual and Hood & Associate CPA, PC. Palmer is also licensed in life and health insurance. The Legacy Financial Group, Inc. manages approximately $590 million in client assets and serves individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a Modern Portfolio Theory-based investment approach focused on broad diversification, risk management, and long-term asset allocation.

Rodney Yancy is a financial advisor with Oath Planning, LLC in Tulsa, OK, holding a Series 65 designation and seven years of industry experience. He has worked at Oath Planning since 2018 and concurrently serves as attorney and president of Oath Law, by RTY Law, a professional corporation. Outside of advising, he is the CEO of Oath Music Co, a music technology company. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm integrates investment management with estate-planning services through its affiliated law practice and employs a modern portfolio theory-based, buy-and-hold investment approach using primarily passive asset-class mutual funds.

Craig Canard is a financial advisor at HoganTaylor Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and BOK Financial Securities, Inc. In addition to his advisory role, he is also licensed as an insurance agent, engaging in insurance product sales. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, along with individual securities and options, and is majority-owned by the accounting firm HoganTaylor LLP.

Robert Moore Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation with 10 years of industry experience. He is part of a six-advisor team at the firm. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs seven proprietary investment strategies focused on risk management and often constructs portfolios using individual securities to control expenses, while also sponsoring and managing private pooled investment vehicles.

Robert Kramer is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation and bringing 29 years of industry experience. He has been with Pinnacle Investment Advisors since 1996. Kramer serves as Chief Investment Officer of Native American Fund Advisors, an affiliated investment advisory firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients with discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach across multiple proprietary strategies and sponsors private pooled investment vehicles alongside managing separate accounts.

Jayme Fowler is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles with Northern Lights Distributors, Redwood Investment Management, and Oppenheimerfunds Distributor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients, offering discretionary portfolio management, financial planning, and investment consulting. The firm utilizes seven proprietary investment strategies tailored to client objectives and acts as sponsor and managing member of private pooled vehicles, providing a range of internally managed and third-party investment solutions.

Mathew Bacon is a financial advisor with HoganTaylor Wealth in Tulsa, OK, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with HoganTaylor Wealth since 2009. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, offering customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with options for individual stocks, bonds, and options contracts.

Kevin Criss is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked for R J Reynolds/Reynolds American for 36 years. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by firm-developed model portfolios.

Anthony Dionisio Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 credential. He has one year of industry experience and spent ten years at the University of Oklahoma prior to joining Pinnacle. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach with seven proprietary strategies and manages both separate accounts and pooled investment vehicles.

James Killingsworth is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Legacy Financial Group, Inc. since 2017. Prior to joining Legacy, he worked at Goldman Sachs Wealth Services from 2014 to 2016. He also holds licenses to provide life and health insurance. The Legacy Financial Group, Inc. offers discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, and retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing quantitative tools and diversified portfolios across multiple asset classes.

John Roe is a CFP® professional with 28 years of experience in the financial services industry. He has been with AmeriTrust Corporation and AmeriTrust Investment Advisors, Inc. since 1997. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis in investment selection and offers retirement-plan consulting and management of defined-contribution participant accounts through a third-party platform.

Jaylon Rodriguez is a financial advisor at AmeriTrust Investment Advisors Inc with three years of industry experience. He holds the Series 65 designation and has prior work experience at Vail Resorts and the University of Oklahoma. Outside of finance, he was involved with Thunderbird Berry Farm for six years. AmeriTrust Investment Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management and fee-for-service financial planning. The firm uses fundamental analysis, issuer credit evaluation, and asset-allocation principles to build diversified portfolios, and incorporates municipal securities analysis when appropriate.

Todd Welsh is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding the CFP® designation and Series 66 license. He has 26 years of industry experience, including nine years at UBS Financial Services and eight years with Scissortail Wealth Management and Level Four Financial. Outside of his advisory work, Welsh serves on the board of directors for Street School, a local educational organization. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by customized financial profiles and investment plans.

Kenny Brown, Jr. is a financial advisor at AmeriTrust Investment Advisors Inc with eight years of industry experience. He holds a Series 65 designation and has worked at AmeriTrust since 2017, following two years at Heritage Trust Company. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution participant accounts through a third-party platform.

Robert Sutton is a financial advisor at Parsonex Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parsonex since 2012. Outside of his advisory role, Sutton is involved in consulting for living trusts and owns Robert Sutton Financial Services, LLC. Parsonex Advisory Services is an SEC-registered investment adviser that serves individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to provide discretionary managed accounts with ongoing monitoring and annual reviews.

Scott Allen is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation with 10 years of industry experience. He previously worked at UBS and Level Four Financial. Outside of advising, he has a passive ownership interest in a commercial real estate management and investment firm. Scissortail Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in assets and implements customized investment plans across a range of risk profiles using diverse financial instruments.