Zachary Lonergan is a financial advisor at Greystone Capital Partners Group LLC in Tulsa, OK, with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Lonergan also provides insurance advice as a licensed fixed insurance agent. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by offering financial planning, investment and wealth management, and retirement plan consulting. The firm uses a multi-disciplinary investment approach based on Modern Portfolio Theory and works with clients on both discretionary and non-discretionary bases.

Jackson Fuller is a financial advisor at Bridgecreek Financial Group with a Series 65 credential and one year of industry experience. His prior work includes roles at HUB Investment Partners, HUB International, and Southern Methodist University. Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning to a focused client base, including pension plans, trusts, and charitable organizations. The firm manages approximately $650 million across about 42 client relationships, using tailored investment strategies and institutional custody platforms.

Andrew Steinmetz is a CFA® charterholder with 10 years of industry experience. He is currently a Vice President and Chief Investment Advisor at Trinity Strategic Wealth and has previously worked at Raymond James Financial Services Advisors. He also serves as successor trustee for a family trust. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, trusts, and family offices. The firm uses a top-down investment approach based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Zachery Rearrick is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with three years of industry experience. His work history includes roles at Bankers Life and Liberty Mutual prior to joining The Legacy Financial Group. The Legacy Financial Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets, focusing on a long-term, asset-allocation approach grounded in Modern Portfolio Theory and leveraging quantitative tools for portfolio optimization and risk management.

Hunter Breedlove is a financial advisor at EverPar Advisors LLC with a Series 65 designation and one year of industry experience. He previously worked at BOK Financial and Hawkins Financial LLC. EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans, managing roughly $588 million in client assets with a team of nine advisors. The firm emphasizes customized, diversified portfolios using a mix of fundamental and technical analyses and incorporates short-term margin borrowings in client accounts, a practice uncommon among similar firms.

David Foley is a financial advisor at Cadent Capital Advisors, LLC in Tulsa, OK, holding the CFP® and ChFC® designations with 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for five years before joining Cadent Capital Advisors in 2015. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple methods of analysis and offers a range of investment strategies, including long-term allocation and more active approaches, while conducting at least annual portfolio reviews.

William Tennant is a CFP® professional with 26 years of industry experience, currently serving at J M Brown Financial Partners since 2013. He holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, providing seasonal tax preparation services outside of his advisory role. J M Brown Financial Partners is a registered investment adviser that serves individual clients, including high-net-worth households, as well as pension and 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 analysis and model-driven asset allocation.

Dennis Zeimet is a CFP® professional with 22 years of experience in financial advising. He is currently with Trinity Strategic Wealth and has prior experience at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of advising, he is an owner of Millicon Properties, a real estate corporation. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as entities such as family offices and private foundations. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Andrew Locke is a financial advisor at Trinity Strategic Wealth with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Tulsa Wealth Advisors. Trinity Strategic Wealth offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices, trusts, and private foundations. The firm uses a top-down investment approach based on a six-factor market forecast and employs a range of securities within a wrap fee program.

Myles Linhares is a financial advisor with Ameritrust Investment Advisors Inc in Tulsa, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Stonebridge Financial, Bannerman Wealth, and Fidelity Brokerage Services LLC. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning, using a fundamental analysis approach for investment selection and offering retirement-plan consulting for plan sponsors.

Derrick Sands is a CFP® with 41 years of experience in the financial services industry. He is currently with Trinity Strategic Wealth and Cabot Lodge Securities LLC, having previously worked at Tulsa Wealth Advisors and Raymond James Financial Services. Outside of his advisory work, Sands is a minority shareholder in Millicon Properties LLC, a non-investment business based in Tulsa. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm employs a top-down investment process focused on global themes and utilizes a broad range of securities within a wrap fee program.

Isaac Hutchins is a CFP® with 11 years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2014. He holds a Series 65 license and is based in Tulsa, OK. Warburton Capital Management serves individual and high-net-worth clients, as well as 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 ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Weston Cunningham is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding a Series 65 designation with two years of industry experience. He joined HoganTaylor Wealth in 2023 after spending nine years as a student. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and options when appropriate.

Aimee Boyer is a CFP® with 15 years of industry experience, currently serving as an advisor at Pinnacle Investment Advisors since 2011. She holds the Series 65 designation and is based in Tulsa, OK. Pinnacle Investment Advisors serves individuals, high-net-worth clients, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, financial planning, investment consulting, and pension/401(k) consulting. The firm uses seven proprietary investment strategies customized to client objectives and manages portfolios primarily with individual securities to minimize expenses.

Caleb Mazzei is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Cabot Lodge Securities LLC. Trinity Strategic Wealth provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

James Arens II is a CFA® charterholder and financial advisor at Allegiant Wealth Advisors, LLC with over 26 years of industry experience. Prior to joining Allegiant Wealth Advisors in 2024, he worked at The Hardesty Companies and spent more than two decades at Trust Company of Oklahoma. Allegiant Wealth Advisors provides investment management, financial planning, and consulting services primarily to charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm manages substantial institutional assets on a non-discretionary basis and employs a fundamental, long-term investment approach using diversified portfolios of stocks, bonds, ETFs, and mutual funds.

Kenneth Petrashek is a CFP® professional with 13 years of industry experience. He is currently with EverPar Advisors LLC and previously worked at J.P. Morgan Securities, Hightower Advisors, Frontier Investment Management Co, and TIAA-CREF. Outside of his advisory role, he serves part-time as a Major with the Noble County Sheriff's Office and is an adjunct instructor at Oklahoma State University, teaching in both the College of Education and Spears School of Business. EverPar Advisors LLC is a team-based firm providing discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm constructs customized, diversified portfolios emphasizing low-cost mutual funds and ETFs, applying a combination of fundamental, technical, cyclical, and charting analyses while managing around $588 million in client assets.

Ronald Dugan Jr. is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at AmeriTrust Investment Advisors Inc., where he has worked since 2020. Prior to that, he was with Dugan Partners LLC from 2016 to 2020. AmeriTrust Investment Advisors serves individual clients, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and financial planning. The firm uses fundamental equity analysis, issuer credit evaluation for fixed income, and asset-allocation principles to build diversified portfolios, while offering written financial plans and ongoing updates.

Lisa Allem is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, Oklahoma. She holds a Series 65 designation and has been with Scissortail Wealth Management since 2022. Prior to her advisory role, she worked in various positions at Pipeline Equipment, Inc., American Heritage Bank, and My Fit Foods. Scissortail Wealth Management provides discretionary and non-discretionary 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 and a broad range of instruments.

Laurie Horton is a financial advisor at Ameritrust Investment Advisors Inc in Tulsa, OK, with 13 years of industry experience. She holds a Series 65 designation and has been with Ameritrust since 2002. 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 uses fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution accounts through a third-party platform.