Timothy Powell is a financial advisor with SageOak Financial, LLC, holding a Series 65 credential and two years of industry experience. He has been involved in estate planning since 2016, including operating New View Estate Planning, PLLC, where he provides legal estate planning services. SageOak Financial serves working professionals, business owners, retirees, and high-net-worth individuals with wealth management, financial planning, and discretionary investment management. The firm emphasizes strategic asset allocation through diversified, tax-efficient portfolios using low-cost mutual funds and ETFs, offering integrated planning with outside specialists and educational resources.

Stephen Streeter is a financial advisor with Robert Stephen Capital Management LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Streeter, Moore & Stipe LLC since 1995 and has been with Robert Stephen Capital Management LLC since 2012. Streeter serves as a trustee on the Oklahoma Teachers Retirement System Board of Trustees, participating on the investment committee. Robert Stephen Capital Management LLC provides portfolio development, monitoring, and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutional clients. The firm employs a variety of analytical methods and portfolio strategies, managing most assets on a discretionary basis and offering performance-based fees on certain accounts.

Jonathan Keith is a CFP® with 14 years of industry experience, currently serving as an advisor at Laguna Capital Management, Inc. since 2015. Prior to this, he worked for three years at LPL Financial. Laguna Capital Management serves individual and high-net-worth clients, providing discretionary asset management, written financial plans, and retirement-plan consulting. The firm manages approximately $97.5 million in regulatory assets across 104 client relationships and employs active investment techniques including margin borrowing, short sales, option writing, and derivatives.

Donald Quint Jr. is a financial advisor with KQ Wealth Management LLC in Tulsa, OK, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including long tenures at LPL Financial and his own firm, Don P. Quint & Associates. Quint also has involvement with Nolan Financial Group, a third-party administrator specializing in nonqualified executive benefit plans. KQ Wealth Management provides financial planning and consulting services to individuals and business clients, delivering written plans that cover a range of personal and financial matters. The firm focuses on planning and consulting rather than discretionary asset management, using fundamental, technical, and charting analysis as part of its process.

Carl O'Brien is a financial advisor at O'Brien Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has operated his own accounting and tax practice since 1989. Outside of his advisory and accounting work, he serves as a trustee on the Board of the Employees' Retirement System of Tulsa County and is a board member of the Sertoma Club of Sapulpa. O'Brien Capital Advisors is a small registered investment adviser serving individual and high-net-worth clients with portfolio and asset management services. The firm employs a long-term investment approach combined with technical charting and customizes recommendations through client-specific Investment Policy Statements.

Seth Deaver is a financial advisor at NetAdvizor Wealth LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Selective Wealth Management, Inc. and Raymond James Financial Services, Inc. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading framework. The firm offers both discretionary and non-discretionary investment management and documents client objectives in an Investment Policy Statement.

Mark Springer is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 credential and 26 years of industry experience. He has been with Regent Wealth Management since 2009 and also owns M. Springer & Company, PC, a CPA firm where he devotes a significant portion of his time. Regent Wealth Management provides discretionary investment management and advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $69.5 million in client assets. The firm serves a diverse client base, including several institutional and non-typical clients, and offers a range of investment strategies from long-term buy-and-hold to active trading.

Benjamin Martin is a financial advisor at Abacus Capital Advisors in Tulsa, OK, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RPg Family Wealth Advisory, Anchor Financial Group, and Rosland Capital. Outside of his advisory work, he serves as a senior account representative for DB Miami Inc, a precious metals sales firm. Abacus Capital Advisors provides discretionary portfolio management and customized advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using bonds, equities, ETFs, and options, serving a small client base with approximately $119.5 million in assets under management.

Saletha Fuller is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Oklahoma. She previously worked with Raymond James Financial Services and Investacorp Advisory Services, among other firms. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, managing approximately $356 million in assets. The firm employs a fundamental securities analysis approach across multiple actively managed strategies and offers its services exclusively through discretionary wrap-fee programs administered with Raymond James.

Douglas Scott is a financial advisor at R.J. Cloud Advisors & Company with 16 years of industry experience. He holds a Series 65 designation and has worked at Legacy Financial Group and R.J. Cloud Advisors & Company since 2014. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office services and retirement plan consulting. The firm employs a long-term, factor-based investment approach using mutual funds and ETFs, with a focus on strategic asset allocation and risk management.

Jon Stolper is a financial advisor with Wealth Oklahoma, holding Series 63, 65, and 66 credentials and over 40 years of industry experience. He has worked with Raymond James Financial since 1999 and managed Stolper Asset Management from 2004 to 2017. Stolper is active in his community, serving on investment committees for local nonprofit organizations and as President of Temple Israel. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, overseeing approximately $356 million in assets across about 166 client accounts. The firm employs fundamental securities analysis across six actively managed strategies and specializes in discretionary management through wrap-fee programs administered with Raymond James.

Charles Tines is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He previously worked at Primerica and Tulsa Heaters Midstream. Outside of his advisory role, he maintains and trades algorithmic trading strategies on the Collective2.com platform as a Trade Leader. Tines Capital, LLC is a boutique advisory firm serving individual, high-net-worth clients, and small businesses with discretionary portfolio management and customized financial planning. The firm employs a blend of algorithmic models and discretionary decisions across multiple strategies, including leveraged ETFs, options, volatility products, and limited cryptocurrency exposure.

Mark Smith is a financial advisor with Chartmark Investments, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Chartmark since 2001. Outside of his advisory role, he serves on the Board of Directors of the American Portuguese Biomedical Research Fund, Inc., and is a member of the Finance Council and Chair of the Investment Committee for the Catholic Diocese of Eastern Oklahoma. Chartmark Investments serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting. The firm focuses on equity-centered portfolios using fundamental screening and proprietary business analysis, actively monitored and rebalanced by an investment committee.

Bruce Riddle Jr. is a financial advisor at Everwealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to Everwealth, he worked at Wealth Management Advisors, LLC for 20 years. Outside of his advisory role, he is owner and manager of Riddle Financial Group LLC, a health insurance and sales business, and serves as a life insurance agent for MassMutual Financial Group. Everwealth provides investment supervisory services to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm employs a globally diversified investment approach using Dimensional Fund Advisors mutual funds and emphasizes long-term holdings, asset allocation, and periodic rebalancing.

Financial Advisors rarely plan for themselves, like they do for their clients. If something were to happen, the clients might lose their Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything. Ellevate Advisors provides financial planning and business transition consulting for Financial Advisors so that when they sit down to dinner with their family, they can relax because they know that they’ve secured their family’s future and created a business that lasts. I started in the financial services industry with my family’s Ameriprise practice. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing 1-2 dozen retirement plans, and assisting with several business transitions with a client retention rate of over 95%. As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to provide professional paraplanning for fee-only advisors, while I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®. I served on the Tulsa Board of the Financial Planning Association, including one term as President. I started the FPA NexGen Tulsa group to support younger advisors. One of the reasons my husband and I started Ellevate is because Financial Advisors deserve to retire too. What does retirement mean to you, your family, and your business? Let’s figure it out together!

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.

John Burrows is a financial advisor with Council Oak Wealth Advisors in Tulsa, OK, holding a Series 65 credential and starting his advisory career in 2026. Prior to joining Council Oak Wealth Advisors, he worked at Stride Bank and was involved with Cody Burrows Golf. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering tailored portfolio management and financial planning services using a mix of fundamental and technical analysis along with option strategies. The firm is noted for its use of leveraged strategies in managed accounts and operational practices such as serving as trustee for certain client accounts.

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.