Michael Dellin is a financial advisor at Vault Wealth in Oklahoma City, holding a Series 65 credential with two years of industry experience. He is also the CEO and owner of CourtSync, a noninvestment-related business based in Oklahoma City. Vault Wealth serves individuals, business owners, and retirement plans through a range of advisory services including financial planning, portfolio management, and estate planning coordination. The firm employs a long-term investment approach combining mutual funds, ETFs, individual securities, and proprietary strategies, with an emphasis on scenario analysis and coordinated planning through its Family Office offerings.

Charles Oliver is a financial advisor at Transcendent Capital Group with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and follows a disciplined investment process combining asset allocation, tactical strategies, and specific fund selection criteria tailored to clients’ objectives and risk tolerances.

Michael Drooby is a CFP® and Series 66 credentialed advisor with five years of industry experience. He is currently with Transcendent Capital Group and previously worked at Emerson and Company, Royal Alliance Associates, and Bankers Life. Outside of advising, he manages an LLC established for legal and tax purposes that is not currently active in securities or insurance business. Transcendent Capital Group serves individuals, high-net-worth clients, and corporations by providing investment advisory and financial planning services. The firm operates as a multi-advisor team offering tailored portfolio options, discretionary and non-discretionary managed accounts, and access to third-party sub-advisers and wrap programs.

Harrison Newmark is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation. He began his advisory career in 2025 after completing ten years as a student. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans with discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team, utilizing mean-variance optimization and a mix of fundamental and technical analysis, with portfolios rebalanced at least twice annually.

John Le Clercq IV is a CFA® charterholder and Series 63 licensee with two years of industry experience. He is currently with Cirrus Capital LLC, where he has worked for one year, and has prior experience at Axis Financial, MidFirst Bank, Aon, and Chase. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans with discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitors portfolios, and utilizes model portfolios for client accounts.

Garrett Webster is a financial advisor with Forge Financial, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Forge Financial and LPL Financial LLC, he worked at Thrivent Investment Management and Thrivent Financial. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven approach grounded in Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Madison Debose is a financial advisor at Forge Financial with a Series 66 credential and one year of industry experience. Prior to joining Forge Financial, Madison worked at LPL Financial and has held various roles across education, nonprofit, legal, and corporate sectors. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL’s platforms.

Douglas Haws is a CFA® charterholder with 28 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1994. Haws previously served as a director of Primary Medical Inc. in Norman, Oklahoma, a position he held until 2006. Tom Johnson Investment Management is a fee-only adviser managing approximately $1.63 billion in assets across individual and institutional clients. The firm employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, delivering services through multiple advisory channels.

Jacob Weatherford is a CFP® with nine years of industry experience, currently serving at Castlepoint Wealth Advisors since 2018. He previously worked at Castleview Wealth Advisors and MIAA. Outside of his advisory work, he has been a football official since 2008. Castlepoint Wealth Advisors delivers wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm focuses on strategic asset allocation and modern portfolio theory, employing broad global diversification and long-term discipline in its investment approach.

Alyosha Mertens is a financial advisor with Vista Investment Partners LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Vista in 2021, he worked at Hilltop Securities Inc for ten years and Cabot Lodge Securities LLC for one year. He is a licensed insurance agent and occasionally offers insurance products to clients. Vista Investment Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing financial planning, portfolio management, and retirement plan advisory services. The firm emphasizes strategic asset allocation and diversification and offers held-away account management through the Pontera platform while maintaining investment discretion.

Steven Hawes is a financial advisor at Vista Investment Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years. Outside of his advisory role, he manages a family mineral royalty portfolio on behalf of heirs. Vista Investment Partners serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and retirement plan advisory services. The firm manages approximately $541 million in client assets and employs both discretionary and non-discretionary investment strategies that include the use of margin and separately managed accounts.

William Malone is a financial advisor at Vault Wealth with nine years of industry experience and holds a Series 66 designation. He has worked at Edward Jones and Community Hospital South, where he also serves as the manager of the sterile processing department. Vault Wealth serves individuals, business owners, and retirement plans with a range of advisory services including financial planning, discretionary portfolio management, and estate planning coordination. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, and offers branded programs such as Vault Plan™, Vault Invest™, and Vault Family Office™.

Richard Parry is a CFA® charterholder with 33 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 1992. The firm is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients through discretionary portfolio management and financial planning. Tom Johnson Investment Management employs a conservative, team-based approach focusing on diversification, valuation discipline, and credit analysis, managing approximately $1.63 billion in assets across multiple advisory channels.

Kian Rahmanzadeh is a CFP® and holds a Series 65 license, with four years of industry experience. He has been with Castlepoint Wealth Advisors since 2022 and previously worked at Castleview Wealth Advisors and NBC Bank. Rahmanzadeh also spent five years associated with Oklahoma City University. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning services to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm employs a strategic asset allocation approach based on modern portfolio theory, emphasizing global diversification and long-term discipline.

Chris Berkel is a financial advisor at Cirrus Capital LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Axis Financial and Fundteq. Outside of his advisory role, Berkel is also an insurance agent specializing in accident, health, and sickness insurance. Cirrus Capital LLC serves individual, high-net-worth clients, corporations, and retirement plans with discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm uses a hybrid investment approach combining quantitative and fundamental analysis, and emphasizes transparency by making performance results available for its models and research.

Todd Lang is a financial advisor at Vista Investment Partners LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for seven years. Lang serves as a director on the board of The Tulsa Boys' Home, where he participates in operational oversight and investment decisions. Vista Investment Partners provides financial planning, portfolio management, and retirement plan advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $541 million in client assets and employs a range of investment strategies, including discretionary and non-discretionary management, mutual funds, ETFs, individual equities, fixed income, and model portfolios.

Tobin Thomas is a financial advisor at Plan Group Financial, INC. with five years of industry experience. He holds a Series 66 designation and has previously worked with Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is involved as an insurance broker through Ash Brokerage and is a passive owner of Collaborative Insurance Solutions LLC, which offers property and casualty insurance advice. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by providing discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a range of investment vehicles including ETFs, mutual funds, and private placements.

Edward Creegan IV is a CFP® and Series 65-licensed advisor at Castlepoint Wealth Advisors with six years of industry experience. He has been with Castlepoint Wealth Advisors since 2018 and previously spent two years as a stay-at-home dad. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation and long-term discipline, employing global diversification and a mix of mutual funds, ETFs, individual securities, and third-party research while acting as a fiduciary for retirement accounts.

Jeffery Eynetich is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory work, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, offering discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios combined with third-party managers and sub-advisers, utilizing a blend of fundamental and technical analysis and regularly rebalancing portfolios.

Douglas Claycomb is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation with 20 years of industry experience. He has worked at Plan Group Financial since 2006 and previously spent eight years with Saxony Securities. Outside of his advisory role, Claycomb consults for Strawberry Fields, providing industry insights and deal analysis. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans with discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house team and utilizes third-party managers and sub-advisers for specialized mandates.