Anthony Hernandez is a financial advisor with L&S Private Wealth, LLC in Oklahoma City, holding Series 63 and Series 65 designations and having 33 years of industry experience. Prior to joining L&S Private Wealth, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 14 years each. He is also licensed as a life insurance consultant through Legacy & Succession in Oklahoma City. L&S Private Wealth provides investment management, financial planning, consulting, and retirement plan services to high-net-worth individuals, trusts, estates, corporations, and employee benefit plans, including a tiered family office offering. The firm employs diversified portfolios based on a derivative of Modern Portfolio Theory, using model portfolios and various analytical approaches, and routinely selects unaffiliated sub-advisers to implement strategies.

Donald Dillingham is a CFA® charterholder with 40 years of industry experience, currently serving at Merit Advisors, Inc. in Oklahoma City, OK. He has worked at Oak Hills Securities, Inc. since 2007 and has been with Merit Advisors since 2003. Outside of his advisory role, Dillingham is involved in managing various private equity funds, tax credit acquisitions, and business ventures including restaurant holdings, advertising, broadcasting, and a nonprofit foundation. Merit Advisors serves individual clients, including high-net-worth individuals, as well as other investment advisers, providing portfolio management and a model-based signal service focused on a Managed Bond Strategy that uses technical, trend-following indicators to actively time allocations among bond funds and cash equivalents.

Carrie Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, holding a Series 65 credential and 19 years of industry experience. She has worked at several firms including Investment Strategies, LLC and Impact Partnership Wealth, LLC. Outside of her advisory role, she owns and manages Bertrand Longhorn & Equestrian, L.L.C., a ranch management business. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by recommending third-party managers based on client goals and risk tolerance. The firm does not directly manage client assets but oversees third-party managers through ongoing reviews and performance monitoring.

Theodore Hughes is a CFP® with 24 years of industry experience, currently serving as an advisor at Hughes Warren, Inc. since 2007. He is also involved in property management through his role as a member of Blue Rock Investments LLC. Hughes Warren, Inc. provides wealth planning and discretionary portfolio management primarily to individuals, pension/profit-sharing plans, and business entities, using model portfolios and third-party services to manage a high client load while offering customized financial planning and investment oversight.

Donald Soard is the principal of Soard Financial Management, LLC in Edmond, Oklahoma, and holds Series 63 and Series 65 licenses with 15 years of industry experience. He has also owned and operated an insurance agency, Soard Financial Concepts, since 2008. Soard Financial Management provides investment advisory services to individual and high-net-worth clients, including trusts and estates, through discretionary and non-discretionary portfolio management, financial planning, and co-advisor relationships. The firm employs primarily model portfolios and third-party managers, offers public educational seminars, and delivers written financial plans.

Christian Brim is a financial advisor with Core Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He is also affiliated with the CPA firms Catmack, Inc. and Turnbull & Brim, LLP, where he spends a significant portion of his time providing accounting services. Core Wealth Management is a three-advisor SEC-registered firm managing approximately $37.6 million for about 100 clients, primarily individual investors and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, typically employing Modern Portfolio Theory-based asset allocation and model portfolios.

Ashton Niemann is a financial advisor at Adaptation Financial Advisors Inc. in Houston, TX, holding a Series 66 credential with three years of industry experience. His prior work includes roles at MDK Financial Group Inc. and Cambridge Investment Research, Inc. He is also active as an independent insurance agent for various companies. Adaptation Financial Advisors serves individuals and families, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, private businesses, and charitable organizations. The firm offers comprehensive financial planning, portfolio and wealth management, and retirement plan consulting, utilizing a combination of fundamental, technical, charting, and cyclical analysis methods tailored to client objectives and risk profiles.

Grant Milner is a financial advisor at G. Dewayne McAnally with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2011. In addition to his advisory role, Mr. Milner is independently licensed to sell life and health insurance products and conducts insurance sales as an independent agent. G. Dewayne McAnally provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, equities, bonds, and options, employing a combination of fundamental, technical, and cyclical analysis, and offers access to alternative and private-fund investments through a third-party platform.

M. McGuire is a financial advisor at McGuire Capital Advisors, Inc. in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has worked at several related firms including McGuire Capital Management, L.L.C. and Access Financial Group, Inc. McGuire is also licensed as an Insurance Producer in Oklahoma and provides life insurance services through McGuire Retirement Solutions, LLC. McGuire Capital Advisors provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as small businesses and other entities. The firm uses a combination of fundamental analysis and charting to implement individualized investment portfolios and manages approximately $116 million for about 1,175 clients.

Mark Humphreys is a financial advisor at LIG Capital Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with LIG Capital since 2010. Outside of his advisory role, he serves as president of Mark Humphreys & Associates, a non-investment related business, and is also a manager for Peninsula Energy Logistics, an oil and gas pipeline transportation and logistics company. LIG Capital Management provides investment management and advisory services to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm combines active, trend-following equity strategies with Modern Portfolio Theory–based asset allocation and manages a majority of its assets on a non-discretionary basis.

Gary Mcanally is a financial advisor with G. Dewayne Mcanally, holding a Series 63 designation and over 44 years of industry experience. He has been with G. Dewayne Mcanally since 1984. Outside of advisory work, he is involved in insurance product sales for several companies. G. Dewayne Mcanally, LLC provides financial planning and discretionary portfolio management services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and offers access to alternative and private-fund investments through a third-party platform.

Larry Parman is a financial advisor with Intrepid Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He operates Parman Financial Coaching LLC and The Parman Group PLLC, and has been affiliated with Metlife Securities, Inc. since 2011. Outside of his advisory work, Parman is an attorney providing estate planning services and is a contributing writer for the Daily Oklahoman and CEO Maestro.com. Intrepid Financial Services serves individual and high-net-worth clients by combining financial coaching, education, and access to investment portfolio management. The firm emphasizes market efficiency and broad diversification, working with a third-party manager for discretionary portfolio management.

Samuel Jurrens is a CFP®, CFA®, and holds a Series 65 license with 14 years of industry experience. He has worked at Carlson Ridge Capital since 2016 and has been with F.I.G. Financial Advisory Services, Inc. since 2010. F.I.G. Financial Advisory Services provides fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm employs a value-based approach for equity selection combined with risk-based strategies and tailors portfolios to client goals and risk tolerance.

Hunter Freese is a financial advisor at Main Street Investment Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Northwestern Mutual and INTEGRIS Cardiovascular Physicians. In addition to his advisory role, he is also licensed as an insurance agent. Main Street Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines fundamental and technical analysis with a focus on risk management and offers additional services including ERISA 3(21) plan consulting, while maintaining affiliations with insurance and other related businesses.

Scott McPherson is a financial advisor at McGuire Capital Advisors, Inc. with six years of industry experience. He holds a Series 65 designation and has a background that includes tax advisory and consulting services through his own tax preparation business and CPA practice. McPherson is also licensed to sell life and health insurance policies in Oklahoma. McGuire Capital Advisors manages discretionary separately managed accounts primarily for individual and small business clients, employing a blend of fundamental analysis and technical charting to tailor portfolios from documented investment profiles. The firm handles a high client load relative to its advisory staff and offers co-advisory services through a third-party manager.

Brandon Vanlandingham is a Series 66-licensed financial advisor with Perissos Private Wealth Management in Bethany, Oklahoma, and has 18 years of industry experience. He has worked with TRAC Advisor Group, Inc. since 2015 and is the author of the book "Investor's Guide to Portfolio Strategy Development." He is also involved with Neurorisk, an email service specializing in distributing risk tolerance questionnaires to clients. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and sub-advisory services to individuals, families, and other investment advisers. The firm constructs customized and model portfolios, employs a range of investment strategies including derivatives and margin, and offers private-placement due diligence for qualified investors.

Conard Terrell is a financial advisor at Redstone Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Axa Advisors, LLC and LPL Financial, LLC prior to his current role. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary asset management, and ERISA 3(38) plan management. The firm offers a broad range of services including personalized asset allocation, held-away account management, and adviser-managed annuities.

Donald Windle III is a CFP® with 17 years of industry experience and has been with Windle Wealth since 2014. Prior to founding Windle Wealth, he worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he is a songwriter with a minority ownership in Fist of Five, LLC, and contributes articles on digital assets for CoinDeesk. Windle Wealth serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management alongside financial planning, pension consulting, and tax preparation services. The firm emphasizes income-producing equities and offers estate-planning access through Wealth.com, held-away retirement account management, and advisory services on cryptocurrencies within written exposure limits.

Israel Cantrell is a financial advisor at Redstone Wealth Management, LLC in Oklahoma City, holding a Series 66 designation with 16 years of industry experience. He is the president and CEO of Cantrell Group, Inc. and the managing member of Employee Leasing Foundation, an employee leasing business. Redstone Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans by providing financial planning, discretionary asset management, and fiduciary services such as ERISA 3(38) plan management. The firm employs personalized asset-allocation strategies and offers a broad mix of services including held-away account management and adviser-managed annuities.

Alan Niemann is a financial advisor with Adaptation Financial Advisors Inc. in Oklahoma City, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures at Signator Investors Inc. and Royal Alliance Associates, INC. Outside of finance, he is involved in horse and cattle breeding as well as agricultural management through his family limited partnership. Adaptation Financial Advisors Inc. offers portfolio and wealth management, financial planning, and retirement plan consulting services to individuals, families, trusts, charitable organizations, and employer-sponsored plans. The firm manages about $233.6 million in discretionary assets and provides tailored investment plans with ongoing monitoring, utilizing proprietary and third-party programs including a wrap-fee program and WealthPort platform options.