Ronald Richardson is a financial advisor at Vista Investment Partners LLC with 41 years of industry experience. He holds a Series 63 designation and has worked at Vista Investment Partners since 2016, with prior experience at Raymond James & Associates, Inc. from 2009 to 2016. Vista Investment Partners serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan advisory services, managing approximately $541 million in client assets.

Christie Hughes is a financial advisor with Forge Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been affiliated with Forge Financial and LPL Financial since 2015. 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 Financial platforms.

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 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and Phillips Capital Advisors, Inc. since 1999. Transcendent Capital Group is a multi-advisor team that provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations. The firm offers tailored investment strategies ranging from conservative income to aggressive growth, utilizing diverse methodologies and access to sub-advisers and wrap programs.

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, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2025. Prior to his advisory role, he was a student for ten years. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets across more than 1,200 individual, trust, and retirement-plan clients. The firm uses a model-portfolio approach combining various asset classes and employs strategies including mean-variance optimization with fundamental and technical analysis. It offers services such as discretionary investment management, fee-based financial planning, and specialized consulting including private oil and gas investment coordination and 1031 exchange referrals.

Rick Hadrava is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Scissortail Wealth Management, Epic Wealth Management, and Raymond James & Associates. In addition to his advisory role, Hadrava is a managing partner of a small business consulting firm and an advisory board member for an organization focused on entrepreneurial skill development, as well as the author of the book *Beyond Wealth*. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, and other securities, managing approximately $935 million across multiple offices.

John Kazanjian is a financial advisor with Uniting Wealth Partners in Oklahoma City, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Raymond James & Associates for 12 years. Kazanjian serves as an arbitrator for industry-related disputes. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diverse investment approach using low-cost mutual funds, ETFs, and other securities, with a long-term orientation and oversight of unaffiliated Independent Managers when appropriate.

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.

Kimberly Vaughn is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding a Series 66 designation with 25 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining B.B. Graham and Leonard Investment Advisors in 2019. Outside of her advisory roles, she serves as a public notary in Oklahoma. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million across several hundred clients, employing a combination of fundamental and technical analysis with both discretionary and non-discretionary asset management strategies.

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.