Samuel Horey is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wingate Capital Advisors since 2013 and also has over 30 years of experience at Pfe Financial Group and Tax Service. Outside of advising, he is involved in tax preparation during tax season and is a part owner of a daycare with his spouse. Wingate Capital Advisors provides portfolio management and investment advisory services primarily to individual clients, operating mainly on a non-discretionary basis with formal reviews at least semi-annually. The firm advises on a broad range of investments and manages approximately $2.37 million across 34 client accounts.

Julie Hazzard is a financial advisor at 10Elms LLP in Tulsa, OK, holding Series 65 and Series 66 designations with 11 years of industry experience. Her prior experience includes roles at UNITED INCOME, Inc., KHP Capital LLC, and First Allied Advisory Services, Inc. 10Elms LLP provides discretionary wealth management and financial planning to individuals, including high-net-worth clients, as well as select pension and profit-sharing plans and charitable organizations. The fee-only firm uses a combination of strategic asset allocation and momentum-based tactical shifts, implementing portfolios primarily with low-cost, liquid ETFs and emphasizing liquidity, cost control, and systematic adjustment rules.

Fredric Russell is the sole advisor at Fredric E. Russell Investment Management Co. in Tulsa, OK, with 39 years of industry experience. The firm manages discretionary portfolios primarily for high-net-worth individuals, focusing on a concentrated equity strategy. The firm manages $137 million in assets for 79 clients using a single investment approach that emphasizes long-term holdings in up to thirty U.S. common-stock positions, supplemented occasionally by U.S. Treasury notes. Investment decisions are based on fundamental analysis, and the firm retains full discretionary authority over trading, with specific operational practices such as position limits and proxy voting policies.

Daniel Dickie is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 credential with one year of industry experience. His prior work includes roles at John Zink Hamworthy Combustion, Oral Roberts University, and Molex Taiwan. Outside of advising, he owns a residential property managed by a third party. Tines Capital, LLC is a boutique advisory firm serving individual and high-net-worth clients as well as small businesses. The firm combines algorithmic models with discretionary portfolio management across multiple strategies, offering tailored financial planning and continuous portfolio oversight.

Donnie Davis is a financial advisor at CoachWise Financial Solutions, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with CoachWise since 2004. Outside of his advisory role, Davis works part-time as an LPC-C providing counseling and psychotherapy services. CoachWise Financial Solutions offers discretionary investment management and consultative services to individual and high-net-worth clients, managing over $39 million in discretionary assets across multiple portfolio programs. The firm employs a core-and-satellite investment approach using charting, fundamental, technical, and cyclical analysis, aiming to outperform the S&P 500 on a risk-adjusted basis.

Dwight Bottomley is a CFA® charterholder with over 10 years of experience in the financial industry. He is a principal at Longbow Asset Management and also serves as managing director of West Coast Data Designs AB, a Swedish company he formed to manage cross-border tax compliance. Longbow Asset Management provides portfolio management and advisory services to individuals, households, trusts, retirement plans, endowments, and corporate accounts. The firm focuses on fundamental analysis targeting long-term equity appreciation in established U.S. companies, while employing a buy-and-hold approach for fixed income, with portfolios tailored to client needs.

Jordan Fulton is a financial advisor at NetAdvizor Wealth LLC with 8 years of industry experience. He holds the CFP® designation and Series 65 license. In addition to his advisory role, he is President and Corporate Controller of McIntosh Corporation, a specialty contractor in Tulsa, OK. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers discretionary and non-discretionary investment management along with ongoing financial planning, and monitors client accounts regularly.

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.

At Step By Step Financial, we support busy families with comprehensive financial services tailored to their unique needs. We understand the challenges of balancing work, school, family, and household responsibilities and use our firsthand experience to guide you effectively. Financial Planning: We offer personalized financial planning to help you achieve clarity and stability. We aim to create a roadmap that aligns with your family's objectives, whether managing debt, planning for education, or preparing for retirement, providing a clear path for a secure future. Tax Planning and Preparation: Navigating tax complexities can be overwhelming. Our expert tax planning and preparation services optimize your financial situation, reduce liabilities, and ensure compliance. We strive to make tax season less stressful and more efficient so you can focus on what matters most. Investment Advice and Implementation: Making informed investment decisions is crucial for your family's growth. We offer strategic advice and implementation focused on your long-term goals. Whether saving for retirement, investing in your child's future, or planning major life events, we help you build and preserve wealth effectively. We believe in a collaborative approach where your input and needs are central to our strategies. By partnering with us, you'll receive the support and guidance needed to make sound financial decisions, allowing you to concentrate on what truly matters—your family. About Kevin Jacobs, CFP® Kevin Jacobs, CFP®, leads Step By Step Financial with a deep understanding of the demands faced by busy families. His insights and practical advice come from his experiences balancing professional and personal responsibilities. Kevin is committed to a personalized approach. He takes time to understand each family's unique situation and goals and ensures strategies are tailored to their needs. His expertise spans financial planning, tax optimization, and investment management, making him a valuable partner in securing your financial future. Kevin is also actively involved in his community, reflecting his dedication to service and support. His approach extends beyond managing finances; it's about building lasting relationships with clients and guiding them with care and expertise at every step. More than just planners, we are your partners in crafting a secure and intentional future. At Step By Step Financial, we'll navigate your financial journey together.

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.

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 at Regent Wealth Management, Inc. in Tulsa, OK, with 26 years of industry experience. He holds a Series 65 designation and has worked at Regent Wealth Management since 2009. In addition to his advisory work, he owns and operates M. Springer & Company, PC, a CPA firm primarily focused on accounting services. Regent Wealth Management provides discretionary investment management and advisory services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm integrates third-party research with portfolio construction across a wide range of instruments and offers coordinated planning services with other professional advisors.

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®-certified financial advisor with 30 years of industry experience. She is currently with Wealth Oklahoma and has previously worked at Raymond James Financial Services, Bruns Fuller Financial, Investacorp Advisory Services, and UBS Financial Services. 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 six actively managed strategies and offers services exclusively through discretionary wrap-fee programs administered with Raymond James.

Jon Stolper is the CEO of Wealth Oklahoma and holds Series 63, 65, and 66 licenses. He has 42 years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. and Stolper Asset Management. He serves on the investment committees for Holland Hall School and the Temple Israel Foundation, where he is also president, and is a partner in a family investment club. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities. The firm oversees approximately $356 million in assets using fundamental securities analysis across six actively managed strategies, emphasizing discretionary management through wrap-fee programs administered with Raymond James.

Stephen Stipe is a financial advisor with Wealth Management Solutions in Claremore, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Sms Financial & Investment Management for 20 years and has operated under his own name since 1996. Outside of his advisory role, he is involved in a construction company, Stipe Construction Company, where he contributes time without compensation. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, monitoring, and educational seminars. The firm tailors portfolios based on client objectives and risk tolerance, with services delivered on discretionary and non-discretionary bases and includes tax-related coordination through CPA-licensed representatives.

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.