Jerry Thurman is a financial advisor at Vista Investment Partners LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Oklahoma's Credit Union and Chesapeake Energy. Vista Investment Partners serves both individual clients, including high-net-worth individuals, and institutional clients such as pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing proprietary strategies and diversified asset allocations, including the use of leverage and option strategies where appropriate.

Toni Selph is a financial advisor with Forge Financial and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including five years at LPL Financial and seven years with Forge Financial. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven investment approach grounded in Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Virginia Davis is a financial advisor at Tom Johnson Investment Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Tom Johnson Investment Management since 2019, following a 16-year tenure at Tripp Davis and Associates. Tom Johnson Investment Management is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients. The firm employs a conservative, team-based investment approach that emphasizes diversification, valuation discipline, and credit analysis across equity and fixed-income strategies.

Robert Watson is a financial advisor at Forge Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Forge Financial and LPL Financial since 2018. Outside of finance, he has been involved in a janitorial services business. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven approach based on Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts.

Adam Lee is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial industry. He has worked at Castlepoint Wealth Advisors since 2021 and previously spent five years at Love's Travel Stops. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and global diversification, employing mutual funds, ETFs, and selected individual securities while acting as a fiduciary for retirement accounts.

Drew Garner is a CFP® with nine years of industry experience and has been with Castlepoint Wealth Advisors since 2015. He is based in Oklahoma City, OK, and holds a Series 65 license. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm’s approach focuses on strategic asset allocation and modern portfolio theory, emphasizing broad global diversification and long-term discipline through discretionary investment management and ongoing portfolio supervision.

Kendall King is a financial advisor at Castlepoint Wealth Advisors with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Castlepoint in 2015, he worked at The Legacy Financial Group, The Financial & Business Research Corporation, and UBS Financial Services. Since 2024, he has also served as an executive coach with Brave Group. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and broad global diversification, employing a disciplined, long-term investment approach while offering discretionary management and retirement-plan consulting services.

Michael White Jr. is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation with 10 years of industry experience. His prior experience includes roles at Signal Research Group LLC and Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, where he provides dance instruction. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and offers investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios using mean-variance optimization and fundamental and technical analysis, with an affiliated family office and involvement in private oil and gas and 1031 exchange investments.

Boston Harris is an advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 credential. He has three years of industry experience, including roles at Plan Group Financial and Tecovas. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm manages client assets primarily through diversified model portfolios using mean-variance optimization and combines fundamental and technical analysis across multiple asset classes.

Adam Leavitt is a CFP® with 22 years of industry experience currently with Castlepoint Wealth Advisors in Oklahoma City, OK. He previously worked for HoganTaylor LLP and Disciplined Investments, LLC. He serves as a trustee for the Tulsa Municipal Employees Retirement Plan and is a managing member of a family investment holding company. Castlepoint Wealth Advisors offers wealth management and financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, global diversification, and long-term discipline, employing mutual funds, ETFs, and selected individual securities.

Luke Stein is a financial advisor at Plan Group Financial, Inc. based in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2023. Prior to joining the firm, he worked at Tecovas and held roles at the University of Central Oklahoma and Evangel University. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm uses diversified model portfolios with mean-variance optimization and various investment vehicles, and also offers family-office consulting and coordinates private oil and gas investments and 1031 exchange-related referrals.

Cody Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has held roles at Private Client Services and Saxony Securities, Inc., and also worked at Southwestern Oklahoma State University and with the OSSAA Umpiring Association. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm utilizes diversified model portfolios employing mean-variance optimization and both fundamental and technical analysis, with allocations across multiple asset classes and active use of third-party managers and alternative investments when appropriate.

Nicholas Pointer is a CFA® charterholder with 14 years of industry experience. He has worked at Tom Johnson Investment Management, LLC since 2011. The firm is a fee-only, registered investment adviser serving individuals, retirement plans, foundations, bank trust accounts, public funds, and sovereign clients. Tom Johnson Investment Management employs a conservative, valuation- and diversification-driven investment approach across equity and fixed-income strategies, managing approximately $1.63 billion in assets for over 5,400 client accounts through a six-person team.

Lindsey Beaman is a financial advisor with Vault Wealth in Oklahoma City, holding a Series 66 designation and four years of industry experience. Her background includes roles at Edward Jones, Chickasaw Community Bank, and Brix Realty, where she currently works as a real estate agent. In addition to her advisory work, she is the owner of White Oak Construction & Design LLC, a business involved in house flipping and managing short-term rental properties. Vault Wealth serves individuals, business owners, and retirement plans with advisory services spanning financial planning, portfolio management, and estate planning. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, operating a wrap-fee program and providing family office coordination alongside affiliated service businesses.

Benjamin Lindsly is a financial advisor at Forge Financial with a Series 66 credential and two years of industry experience. Prior to joining Forge Financial and LPL Financial in 2023, he worked at Southern Nazarene University and Bartlesville High School. 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 employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Royse Mccasland is a financial advisor with Forge Financial in Edmond, OK, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior experience includes roles at Allstate Insurance Company and LPL Financial. Forge Financial Services provides discretionary portfolio management primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts, serving individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven investment approach based on Modern Portfolio Theory and manages accounts on a discretionary basis.

Jane Davenport is a financial advisor at Vista Investment Partners LLC in Oklahoma City, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Midfirst Bank, the State of Oklahoma, and Chesapeake Energy. Vista Investment Partners serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with 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, including the use of margin and borrowing in certain accounts.

Dallas Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Saxony Securities, Waddell & Reed, Inc., and ownership of BW Group, LLC., a financial services entity. Outside of advising, he is involved in Progressive Home Solutions, LLC, a non-investment business managing rental properties. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios with mean-variance optimization and a range of investment types, and it provides family office services alongside specialized investment referrals.

James Billingsley is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes positions at Signal Research Group LLC and operating his own Billingsley Financial Group DBA. He serves on the business advisory council at Oklahoma Christian University and participates in the club committee for Quail Creek Golf and Country Club. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm employs diversified model portfolios with periodic rebalancing and offers family office consulting as well as coordination involving private oil and gas investments and 1031 exchange-related referrals.

Spencer Aufenthie is a financial advisor with Plan Group Financial, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Plan Group Financial, he worked at Wells Fargo Bank and Jackson Hewitt. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm utilizes diversified model portfolios with allocations across multiple asset classes and may engage third-party managers and alternative investments when appropriate.