Alexxander Peralta is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Retirement Investment Advisors Inc with three years of industry experience. His prior work includes roles at Darden Restaurants and Topgolf. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in assets and uses a structured planning process guided by Modern Portfolio Theory, acting as a fiduciary on all client accounts.

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.

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.

Ashley Turner is a financial advisor at FourPath Capital Management, LLC with 9 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for 11 years before joining Prospera Private Wealth, LLC. Outside of her advisory role, she owns and operates A.R.T. Creations, a business selling homemade crafts. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies across multiple asset classes and offers discretionary and non-discretionary portfolio management.

Kelsey Cagle is a financial advisor at Access Financial Resources Inc. with five years of industry experience. She holds a Series 65 credential and has worked at Access Financial Resources since 2018, with previous experience at Sonic from 2014 to 2018. Access Financial Resources, Inc. provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach and offers both discretionary and non-discretionary management tailored to client needs.

Carol Alexander is a CFP® with 23 years of experience in financial advising, currently serving at Retirement Investment Advisors, Inc. in Oklahoma City, where she has worked since 2003. She holds Series 63 and Series 65 licenses. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in assets and employs a structured planning process informed by Modern Portfolio Theory, acting as a fiduciary on all client accounts.

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.

Troy Jones is a CFP® professional with over 34 years of experience at Access Financial Resources Inc., where he has worked since 1991. He holds the Series 63 designation and has been active in the financial industry for 45 years. Troy is also an insurance agent and the sole shareholder of Access Financial Resources, Inc., which owns Advisors Plan Administrators, LLC, a third-party administration company. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client-specific investment strategies with core-and-satellite allocations, primarily utilizing mutual funds and ETFs, and offers retirement plan design and administration through its affiliated third-party administrator.

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.

Randy Thurman is a CFP® and PFS™ with 32 years of experience in financial advising. He has been with Retirement Investment Advisors, Inc. since 1997. In addition to his advisory role, he is a 50% owner and CEO of Bowie Thurman & Associates and an author receiving royalties. Retirement Investment Advisors, Inc. is a fee-only firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a structured planning process and employs Modern Portfolio Theory to guide discretionary investment management, overseeing approximately $1.268 billion in assets.

James Pearson is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at B.B. Graham & Company, RKI Energy Resources, LLC, and BancWest Investment Services. Outside of advisory work, he is a 17% owner and passive investor in a medical marijuana grow facility through Toroverde Farms LLC. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers. The firm serves individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, employing a range of investment styles supported by fundamental, technical, and cyclical analysis.

Jeffrey Pope is a financial advisor at Fourpath Capital Management, LLC in Oklahoma City, OK. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Fourpath, he worked for the City of Oklahoma City for 27 years. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach combining active and passive strategies across various asset classes.

Janelle Skelton is a CFP® professional with 36 years of industry experience, currently serving at Total Wealth Planning and Management, Inc. since 2021. She previously worked at Hilltop Securities, Inc. for 17 years and has involvement in a family landscaping business in Oklahoma City. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory platforms.

Carl Holliday is a financial advisor at Plan Group Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at James Baker & Associates, A Limited Partnership since 1992. Outside of advising, he is a 50% owner and investor in RADIAN, LLC, a medical spa. Plan Group Financial, Inc. provides investment management, financial planning, and consultation services to individuals, trusts, estates, and businesses, including retirement plan and family office consulting. The firm uses diversified model portfolios combined with mean-variance optimization and fundamental and technical analysis, managing approximately $1.7 billion in assets under advisement.