Benjamin Kennedy III is a financial advisor at Wilshire-Pennington Group, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wilshire-Pennington since 2004. In addition to his advisory role, he has been an independent insurance agent for various companies since 1987. Wilshire-Pennington Group provides financial planning and asset management services to individuals, trusts, estates, and business entities, managing approximately $42.6 million across about 40 client accounts. The firm emphasizes small business owner issues, retirement and wealth-transfer planning, and employs a mix of fundamental, technical, cyclical, and charting analysis in discretionary portfolio management.

Gary Fraley is a CFA® charterholder with 16 years of experience in the financial industry. He is a managing partner at Merit Advisors, Inc., where he has worked since 2014, and previously was associated with Oak Hills Securities, Inc. Outside of his advisory role, he is involved in a real estate brokerage as a manager and occasionally acts as a broker on transactions. Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as signal services to other advisers and institutions. The firm offers a Managed Bond Strategy that uses proprietary, trend-following technical indicators to adjust allocations among various bond and alternative funds.

Benjamin Kennedy IV is a financial advisor at Wilshire-Pennington Group, Inc. in Nichols Hills, OK, holding a Series 65 designation with 11 years of industry experience. He has been with Wilshire-Pennington Group since 2012. Wilshire-Pennington Group provides financial planning and ongoing asset management to individuals, trusts, estates, and business entities, managing approximately $42.6 million across about 40 client accounts. The firm emphasizes small business owner issues, retirement and wealth-transfer planning, and discretionary portfolio construction using a mix of fundamental, technical, cyclical, and charting analysis.

Marcus Rose is a Series 65-credentialed financial advisor with 10 years of industry experience, currently serving at Investment Strategies, LLC in Oklahoma City. His prior experience includes roles at Rose Retirement and Investments, LLC and Bertrand Retirement Solutions. Outside of finance, he owns a photography business, Figure 8 Photos, and is also involved in personal training through 321, GO, LLC. Investment Strategies, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios using fundamental, technical, and cyclical analysis, offering both direct management and digital platform solutions, while also coordinating with third-party money managers.

Valery Oswald is a financial advisor at Epic Wealth Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Epic Wealth Management since 2018 and also works with Raymond James & Associates. Outside of advisory work, Oswald owns Live Love Lake, LLC, a real estate business focused on maintaining a residential property. Epic Wealth Management manages approximately $112 million in client assets, providing portfolio management and comprehensive financial planning to individuals, charitable organizations, corporations, and business owners. The firm emphasizes developing tailored investment plans based on long-term cash flow projections and risk assessments, utilizing a wide range of investment instruments and offering both discretionary and non-discretionary account management.

Timothy Delpha is a financial advisor with Stagner Financial Advisory in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. He has worked with Stagner Financial Advisory since 2014 and has operated as a sole proprietor insurance agent since 2017. Stagner Financial Advisory provides discretionary asset management primarily to individuals, including high-net-worth clients, and offers advisory services to qualified retirement plan sponsors. The firm employs a combined fundamental, technical, and cyclical investment approach with a focus on documented client goals and risk tolerance.

Andrew Oster is a CFP® with 23 years of industry experience, currently serving at Triton Financial Group, Inc. He has previously worked at Capstone Triton Financial Group LLC and SAGEPOINT FINANCIAL. Outside of advising, he serves on the board of directors for Monscierge, Inc., a company that develops and manages a guest experience platform for the hospitality industry. Triton Financial Group provides discretionary portfolio management, wealth management, financial planning, and retirement-plan advisory services to individuals, corporations, nonprofits, and pension/profit-sharing plans. The firm employs a primarily long-term investment approach that combines fundamental, technical, and cyclical analysis to build customized portfolios across various asset types.

Ricky Jurrens is a CFP® and ChFC® with 41 years of experience in the financial services industry. He has been with F.I.G. Financial Advisory Services, Inc. since 1983 and currently serves as its President and CEO. In addition to his advisory role, he works as an independent agent providing fixed life insurance products. F.I.G. Financial Advisory Services offers fee-based asset management and financial planning primarily to individual and high-net-worth clients, as well as trusts and business entities. The firm manages approximately $151.8 million in discretionary assets and employs a value-based and risk-focused investment approach tailored to client goals and risk tolerance.

Luke Milholland is a CFP® and ChFC® with 17 years of industry experience, currently serving at Vault Wealth in Oklahoma City, OK. His background includes roles at Prudential Insurance Company of America and leadership positions in several affiliated businesses such as Vault Tax, Vault Realty, and Vault Property Management. Outside of his advisory work, Milholland is involved in real estate development and software ventures. Vault Wealth serves individuals, business owners, and retirement plans, offering comprehensive advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with active monitoring and scenario analysis, supported by proprietary strategies and a wrap-fee program.

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.

Jeffrey Ashford is a CFP® professional with 21 years of industry experience. He has been with Access Financial Resources, Inc. since 2003 in Oklahoma City, OK. Access Financial Resources, Inc. provides personalized financial planning and asset management for individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach and offers both discretionary and non-discretionary management, working under tailored investment policy statements.

Harrison Newmark is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation. He began his advisory career in 2025 after completing ten years as a student. 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 investment team, utilizing mean-variance optimization and a mix of fundamental and technical analysis, with portfolios rebalanced at least twice annually.

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.

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. with 24 years of industry experience. She holds the Series 66 designation and has worked at Leonard Investment Advisors, Inc. and RBC Capital Markets Corporation. Outside her advisory role, she is a licensed insurance agent and serves as a public notary in Oklahoma City. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses, managing approximately $322 million for several hundred clients. The firm employs both fundamental and technical analysis across various asset classes and offers a mix of discretionary and non-discretionary asset management, as well as access to third-party money managers.