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.

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.

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 six years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Thomas is also involved in insurance brokerage and investment activities through Collaborative Insurance Solutions LLC. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 clients, including individuals, trusts, and retirement plans. The firm employs a model-portfolio approach integrating equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a focus on goals-based, discretionary management and specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

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., holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 clients. The firm employs a model-portfolio investment approach blending multiple asset classes and offers discretionary management, financial planning, and retirement plan consulting, with specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Douglas Claycomb is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill, Saxony Securities, and Private Client Services before his current role. Claycomb also serves as a consultant to an independent principal in the agriculture industry. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach incorporating equities, fixed income, ETFs, and alternative investments, with discretionary, goals-based relationships and the use of third-party managers and sub-advisers.

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.

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 licenses and has worked at James Baker & Associates, A Limited Partnership, for over three decades prior to joining Plan Group Financial. Outside of his advisory role, he is a 50% owner and investor in a medical spa business. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach integrating equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a focus on goals-based, discretionary relationships and offers specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Kip Nichols is a financial advisor at Uniting Wealth Partners with a Series 65 designation and approximately one year of industry experience. Prior to joining the firm, he worked at IMBCR and held various roles during his time at the University of Oklahoma. 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 long-term investment approach using diversified mutual funds and ETFs, and it operates within a broader network that supports its consulting and operational capabilities.

Kristen Buchman is a CFP® certificant with five years of industry experience, currently serving at Castlepoint Wealth Advisors since 2022. Her prior career includes roles at Venturi Private Wealth, Kansas State University, and The Trust Company. 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 emphasizes strategic asset allocation and broad global diversification, using mutual funds, ETFs, selected individual securities, and sub-advisers as part of a long-term investment approach.

Andrew Flinton is a CFP® with 17 years of industry experience, currently serving at Retirement Investment Advisors Inc in Oklahoma City, OK. He has been with the firm since 2010. Outside of his advisory role, he is a 50% owner of Bowie, Thurman, & Associates, LLC. 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 regulatory assets and follows a structured onboarding and planning process, utilizing Modern Portfolio Theory tailored to client-specific Investment Policy Statements.

Noah Cornish is a financial advisor at Westside Investment Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at LPL Financial LLC and Westside Investment Management since 2014. Outside of advising, he is the owner of Noah Energy, an LLC established in 2024. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, and derivatives, and participates in select third-party programs such as SEI’s Managed Accounts Program.

Hayden Przybysz is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, OK, with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he co-owns and manages a lighting fixture sales business. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for individual, trust, and retirement-plan clients. The firm employs a model-portfolio investment approach that integrates equities, fixed income, ETFs, and alternative assets, offering goals-based discretionary management alongside specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Chad Rudy is a CFP® professional with 16 years of industry experience, currently serving at Retirement Investment Advisors, Inc. since 2009. He holds Series 63 and Series 65 licenses and previously worked at Cr Systems Inc from 2002 to 2019. Retirement Investment Advisors, Inc. is a fee-only firm providing 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 follows a fiduciary standard, using a structured onboarding and planning process guided by Modern Portfolio Theory.

David Clark is a financial advisor at Westside Investment Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westside since 2015, also maintaining a long tenure at LPL Financial since 2004. Outside of his advisory work, Clark is involved in a non-investment business, Calumet Industries, based in Oklahoma. Westside Investment Management offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and derivatives, and participates in specialized third-party programs and wrap-fee arrangements.

Richard Wilson is a financial advisor at Vault Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vault Wealth Strategies, Vault Insurance Brokerage, The Prudential Insurance Company of America, and Pruco Securities. Outside of advisory work, he holds a minority interest in Cortado, LLC, a software application company. Vault Wealth serves individuals, business owners, and retirement plans with advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with ongoing monitoring and scenario analysis, offering branded programs such as Vault Plan™, Vault Invest™, and Vault Family Office™.