Deanna Stranglen is a CFP® professional with 23 years of industry experience, currently with Cadent Capital Advisors, LLC. She has held prior roles at LPL Financial and Mary Kay Inc., where she was involved in direct sales. In addition to her advisory work, she maintains a role as a licensed insurance agent. Cadent Capital Advisors provides investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans, employing a range of strategies from long-term investing to more active trading approaches. The firm offers both discretionary and non-discretionary services and emphasizes documented investment policies and regular portfolio reviews.

Thavaselan Subramaniam is a financial advisor with Turner Financial Group, Inc. in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at several firms, including Coastal Investment Advisors and Claraphi Advisory Network. Outside of advisory work, he is involved in organic crop consulting, tax services, agriculture industry consulting, and office management services. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages roughly $171 million in assets and uses model-based allocations combined with fundamental, technical, and cyclical analysis, offering both growth and principal preservation strategies.

Jonathan Hall is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Warburton Capital Management, LLC since 2014. He is based in Tulsa, OK, and is one of six advisors on the Warburton team. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation, using ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Mason Rike is a financial advisor at Gibraltar Capital Management, Inc. with one year of industry experience. He holds the Series 65 designation. His prior experience includes roles at Strategic Financial Partners and the University of Arkansas. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented investment approach emphasizing tax efficiency and in-house research, while also providing a range of services including tax preparation, bookkeeping, and retirement-plan consulting.

Lionel Fuller is a financial advisor with Bridgecreek Financial Group in Tulsa, OK, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Bridgecreek Financial Group in 2026, he worked at HUB Investment Partners, LLC for four years and Bridgecreek Investment Management, LLC for nineteen years. Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning to a select group of clients, including pension plans, trusts, estates, and charitable organizations. The firm manages roughly $650 million across about 42 client relationships and uses tailored investment strategies with an institutional custody platform while acting as a fiduciary on retirement rollovers.

Carter Wright is a financial advisor with Drawbridge Capital in Tulsa, OK, holding Series 65 and Series 63 designations. He has one year of industry experience and has also worked with LPL Financial and Regent Financial Services. Prior to entering the financial industry, he was employed at the Golf Club of Oklahoma for two years. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm offers financial planning and portfolio management using a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies tailored to client objectives.

Valentin Tranier is a Series 65-licensed advisor at Burkholder Wealth Management with one year of industry experience. Prior to joining the firm, he held academic positions at The University of Tulsa and studied at Université Catholique de Lille. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios, fundamental analysis, and modern portfolio theory to tailor investment strategies, incorporating Schwab Institutional Intelligent Portfolios for automated rebalancing and tax-loss harvesting.

Connor White is a financial advisor at J M Brown Financial Partners with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. White is also a Licensed Insurance Agent in Oklahoma. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, utilizing a fundamental investment approach supplemented by technical and cyclical analysis.

Joseph Hanson is a financial advisor at Burkholder Wealth Management in Tulsa, OK, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Burk Holdings LLC, Park Avenue Securities, and Guardian Life Insurance Company, as well as operating his own law practice. Outside of financial advising, he is also an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management is a team-based registered investment adviser managing approximately $380 million for around 266 clients. The firm offers discretionary portfolio management, hourly financial planning, and retirement plan consulting, typically using diversified model portfolios with mutual funds and ETFs aligned to client risk tolerance through fundamental analysis and Modern Portfolio Theory.

Jonathan Wielenga is a financial advisor at Gibraltar Capital Management, Inc. with five years of industry experience. He holds the CFP® designation and the Series 65 license. Prior to joining Gibraltar Capital Management, he worked at JPMorgan Chase & Co. and Thomson Reuters, and has experience related to Baylor University. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, foundations, and institutional investors. The firm employs an active, value-oriented, long-term total-return investment strategy emphasizing tax efficiency and in-house research, and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Rebekah Andersen is a financial advisor at J M Brown Financial Partners with one year of industry experience. She holds a Series 65 designation and previously worked at Northwestern Mutual for seven years. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical and cyclical analysis.

Benjamin Steele is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 20 years of industry experience. He has worked at M.S. Howells, Compass Pointe Financial LLC, and SII Investments. Steele is also the owner and producer of Estate Needs Advisors, a fixed insurance sales business. The Advisory Resource Group operates with a team of eight advisors and manages approximately $926.6 million in assets. The firm provides discretionary and non-discretionary investment management, wealth planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Lesa Creveling is a financial advisor at Allegiant Wealth Advisors, LLC in Tulsa, OK, holding a Series 65 credential. She has over 25 years of industry experience, including a long tenure at The Trust Company of Oklahoma. Outside of her advisory role, she owns Creveling Consulting, which provides legal and tax consultation and expert testimony services. Allegiant Wealth Advisors manages approximately $956 million in assets, serving charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm employs a fundamental, long-term investment approach with a focus on non-discretionary portfolio management and also offers financial planning and family office services.

Joshua Garrett is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Cadent Capital Advisors in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2022 to 2025. His background includes a variety of roles outside the financial industry, including positions at Philcrest Hills Tennis Club and Northeastern Oklahoma A&M College. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to implement investment strategies tailored to client needs.

Jordan King is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at the University of Oklahoma, Security Centers Inc., Tulsa Community College, and Catoosa Public Schools. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers services including portfolio management, financial and estate planning, tax preparation, business consulting, and philanthropic support.

Gene Gurley is a CFP® and Series 65 professional with 18 years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2025, following an 18-year tenure at Miller Equity Capital Advisors. Gibraltar Capital Management provides discretionary portfolio management, financial and estate planning, bookkeeping, tax preparation, and business consulting services to individuals, institutions, and private funds. The firm employs a value-oriented, research-driven investment approach emphasizing tax efficiency, limited turnover, and tailored portfolios.

Andrew Jones is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at M.S. Howells & Co., SII Investments, and Legacy Planning Partners. The Advisory Resource Group serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, and other entities. The firm employs a team-based research process to construct portfolios from mutual funds, ETFs, and individual securities, providing both discretionary and non-discretionary investment management along with retirement-plan advisory and financial planning services.

Mitchell Robinson is a financial advisor at Drawbridge Capital with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Adaptation Financial Advisors. Robinson had an affiliation with a limited broker-dealer through MSEC starting in 2025. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm combines model-driven asset allocation with in-house equity strategies, focusing on concentrated U.S. equity sleeves selected through proprietary screening and relative-strength rankings.

Joshua Jakubovitz is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. Prior to his advisory role, he worked at Spartan College of Aeronautics and Technology for three years and spent two years living abroad traveling and studying. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for around 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy that emphasizes asset allocation, using model portfolios built with ETFs and mutual funds, and offers discretionary management through a team-based approach.

Todd Taylor is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Cadent Capital Advisors, LLC since 2016 and was previously with Merrill for 26 years. Cadent Capital Advisors provides investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves clients with a variety of risk tolerances and objectives.