Brandon Jaquis is a CFP®, CFA®, and Series 65-licensed advisor with seven years of industry experience. He has worked at Warburton Capital Management since 2019 and previously held positions at Verizon and Oral Roberts University. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing approximately $786 million across about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.

Philip Mooberry is a financial advisor at Cadent Capital Advisors, LLC with 24 years of industry experience. He has held positions at Cadent Capital Advisors since 2012 and previously worked at Purshe Kaplan Sterling Investments for nine years. Mooberry holds Series 63 and Series 65 licenses. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, with regular portfolio reviews and documented client objectives.

Keegan King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 license with seven years of industry experience. His career includes roles at The Legacy Financial Group starting in 2019 and a position at Bluestone from 2018 to 2019. He also has a background in academia, having worked at the University of Tulsa from 2015 to 2019. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting services to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm serves approximately 317 client relationships with a team of eight advisors and employs an investment approach based on Modern Portfolio Theory, emphasizing long-term asset allocation and broad diversification.

Michael Christian is a CFA® charterholder with 14 years of industry experience. He is currently with EverPar Advisors LLC, where he has worked since 2023, following eight years at Morgan Stanley Private Bank and nine years at Morgan Stanley. He serves as board member and secretary for the Booker T. Washington Foundation for Excellence in Tulsa, helping coordinate committee activities and oversee fund management. EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm manages roughly $588 million in client assets through customized, diversified portfolios that combine fundamental, technical, cyclical, and charting analyses.

Brandon Biles is a CFP® with seven years of industry experience, currently serving as an advisor at HoganTaylor Wealth since 2017. His prior experience includes roles at Northwestern Mutual and OSU Cowboy Golf, LLC. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across 360 client relationships and emphasizes customized, long-term portfolios using low-cost mutual funds, ETFs, and other investment vehicles.

Nicholas Fiegel is a CFA® charterholder with one year of experience as a financial advisor at Cadent Capital Advisors, LLC. His prior work includes roles at Ascent Resources, Plan Group Financial, Enable Midstream Partners, and Orange Leaf Holdings. Outside of his advisory role, he is a co-member of Chazown Investment Group, LLC, a real estate investing company. Cadent Capital Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, conducting at least annual portfolio reviews and documenting client objectives in an Investment Policy Statement.

Aaron Pruitt is a financial advisor with The Advisory Resource Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with The Advisory Resource Group DBA Compass Pointe and M. S. Howells since 2017, and previously with Estate Needs Advisors and SII Investments. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning. The firm employs a team-based research process and constructs portfolios using mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Cooper Stevenson is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation and beginning his industry career in 2023. His previous experience includes roles at Benson Financial Group and Family First Life. Stevenson is also licensed in life and health insurance. The Legacy Financial Group provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and serves approximately 317 clients with around $590 million in assets under management.

Christina Aldredge is a financial advisor with The Advisory Resource Group, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at The Advisory Resource Group and M.S. Howells since 2017, with prior experience at Sii Investments and Compass Pointe Financial. Outside of her advisory work, she is involved as a co-owner and property manager of a real estate entity and serves as a member and secretary of another local property maintenance organization. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services. The firm employs a team-based research process to construct portfolios primarily from mutual funds, ETFs, and individual securities, and manages approximately $809 million across about 712 client relationships.

Noah Cottman is a financial advisor at Warburton Capital Management, LLC with a Series 65 designation and approximately two years of industry experience. His prior work includes roles at Oral Roberts University and several other companies in various capacities. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing around $786 million through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation and personalized investment policies.

Callum Raymick is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Northwestern Mutual and Mike Cunningham Investments, along with experience at South Tulsa Baptist Church and Oklahoma Baptist University. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as various entities such as family offices, trusts, and private foundations. The firm employs a six-factor market forecast and emphasizes global themes, applying Modern and Post-Modern Portfolio Theory across a broad range of investment vehicles.

Joel Kantor is a financial advisor at Pinnacle Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Kantor is a partner and manager of several angel and venture capital investment entities, where he dedicates five to ten hours per month. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs seven proprietary investment strategies tailored to client objectives and is notable for sponsoring private pooled investment vehicles in which it holds proprietary interests.

Ann Dagg is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation and 23 years of industry experience. She has worked at Cadent Capital Advisors since 2014 and previously at Purshe Kaplan and Sterling from 2014 to 2021. Outside of her advisory role, she serves as CEO of Redbird Associates, LLC, a real estate investment entity. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies, including both long-term allocation and active trading approaches.

Bridgette Hodge is a financial advisor at EverPar Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for 12 years before joining EverPar Advisors in 2023. EverPar Advisors LLC offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing a mix of fundamental and technical analyses.

Ronald Brown is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2012 and has been associated with J M Brown & Associates, Inc. since 2002. J M Brown Financial Partners is a registered investment adviser serving individual clients—including high-net-worth households—as well as pension plans, 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, and also operates a third-party advisory program under a DBA for sub-advisory relationships.

Brett Hobbs is a financial advisor with Cadent Capital Advisors, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Cadent Capital Advisors since 2019 and previously spent two years with Purshe Kaplan Sterling Investments and five years at the Oklahoma Office of Management and Enterprise Services. Hobbs serves as a board member of the Oklahoma Employees Insurance and Benefits Board. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.

Omar Ahmadieh is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked previously at Northwestern Mutual in various roles between 2013 and 2018. Outside of advising, he is involved in several business activities including co-owning an HVAC company and working with a nutritional supplement manufacturer. J M Brown Financial Partners serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing a primarily fundamental investment approach supplemented by technical and cyclical methods. The firm also acts as a sub-advisor to other RIAs and offers in-house accounting services.

Kevin King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with 24 years of industry experience. He has been with The Legacy Financial Group since 2005. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and employs a long-term, asset-allocation investment approach emphasizing diversification and risk/return tradeoffs.

Julie Skye is a financial advisor with Sustainable Advisors Alliance LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Skye Advisors LLC, First Point, and Mariner Wealth Advisors. Sustainable Advisors Alliance serves individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans, focusing on sustainable, responsible, and impact investing using ESG criteria. The firm uses a combination of passive and active strategies, direct indexing, and offers services such as financial planning, annuity management, and employee benefit plan advisory.

Jackson Mazzei is a financial advisor with Trinity Strategic Wealth in Tulsa, OK, holding a Series 65 license and over four years of professional experience. His background includes roles at Time to Revive and Texas Capital Securities, as well as positions at Baylor University and Regent Prep School. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm employs a top-down investment process focused on global themes and applies both Modern and Post-Modern Portfolio Theory in its portfolio construction.