Douglas Scott is a financial advisor at R.J. Cloud Advisors & Company with 16 years of industry experience. He holds a Series 65 designation and has worked at Legacy Financial Group and R.J. Cloud Advisors & Company since 2014. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office services and retirement plan consulting. The firm employs a long-term, factor-based investment approach using mutual funds and ETFs, with a focus on strategic asset allocation and risk management.

Jon Stolper is a financial advisor with Wealth Oklahoma, holding Series 63, 65, and 66 credentials and over 40 years of industry experience. He has worked with Raymond James Financial since 1999 and managed Stolper Asset Management from 2004 to 2017. Stolper is active in his community, serving on investment committees for local nonprofit organizations and as President of Temple Israel. Wealth Oklahoma provides discretionary portfolio management primarily for individuals, trusts, estates, foundations, and corporate entities, overseeing approximately $356 million in assets across about 166 client accounts. The firm employs fundamental securities analysis across six actively managed strategies and specializes in discretionary management through wrap-fee programs administered with Raymond James.

Charles Tines is a financial advisor at Tines Capital, LLC in Tulsa, Oklahoma, holding a Series 65 designation with five years of industry experience. He previously worked at Primerica and Tulsa Heaters Midstream. Outside of his advisory role, he maintains and trades algorithmic trading strategies on the Collective2.com platform as a Trade Leader. Tines Capital, LLC is a boutique advisory firm serving individual, high-net-worth clients, and small businesses with discretionary portfolio management and customized financial planning. The firm employs a blend of algorithmic models and discretionary decisions across multiple strategies, including leveraged ETFs, options, volatility products, and limited cryptocurrency exposure.

Mark Smith is a financial advisor with Chartmark Investments, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Chartmark since 2001. Outside of his advisory role, he serves on the Board of Directors of the American Portuguese Biomedical Research Fund, Inc., and is a member of the Finance Council and Chair of the Investment Committee for the Catholic Diocese of Eastern Oklahoma. Chartmark Investments serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting. The firm focuses on equity-centered portfolios using fundamental screening and proprietary business analysis, actively monitored and rebalanced by an investment committee.

Bruce Riddle Jr. is a financial advisor at Everwealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to Everwealth, he worked at Wealth Management Advisors, LLC for 20 years. Outside of his advisory role, he is owner and manager of Riddle Financial Group LLC, a health insurance and sales business, and serves as a life insurance agent for MassMutual Financial Group. Everwealth provides investment supervisory services to individual and high-net-worth clients, as well as retirement plan consulting for plan sponsors and participants. The firm employs a globally diversified investment approach using Dimensional Fund Advisors mutual funds and emphasizes long-term holdings, asset allocation, and periodic rebalancing.

Financial Advisors rarely plan for themselves, like they do for their clients. If something were to happen, the clients might lose their Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything. Ellevate Advisors provides financial planning and business transition consulting for Financial Advisors so that when they sit down to dinner with their family, they can relax because they know that they’ve secured their family’s future and created a business that lasts. I started in the financial services industry with my family’s Ameriprise practice. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing 1-2 dozen retirement plans, and assisting with several business transitions with a client retention rate of over 95%. As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to provide professional paraplanning for fee-only advisors, while I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®. I served on the Tulsa Board of the Financial Planning Association, including one term as President. I started the FPA NexGen Tulsa group to support younger advisors. One of the reasons my husband and I started Ellevate is because Financial Advisors deserve to retire too. What does retirement mean to you, your family, and your business? Let’s figure it out together!

Zachary Lonergan is a financial advisor at Greystone Capital Partners Group LLC in Tulsa, OK, with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments and Equitable Advisors. Lonergan also provides insurance advice as a licensed fixed insurance agent. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans by offering financial planning, investment and wealth management, and retirement plan consulting. The firm uses a multi-disciplinary investment approach based on Modern Portfolio Theory and works with clients on both discretionary and non-discretionary bases.

Jackson Fuller is a financial advisor at Bridgecreek Financial Group with a Series 65 credential and one year of industry experience. His prior work includes roles at HUB Investment Partners, HUB International, and Southern Methodist University. Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning to a focused client base, including pension plans, trusts, and charitable organizations. The firm manages approximately $650 million across about 42 client relationships, using tailored investment strategies and institutional custody platforms.

Andrew Steinmetz is a CFA® charterholder with 10 years of industry experience. He is currently a Vice President and Chief Investment Advisor at Trinity Strategic Wealth and has previously worked at Raymond James Financial Services Advisors. He also serves as successor trustee for a family trust. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, trusts, and family offices. The firm uses a top-down investment approach based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

John Burrows is a financial advisor with Council Oak Wealth Advisors in Tulsa, OK, holding a Series 65 credential and starting his advisory career in 2026. Prior to joining Council Oak Wealth Advisors, he worked at Stride Bank and was involved with Cody Burrows Golf. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering tailored portfolio management and financial planning services using a mix of fundamental and technical analysis along with option strategies. The firm is noted for its use of leveraged strategies in managed accounts and operational practices such as serving as trustee for certain client accounts.

Zachery Rearrick is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with three years of industry experience. His work history includes roles at Bankers Life and Liberty Mutual prior to joining The Legacy Financial Group. The Legacy Financial Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets, focusing on a long-term, asset-allocation approach grounded in Modern Portfolio Theory and leveraging quantitative tools for portfolio optimization and risk management.

Hunter Breedlove is a financial advisor at EverPar Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BOK Financial and Hawkins Financial LLC. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and selective individual securities.

David Foley is a financial advisor at Cadent Capital Advisors, LLC in Tulsa, OK, holding the CFP® and ChFC® designations with 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for five years before joining Cadent Capital Advisors in 2015. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple methods of analysis and offers a range of investment strategies, including long-term allocation and more active approaches, while conducting at least annual portfolio reviews.

William Tennant is a CFP® professional with 26 years of industry experience, currently serving at J M Brown Financial Partners since 2013. He holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, providing seasonal tax preparation services outside of his advisory role. J M Brown Financial Partners is a registered investment adviser that 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 analysis and model-driven asset allocation.

Dennis Zeimet is a CFP® professional with 22 years of experience in financial advising. He is currently with Trinity Strategic Wealth and has prior experience at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of advising, he is an owner of Millicon Properties, a real estate corporation. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as entities such as family offices and private foundations. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Andrew Locke is a financial advisor at Trinity Strategic Wealth with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Tulsa Wealth Advisors. Trinity Strategic Wealth offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices, trusts, and private foundations. The firm uses a top-down investment approach based on a six-factor market forecast and employs a range of securities within a wrap fee program.

Bret Travis is a financial advisor at Melia Wealth LLC in Tulsa, OK, with 14 years of industry experience. He holds the Series 66 designation and has worked at Melia Wealth LLC since 2016, along with roles at ATFS LLC and MAG Tax. Outside of advisory work, he is a tax preparer at Twice the Returns, LLC. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on client goals and risk tolerances, employing various research methods and conducting regular account reviews.

Myles Linhares is a financial advisor with Ameritrust Investment Advisors Inc in Tulsa, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Stonebridge Financial, Bannerman Wealth, and Fidelity Brokerage Services LLC. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning, using a fundamental analysis approach for investment selection and offering retirement-plan consulting for plan sponsors.

Tierney Gorham is a financial advisor at Drawbridge Capital with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Regent Financial Services, and RCB Bank. Outside of his advisory work, he is the owner of Roo's Jumpin' Joy, LLC, a business unrelated to investments. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, focusing on concentrated U.S. equity sleeves with high active share and tailored portfolio management.

Derrick Sands is a CFP® with 41 years of experience in the financial services industry. He is currently with Trinity Strategic Wealth and Cabot Lodge Securities LLC, having previously worked at Tulsa Wealth Advisors and Raymond James Financial Services. Outside of his advisory work, Sands is a minority shareholder in Millicon Properties LLC, a non-investment business based in Tulsa. Trinity Strategic Wealth provides 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 utilizes a broad range of securities within a wrap fee program.