Christopher Beard is a financial advisor with Forge Financial in Edmond, OK, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Forge Financial since 2018 and also maintains an affiliation with 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 employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, and utilizes LPL Financial platforms for custody and execution.

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.

Sarah Holmes is a financial advisor at Transcendent Capital Group with one year of industry experience. She holds a Series 65 designation and has prior experience at Ess and Phillips 66. Transcendent Capital Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations through a multi-advisor team. The firm offers a range of portfolio options tailored to client goals, utilizing asset allocation, dollar-cost averaging, technical analysis, and selective use of structured ETFs and sub-advisers.

Darrell James is a financial advisor at Transcendent Capital Group with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he is involved in farming and ranching activities alongside his family. Transcendent Capital Group is a multi-advisor team providing investment advisory and financial planning services to individuals, high-net-worth clients, and corporations. The firm offers tailored investment strategies ranging from conservative income to aggressive growth, utilizing a variety of portfolio construction techniques and access to third-party sub-advisers and wrap programs.

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.

David Ferrell is a CFP® and ChFC® with 32 years of industry experience. He is currently with Transcendent Capital Group and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of advisory work, he serves as managing partner of a property management company and acts as trustee for a family living trust related to mineral interests. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with discretionary and non-discretionary managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and uses a structured investment process that includes asset allocation, tactical approaches, and explicit fund selection criteria.

Kelsey Ardies is a CFP® and Series 65-registered financial advisor with Gibraltar Capital Management, Inc., where she has worked since 2014. She has 10 years of industry experience. Outside of her advisory role, she serves as a trustee and member of the investment committee for the Teacher's Retirement System of Oklahoma. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective, emphasizing tax efficiency and in-house fundamental research.

Mitchell Green is a financial advisor with Transcendent Capital Group in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. Prior to joining Transcendent Capital Group in 2021, he worked at Wells Fargo Advisors Financial Network from 2015 to 2021. He serves on the board of directors for Martindale Consultants, Inc. Transcendent Capital Group is an SEC-registered advisory firm with a team of eight advisors that provides discretionary and non-discretionary managed accounts, financial planning, and consulting services to individual, high-net-worth, and corporate clients. The firm employs a structured investment process that includes asset allocation, tactical approaches, and strict fund selection criteria tailored to client objectives and risk tolerances.

Timothy Singleton is a financial advisor at Rhodes Investment Advisors, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Rhodes Investment Advisors since 2004. He is also a CPA who prepares tax returns for investment clients and acts as an insurance agent representing several companies. Rhodes Investment Advisors serves primarily individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection using a mix of discretionary and non-discretionary approaches that include fundamental, technical, and charting analysis.

Geoffrey Weiss is a financial advisor with Forge Financial, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked exclusively with Forge Financial and LPL Financial since 2018, with prior experience at Reagor Dykes Autogroup and Sherwin Williams Paint Company. Forge Financial Services provides discretionary portfolio management primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts. The firm serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities using a model-driven investment approach grounded in Modern Portfolio Theory.

David Gibson is a financial advisor with Forge Financial, holding a Series 66 designation and six years of industry experience. He has worked at Forge Financial Services LLC and LPL Financial LLC since 2019 and previously spent 19 years with Crossings Community Church. Gibson is also an independent agent for non-variable insurance products. 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 employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee and implemented primarily through LPL Financial–sponsored programs and proprietary accounts.

Kailey Miles is a financial advisor at Forge Financial in Edmond, OK, with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and in the residential construction industry at McCaleb Homes and Foster Signature Homes. 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 investment approach based on Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

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.

Bill Johnson is a financial advisor at Transcendent Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is a one-third owner and managing partner of a commercial office space holding company. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based investment approach that includes tactical strategies and explicit fund selection criteria tailored to client objectives and risk tolerances.

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™.

Isaac Ortiz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at DAI Wealth, LLC since 2022. His prior experience includes roles at SCF Investment Advisors, Inc. and FSC Securities Corporation. Outside of his advisory work, Ortiz operates a business involved in risk management and advanced estate and business planning strategies, as well as a collectibles venture selling items online. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a range of managed account solutions and conducts ongoing manager due diligence, offering tailored portfolios supported by multiple custodial and platform providers.

Kortland Snowden is a financial advisor at Castlepoint Wealth Advisors in Oklahoma City, holding a Series 65 designation with one year of industry experience. Prior to joining Castlepoint, he worked at the University of Oklahoma and Quail Creek Bank. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory, focusing on broad global diversification and long-term discipline while serving as a fiduciary for retirement accounts.

James Burleson II is a financial advisor with Forge Financial in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at Forge Financial and LPL Financial, alongside experience in real estate through RE/MAX 1st. He is also involved in real estate-related activities, maintaining an inactive real estate agent status while receiving referral fees. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven investment approach based on Modern Portfolio Theory, managing accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Jeremy Wilcox is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2015. Tom Johnson Investment Management is a fee-only advisory firm serving individuals, high-net-worth clients, and institutional clients with discretionary portfolio management and financial planning. The firm employs a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple client channels.

Jerry Thurman is a financial advisor at Vista Investment Partners LLC with six years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Oklahoma's Credit Union and Chesapeake Energy, as well as multiple tenures at Morgan Stanley and Raymond James & Associates. Vista Investment Partners serves both individual and institutional clients, providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a strategic asset allocation approach and offers unique features such as held-away retirement account management using the Pontera platform and ERISA fiduciary services for retirement plans.