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 designations and has worked at James Baker & Associates, A Limited Partnership since 1992. Outside of advising, he is a 50% owner and investor in RADIAN, LLC, a medical spa. Plan Group Financial, Inc. provides investment management, financial planning, and consultation services to individuals, trusts, estates, and businesses, including retirement plan and family office consulting. The firm uses diversified model portfolios combined with mean-variance optimization and fundamental and technical analysis, managing approximately $1.7 billion in assets under advisement.

Sarah Holmes is a financial advisor at Transcendent Capital Group in Edmond, OK, holding a Series 65 designation. She has one year of industry experience, including roles at Transcendent Capital Group and Ess, and previously worked at Phillips 66 from 2020 to 2025. Transcendent Capital Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations. The firm offers tailored portfolio options and access to third-party sub-advisers, using a range of investment methodologies from broad asset allocation to tactical techniques.

Darrell James is a financial advisor at Transcendent Capital Group with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors. Outside of his advisory role, he is involved in farming and ranching in Oklahoma. 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 approach to portfolio management, utilizing asset allocation, tactical strategies, and rigorous fund selection criteria tailored to client objectives and risk tolerances.

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® with nine years of industry experience, currently serving as an advisor at Gibraltar Capital Management, Inc. since 2014. She is a trustee and member of the investment committee for the Teacher's Retirement System of Oklahoma, where she participates in voting on and signing investment contracts. Gibraltar Capital Management is a multi-team wealth management firm advising individual, high-net-worth, institutional, and pooled-investment clients with a focus on active, value-oriented, long-term portfolio management supported by in-house research and tax-efficient strategies.

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 CFP® with 39 years of industry experience, currently serving at Rhodes Investment Advisors, Inc. since 2004. He has been associated with Rhodes Securities, Inc. since 1991 and operates his own CPA practice specializing in tax returns for investment clients. Singleton is also an insurance agent representing several companies. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, and consulting services, employing a mix of discretionary and non-discretionary management with an investment approach that includes 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 with Forge Financial in Edmond, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked in the homebuilding industry at McCaleb Homes and Foster Signature Homes. Forge Financial provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm follows a model-driven investment approach guided by an in-house Investment Committee, utilizing LPL Financial’s platforms for account execution and custody.

Hayden Przybysz is a financial advisor at Plan Group Financial, INC. 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 financial advising, he is co-owner of P&F Lites ETC, a lighting fixture sales business, and operates a CPA firm, Przybysz & Associates, CPAs. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by offering discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a mix of third-party managers, ETFs, mutual funds, individual securities, and other investment vehicles.

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 Services LLC, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked with LPL Financial and Forge Financial in various capacities since 2013. Outside of his advisory role, Burleson is involved in real estate through ownership of Burleson Investment Properties and maintains inactive status as a real estate agent with RE/MAX 1st. 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 grounded in Modern Portfolio Theory, managing accounts on a discretionary basis 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 and has previously worked at Oklahoma's Credit Union and Chesapeake Energy. Vista Investment Partners serves both individual clients, including high-net-worth individuals, and institutional clients such as pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing proprietary strategies and diversified asset allocations, including the use of leverage and option strategies where appropriate.