Todd Lang is a financial advisor at Vista Investment Partners LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for seven years. Lang serves as a director on the board of The Tulsa Boys' Home, where he participates in operational oversight and investment decisions. Vista Investment Partners provides financial planning, portfolio management, and retirement plan advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $541 million in client assets and employs a range of investment strategies, including discretionary and non-discretionary management, mutual funds, ETFs, individual equities, fixed income, and model portfolios.

Tobin Thomas is a financial advisor at Plan Group Financial, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Thomas is also involved in insurance brokerage and investment activities through Collaborative Insurance Solutions LLC. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 clients, including individuals, trusts, and retirement plans. The firm employs a model-portfolio approach integrating equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a focus on goals-based, discretionary management and specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Edward Creegan IV is a CFP® and Series 65-licensed advisor at Castlepoint Wealth Advisors with six years of industry experience. He has been with Castlepoint Wealth Advisors since 2018 and previously spent two years as a stay-at-home dad. Castlepoint Wealth Advisors provides wealth management and comprehensive financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation and long-term discipline, employing global diversification and a mix of mutual funds, ETFs, individual securities, and third-party research while acting as a fiduciary for retirement accounts.

Jeffery Eynetich is a financial advisor with Plan Group Financial, Inc., holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 clients. The firm employs a model-portfolio investment approach blending multiple asset classes and offers discretionary management, financial planning, and retirement plan consulting, with specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Douglas Claycomb is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill, Saxony Securities, and Private Client Services before his current role. Claycomb also serves as a consultant to an independent principal in the agriculture industry. 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 approach incorporating equities, fixed income, ETFs, and alternative investments, with discretionary, goals-based relationships and the use of third-party managers and sub-advisers.

James Pearson is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at B.B. Graham & Company, RKI Energy Resources, LLC, and BancWest Investment Services. Outside of advisory work, he is a 17% owner and passive investor in a medical marijuana grow facility through Toroverde Farms LLC. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers. The firm serves individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, employing a range of investment styles supported by fundamental, technical, and cyclical analysis.

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.

Kip Nichols is a financial advisor at Uniting Wealth Partners with a Series 65 designation and approximately one year of industry experience. Prior to joining the firm, he worked at IMBCR and held various roles during his time at the University of Oklahoma. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified mutual funds and ETFs, and it operates within a broader network that supports its consulting and operational capabilities.

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 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® 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.