Todd Welsh is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding the CFP® designation and Series 66 license. He has 26 years of industry experience, including nine years at UBS Financial Services and eight years with Scissortail Wealth Management and Level Four Financial. Outside of his advisory work, Welsh serves on the board of directors for Street School, a local educational organization. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services guided by customized financial profiles and investment plans.

Kenny Brown, Jr. is a financial advisor at AmeriTrust Investment Advisors Inc with eight years of industry experience. He holds a Series 65 designation and has worked at AmeriTrust since 2017, following two years at Heritage Trust Company. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution participant accounts through a third-party platform.

Robert Sutton is a financial advisor at Parsonex Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parsonex since 2012. Outside of his advisory role, Sutton is involved in consulting for living trusts and owns Robert Sutton Financial Services, LLC. Parsonex Advisory Services is an SEC-registered investment adviser that serves individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to provide discretionary managed accounts with ongoing monitoring and annual reviews.

Scott Allen is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation with 10 years of industry experience. He previously worked at UBS and Level Four Financial. Outside of advising, he has a passive ownership interest in a commercial real estate management and investment firm. Scissortail Wealth Management provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in assets and implements customized investment plans across a range of risk profiles using diverse financial instruments.

Justin Hart is a financial advisor with CS Planning Corp, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. He has worked at CS Planning Corp since 2017 and also has experience with Tao Private Wealth, LLC and a single family office. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance, often managing accounts on a discretionary basis.

Alec Spring is a financial advisor at Oath Planning, LLC in Tulsa, Oklahoma, with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Equitable Advisors and Axa Advisors, as well as work outside the financial industry. Oath Planning provides investment management and financial planning services to individuals, trusts, retirement plans, not-for-profits, and small businesses. The firm manages approximately $285 million for about 500 clients using long-term, asset-allocation driven strategies with a focus on passively managed mutual funds and model portfolios, and offers integrated estate-planning and insurance services through affiliated legal and insurance professionals.

Hayden Hunt is a Series 65 licensed financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK. He has five years of prior experience at Texas Capital and has been with his current firm since 2025. 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 employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and serves approximately 317 client relationships with around $590 million in assets under management.

Brian Talkington is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 65 credential with three years of industry experience. His prior work includes roles at The First National Bank & Trust of Broken Arrow and NBC Oklahoma. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services.

Lydia Carnett is a CFP® and holds a Series 66 license, with three years of industry experience. She is currently with The Legacy Financial Group, Inc., where she has worked since 2024. Prior to joining, she held roles at OSAIC, Woodbury Financial Services Inc., and DP Financial & Tax. Lydia is also licensed in life and accident and health insurance. 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 uses a long-term, asset-allocation approach based on Modern Portfolio Theory, incorporating broad diversification and risk analysis through quantitative tools.

Austin Bryan is a CFP® and holds a Series 65 license with 12 years of experience in the financial services industry. He has worked at HoganTaylor Wealth since 2019 and previously was with Sowell Management Services and Smith Capital Management. HoganTaylor Wealth serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations with wealth management and investment advisory services. The firm builds customized portfolios using low-cost mutual funds and ETFs alongside fundamental and technical analysis, managing several hundred client relationships and approximately $593 million in assets.

Catherine Kessler is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Tao Private Wealth, LLC and Fidelity Brokerages Services LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, using diversified portfolios tailored to client risk tolerance and goals.

David Poarch is a managing partner at Pinnacle Investment Advisors in Tulsa, Oklahoma, with 29 years of industry experience. He has been with Pinnacle since 1996 and holds Series 63 and Series 65 designations. He also serves as managing partner of Native American Fund Advisors, an affiliated investment management firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors is a team-based firm with seven advisors that provides investment management and advisory services.

Christopher Bogie is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Nordam Group and Oklahoma State University. Scissortail Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in client assets using customized investment plans across a range of risk profiles and asset classes.

Ryan Flippo is a financial advisor at BOK Financial Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BOK Financial Private Wealth, Inc., Cavanal Hill Investment Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2016 or 2025, depending on the entity. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting. The firm is affiliated with a publicly traded bank holding company and sponsors affiliated mutual funds, combining investment advisory, broker-dealer, and municipal advisory services.

Donald Duntley is a financial advisor with Capital Analysts in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley since 2002. Outside of his advisory role, he operates Duntley Investment Management, LLC for tax purposes and works independently as a fixed insurance agent. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-managed services.

Mark Kosir is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2002. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related investment entities.

Bradley Soliman is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds the Series 66 designation and has worked at Arvest Wealth Management since 2021, following a brief tenure at Inspire Financial Group. Outside of his advisory role, he has been involved in education, working at Northeastern State University since 2017 and previously at Tahlequah High School. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, managing both discretionary and non-discretionary assets.

Jacob Wire is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Bokf, Na, U.S. Bancorp Investments, Inc., Raymond James & Associates, and Valic Financial Advisors. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by Strategic Investment Advisors, and maintains municipal-advisor registration alongside bank and affiliated investment entity relationships.

Brad Williams is a financial advisor at BOK Financial Securities, Inc. with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has been with BOKF, NA and BOK Financial Securities since 1997. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with research and asset allocation by Strategic Investment Advisors.

Ashley Rucker is a financial advisor at Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Arvest Bank and Red Apple Bowling Center. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.