Chris Berkel is a financial advisor at Cirrus Capital LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Axis Financial and Fundteq. Outside of his advisory role, Berkel is also an insurance agent specializing in accident, health, and sickness insurance. Cirrus Capital LLC serves individual, high-net-worth clients, corporations, and retirement plans with discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm uses a hybrid investment approach combining quantitative and fundamental analysis, and emphasizes transparency by making performance results available for its models and research.

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 with Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and Sri Financial, LLC d.b.a. Journey Financial Strategies. Outside of his advisory work, he serves as an insurance broker affiliated with Ash Brokerage and is a passive owner of Collaborative Insurance Solutions LLC. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management and financial planning services using diversified model portfolios with periodic rebalancing and may engage third-party managers and alternative investments as appropriate.

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.

Troy Jones is a CFP® professional with over 34 years of experience at Access Financial Resources Inc., where he has worked since 1991. He holds the Series 63 designation and has been active in the financial industry for 45 years. Troy is also an insurance agent and the sole shareholder of Access Financial Resources, Inc., which owns Advisors Plan Administrators, LLC, a third-party administration company. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses client-specific investment strategies with core-and-satellite allocations, primarily utilizing mutual funds and ETFs, and offers retirement plan design and administration through its affiliated third-party administrator.

Jeffery Eynetich is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory work, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial serves individual and household clients, including high-net-worth individuals, providing investment management, financial planning, and retirement plan consulting. The firm uses diversified model portfolios with both fundamental and technical analysis and offers family-office consulting and coordination through its affiliated Plan Group Family Office.

Douglas Claycomb is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Plan Group Financial since 2006, with prior experience at Merrill and Saxony Securities. Outside of his advisory role, he acts as a consultant for Strawberry Fields and is involved in subadvisory portfolio management for Baker Asset Management. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm manages assets primarily through diversified model portfolios using mean-variance optimization and various analytical approaches, and provides family office consulting and coordination services under separate agreements.

Randy Thurman is a CFP® and PFS™ with 32 years of experience in financial advising. He has been with Retirement Investment Advisors, Inc. since 1997. In addition to his advisory role, he is a 50% owner and CEO of Bowie Thurman & Associates and an author receiving royalties. Retirement Investment Advisors, Inc. is a fee-only firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a structured planning process and employs Modern Portfolio Theory to guide discretionary investment management, overseeing approximately $1.268 billion in assets.

Jeffrey Pope is a financial advisor at Fourpath Capital Management, LLC in Oklahoma City, OK. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Fourpath, he worked for the City of Oklahoma City for 27 years. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach combining active and passive strategies across various asset classes.

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.

Janelle Skelton is a CFP® professional with 36 years of industry experience, currently serving at Total Wealth Planning and Management, Inc. since 2021. She previously worked at Hilltop Securities, Inc. for 17 years and has involvement in a family landscaping business in Oklahoma City. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory platforms.

Carl Holliday is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has worked at James Baker & Associates, A Limited Partnership since 1992 and joined Plan Group Financial in 2024. Outside of finance, he is a 50% owner and investor in a medical spa business, RADIAN, LLC. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management, financial planning, and portfolio management through diversified model portfolios that incorporate fundamental and technical analysis, with a notable family office and specialized consulting services.

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.

Andrew Flinton is a CFP® with 17 years of industry experience, currently serving at Retirement Investment Advisors Inc in Oklahoma City, OK. He has been with the firm since 2010. Outside of his advisory role, he is a 50% owner of Bowie, Thurman, & Associates, LLC. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in regulatory assets and follows a structured onboarding and planning process, utilizing Modern Portfolio Theory tailored to client-specific Investment Policy Statements.

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.