Kian Rahmanzadeh is a CFP® and holds a Series 65 license, with four years of industry experience. He has been with Castlepoint Wealth Advisors since 2022 and previously worked at Castleview Wealth Advisors and NBC Bank. Rahmanzadeh also spent five years associated with Oklahoma City University. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning services to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm employs a strategic asset allocation approach based on modern portfolio theory, emphasizing global diversification and long-term discipline.

Ashley Turner is a financial advisor at FourPath Capital Management, LLC with 9 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC for 11 years before joining Prospera Private Wealth, LLC. Outside of her advisory role, she owns and operates A.R.T. Creations, a business selling homemade crafts. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies across multiple asset classes and offers discretionary and non-discretionary portfolio management.

Kelsey Cagle is a financial advisor at Access Financial Resources Inc. with five years of industry experience. She holds a Series 65 credential and has worked at Access Financial Resources since 2018, with previous experience at Sonic from 2014 to 2018. Access Financial Resources, Inc. provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach and offers both discretionary and non-discretionary management tailored to client needs.

Carol Alexander is a CFP® with 23 years of experience in financial advising, currently serving at Retirement Investment Advisors, Inc. in Oklahoma City, where she has worked since 2003. She holds Series 63 and Series 65 licenses. 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 assets and employs a structured planning process informed by Modern Portfolio Theory, acting as a fiduciary on all client accounts.

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.

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.

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.

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.

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.

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.

Noah Cornish is a financial advisor at Westside Investment Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at LPL Financial LLC and Westside Investment Management since 2014. Outside of advising, he is the owner of Noah Energy, an LLC established in 2024. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, and derivatives, and participates in select third-party programs such as SEI’s Managed Accounts Program.

Hayden Przybysz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including Avantax Advisory Services and 1st Global Advisors, and is co-owner of P&F Lites Etc, LLC, a lighting fixture sales business. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios with a mix of equities, fixed income, ETFs, and alternative investments, and operates a family office service alongside specialized investment coordination.