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.

Robert Moore is a financial advisor with SGL Financial, LLC in Norman, OK, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Wealth Financial Advisory Services, LLC since 2013 and operates Moore Tax and Financial Services, which offers insurance products and basic income tax preparation. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates tax coordination through an exclusive sub-advisory relationship.

Sherry Prader is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 17 years of industry experience. She holds the Series 66 designation and has worked at Access Financial Resources since 2016, following roles at Arvest Asset Management and her own practice. 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 employing mutual funds and exchange-traded funds, and offers ongoing account monitoring and educational resources.

Virginia Davis is a financial advisor at Tom Johnson Investment Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Tom Johnson Investment Management since 2019, following a 16-year tenure at Tripp Davis and Associates. Tom Johnson Investment Management is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients. The firm employs a conservative, team-based investment approach that emphasizes diversification, valuation discipline, and credit analysis across equity and fixed-income strategies.

John Pribyl is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, OK, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leonard Investment Advisors since 2002. Prior to that, he worked at B.B. Graham & Co and manages a family investment entity, JWP Investments LLC. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm offers portfolio management, financial planning, consulting, and access to third-party money managers for individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations, utilizing a range of investment styles and strategies.

Adam Lee is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial industry. He has worked at Castlepoint Wealth Advisors since 2021 and previously spent five years at Love's Travel Stops. Castlepoint Wealth Advisors provides 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 global diversification, employing mutual funds, ETFs, and selected individual securities while acting as a fiduciary for retirement accounts.

Drew Garner is a CFP® with nine years of industry experience and has been with Castlepoint Wealth Advisors since 2015. He is based in Oklahoma City, OK, and holds a Series 65 license. 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’s approach focuses on strategic asset allocation and modern portfolio theory, emphasizing broad global diversification and long-term discipline through discretionary investment management and ongoing portfolio supervision.

Kendall King is a CFP® and holds a Series 66 license with 23 years of experience in the financial industry. He has been with Castlepoint Wealth Advisors since 2015. Since 2024, he has also been an executive coach with Brave Group, an activity outside of investment advisory services. Castlepoint Wealth Advisors is a team of nine advisors providing wealth management and comprehensive financial planning to individuals, families, trusts, charities, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and global diversification, using mutual funds, ETFs, and selected securities while acting as a fiduciary.

Michael White Jr. is a Series 65-licensed advisor at Plan Group Financial, Inc. in Oklahoma City, with 10 years of industry experience. He has worked at Plan Group Financial since 2018 and previously held roles at MWJ Advisor Services, Signal Research Group, and Futurity First Insurance Company. Outside of his advisory work, he is the owner of White Dance Company, which provides dance instruction. Plan Group Financial, Inc. offers investment management, financial planning, and consulting services to individuals, trusts, estates, and businesses, with specialized family office and retirement plan consulting. The firm manages diversified model portfolios that utilize ETFs, mutual funds, individual securities, and employs mean-variance optimization alongside fundamental and technical analysis.

Boston Harris is a financial advisor at Plan Group Financial, INC. in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2023. Prior to this, he worked at Tecovas for one year and was a student for ten years. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, 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 uses a mix of fundamental and technical analysis with regular portfolio rebalancing.

Adam Leavitt is a CFP® with 22 years of industry experience currently with Castlepoint Wealth Advisors in Oklahoma City, OK. He previously worked for HoganTaylor LLP and Disciplined Investments, LLC. He serves as a trustee for the Tulsa Municipal Employees Retirement Plan and is a managing member of a family investment holding company. Castlepoint Wealth Advisors offers wealth management and financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, global diversification, and long-term discipline, employing mutual funds, ETFs, and selected individual securities.

Luke Stein is a financial advisor at Plan Group Financial, INC. in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2023. Prior to joining the firm, he worked at Tecovas and held academic positions at the University of Central Oklahoma and Evangel University. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by providing 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 variety of investment vehicles, including third-party managers and sub-advisers.

Cody Wheeler is a financial advisor with Plan Group Financial, INC. in Oklahoma City, holding a Series 66 designation and six years of industry experience. His work history includes roles at Private Client Services and Saxony Securities, Inc. Outside of advising, he has experience as an umpire with the OSSAA Umpiring Association. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans with discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house team, using a combination of fundamental and technical analysis, and works with third-party managers and sub-advisers for specific mandates.

David Aboud is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Leonard Investment Advisors since 1999 and B.B. Graham & Co since 2014. Outside of his advisory role, he serves as chairman and insurance agent at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, providing portfolio management, financial planning, consulting, and access to third-party money managers for individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. The firm uses a range of investment strategies based on client objectives and risk tolerance, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.

Brenda Bolander is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Retirement Investment Advisors, Inc. since 2012. 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, managing approximately $1.268 billion in regulatory assets. The firm follows a structured onboarding and planning process, using Modern Portfolio Theory to tailor investment recommendations to each client’s Investment Policy Statement.

Nicholas Pointer is a CFA® charterholder with 14 years of industry experience. He has worked at Tom Johnson Investment Management, LLC since 2011. The firm is a fee-only, registered investment adviser serving individuals, retirement plans, foundations, bank trust accounts, public funds, and sovereign clients. Tom Johnson Investment Management employs a conservative, valuation- and diversification-driven investment approach across equity and fixed-income strategies, managing approximately $1.63 billion in assets for over 5,400 client accounts through a six-person team.

Lindsey Beaman is a financial advisor with Vault Wealth in Oklahoma City, holding a Series 66 designation and four years of industry experience. Her background includes roles at Edward Jones, Chickasaw Community Bank, and Brix Realty, where she currently works as a real estate agent. In addition to her advisory work, she is the owner of White Oak Construction & Design LLC, a business involved in house flipping and managing short-term rental properties. Vault Wealth serves individuals, business owners, and retirement plans with advisory services spanning financial planning, portfolio management, and estate planning. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, operating a wrap-fee program and providing family office coordination alongside affiliated service businesses.

Darren King is a financial advisor at Leonard Investment Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leonard Investment Advisors since 2011 and B.B. Graham & Co. since 2014. Outside of his advisory role, he serves as president of C&D Consulting Inc., a family investment business. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. Its investment approach includes a thorough client interview process and a range of strategies from principal preservation to speculative growth, utilizing equities, fixed income, mutual funds, ETFs, and option overlays.

William Atkinson III is a CFP® professional with 26 years of industry experience. He has worked at Access Financial Resources, Inc. since 1996 and has served in his current role since 2007. In addition to his advisory work, he maintains a law practice as a sole practitioner. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, using client-specific investment strategies that include mutual funds, ETFs, and third-party managed accounts.

Beth Lewis is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has been involved in independent insurance sales and services since 2012. She has worked at Access Financial Resources since 2015 and operates her own insurance agency. 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 employs client-specific investment strategies with a focus on mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management alongside retirement plan design and administration.