Michael Tillman is a financial advisor at Burkholder Wealth Management in Tulsa, OK, with 21 years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Burkholder Wealth Management, he worked extensively in insurance and financial services, including roles at Country Trust Bank and Country Insurance & Financial Services. He is also president and owner of two insurance businesses, Michael B. Tillman Insurance & Financial Services, Inc. and The Revive Group of OK, LLC. Burkholder Wealth Management is a team-based registered investment adviser managing approximately $380 million for around 266 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using diversified model portfolios focused on mutual funds and ETFs with an emphasis on fundamental analysis and Modern Portfolio Theory.

Brian Cunningham is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He has been with Gibraltar Capital Management, Inc. since 2019 and previously worked at Metro Christian Academy for five years. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with in-house fundamental research and offers a range of services including discretionary portfolio management, financial and estate planning, tax preparation, and business consulting.

Mark Miller is a CFA® and PFS™ credentialed advisor with 18 years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2025, having previously worked for nearly three decades at Miller Equity Capital Advisors. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers a range of services including discretionary portfolio management, financial and estate planning, tax preparation, and business consulting.

Logan Wehling is a financial advisor at Cadent Capital Advisors, LLC with nine years of industry experience. He previously worked at Edward Jones for nine years before joining Cadent Capital Advisors in 2025. He holds the Series 66 designation. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment methods, including fundamental, technical, and quantitative analysis, and serves a diverse client base with strategies ranging from long-term investing to more active approaches such as options trading and short-term trading.

Christopher Brown is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 21 years of industry experience. He has worked with several firms, including SII Investments and Compass Pointe Financial, where he maintains a long-term association. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management and financial planning. The firm employs a team-based research process and manages portfolios primarily using mutual funds, ETFs, and individual securities.

William Mildren is a financial advisor at Cadent Capital Advisors, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and Wunderlich Securities, Inc. Mildren has no notable outside business activities. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs various analytical methods and offers a range of investment strategies, from long-term allocation to more active approaches, conducting at least annual portfolio reviews tailored to client objectives.

Brian Grant is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. His prior roles include positions at Whole Health and the University of Charleston PA Program. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million across about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, utilizing ETFs and mutual funds, with discretionary management primarily through Charles Schwab.

Justin Kasparek is a CFP® professional with nine years of industry experience, currently serving as an advisor at J M Brown Financial Partners. His work history includes roles at BOK Financial Securities, Commonwealth Financial Network, Drawbridge Capital, LPL Financial, and Northwestern Mutual. J M Brown Financial Partners serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, employing a blend of fundamental, technical, and cyclical investment approaches alongside active and model-driven strategies. The firm also acts as a sub-advisor to other RIAs and provides in-house accounting services.

Madeline Ritterpusch is a financial advisor at Cadent Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young for seven years. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.

Matthew Redmond is a CFA® charterholder with eight years of industry experience. He is currently an advisor at CX Institutional, LLC and was previously with First State Investment Advisors Inc for eleven years. He also serves as vice president and director of First State Financial, Inc., a holding company unrelated to investment activities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside traditional models.

Michael Manghum is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. He also owns Manghum Consulting LLC, which provides leadership training, teaching, life and business coaching, and financial literacy services. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm delivers services through independent advisers using a platform that supports model portfolios, third-party managers, and discretionary management, with notable integration of institutional and retirement plan resources.

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.

James Ault is a Series 65 licensed financial advisor with two years of experience, currently affiliated with Advisor Resource Council. He is the owner of Sooner Retirement and has been involved with the firm since 2015. Ault also serves in the U.S. Army Reserve. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and consulting services through a network of advisors. The firm combines artificial intelligence tools with fundamental analysis in its investment approach and offers tailored strategies for clients across different account sizes.

David Frost is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Kevin Hall is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at BOK Financial Securities, Inc. and Bokf, Na from 2011 to 2021 before joining International Assets advisory entities. Hall also serves as a Medicare agent and director at Hall Wealth Management, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, alongside access to third-party money managers and retirement plan advisory services.

Emilee Eppler is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at Federal Retirement Advisors, Federal Benefits Authority, LLC, and MyFedBenefits. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models with strategic and tactical approaches, and manages approximately $2.5 billion in assets across more than 8,400 client relationships.

Aaron Ochoa is a financial advisor at St. Bernard Financial Services, Inc. in Broken Arrow, OK, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at INVEST Financial Corp. and Central Bank. Outside of advising, he is involved in real estate sales. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, mostly non-discretionary account management.

Cale Cabbiness is a financial advisor with Arvest Wealth Management in Broken Arrow, OK. He holds the Series 66 designation and has been with Arvest Wealth Management and Arvest Bank since 2025. Prior to his advisory role, Cale’s background includes education at Oklahoma State University and employment outside the financial industry. He splits his time between Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements.

Christopher Williams is a financial advisor with BFC PLANNING, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with BFC PLANNING and Securities Management & Research, Inc. since 2018 and previously worked at Berthel Fisher & Company Financial Services, Inc. from 2011 to 2017. Williams also works as an insurance agent selling and servicing property, casualty, and life insurance. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management, employing a network of independent IARs who tailor portfolios using various program structures and investment strategies.

Teddy Slate is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and 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, combining quantitative and qualitative research with model strategies, and maintains affiliations with a bank holding company and related investment entities.