Jeremy Lott is a CFP® with 25 years of experience in the financial services industry. He is currently with Trinity Strategic Wealth and previously worked at Raymond James Financial Services for over 16 years. Outside of his advisory role, he is a partial owner of Millicon Resolutions, LLC. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and various entities, including high-net-worth clients, family offices, and trusts. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Courtney Hoffman is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at EverPar Advisors LLC and previously held roles at Raymond James & Associates, MD MedTech LLC, and Wetsco, Inc. Outside of her advisory work, Hoffman serves as Chief Financial Officer for both Cinco Holdings, LLC and Dyman, LLC. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities while offering ongoing monitoring and financial planning.

Summer Caudle is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation with 18 years of industry experience. She previously worked at UBS Financial Services Inc from 2009 to 2018 and has been with Scissortail Wealth Management and Level Four Financial, LLC since 2018. 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, offering portfolio management, financial planning, and consulting services guided by firm-developed model portfolios and ongoing reviews.

Richard Howard Jr. is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. and Level Four Financial, LLC. Outside of advisory work, he serves on the board of directors for AIM High Academy, a faith-based urban youth outreach organization focused on gymnastics. Scissortail Wealth Management offers 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 client assets using customized investment plans across a range of risk profiles and asset classes.

Keith Van Dyke is a CFP®-certified financial advisor with 32 years of industry experience. He is currently part of the team at Trinity Strategic Wealth in Tulsa, OK, where he has been since 2025. Prior to joining Trinity, he spent 16 years at Raymond James Financial and also has longstanding involvement with NSM Enterprises, LLC. Outside of advisory work, he is a partner in Millicon Properties, LLC, an office building owned in Tulsa. Trinity Strategic Wealth serves individuals, family offices, trusts, estates, private foundations, and qualified retirement plans, managing approximately $1.54 billion in assets. The firm uses a top-down market forecast and incorporates Modern and Post-Modern Portfolio Theory in its global investment approach, employing a wide range of investment vehicles and external managers.

Andrew Aldredge is a financial advisor at The Advisory Resource Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at M. S. Howells & Co., Compass Pointe Financial LLC, and SII Investments. Outside of his advisory role, he is involved with Estate Needs Advisors, LLC, an affiliated insurance agency. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, employee-sponsored retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning through a team-based research process that incorporates multiple analysis methods and focuses on multi-generational planning.

Michael Flanagan is a financial advisor with EverPar Advisors LLC in Tulsa, Oklahoma, holding Series 65 and Series 66 designations and four years of industry experience. He has been with EverPar Advisors since 2026 and is also involved with Saint Peter & Paul Catholic School and Church. Additionally, he is associated with MTF Capital LLC since 2015. EverPar Advisors LLC is a team-based firm managing approximately $588 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans, focusing on customized, diversified portfolios that emphasize low-cost mutual funds and ETFs alongside other investments.

Quentin Palmer is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Northwestern Mutual and Hood & Associate CPA, PC. Palmer is also licensed in life and health insurance. The Legacy Financial Group, Inc. manages approximately $590 million in client assets and serves individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a Modern Portfolio Theory-based investment approach focused on broad diversification, risk management, and long-term asset allocation.

Rodney Yancy is a financial advisor with Oath Planning, LLC in Tulsa, OK, holding a Series 65 designation and seven years of industry experience. He has worked at Oath Planning since 2018 and concurrently serves as attorney and president of Oath Law, by RTY Law, a professional corporation. Outside of advising, he is the CEO of Oath Music Co, a music technology company. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm integrates investment management with estate-planning services through its affiliated law practice and employs a modern portfolio theory-based, buy-and-hold investment approach using primarily passive asset-class mutual funds.

Madison Hicks is a financial advisor at Warburton Capital Management, LLC in Tulsa, OK, with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Builders LLC and DP Financial & Tax from 2015 to 2024. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.

Deanna Stranglen is a CFP® professional with 23 years of industry experience, currently with Cadent Capital Advisors, LLC. She has held prior roles at LPL Financial and Mary Kay Inc., where she was involved in direct sales. In addition to her advisory work, she maintains a role as a licensed insurance agent. Cadent Capital Advisors provides investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans, employing a range of strategies from long-term investing to more active trading approaches. The firm offers both discretionary and non-discretionary services and emphasizes documented investment policies and regular portfolio reviews.

Craig Canard is a financial advisor at HoganTaylor Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and BOK Financial Securities, Inc. In addition to his advisory role, he is also licensed as an insurance agent, engaging in insurance product sales. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, along with individual securities and options, and is majority-owned by the accounting firm HoganTaylor LLP.

Jonathan Hall is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Warburton Capital Management, LLC since 2014. He is based in Tulsa, OK, and is one of six advisors on the Warburton team. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation, using ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Robert Moore Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation with 10 years of industry experience. He is part of a six-advisor team at the firm. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs seven proprietary investment strategies focused on risk management and often constructs portfolios using individual securities to control expenses, while also sponsoring and managing private pooled investment vehicles.

Robert Kramer is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation and bringing 29 years of industry experience. He has been with Pinnacle Investment Advisors since 1996. Kramer serves as Chief Investment Officer of Native American Fund Advisors, an affiliated investment advisory firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients with discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach across multiple proprietary strategies and sponsors private pooled investment vehicles alongside managing separate accounts.

Carson Chambers is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Tulsa Wealth Advisors. Outside of advising, he has been involved with Backyard Depot. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm manages approximately $1.54 billion in assets and employs a top-down investment process that incorporates global themes and a broad range of investment vehicles.

Karig Stoup is a CFP® with 11 years of industry experience, currently serving at Trinity Strategic Wealth in Tulsa, OK. His prior experience includes roles at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of his advisory work, he is involved with NSM Enterprises, LLC, a property management and building maintenance business. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and utilizes a broad range of securities within a wrap fee program.

Lionel Fuller is a financial advisor with Bridgecreek Financial Group in Tulsa, OK, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Bridgecreek Financial Group in 2026, he worked at HUB Investment Partners, LLC for four years and Bridgecreek Investment Management, LLC for nineteen years. Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning to a select group of clients, including pension plans, trusts, estates, and charitable organizations. The firm manages roughly $650 million across about 42 client relationships and uses tailored investment strategies with an institutional custody platform while acting as a fiduciary on retirement rollovers.

Connor White is a financial advisor at J M Brown Financial Partners with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. White is also a Licensed Insurance Agent in Oklahoma. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, utilizing a fundamental investment approach supplemented by technical and cyclical analysis.

Taylor Bennett is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding Series 65 and Series 63 licenses with seven years of industry experience. He previously worked at Tulsa Wealth Advisors, Inc. and held roles with Raymond James Financial Services Advisors and Bank of Oklahoma. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a top-down market forecast and applies Modern and Post-Modern Portfolio Theory, utilizing a broad range of investment vehicles and external managers in their portfolio construction.