Daniel James is a financial advisor at Transcendent Capital Group in Edmond, Oklahoma, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Arthur J Gallagher and ownership of CAM Consolidated Benefits LLC, where he consults on employee benefits programs. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach and utilizes a disciplined investment process combining asset allocation, tactical strategies, and strict fund selection criteria tailored to client objectives.

Toni Selph is a financial advisor with Forge Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining Forge Financial, Selph worked at LPL Financial for five years. 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 portfolios managed and rebalanced monthly through LPL Financial platforms.

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.

Robert Watson is a financial advisor at Forge Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Forge Financial and LPL Financial since 2018. Outside of finance, he has been involved in a janitorial services business. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven approach based on Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts.

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.

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.

Benjamin Lindsly is a financial advisor at Forge Financial with a Series 66 credential and two years of industry experience. Prior to joining Forge Financial and LPL Financial in 2023, he worked at Southern Nazarene University and Bartlesville High School. 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, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Royse Mccasland is a financial advisor with Forge Financial in Edmond, OK, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior experience includes roles at Allstate Insurance Company and LPL Financial. Forge Financial Services provides discretionary portfolio management primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts, serving individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven investment approach based on Modern Portfolio Theory and manages accounts on a discretionary basis.

Jane Davenport is a financial advisor at Vista Investment Partners LLC in Oklahoma City, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Midfirst Bank, the State of Oklahoma, and Chesapeake Energy. Vista Investment Partners serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, and retirement plan advisory services. The firm manages approximately $541 million in client assets and employs both discretionary and non-discretionary investment strategies, including the use of margin and borrowing in certain accounts.

Dallas Wheeler is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Plan Group since 2017 and has additional experience with firms including Saxony Securities, Bw Group, LLC, and Waddell & Reed, Inc. Outside of advisory work, he is involved with Big D Sports, LLC and Progressive Home Solutions, LLC, a rental property management business. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, 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 range of investment vehicles including third-party managers, ETFs, mutual funds, and separately managed accounts.

James Billingsley is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has worked at Plan Group Financial since 2018 and previously operated Billingsley Financial Group and as a sole proprietor since 1989. Billingsley serves on the business advisory council at Oklahoma Christian University and is involved with the Quail Creek golf and country club committee. Plan Group Financial, Inc. provides investment management, financial planning, and consultation services to individuals, trusts, estates, and businesses, including retirement plan and family office consulting. The firm manages diversified model portfolios using a combination of ETFs, mutual funds, individual securities, and alternative investments, and reported approximately $1.7 billion in assets under advisement as of December 31, 2025.

Spencer Aufenthie is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Wells Fargo Bank and Jackson Hewitt. Plan Group Financial, Inc. serves individuals, trusts, estates, and businesses with investment management, financial planning, retirement plan consulting, and family office consulting. The firm manages approximately $690 million in regulatory assets and employs diversified model portfolios using mean-variance optimization combined with fundamental and technical analysis.