Elaine Cowan is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Leonard Investment Advisors and its affiliated Leonard Agency Inc. since 2003 and also worked at B.B. Graham & Co. since 2014. Outside of her advisory role, she serves as Vice President and Sales Director of Investment Relations at Leonard Agency Inc. 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 for individuals, pension plans, businesses, and corporations. The firm employs a client-focused approach to establish investment objectives and risk tolerance, managing accounts across various styles and utilizing fundamental, technical, and cyclical analysis.

Robert Savage is a financial advisor at B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 50 years of industry experience. He has worked at B.B. Graham & Co since 2014 and has held positions at Leonard Investment Advisors, Inc. and Leonard Agency, Inc. for over two decades. Outside of his advisory roles, Savage manages several family-owned oil and gas businesses and serves as a director of The Reserve Petroleum Company. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million using a mix of fundamental and technical analysis with both discretionary and non-discretionary asset management strategies.

Bill Johnson is a financial advisor at Transcendent Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is a one-third owner and managing partner of a commercial office space holding company. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based investment approach that includes tactical strategies and explicit fund selection criteria tailored to client objectives and risk tolerances.

Richard Wilson is a financial advisor at Vault Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vault Wealth Strategies, Vault Insurance Brokerage, The Prudential Insurance Company of America, and Pruco Securities. Outside of advisory work, he holds a minority interest in Cortado, LLC, a software application company. Vault Wealth serves individuals, business owners, and retirement plans with advisory services including financial planning, portfolio management, and estate planning coordination. The firm’s investment approach combines long-term portfolio construction with ongoing monitoring and scenario analysis, offering branded programs such as Vault Plan™, Vault Invest™, and Vault Family Office™.

Isaac Ortiz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at DAI Wealth, LLC since 2022. His prior experience includes roles at SCF Investment Advisors, Inc. and FSC Securities Corporation. Outside of his advisory work, Ortiz operates a business involved in risk management and advanced estate and business planning strategies, as well as a collectibles venture selling items online. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a range of managed account solutions and conducts ongoing manager due diligence, offering tailored portfolios supported by multiple custodial and platform providers.

Kortland Snowden is a financial advisor at Castlepoint Wealth Advisors in Oklahoma City, holding a Series 65 designation with one year of industry experience. Prior to joining Castlepoint, he worked at the University of Oklahoma and Quail Creek Bank. Castlepoint Wealth Advisors offers wealth management and comprehensive financial planning to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory, focusing on broad global diversification and long-term discipline while serving as a fiduciary for retirement accounts.

James Burleson II is a financial advisor with Forge Financial in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at Forge Financial and LPL Financial, alongside experience in real estate through RE/MAX 1st. He is also involved in real estate-related activities, maintaining an inactive real estate agent status while receiving referral fees. 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 investment approach based on Modern Portfolio Theory, managing accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Jeremy Wilcox is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2015. Tom Johnson Investment Management is a fee-only advisory firm serving individuals, high-net-worth clients, and institutional clients with discretionary portfolio management and financial planning. The firm employs a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple client channels.

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. His prior roles include positions at Oklahoma's Credit Union and Chesapeake Energy, as well as multiple tenures at Morgan Stanley and Raymond James & Associates. Vista Investment Partners serves both individual and institutional clients, providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a strategic asset allocation approach and offers unique features such as held-away retirement account management using the Pontera platform and ERISA fiduciary services for retirement plans.

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 and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including five years at LPL Financial and seven years with Forge Financial. 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 investment approach grounded in Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

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 financial advisor at Castlepoint Wealth Advisors with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Castlepoint in 2015, he worked at The Legacy Financial Group, The Financial & Business Research Corporation, and UBS Financial Services. Since 2024, he has also served as an executive coach with Brave Group. 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 broad global diversification, employing a disciplined, long-term investment approach while offering discretionary management and retirement-plan consulting services.

Michael White Jr. is a Series 65-licensed advisor with 10 years of industry experience, currently with Plan Group Financial, Inc. since 2018. His prior roles include positions at MWJ Advisor Services, LLC and Signal Research Group LLC, as well as seven years at Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, which provides dance instruction. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets and serving over 1,200 clients. The firm employs a model-portfolio approach using equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a goals-based, discretionary investment style and specialized services including private oil and gas investment coordination and 1031 exchange-related consulting.

Boston Harris is a Series 65-licensed advisor at Plan Group Financial, Inc. in Oklahoma City, with one year of industry experience. Prior to joining Plan Group Financial, he worked at Tecovas and was a student for ten years. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities, with discretionary management and specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

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, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Tecovas and roles at the University of Central Oklahoma and Evangel University. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 clients. The firm uses a model-portfolio approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized services including private oil and gas investment coordination and 1031 exchange consulting.