Isaac Hutchins is a CFP® with 11 years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2014. He holds a Series 65 license and is based in Tulsa, OK. Warburton Capital Management serves individual and high-net-worth clients, as well as 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 ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Weston Cunningham is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding a Series 65 designation with two years of industry experience. He joined HoganTaylor Wealth in 2023 after spending nine years as a student. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and options when appropriate.

Aimee Boyer is a CFP® with 15 years of industry experience, currently serving as an advisor at Pinnacle Investment Advisors since 2011. She holds the Series 65 designation and is based in Tulsa, OK. Pinnacle Investment Advisors serves individuals, high-net-worth clients, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, financial planning, investment consulting, and pension/401(k) consulting. The firm uses seven proprietary investment strategies customized to client objectives and manages portfolios primarily with individual securities to minimize expenses.

James Diacon is a CFP® and ChFC® with 39 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously at UBS Financial Services from 2009 to 2018. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerances, utilizing firm-developed models, fundamental and technical analysis, option strategies, and periodic rebalancing.

Rebecca Benanzer is a financial advisor at Melia Wealth LLC in Tulsa, OK, with eight years of industry experience. She holds a Series 65 designation and has been with Melia Wealth LLC since 2017, having previously worked at Melia Advisory Group since 2009, where she also serves as Chief Operations Officer. Melia Wealth provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular portfolio reviews and employing a combination of fundamental, technical, and cyclical analysis.

Caleb Mazzei is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Cabot Lodge Securities LLC. Trinity Strategic Wealth provides personalized financial planning and discretionary and non-discretionary 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 investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

James Arens II is a CFA® charterholder and financial advisor at Allegiant Wealth Advisors, LLC with over 26 years of industry experience. Prior to joining Allegiant Wealth Advisors in 2024, he worked at The Hardesty Companies and spent more than two decades at Trust Company of Oklahoma. Allegiant Wealth Advisors provides investment management, financial planning, and consulting services primarily to charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm manages substantial institutional assets on a non-discretionary basis and employs a fundamental, long-term investment approach using diversified portfolios of stocks, bonds, ETFs, and mutual funds.

Kenneth Petrashek is a CFP® professional with 13 years of industry experience, currently serving at EverPar Advisors LLC. His career includes roles at J.P. Morgan Securities, Hightower Advisors, Frontier Investment Management, TIAA-CREF, USAA Financial Planning Services, and LPL Financial. Beyond his advisory work, he serves part-time in a leadership role with the Noble County Sheriff's Office and is an adjunct instructor at Oklahoma State University. EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm manages approximately $588 million in client assets through a team approach and constructs diversified portfolios emphasizing low-cost mutual funds and ETFs, employing a blend of fundamental, technical, cyclical, and charting analyses.

Ronald Dugan Jr. is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at AmeriTrust Investment Advisors Inc., where he has worked since 2020. Prior to that, he was with Dugan Partners LLC from 2016 to 2020. AmeriTrust Investment Advisors serves individual clients, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and financial planning. The firm uses fundamental equity analysis, issuer credit evaluation for fixed income, and asset-allocation principles to build diversified portfolios, while offering written financial plans and ongoing updates.

Lisa Allem is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, Oklahoma. She holds a Series 65 designation and has been with Scissortail Wealth Management since 2022. Prior to her advisory role, she worked in various positions at Pipeline Equipment, Inc., American Heritage Bank, and My Fit Foods. Scissortail Wealth Management provides discretionary and non-discretionary 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 and a broad range of instruments.

Laurie Horton is a financial advisor at Ameritrust Investment Advisors Inc in Tulsa, OK, with 13 years of industry experience. She holds a Series 65 designation and has been with Ameritrust since 2002. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm uses fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution accounts through a third-party platform.

Gregory Melia is a financial advisor at Melia Wealth LLC in Tulsa, Oklahoma, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MAG Tax for eight years. Outside of his advisory role, he serves as president and insurance agent at G.S. Melia & Company, where he spends about 10% of his time on insurance product sales and services. Melia Wealth LLC provides discretionary asset and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerances, employing fundamental, technical, and cyclical analysis, and conducts regular account reviews.

Brandon Jaquis is a CFP®, CFA®, and Series 65-licensed advisor with seven years of industry experience. He has worked at Warburton Capital Management since 2019 and previously held positions at Verizon and Oral Roberts University. Warburton Capital Management serves individual and high-net-worth clients, as well as 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, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.

Carli Smith is a CFP® professional with 11 years of industry experience, currently serving at Burkholder Wealth Management in Tulsa, OK. Her prior roles include positions at Burk Holdings LLC, ML&R Wealth Management, Corners Consultants, and Dimensional Fund Advisors. Burkholder Wealth Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, pension plans, and charitable organizations. The firm employs tailored investment advice using fundamental analysis and modern portfolio theory, primarily recommending mutual funds and ETFs, and offers unique services such as legal referrals and private placement assistance.

Philip Mooberry is a financial advisor at Cadent Capital Advisors, LLC with 24 years of industry experience. He has held positions at Cadent Capital Advisors since 2012 and previously worked at Purshe Kaplan Sterling Investments for nine years. Mooberry holds Series 63 and Series 65 licenses. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, with regular portfolio reviews and documented client objectives.

Gary Stanislawski is a financial advisor with Drawbridge Capital, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been with Drawbridge Capital (formerly Regent Financial Services Inc.) since 2004 and has also worked with LPL Financial since 2002. Outside of his advisory role, he teaches community education classes on Social Security, Medicare, and retirement planning. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm utilizes a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, with ongoing portfolio monitoring and client reviews tailored to individual objectives.

Robert Willis is a financial advisor at Gibraltar Capital Management, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at AIM Investment Holdings and served in educational roles at Oklahoma State University and Regent Prep. Gibraltar Capital Management serves individuals, pension plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Michael Cropper is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation and six years of industry experience. He previously worked at Rupe Helmer Group for three years before joining Gibraltar Capital Management in 2019. Cropper serves as a member of the advisory board for an oilfield and industrial safety training provider and is involved in several investment-related limited liability companies. Gibraltar Capital Management serves individual and institutional clients, including high-net-worth individuals, pension plans, and foundations. The firm employs an active, value-oriented, total-return investment approach with a long-term focus and provides a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Keegan King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 license with seven years of industry experience. His career includes roles at The Legacy Financial Group starting in 2019 and a position at Bluestone from 2018 to 2019. He also has a background in academia, having worked at the University of Tulsa from 2015 to 2019. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting services to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm serves approximately 317 client relationships with a team of eight advisors and employs an investment approach based on Modern Portfolio Theory, emphasizing long-term asset allocation and broad diversification.

Michael Christian is a CFA® charterholder with 14 years of industry experience. He is currently with EverPar Advisors LLC, where he has worked since 2023, following eight years at Morgan Stanley Private Bank and nine years at Morgan Stanley. He serves as board member and secretary for the Booker T. Washington Foundation for Excellence in Tulsa, helping coordinate committee activities and oversee fund management. EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm manages roughly $588 million in client assets through customized, diversified portfolios that combine fundamental, technical, cyclical, and charting analyses.