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.

David Aboud is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Leonard Investment Advisors since 1999 and B.B. Graham & Co since 2014. Outside of his advisory role, he serves as chairman and insurance agent at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, providing portfolio management, financial planning, consulting, and access to third-party money managers for individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. The firm uses a range of investment strategies based on client objectives and risk tolerance, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.

Jason Hughart is a CFP® with 19 years of industry experience. He is currently with FourPath Capital Management, LLC and previously worked at Wells Fargo Clearing from 2013 to 2024. Outside of his advisory role, he owns and operates a farm specializing in hay and cattle production in Tuttle, Oklahoma. FourPath Capital Management serves a diverse client base including individuals, high net worth clients, foundations, and retirement plan sponsors. The firm employs a risk-adjusted, tax-efficient investment approach using a blend of active and passive strategies, and offers discretionary and non-discretionary portfolio management along with consulting services.

Brenda Bolander is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Retirement Investment Advisors, Inc. since 2012. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, managing approximately $1.268 billion in regulatory assets. The firm follows a structured onboarding and planning process, using Modern Portfolio Theory to tailor investment recommendations to each client’s Investment Policy Statement.

Darren King is a financial advisor at Leonard Investment Advisors Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leonard Investment Advisors since 2011 and B.B. Graham & Co. since 2014. Outside of his advisory role, he serves as president of C&D Consulting Inc., a family investment business. Leonard Investment Advisors is a seven-advisor team managing approximately $84.5 million in assets. The firm provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, businesses, and corporations. Its investment approach includes a thorough client interview process and a range of strategies from principal preservation to speculative growth, utilizing equities, fixed income, mutual funds, ETFs, and option overlays.

William Atkinson III is a CFP® professional with 26 years of industry experience. He has worked at Access Financial Resources, Inc. since 1996 and has served in his current role since 2007. In addition to his advisory work, he maintains a law practice as a sole practitioner. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, using client-specific investment strategies that include mutual funds, ETFs, and third-party managed accounts.

Arlis Reuter is a financial advisor at FourPath Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary or non-fiduciary consulting. The firm’s investment process emphasizes risk-adjusted, tax-efficient, and cost-effective asset allocation, utilizing a combination of active and passive strategies across various asset classes, and offers both discretionary and non-discretionary portfolio management.

Beth Lewis is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has been involved in independent insurance sales and services since 2012. She has worked at Access Financial Resources since 2015 and operates her own insurance agency. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs client-specific investment strategies with a focus on mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management alongside retirement plan design and administration.

Jeffrey James is a financial advisor at FourPath Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Reuter James Wealth Management, Wells Fargo Clearing, and Wells Fargo Advisors. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and fiduciary or non-fiduciary consulting. The firm employs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy combining active and passive investments and offers access to alternative private fund investments and ERISA-focused services.

Joseph Bowie is a CFP® with 37 years of industry experience, currently serving at Retirement Investment Advisors Inc. in Oklahoma City, OK. He has been with the firm and its predecessors since 1990. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in regulatory assets and follows a fiduciary standard, using a structured onboarding and planning process informed by Modern Portfolio Theory.

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.

Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at multiple firms, including OnPointe Advisory and Financial Services, Munnerlyn Insurance and Investments, Well Preserved Advisory Group, and Eunice Khoury Insurance. Outside of advisory work, he is involved in insurance sales focusing on life, health, long-term care, and annuity products, along with long-term care and Medicare planning. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and third-party platforms to tailor advice and portfolio management according to each client’s goals and risk tolerance.

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.

Robert Woody is a financial advisor with Access Financial Resources Inc. in Oklahoma City, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience, having been with Access Financial Resources and his own practice since 2001. Outside of his advisory role, he is also a proprietor and insurance agent in Guthrie, Oklahoma. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs client-specific investment strategies using core-and-satellite allocations primarily involving mutual funds and ETFs, and it offers retirement plan design and administration.

Matthew Schultz is a financial advisor with Plan Group Financial, INC. in Oklahoma City, OK, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at Princor Financial Services Corporation, Principal Life Insurance Company, Saxony Securities Inc, and Private Client Services. Outside of advising, he serves on the board and finance committees for the Stuhr Museum Foundation and the Academy of Classical Christian Studies. 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 with a mix of fundamental and technical analysis and uses third-party managers and various investment vehicles to meet client needs.