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™.

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.

Gabriel Wallace is a financial advisor at Retirement Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and previously worked at FNB Community Bank and Walmart. His background also includes nine years in full-time education. Retirement Investment Advisors Inc is a fee-only fiduciary firm managing approximately $1.49 billion for individuals, trusts, pension and profit-sharing plans, and other organizations. The firm provides comprehensive financial planning and investment management using diversified portfolios primarily composed of no-load mutual funds and ETFs, supported by Modern Portfolio Theory and third-party research.

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.

Holly Gooch is a financial advisor at FourPath Capital Management, LLC with seven years of industry experience. She holds a Series 66 designation and has worked previously at Reuter James Wealth Management and Wells Fargo Clearing Services, LLC. Outside of her advisory role, she is involved with the Church of Christ - South Yukon and has experience as a court reporter. 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 consulting. The firm employs a risk-adjusted, tax-efficient investment approach using a combination of active and passive strategies and provides both discretionary and non-discretionary portfolio management.

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 and has previously worked at Oklahoma's Credit Union and Chesapeake Energy. Vista Investment Partners serves both individual clients, including high-net-worth individuals, and institutional clients such as pension plans and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing proprietary strategies and diversified asset allocations, including the use of leverage and option strategies where appropriate.

Sherry Prader is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 18 years of industry experience. She holds the Series 66 designation and has worked at Access Financial Resources since 2016, following eight years at Arvest Wealth Management and an independent practice. Access Financial Resources, Inc. provides personalized financial planning and asset management services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses, employing a core-and-satellite investment approach with both discretionary and non-discretionary management.

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.

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 financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation with 10 years of industry experience. His prior experience includes roles at Signal Research Group LLC and Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, where he provides dance instruction. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and offers investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios using mean-variance optimization and fundamental and technical analysis, with an affiliated family office and involvement in private oil and gas and 1031 exchange investments.

Boston Harris is an advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 credential. He has three years of industry experience, including roles at Plan Group Financial and Tecovas. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm manages client assets primarily through diversified model portfolios using mean-variance optimization and combines fundamental and technical analysis across multiple asset classes.

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. based 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 roles at the University of Central Oklahoma and Evangel University. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm uses diversified model portfolios with mean-variance optimization and various investment vehicles, and also offers family-office consulting and coordinates private oil and gas investments and 1031 exchange-related referrals.

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. He has held roles at Private Client Services and Saxony Securities, Inc., and also worked at Southwestern Oklahoma State University and with the OSSAA Umpiring Association. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm utilizes diversified model portfolios employing mean-variance optimization and both fundamental and technical analysis, with allocations across multiple asset classes and active use of third-party managers and alternative investments when appropriate.

David Aboud is a financial advisor with B.B. Graham & Company, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at B.B. Graham & Co since 2014 and has been associated with Leonard Investment Advisors Inc. and Leonard Agency, Inc. since the late 1990s. Aboud serves as chairman of Leonard Agency Inc. and is managing member of Oklahoma Capital Advisors, LLC. 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 and offers asset management, financial planning, retirement plan consulting, and third-party portfolio access, employing a mix of fundamental and technical analysis across various 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.

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.