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 with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Saxony Securities, Waddell & Reed, Inc., and multiple other financial and business ventures. Outside of advising, he owns and operates BW Group, LLC, a financial services company. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for 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 both fundamental and technical analysis, offering a range of specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC in Oklahoma City, holding a Series 65 credential and 13 years of industry experience. His prior roles include work at OnPointe Advisory and Financial Services, and he has been involved with Munnerlyn Insurance and Investments and Eunice Khoury Insurance since 2009. He offers insurance products related to life, health, long-term care, and annuities, and provides services in long-term care and Medicare planning. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical approaches while operating across multiple offices with a team of ten advisors.

James Billingsley is a financial advisor at Plan Group Financial, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plan Group Financial since 2018. Prior to this, he operated Billingsley Financial Group and has run his sole proprietorship since 1989. He serves on the business advisory council at Oklahoma Christian University and participates in the Quail Creek Golf and Country Club committee. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach incorporating equities, fixed income, ETFs, mutual funds, REITs, and commodities, with discretionary, goals-based relationships and access to third-party managers for specialized strategies.

Spencer Aufenthie is a financial advisor at Plan Group Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Wells Fargo Bank and Jackson Hewitt. 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 using a blend of asset types alongside fundamental and technical analysis, offering discretionary investment management, financial planning, and retirement plan consulting services.

Cory Robinson is a CFA® charterholder with 21 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2000. The firm is a fee-only investment adviser that provides discretionary portfolio management, financial planning, and reporting services for individuals, high-net-worth clients, and various institutional clients. Tom Johnson Investment Management follows a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple advisory channels.

Robert Woody is a Series 66-licensed financial advisor with Access Financial Resources Inc. in Oklahoma City, OK, where he has worked for 25 years. He also operates as an insurance agent in a separate capacity. Access Financial Resources, Inc. provides personalized financial planning and asset management services to individuals, trusts, small businesses, and charitable organizations, employing a core-and-satellite investment approach with both discretionary and non-discretionary management options.

Matthew Schultz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. His background includes roles at Private Client Services, Saxony Securities Inc, and Principal Life Insurance Company. Outside of his advisory work, he serves on the finance and HR committees of the Stuhr Museum Foundation and participates in the finance committee of The Academy of Classical Christian Studies. 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 investment approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized consulting in areas such as private oil and gas investments and 1031 exchanges.

Srikant Jonnada is a financial advisor at Plan Group Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with New York Life and Eagle Strategies. Jonnada serves as a board member of the Oklahoma City Employee's Pension Board. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets. The firm offers discretionary investment management, fee-based financial planning, and retirement plan consulting, using a model-portfolio approach that incorporates equities, fixed income, ETFs, and alternative assets.

Samuel Munhollon is a financial advisor with Total Wealth Planning and Management, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. His prior experience includes roles at Hilltop Securities, Inc. and Cabot Lodge Securities LLC. Outside of his advisory work, Munhollon is active in wildlife conservation and community organizations, serving on the board of the Oklahoma Station Chapter Safari Club International and participating in the Oklahoma Wildlife Management Association and the Lt. Governor's Invitational Turkey Hunt Committee. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory delivery platforms.

Barry Logan is a CFP® professional with 23 years of industry experience. He has worked at HoganTaylor Wealth since 2017 and previously spent 15 years at Asset Management Solutions LLC dba Asset Planning Solutions. He holds Series 63 and Series 65 licenses. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, 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, ETFs, individual securities, and options contracts.

Celestine Njoku is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, she worked at Innovation Partners, LLC and Client One Securities, LLC. She serves as the financial secretary for the South Region of the African Christian Fellowship and is involved in co-owning a small business providing accounting and consulting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of consulting and insurance-related services.

Yassire Sanie is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Arvest Bank and SunTrust Investment Services. Outside of his advisory work, Sanie serves as an adjunct professor at Oklahoma City University’s Meinders Business School and Oklahoma City Community College and works as a tuition coordinator at Mercy School Institute. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management, financial planning, and consulting. Their Guided Portfolio Solutions program combines advisor-led client contact with firm-provided investment research, asset allocation, and manager selection.

Scott Grauer is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with BOK Financial Securities since 1995 and Cavanal Hill Distributors since 2015. Grauer serves as President and CEO of BOSC Agency, Inc., is Chairman of Cavanal Hill Investment Management, and is a member of the Baker University Board of Trustees. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporations, municipalities, and institutional clients. The firm’s investment approach incorporates research from its affiliate Strategic Investment Advisors, offering model strategies ranging from income to ESG-focused portfolios.

Boon Ser Tan is a financial advisor with Redhawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and 11 years of industry experience. He previously worked at Larsen Financial Corp for three years and has been self-employed since 1995. Tan also operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families and charitable organizations. The firm employs a strategic and tactical asset allocation approach, supported by a weekly investment committee and integrates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

Jacob Gibson is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Energy Transfer Partners and High Plains Lease Care. Outside of his advisory role, he is the owner of DOS Okies LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and access to third-party money managers.

Jimmy Harmon is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at Equitrust Marketing Serv LLC and Farm Bureau for 17 years before joining BOK Financial Securities in 2024. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies that range from income-focused to ESG-oriented approaches.

Hal Brown is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with BOKF and its affiliated firm since 2002. Outside of his advisory role, Brown serves as a board member for the Downtown Oklahoma City Partnership, a nonprofit focused on downtown revitalization. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Craig Blake is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Level Four Financial and Level Four Advisor Services since 2013 and previously at LPL Financial. Blake is also a partner at Blake & Blake CPAs PC, providing tax and accounting services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and multiple custodians to support its client-focused investment approach.