Jonathan Hall is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Warburton Capital Management, LLC since 2014. He is based in Tulsa, OK, and is one of six advisors on the Warburton team. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation, using ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Carson Chambers is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Tulsa Wealth Advisors. Outside of advising, he has been involved with Backyard Depot. Trinity Strategic Wealth offers personalized financial planning and 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 manages approximately $1.54 billion in assets and employs a top-down investment process that incorporates global themes and a broad range of investment vehicles.

Karig Stoup is a CFP® with 11 years of industry experience, currently serving at Trinity Strategic Wealth in Tulsa, OK. His prior experience includes roles at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of his advisory work, he is involved with NSM Enterprises, LLC, a property management and building maintenance business. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and utilizes a broad range of securities within a wrap fee program.

Mason Rike is a financial advisor at Gibraltar Capital Management, Inc. with one year of industry experience. He holds the Series 65 designation. His prior experience includes roles at Strategic Financial Partners and the University of Arkansas. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented investment approach emphasizing tax efficiency and in-house research, while also providing a range of services including tax preparation, bookkeeping, and retirement-plan consulting.

Lionel Fuller is a financial advisor with Bridgecreek Financial Group in Tulsa, OK, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Bridgecreek Financial Group in 2026, he worked at HUB Investment Partners, LLC for four years and Bridgecreek Investment Management, LLC for nineteen years. Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning to a select group of clients, including pension plans, trusts, estates, and charitable organizations. The firm manages roughly $650 million across about 42 client relationships and uses tailored investment strategies with an institutional custody platform while acting as a fiduciary on retirement rollovers.

Carter Wright is a financial advisor with Drawbridge Capital in Tulsa, OK, holding Series 65 and Series 63 designations. He has one year of industry experience and has also worked with LPL Financial and Regent Financial Services. Prior to entering the financial industry, he was employed at the Golf Club of Oklahoma for two years. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm offers financial planning and portfolio management using a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies tailored to client objectives.

Valentin Tranier is a Series 65-licensed advisor at Burkholder Wealth Management with one year of industry experience. Prior to joining the firm, he held academic positions at The University of Tulsa and studied at Université Catholique de Lille. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios, fundamental analysis, and modern portfolio theory to tailor investment strategies, incorporating Schwab Institutional Intelligent Portfolios for automated rebalancing and tax-loss harvesting.

Connor White is a financial advisor at J M Brown Financial Partners with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. White is also a Licensed Insurance Agent in Oklahoma. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, utilizing a fundamental investment approach supplemented by technical and cyclical analysis.

Joseph Hanson is a financial advisor at Burkholder Wealth Management in Tulsa, OK, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Burk Holdings LLC, Park Avenue Securities, and Guardian Life Insurance Company, as well as operating his own law practice. Outside of financial advising, he is also an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management is a team-based registered investment adviser managing approximately $380 million for around 266 clients. The firm offers discretionary portfolio management, hourly financial planning, and retirement plan consulting, typically using diversified model portfolios with mutual funds and ETFs aligned to client risk tolerance through fundamental analysis and Modern Portfolio Theory.

Taylor Bennett is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding Series 65 and Series 63 licenses with seven years of industry experience. He previously worked at Tulsa Wealth Advisors, Inc. and held roles with Raymond James Financial Services Advisors and Bank of Oklahoma. Trinity Strategic Wealth offers personalized financial planning and 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 market forecast and applies Modern and Post-Modern Portfolio Theory, utilizing a broad range of investment vehicles and external managers in their portfolio construction.

John Moore is a financial advisor at Trinity Strategic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, INC and Tulsa Wealth Advisors. Outside of his advisory role, he is involved in real estate ownership through Millicon Properties LLC. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm’s investment approach is top-down, utilizing a six-factor market forecast and incorporating both Modern and Post-Modern Portfolio Theory in portfolio construction.

Jonathan Wielenga is a financial advisor at Gibraltar Capital Management, Inc. with five years of industry experience. He holds the CFP® designation and the Series 65 license. Prior to joining Gibraltar Capital Management, he worked at JPMorgan Chase & Co. and Thomson Reuters, and has experience related to Baylor University. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, foundations, and institutional investors. The firm employs an active, value-oriented, long-term total-return investment strategy emphasizing tax efficiency and in-house research, and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Timothy Koski is a financial advisor at EverPar Advisors LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities with ongoing monitoring and financial planning.

Rebekah Andersen is a financial advisor at J M Brown Financial Partners with one year of industry experience. She holds a Series 65 designation and previously worked at Northwestern Mutual for seven years. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, using a fundamentally oriented investment process supplemented by technical and cyclical analysis.

Benjamin Steele is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 20 years of industry experience. He has worked at M.S. Howells, Compass Pointe Financial LLC, and SII Investments. Steele is also the owner and producer of Estate Needs Advisors, a fixed insurance sales business. The Advisory Resource Group operates with a team of eight advisors and manages approximately $926.6 million in assets. The firm provides discretionary and non-discretionary investment management, wealth planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Lesa Creveling is a financial advisor at Allegiant Wealth Advisors, LLC in Tulsa, OK, holding a Series 65 credential. She has over 25 years of industry experience, including a long tenure at The Trust Company of Oklahoma. Outside of her advisory role, she owns Creveling Consulting, which provides legal and tax consultation and expert testimony services. Allegiant Wealth Advisors manages approximately $956 million in assets, serving charitable organizations, corporate entities, trusts, and high-net-worth individuals. The firm employs a fundamental, long-term investment approach with a focus on non-discretionary portfolio management and also offers financial planning and family office services.

Joshua Garrett is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Cadent Capital Advisors in 2025, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2022 to 2025. His background includes a variety of roles outside the financial industry, including positions at Philcrest Hills Tennis Club and Northeastern Oklahoma A&M College. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to implement investment strategies tailored to client needs.

James Killingsworth is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Legacy Financial Group, Inc. since 2017. Prior to joining Legacy, he worked at Goldman Sachs Wealth Services from 2014 to 2016. He also holds licenses to provide life and health insurance. The Legacy Financial Group, Inc. offers discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, and retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing quantitative tools and diversified portfolios across multiple asset classes.

Jordan King is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at the University of Oklahoma, Security Centers Inc., Tulsa Community College, and Catoosa Public Schools. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers services including portfolio management, financial and estate planning, tax preparation, business consulting, and philanthropic support.

John Roe is a CFP® professional with 28 years of experience in the financial services industry. He has been with AmeriTrust Corporation and AmeriTrust Investment Advisors, Inc. since 1997. 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 emphasizes fundamental analysis in investment selection and offers retirement-plan consulting and management of defined-contribution participant accounts through a third-party platform.