Keegan King is a financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation and six years of industry experience. His work history includes roles at The Legacy Financial Group since 2019 and at Bluestone from 2018 to 2019, with prior experience at the University of Tulsa. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm serves approximately 317 client relationships with a focus on Modern Portfolio Theory, broad diversification, and disciplined, long-term asset allocation using quantitative tools and various investment vehicles.

Michael Christian is a CFA® charterholder with 13 years of industry experience. He currently serves at EverPar Advisors LLC and previously worked for Morgan Stanley and its affiliated private banks from 2014 to 2023. Outside of his advisory role, he is a board member and secretary of the Booker T. Washington Foundation for Excellence in Tulsa, where he helps oversee fund management and committee coordination. 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 employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, with flexibility for individual securities and shorter-term trades, and it maintains institutional relationships that support its operational capabilities.

Brandon Biles is a CFP® with seven years of industry experience, currently serving as an advisor at HoganTaylor Wealth since 2017. His prior experience includes roles at Northwestern Mutual and OSU Cowboy Golf, LLC. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across 360 client relationships and emphasizes customized, long-term portfolios using low-cost mutual funds, ETFs, and other investment vehicles.

Nicholas Fiegel is a CFA® charterholder with one year of experience as a financial advisor at Cadent Capital Advisors, LLC. His prior work includes roles at Ascent Resources, Plan Group Financial, Enable Midstream Partners, and Orange Leaf Holdings. Outside of his advisory role, he is a co-member of Chazown Investment Group, LLC, a real estate investing company. Cadent Capital Advisors, LLC 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, conducting at least annual portfolio reviews and documenting client objectives in an Investment Policy Statement.

Aaron Pruitt is a financial advisor with The Advisory Resource Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with The Advisory Resource Group DBA Compass Pointe and M. S. Howells since 2017, and previously with Estate Needs Advisors and SII Investments. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning. The firm employs a team-based research process and constructs portfolios using mutual funds, ETFs, and individual securities, managing approximately $809 million across about 712 client relationships.

Cooper Stevenson is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation and beginning his industry career in 2023. His previous experience includes roles at Benson Financial Group and Family First Life. Stevenson is also licensed in life and health insurance. The Legacy Financial Group provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and serves approximately 317 clients with around $590 million in assets under management.

Christina Aldredge is a financial advisor with The Advisory Resource Group, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at The Advisory Resource Group and M.S. Howells since 2017, with prior experience at Sii Investments and Compass Pointe Financial. Outside of her advisory work, she is involved as a co-owner and property manager of a real estate entity and serves as a member and secretary of another local property maintenance organization. The Advisory Resource Group serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities by providing discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services. The firm employs a team-based research process to construct portfolios primarily from mutual funds, ETFs, and individual securities, and manages approximately $809 million across about 712 client relationships.

Monty Dossman is a financial advisor at Drawbridge Capital with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Drawbridge Capital and Regent Financial Services since 2015. He previously served as secretary of the board for Southern Hills Baptist Church. Drawbridge Capital is an SEC-registered investment adviser that serves individual clients, including high-net-worth households, corporate retirement plans, and institutional accounts. The firm offers financial planning, portfolio management, and retirement plan consulting, using a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies tailored to client objectives.

Noah Cottman is a financial advisor at Warburton Capital Management, LLC with a Series 65 designation and approximately two years of industry experience. His prior work includes roles at Oral Roberts University and several other companies in various capacities. Warburton Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, managing around $786 million through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation and personalized investment policies.

Callum Raymick is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Northwestern Mutual and Mike Cunningham Investments, along with experience at South Tulsa Baptist Church and Oklahoma Baptist University. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as various entities such as family offices, trusts, and private foundations. The firm employs a six-factor market forecast and emphasizes global themes, applying Modern and Post-Modern Portfolio Theory across a broad range of investment vehicles.

Joel Kantor is a financial advisor at Pinnacle Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Kantor is a partner and manager of several angel and venture capital investment entities, where he dedicates five to ten hours per month. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs seven proprietary investment strategies tailored to client objectives and is notable for sponsoring private pooled investment vehicles in which it holds proprietary interests.

Jamie Cox is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 credential with six years of industry experience. He has worked at Gibraltar Capital Management since 2018 and previously at Merit Advisors from 2012 to 2017. 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 with a focus on in-house research, tax efficiency, and limited portfolio turnover, while also providing comprehensive financial, tax, and consulting services.

Bret Breibeck is an advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Truity Federal Credit Union and Walmart Distribution Center. Outside of his advisory role, he is a notary public. 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 investment approach with a focus on in-house fundamental research, tax efficiency, and limited portfolio turnover, while also providing financial planning, tax services, business consulting, and management of private funds.

Ann Dagg is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation and 23 years of industry experience. She has worked at Cadent Capital Advisors since 2014 and previously at Purshe Kaplan and Sterling from 2014 to 2021. Outside of her advisory role, she serves as CEO of Redbird Associates, LLC, a real estate investment entity. 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, including both long-term allocation and active trading approaches.

Nathan Lovelle is a CFA® charterholder with 27 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously spent nine years with UBS Financial Services Inc. He has served as an advisor to the Dean of the University of Tulsa's Business School. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm uses tailored model portfolios and a combination of investment strategies, including fundamental and technical analysis and option strategies, with at least annual account reviews.

Mccrary Lowe is a CFA® charterholder with 23 years of industry experience, currently serving at Gibraltar Capital Management, Inc. since 2002. He is a board member of the Oklahoma Law Enforcement Retirement System and holds managerial roles in several investment-related entities. Additionally, he acts as Trust Protector for the Stitt Family Trust and its related children’s trusts. 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 emphasizing fundamental research, tax efficiency, and limited turnover, and offers a range of services including portfolio management, financial and estate planning, tax preparation, and business consulting.

Bridgette Hodge is a financial advisor with EverPar Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 12 years before joining EverPar Advisors in 2023. EverPar Advisors is a team-based firm managing approximately $488.5 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach that incorporates diversified mutual funds, ETFs, and individual securities, along with ongoing financial planning and monitoring services.

Madison Lynch is a financial advisor at Melia Wealth LLC with a Series 65 designation and four years of industry experience. She has worked at Melia Wealth since 2018 and operates as a sole proprietor. Outside of finance, she is a dance instructor and choreographer at Turning Pointe Dance of Tulsa. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular account reviews and employing fundamental, technical, and cyclical analysis.

James Redman is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, where he has worked since 2002. He holds Series 63 registration and manages multiple investment-related businesses, including serving as President and CEO of several entities affiliated with Gibraltar. Outside of his advisory role, Mr. Redman is a board member of Gateway First Bank and serves as trustee for family trusts. 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 investment approach with a focus on in-house fundamental research, tax efficiency, and long-term portfolio management, while also providing integrated accounting, tax, and consulting services.

Eric Burkholder is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He is principal at Burkholder Wealth Management, where he has worked since 2012. Outside of his advisory role, he is an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses fundamental analysis, model portfolios, and modern portfolio theory alongside Schwab’s Intelligent Portfolios platform to manage accounts on a discretionary basis tailored to client objectives.