Jeffrey Pope is a financial advisor at Fourpath Capital Management, LLC in Oklahoma City, OK. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to joining Fourpath, he worked for the City of Oklahoma City for 27 years. 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 combining active and passive strategies across various asset classes.

Janelle Skelton is a CFP® professional with 36 years of industry experience, currently serving at Total Wealth Planning and Management, Inc. since 2021. She previously worked at Hilltop Securities, Inc. for 17 years and has involvement in a family landscaping business in Oklahoma City. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory platforms.

Carl Holliday is a financial advisor at Plan Group Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at James Baker & Associates, A Limited Partnership since 1992. Outside of advising, he is a 50% owner and investor in RADIAN, LLC, a medical spa. 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 uses diversified model portfolios combined with mean-variance optimization and fundamental and technical analysis, managing approximately $1.7 billion in assets under advisement.

Kip Nichols is a financial advisor at Uniting Wealth Partners with a Series 65 designation and approximately one year of industry experience. Prior to joining the firm, he worked at IMBCR and held various roles during his time at the University of Oklahoma. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified mutual funds and ETFs, and it operates within a broader network that supports its consulting and operational capabilities.

Kristen Buchman is a CFP® certificant with five years of industry experience, currently serving at Castlepoint Wealth Advisors since 2022. Her prior career includes roles at Venturi Private Wealth, Kansas State University, and The Trust Company. 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 emphasizes strategic asset allocation and broad global diversification, using mutual funds, ETFs, selected individual securities, and sub-advisers as part of a long-term investment approach.

Andrew Flinton is a CFP® with 17 years of industry experience, currently serving at Retirement Investment Advisors Inc in Oklahoma City, OK. He has been with the firm since 2010. Outside of his advisory role, he is a 50% owner of Bowie, Thurman, & Associates, LLC. 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 structured onboarding and planning process, utilizing Modern Portfolio Theory tailored to client-specific Investment Policy Statements.

Noah Cornish is a financial advisor at Westside Investment Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at LPL Financial LLC and Westside Investment Management since 2014. Outside of advising, he is the owner of Noah Energy, an LLC established in 2024. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, options, and derivatives, and participates in select third-party programs such as SEI’s Managed Accounts Program.

Hayden Przybysz is a financial advisor at Plan Group Financial, INC. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of financial advising, he is co-owner of P&F Lites ETC, a lighting fixture sales business, and operates a CPA firm, Przybysz & Associates, CPAs. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by 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 utilizes a mix of third-party managers, ETFs, mutual funds, individual securities, and other investment vehicles.

Elaine Cowan is a financial advisor at Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Leonard Investment Advisors and its affiliated Leonard Agency Inc. since 2003 and also worked at B.B. Graham & Co. since 2014. Outside of her advisory role, she serves as Vice President and Sales Director of Investment Relations at Leonard Agency Inc. Leonard Investment Advisors manages approximately $84.5 million in assets with a seven-advisor team, offering portfolio management, financial planning, consulting, and access to third-party money managers for individuals, pension plans, businesses, and corporations. The firm employs a client-focused approach to establish investment objectives and risk tolerance, managing accounts across various styles and utilizing fundamental, technical, and cyclical analysis.

Robert Savage is a financial advisor with Leonard Investment Advisors Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Leonard Investment Advisors since 1999 and B.B. Graham & Co since 2014. Outside of advising, he is involved in managing family oil and gas businesses and serves as a director of The Reserve Petroleum Co. 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, employing a range of investment styles and strategies tailored to client objectives and risk tolerance.

Chad Rudy is a CFP® professional with 16 years of industry experience, currently serving at Retirement Investment Advisors, Inc. since 2009. He holds Series 63 and Series 65 licenses and previously worked at Cr Systems Inc from 2002 to 2019. Retirement Investment Advisors, Inc. is a fee-only firm providing 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 assets and follows a fiduciary standard, using a structured onboarding and planning process guided by Modern Portfolio Theory.

Lawrence Ruzicka is a financial advisor with OFG Financial Services, Inc. in Yukon, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with OFG Financial Services since 2001. In addition to advisory services, he spends a small portion of his time selling health and life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis, employing primarily no-load mutual funds and a mix of listed securities, and manages accounts on a non-discretionary basis.

David Clark is a financial advisor at Westside Investment Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westside since 2015, also maintaining a long tenure at LPL Financial since 2004. Outside of his advisory work, Clark is involved in a non-investment business, Calumet Industries, based in Oklahoma. Westside Investment Management offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and derivatives, and participates in specialized third-party programs and wrap-fee arrangements.

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 in Oklahoma City, holding a Series 65 credential. He has experience working at FNB Community Bank and Walmart, as well as nine years in full-time education prior to joining his current firm. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals and various institutions, managing over $1.2 billion in assets. The firm follows a structured onboarding and planning process and bases its investment recommendations on Modern Portfolio Theory.

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 17 years of industry experience. She holds the Series 66 designation and has worked at Access Financial Resources since 2016, following roles at Arvest Asset Management and her own practice. 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 uses client-specific investment strategies with core-and-satellite allocations, primarily employing mutual funds and exchange-traded funds, and offers ongoing account monitoring and educational resources.