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 63 and Series 65 credentials and has worked at Drawbridge Capital and Regent Financial Services since 2015, including a prior tenure at Drawbridge Capital from 2004 to 2011 and experience at LPL Financial from 2003 to 2012. He served as secretary of the board for Southern Hills Baptist Church from 2004 to 2005. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm combines model-driven asset allocation and outsourced-manager programs with in-house equity strategies, offering ongoing portfolio monitoring and tailored reviews based on 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 and with six years of industry experience. He previously worked at Merit Advisors for five years before joining Gibraltar Capital Management in 2018. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm emphasizes an active, value-oriented, total-return investment approach with a long-term perspective, offering services including portfolio management, financial planning, tax preparation, and business consulting.

Bret Breibeck is a financial advisor at Gibraltar Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Gibraltar in 2025, he worked at Truity Federal Credit Union, Walmart Distribution Center, and Big Lots. He is also a commissioned notary in Tulsa, Oklahoma. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

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 24 years of experience at Gibraltar Capital Management, Inc. in Tulsa, OK, where he has worked since 2002. He serves as a board member of the Oklahoma Law Enforcement Retirement System. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and institutional clients through discretionary portfolio management, financial planning, and related services. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and emphasizes tax efficiency and fundamental research.

Bridgette Hodge is a financial advisor at EverPar Advisors LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for 12 years before joining EverPar Advisors in 2023. EverPar Advisors LLC offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans. The firm emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing a mix of fundamental and technical analyses.

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 24 years of experience in the financial industry, all of which have been with Gibraltar Capital Management, Inc. in Tulsa, OK. He serves as an advisor at the firm and holds the Series 63 license. Outside his advisory role, Mr. Redman is involved in several business ventures, including managing non-investment activities such as timberland acreage and serving on the board of Gateway First Bank. Gibraltar Capital Management serves a range of clients including individuals, pension and profit-sharing plans, foundations, and institutional investors. The firm follows an active, value-oriented, total-return investment approach with an emphasis on tax efficiency and fundamental research, and it offers services such as portfolio management, financial planning, tax preparation, and family financial education.

Eric Burkholder is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He has been with Burkholder Wealth Management since 2012 and previously worked at The Legacy Financial Group Inc from 2012 to 2019. In addition to his advisory role, he is an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individuals, pension plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses fundamental analysis, modern portfolio theory, and long-term purchase strategies, managing accounts primarily through mutual funds and ETFs, with some use of option-based covered-call strategies.

Ronald Brown is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2012 and has been associated with J M Brown & Associates, Inc. since 2002. J M Brown Financial Partners is a registered investment adviser serving individual clients—including high-net-worth households—as well as pension plans, 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, and also operates a third-party advisory program under a DBA for sub-advisory relationships.

Brett Hobbs is a financial advisor with Cadent Capital Advisors, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Cadent Capital Advisors since 2019 and previously spent two years with Purshe Kaplan Sterling Investments and five years at the Oklahoma Office of Management and Enterprise Services. Hobbs serves as a board member of the Oklahoma Employees Insurance and Benefits Board. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.