David Gibson is a financial advisor with Forge Financial, holding a Series 66 designation and six years of industry experience. He has worked at Forge Financial Services LLC and LPL Financial LLC since 2019 and previously spent 19 years with Crossings Community Church. Gibson is also an independent agent for non-variable insurance products. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee and implemented primarily through LPL Financial–sponsored programs and proprietary accounts.

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.

Kailey Miles is a financial advisor with Forge Financial in Edmond, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked in the homebuilding industry at McCaleb Homes and Foster Signature Homes. Forge Financial provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm follows a model-driven investment approach guided by an in-house Investment Committee, utilizing LPL Financial’s platforms for account execution and custody.

Hayden Przybysz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including Avantax Advisory Services and 1st Global Advisors, and is co-owner of P&F Lites Etc, LLC, a lighting fixture sales business. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios with a mix of equities, fixed income, ETFs, and alternative investments, and operates a family office service alongside specialized investment coordination.

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 B.B. Graham & Company, 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, Inc. since 1999 and Leonard Agency, Inc. from 1998 to 2019. Outside of advisory roles, Savage is involved in managing family oil and gas interests and serves as a director of The Reserve Petroleum Company. B.B. Graham & Co. provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages over $300 million and offers a range of services including asset management and retirement plan consulting, using a blend of fundamental and technical analysis with both discretionary and non-discretionary account management.

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.

Bill Johnson is a financial advisor at Transcendent Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is a one-third owner and managing partner of a commercial office space holding company. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based investment approach that includes tactical strategies and explicit fund selection criteria tailored to client objectives and risk tolerances.

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™.

Isaac Ortiz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at DAI Wealth, LLC since 2022. His prior experience includes roles at SCF Investment Advisors, Inc. and FSC Securities Corporation. Outside of his advisory work, Ortiz operates a business involved in risk management and advanced estate and business planning strategies, as well as a collectibles venture selling items online. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a range of managed account solutions and conducts ongoing manager due diligence, offering tailored portfolios supported by multiple custodial and platform providers.

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.

James Burleson II is a financial advisor with Forge Financial Services LLC, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked with LPL Financial and Forge Financial in various capacities since 2013. Outside of his advisory role, Burleson is involved in real estate through ownership of Burleson Investment Properties and maintains inactive status as a real estate agent with RE/MAX 1st. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven investment approach grounded in Modern Portfolio Theory, managing accounts on a discretionary basis primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Gabriel Wallace is a financial advisor at Retirement Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and previously worked at FNB Community Bank and Walmart. His background also includes nine years in full-time education. Retirement Investment Advisors Inc is a fee-only fiduciary firm managing approximately $1.49 billion for individuals, trusts, pension and profit-sharing plans, and other organizations. The firm provides comprehensive financial planning and investment management using diversified portfolios primarily composed of no-load mutual funds and ETFs, supported by Modern Portfolio Theory and third-party research.

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 18 years of industry experience. She holds the Series 66 designation and has worked at Access Financial Resources since 2016, following eight years at Arvest Wealth Management and an independent practice. Access Financial Resources, Inc. provides personalized financial planning and asset management services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses, employing a core-and-satellite investment approach with both discretionary and non-discretionary management.

Daniel James is a financial advisor at Transcendent Capital Group in Edmond, Oklahoma, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Arthur J Gallagher and ownership of CAM Consolidated Benefits LLC, where he consults on employee benefits programs. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach and utilizes a disciplined investment process combining asset allocation, tactical strategies, and strict fund selection criteria tailored to client objectives.

Toni Selph is a financial advisor with Forge Financial and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including five years at LPL Financial and seven years with Forge Financial. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven investment approach grounded in Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.