Carl Holliday is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has worked at James Baker & Associates, A Limited Partnership since 1992 and joined Plan Group Financial in 2024. Outside of finance, he is a 50% owner and investor in a medical spa business, RADIAN, LLC. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management, financial planning, and portfolio management through diversified model portfolios that incorporate fundamental and technical analysis, with a notable family office and specialized consulting services.

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.

Sarah Holmes is a financial advisor at Transcendent Capital Group with one year of industry experience. She holds a Series 65 designation and has prior experience at Ess and Phillips 66. Transcendent Capital Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations through a multi-advisor team. The firm offers a range of portfolio options tailored to client goals, utilizing asset allocation, dollar-cost averaging, technical analysis, and selective use of structured ETFs and sub-advisers.

Darrell James is a financial advisor at Transcendent Capital Group with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors. Outside of his advisory role, he is involved in farming and ranching in Oklahoma. 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 approach to portfolio management, utilizing asset allocation, tactical strategies, and rigorous fund selection criteria tailored to client objectives and risk tolerances.

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.

David Ferrell is a CFP® and ChFC® with 32 years of industry experience. He is currently with Transcendent Capital Group and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of advisory work, he serves as managing partner of a property management company and acts as trustee for a family living trust related to mineral interests. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with discretionary and non-discretionary managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and uses a structured investment process that includes asset allocation, tactical approaches, and explicit fund selection criteria.

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.

Mitchell Green is a financial advisor with Transcendent Capital Group in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. Prior to joining Transcendent Capital Group in 2021, he worked at Wells Fargo Advisors Financial Network from 2015 to 2021. He serves on the board of directors for Martindale Consultants, Inc. Transcendent Capital Group is an SEC-registered advisory firm with a team of eight advisors that provides discretionary and non-discretionary managed accounts, financial planning, and consulting services to individual, high-net-worth, and corporate clients. The firm employs a structured investment process that includes asset allocation, tactical approaches, and strict fund selection criteria tailored to client objectives and risk tolerances.

Timothy Singleton is a CFP® with 39 years of industry experience, currently serving at Rhodes Investment Advisors, Inc. since 2004. He has been associated with Rhodes Securities, Inc. since 1991 and operates his own CPA practice specializing in tax returns for investment clients. Singleton is also an insurance agent representing several companies. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, and consulting services, employing a mix of discretionary and non-discretionary management with an investment approach that includes fundamental, technical, and charting analysis.

Geoffrey Weiss is a financial advisor with Forge Financial, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked exclusively with Forge Financial and LPL Financial since 2018, with prior experience at Reagor Dykes Autogroup and Sherwin Williams Paint Company. Forge Financial Services provides discretionary portfolio management primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts. The firm serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities using a model-driven investment approach grounded in Modern Portfolio Theory.

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.