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 in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at Forge Financial and LPL Financial, alongside experience in real estate through RE/MAX 1st. He is also involved in real estate-related activities, maintaining an inactive real estate agent status while receiving referral fees. 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 based on Modern Portfolio Theory, managing accounts 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.

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. His prior roles include positions at Oklahoma's Credit Union and Chesapeake Energy, as well as multiple tenures at Morgan Stanley and Raymond James & Associates. Vista Investment Partners serves both individual and institutional clients, providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a strategic asset allocation approach and offers unique features such as held-away retirement account management using the Pontera platform and ERISA fiduciary services for retirement plans.

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.

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.

Virginia Davis is a financial advisor at Tom Johnson Investment Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Tom Johnson Investment Management since 2019, following a 16-year tenure at Tripp Davis and Associates. Tom Johnson Investment Management is a fee-only investment adviser serving individuals, high-net-worth clients, and various institutional clients. The firm employs a conservative, team-based investment approach that emphasizes diversification, valuation discipline, and credit analysis across equity and fixed-income strategies.

Robert Watson is a financial advisor at Forge Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Forge Financial and LPL Financial since 2018. Outside of finance, he has been involved in a janitorial services business. 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 approach based on Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts.

Adam Lee is a CFA® charterholder and holds a Series 65 license with five years of experience in the financial industry. He has worked at Castlepoint Wealth Advisors since 2021 and previously spent five years at Love's Travel Stops. Castlepoint Wealth Advisors provides 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 global diversification, employing mutual funds, ETFs, and selected individual securities while acting as a fiduciary for retirement accounts.

Drew Garner is a CFP® with nine years of industry experience and has been with Castlepoint Wealth Advisors since 2015. He is based in Oklahoma City, OK, and holds a Series 65 license. 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’s approach focuses on strategic asset allocation and modern portfolio theory, emphasizing broad global diversification and long-term discipline through discretionary investment management and ongoing portfolio supervision.

Kendall King is a financial advisor at Castlepoint Wealth Advisors with 24 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Castlepoint in 2015, he worked at The Legacy Financial Group, The Financial & Business Research Corporation, and UBS Financial Services. Since 2024, he has also served as an executive coach with Brave Group. Castlepoint Wealth Advisors provides 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, employing a disciplined, long-term investment approach while offering discretionary management and retirement-plan consulting services.

Michael White Jr. is a Series 65-licensed advisor with 10 years of industry experience, currently with Plan Group Financial, Inc. since 2018. His prior roles include positions at MWJ Advisor Services, LLC and Signal Research Group LLC, as well as seven years at Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, which provides dance instruction. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets and serving over 1,200 clients. The firm employs a model-portfolio approach using equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a goals-based, discretionary investment style and specialized services including private oil and gas investment coordination and 1031 exchange-related consulting.

Boston Harris is a Series 65-licensed advisor at Plan Group Financial, Inc. in Oklahoma City, with one year of industry experience. Prior to joining Plan Group Financial, he worked at Tecovas and was a student for ten years. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities, with discretionary management and specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Adam Leavitt is a CFP® with 22 years of industry experience currently with Castlepoint Wealth Advisors in Oklahoma City, OK. He previously worked for HoganTaylor LLP and Disciplined Investments, LLC. He serves as a trustee for the Tulsa Municipal Employees Retirement Plan and is a managing member of a family investment holding company. Castlepoint Wealth Advisors offers wealth management and financial planning services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation, global diversification, and long-term discipline, employing mutual funds, ETFs, and selected individual securities.

Luke Stein is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Tecovas and roles at the University of Central Oklahoma and Evangel University. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 clients. The firm uses a model-portfolio approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Cody Wheeler is a financial advisor at Plan Group Financial, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Private Client Services and Saxony Securities, Inc. prior to his current role. Outside of advising, he has experience in client relations management and operations within affiliated firms. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach using equities, fixed income, ETFs, mutual funds, REITs, and commodities, with strategies informed by mean-variance optimization and both fundamental and technical analysis.

Jason Hughart is a CFP® with 19 years of industry experience. He is currently with FourPath Capital Management, LLC and previously worked at Wells Fargo Clearing from 2013 to 2024. Outside of his advisory role, he owns and operates a farm specializing in hay and cattle production in Tuttle, Oklahoma. FourPath Capital Management serves a diverse client base including individuals, high net worth clients, foundations, and retirement plan sponsors. The firm employs a risk-adjusted, tax-efficient investment approach using a blend of active and passive strategies, and offers discretionary and non-discretionary portfolio management along with consulting services.

Brenda Bolander is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Retirement Investment Advisors, Inc. since 2012. 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, managing approximately $1.268 billion in regulatory assets. The firm follows a structured onboarding and planning process, using Modern Portfolio Theory to tailor investment recommendations to each client’s Investment Policy Statement.