Joshua Jakubovitz is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. Prior to his advisory role, he worked at Spartan College of Aeronautics and Technology for three years and spent two years living abroad traveling and studying. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for around 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy that emphasizes asset allocation, using model portfolios built with ETFs and mutual funds, and offers discretionary management through a team-based approach.

Todd Taylor is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Cadent Capital Advisors, LLC since 2016 and was previously with Merrill for 26 years. Cadent Capital Advisors provides investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves clients with a variety of risk tolerances and objectives.

Alec Spring is a financial advisor at Oath Planning, LLC in Tulsa, Oklahoma, with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Equitable Advisors and Axa Advisors, as well as work outside the financial industry. Oath Planning provides investment management and financial planning services to individuals, trusts, retirement plans, not-for-profits, and small businesses. The firm manages approximately $285 million for about 500 clients using long-term, asset-allocation driven strategies with a focus on passively managed mutual funds and model portfolios, and offers integrated estate-planning and insurance services through affiliated legal and insurance professionals.

Hayden Hunt is a Series 65 licensed financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK. He has five years of prior experience at Texas Capital and has been with his current firm since 2025. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and serves approximately 317 client relationships with around $590 million in assets under management.

David Ellis is a Series 66-licensed advisor at EverPar Advisors LLC with 24 years of industry experience. He worked at UBS Financial Services for 21 years before joining EverPar in 2023. Ellis serves on the board of the NEHI Research Foundation and is a member of the finance committee at Monte Cassino School. EverPar Advisors LLC is a team of nine advisors managing approximately $588 million in client assets. The firm provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored plans, constructing customized portfolios that incorporate a variety of investment analyses and strategies.

Brian Talkington is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 65 credential with three years of industry experience. His prior work includes roles at The First National Bank & Trust of Broken Arrow and NBC Oklahoma. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, including high net worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts and offers portfolio management, financial planning, and consulting services.

Ian Kiefer is a CFP® professional with 16 years of industry experience. He is currently with Trinity Strategic Wealth and has previously worked at Raymond James Financial Services and Tulsa Wealth Advisors. He holds a Series 66 license and is based in Tulsa, OK. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, trusts, and foundations. The firm’s investment approach begins with a top-down market forecast and incorporates Modern and Post-Modern Portfolio Theory, utilizing a broad range of securities and external managers as appropriate.

Logan Wehling is a financial advisor at Cadent Capital Advisors, LLC with nine years of industry experience. He previously worked at Edward Jones for nine years before joining Cadent Capital Advisors in 2025. He holds the Series 66 designation. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment methods, including fundamental, technical, and quantitative analysis, and serves a diverse client base with strategies ranging from long-term investing to more active approaches such as options trading and short-term trading.

Jeffrey Small is a financial advisor with Trinity Strategic Wealth in Tulsa, OK, holding the CFP® designation and Series 66 and Series 63 licenses. He has 23 years of industry experience, including roles at Tulsa Wealth Advisors and Raymond James Financial Services. His current position is part of a team environment at Trinity Strategic Wealth. Trinity Strategic Wealth provides personalized financial planning and advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm manages approximately $1.54 billion in assets using a top-down market forecast and applying Modern and Post-Modern Portfolio Theory across a broad range of investment vehicles.

Christopher Brown is a financial advisor with The Advisory Resource Group, LLC in Tulsa, Oklahoma, holding a Series 66 designation and 21 years of industry experience. He has worked with several firms, including SII Investments and Compass Pointe Financial, where he maintains a long-term association. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, and other entities, offering discretionary and non-discretionary investment management and financial planning. The firm employs a team-based research process and manages portfolios primarily using mutual funds, ETFs, and individual securities.

William Mildren is a financial advisor at Cadent Capital Advisors, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and Wunderlich Securities, Inc. Mildren has no notable outside business activities. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs various analytical methods and offers a range of investment strategies, from long-term allocation to more active approaches, conducting at least annual portfolio reviews tailored to client objectives.

Brian Grant is a CFP® with four years of industry experience, currently serving as an advisor at Warburton Capital Management, LLC since 2021. His prior roles include positions at Whole Health and the University of Charleston PA Program. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million across about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, utilizing ETFs and mutual funds, with discretionary management primarily through Charles Schwab.

Allison Fletcher is a financial advisor with Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation and 13 years of industry experience. Her prior work includes over a decade at Raymond James Financial Services Advisors and involvement with Tulsa Wealth Advisors. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm uses a top-down market forecast with a six-factor framework and applies Modern and Post-Modern Portfolio Theory in portfolio construction, managing approximately $1.54 billion in assets for roughly 1,735 clients.

Lydia Carnett is a CFP® and holds a Series 66 license, with three years of industry experience. She is currently with The Legacy Financial Group, Inc., where she has worked since 2024. Prior to joining, she held roles at OSAIC, Woodbury Financial Services Inc., and DP Financial & Tax. Lydia is also licensed in life and accident and health insurance. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, incorporating broad diversification and risk analysis through quantitative tools.

Kerri Musgrove is a financial advisor at EverPar Advisors LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years. In addition to her advisory role, she is involved in insurance sales and implements insurance recommendations. EverPar Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a long-term, portfolio-driven approach using diversified mutual funds and ETFs, while also incorporating fundamental and technical analysis.

Austin Bryan is a CFP® and holds a Series 65 license with 12 years of experience in the financial services industry. He has worked at HoganTaylor Wealth since 2019 and previously was with Sowell Management Services and Smith Capital Management. HoganTaylor Wealth serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations with wealth management and investment advisory services. The firm builds customized portfolios using low-cost mutual funds and ETFs alongside fundamental and technical analysis, managing several hundred client relationships and approximately $593 million in assets.

Catherine Kessler is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Tao Private Wealth, LLC and Fidelity Brokerages Services LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, using diversified portfolios tailored to client risk tolerance and goals.

David Poarch is a managing partner at Pinnacle Investment Advisors in Tulsa, Oklahoma, with 29 years of industry experience. He has been with Pinnacle since 1996 and holds Series 63 and Series 65 designations. He also serves as managing partner of Native American Fund Advisors, an affiliated investment management firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors is a team-based firm with seven advisors that provides investment management and advisory services.

Justin Kasparek is a CFP® professional with nine years of industry experience, currently serving as an advisor at J M Brown Financial Partners. His work history includes roles at BOK Financial Securities, Commonwealth Financial Network, Drawbridge Capital, LPL Financial, and Northwestern Mutual. J M Brown Financial Partners serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, employing a blend of fundamental, technical, and cyclical investment approaches alongside active and model-driven strategies. The firm also acts as a sub-advisor to other RIAs and provides in-house accounting services.

Christopher Bogie is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Nordam Group and Oklahoma State University. Scissortail Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in client assets using customized investment plans across a range of risk profiles and asset classes.