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.

Omar Ahmadieh is a financial advisor with J M Brown Financial Partners in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked previously at Northwestern Mutual in various roles between 2013 and 2018. Outside of advising, he is involved in several business activities including co-owning an HVAC company and working with a nutritional supplement manufacturer. J M Brown Financial Partners serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing a primarily fundamental investment approach supplemented by technical and cyclical methods. The firm also acts as a sub-advisor to other RIAs and offers in-house accounting services.

Blake Chrisman is a financial advisor at Gibraltar Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Gibraltar Capital Management, he spent 18 years with Student Mobilization. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented investment approach emphasizing tax efficiency and in-house research, while also providing tax preparation, bookkeeping, business consulting, and retirement-plan services.

Kevin King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with 24 years of industry experience. He has been with The Legacy Financial Group since 2005. 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 employs a long-term, asset-allocation investment approach emphasizing diversification and risk/return tradeoffs.

Julie Skye is a financial advisor with Sustainable Advisors Alliance LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Skye Advisors LLC, First Point, and Mariner Wealth Advisors. Sustainable Advisors Alliance serves individual clients, retirement plans, corporations, non-profits, and pension/profit-sharing plans, focusing on sustainable, responsible, and impact investing using ESG criteria. The firm uses a combination of passive and active strategies, direct indexing, and offers services such as financial planning, annuity management, and employee benefit plan advisory.

Joseph Hoffman is a financial advisor with Gibraltar Capital Management, Inc. in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Gibraltar, he worked at LPL Financial LLC and Jay & Associates, PLLC. Outside of his advisory role, he serves as CFO and board member of Global Domination Group, LLC, an esports gaming tournaments and platform company. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach with a focus on in-house fundamental research and tax efficiency, and it integrates accounting and consulting services alongside its portfolio management and private fund advisory offerings.

Jackson Mazzei is a financial advisor with Trinity Strategic Wealth in Tulsa, OK, holding a Series 65 license and over four years of professional experience. His background includes roles at Time to Revive and Texas Capital Securities, as well as positions at Baylor University and Regent Prep School. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm employs a top-down investment process focused on global themes and applies both Modern and Post-Modern Portfolio Theory in its portfolio construction.

Jeremy Lott is a CFP® with 25 years of experience in the financial services industry. He is currently with Trinity Strategic Wealth and previously worked at Raymond James Financial Services for over 16 years. Outside of his advisory role, he is a partial owner of Millicon Resolutions, LLC. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and various entities, including high-net-worth clients, family offices, and trusts. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Courtney Hoffman is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at EverPar Advisors LLC and previously held roles at Raymond James & Associates, MD MedTech LLC, and Wetsco, Inc. Outside of her advisory work, Hoffman serves as Chief Financial Officer for both Cinco Holdings, LLC and Dyman, LLC. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities while offering ongoing monitoring and financial planning.

Summer Caudle is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation with 18 years of industry experience. She previously worked at UBS Financial Services Inc from 2009 to 2018 and has been with Scissortail Wealth Management and Level Four Financial, LLC since 2018. Scissortail Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, estates, and charitable organizations. The firm manages approximately $587.5 million across discretionary and non-discretionary accounts, offering portfolio management, financial planning, and consulting services guided by firm-developed model portfolios and ongoing reviews.

Richard Howard Jr. is a financial advisor with Scissortail Wealth Management, LLC in Tulsa, OK, holding a Series 66 designation and 27 years of industry experience. He previously worked at UBS Financial Services Inc. and Level Four Financial, LLC. Outside of advisory work, he serves on the board of directors for AIM High Academy, a faith-based urban youth outreach organization focused on gymnastics. Scissortail Wealth Management offers portfolio management, financial planning, and consulting services 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.

Daniel Beutel is a CFP® with seven years of industry experience, currently serving as an advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma. He has been with Council Oak Wealth Advisors since 2019 and previously worked at the Oklahoma Heart Institute from 2015 to 2022. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs a range of portfolio management techniques tailored to client objectives and risk tolerances and is noted for its use of borrowing and leveraged strategies in separately managed accounts.

Thomas Sullivent Jr. is a Series 65-registered advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, with nine years of industry experience. He has worked at Gibraltar Capital since 2017 and previously with Raymond James Financial Services Advisors. In addition to his financial advisory work, he is actively involved as an owner and manager of a law firm, Sullivent & Fortanez LLC. Gibraltar Capital Management is a SEC-registered investment adviser serving individuals, institutional clients, and investors in private pooled vehicles. The firm employs an active, value-oriented investment approach with an emphasis on tax efficiency and fundamental research, and offers a range of services including portfolio management, financial planning, tax preparation, and business consulting.

Sarah Bremer is a financial advisor at Burkholder Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Creative Planning, LLC, Maxwell Locke and Ritter LLC, Security State Bank and Trust, and Broadway Bank. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios, fundamental analysis, and modern portfolio theory, along with the Schwab Intelligent Portfolios platform for automated rebalancing and tax-loss harvesting.

Keith Van Dyke is a CFP® with 31 years of industry experience currently serving at Trinity Strategic Wealth. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years and has been involved with NSM Enterprises, LLC since 2002. Outside of his advisory role, he is a partner in Millicon Properties, LLC, an office building ownership entity. Trinity Strategic Wealth provides financial planning and investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and applies both Modern and Post-Modern Portfolio Theory in portfolio construction.

Scott Dittmer is a financial advisor at Drawbridge Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, TTCU Federal Credit Union, Suntex CrossTimbers Marina, and Thrivent Financial. Dittmer provides investment advisory services through Drawbridge Capital LLC, which he established in 2023. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs model-driven asset allocation combined with in-house equity strategies and offers financial planning, portfolio management, and retirement plan consulting tailored to client objectives.

Andrew Aldredge is a financial advisor at The Advisory Resource Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at M. S. Howells & Co., Compass Pointe Financial LLC, and SII Investments. Outside of his advisory role, he is involved with Estate Needs Advisors, LLC, an affiliated insurance agency. The Advisory Resource Group, LLC serves individuals, including high-net-worth clients, employee-sponsored retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning through a team-based research process that incorporates multiple analysis methods and focuses on multi-generational planning.

Andrew Boyd is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Gibraltar Capital Management, Inc. in Tulsa, OK since 2010. Boyd serves as a trustee and investment committee chair for the Oklahoma Public Employees Retirement System and is a board member of GetsLocal, Inc., an exchange and loyalty network for local merchants and small businesses. Gibraltar Capital Management is a multi-team wealth management firm serving individual, high-net-worth, institutional, and pooled-investment clients. The firm employs an active, value-oriented, long-term investment approach supported by in-house fundamental research and offers integrated accounting, tax, and consulting services alongside discretionary portfolio management and alternative investment advisory.

Michael Flanagan is a financial advisor with EverPar Advisors LLC in Tulsa, Oklahoma, holding Series 65 and Series 66 designations and four years of industry experience. He has been with EverPar Advisors since 2026 and is also involved with Saint Peter & Paul Catholic School and Church. Additionally, he is associated with MTF Capital LLC since 2015. EverPar Advisors LLC is a team-based firm 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, focusing on customized, diversified portfolios that emphasize low-cost mutual funds and ETFs alongside other investments.