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.

Jordan Jones is a financial advisor with Rhodes Investment Advisors, Inc. in Claremore, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining Rhodes Securities, Inc. in 2018, Jones worked in yoga instruction for two years. Outside the financial industry, Jones teaches adult education classes at The Chattery in Chattanooga, TN. Rhodes Investment Advisors primarily serves individual clients, managing approximately $419 million across nearly 800 accounts. The firm provides portfolio management, financial planning, consulting, and third-party manager selection, utilizing both discretionary and non-discretionary strategies with a blend of fundamental, technical, and charting analysis.

Blake Chrisman is an advisor at Gibraltar Capital Management, Inc. in Tulsa, OK with a Series 65 designation. He joined the firm in 2026 and has prior experience with Student Mobilization from 2008 to 2026. Gibraltar Capital Management serves individuals, pension and profit-sharing plans, foundations, charities, private funds, and other institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective, offering a range of services including portfolio management, financial planning, tax preparation, and business consulting.

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 designations and over 20 years of industry experience. Her prior roles include positions at Skye Advisors LLC, First Point, Mariner Wealth Advisors, and Native American Fund Advisors LLC. Sustainable Advisors Alliance LLC provides portfolio management, financial planning, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm focuses on sustainable, responsible, and impact investing using a combination of active and passive strategies, direct indexing, and access to sub-advisors.

Joseph Hoffman Jr. is a financial advisor at Gibraltar Capital Management, Inc. in Tulsa, Oklahoma, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial, Jay & Associates, and title companies in Oklahoma. Outside of finance, he is a board member and CFO of Global Domination Group, LLC, an esports gaming tournaments and platform company. Gibraltar Capital Management serves a range of clients from individuals to institutional investors, offering comprehensive wealth management services including discretionary portfolio management, financial planning, tax preparation, and business consulting. The firm employs an active, value-oriented, total-return investment strategy with a long-term horizon and is notable for its involvement with private funds and pooled investment vehicles.

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 financial advisor at Gibraltar Capital Management, Inc. in Tulsa, OK, with nine years of industry experience. He holds a Series 65 designation and has worked at Gibraltar Capital Management since 2017, following a brief tenure at Raymond James Financial Services Advisors. He is also actively involved in legal practice as an owner of Sullivent & Fortanez LLC, a law firm. Gibraltar Capital Management serves a diverse client base including individuals, pension plans, foundations, and institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term perspective and emphasizes tax efficiency and in-house fundamental research.

Sarah Bremer is a Series 65-licensed advisor at Burkholder Wealth Management with one year of industry experience. Her prior roles include positions at Creative Planning, Maxwell Locke and Ritter LLC, Security State Bank and Trust, and Broadway Bank. Burkholder Wealth Management serves individuals—including high net worth clients—pension plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses firm-developed model portfolios and an investment approach based on fundamental analysis and modern portfolio theory, typically managing accounts on a discretionary basis.

Keith Van Dyke is a CFP®-certified financial advisor with 32 years of industry experience. He is currently part of the team at Trinity Strategic Wealth in Tulsa, OK, where he has been since 2025. Prior to joining Trinity, he spent 16 years at Raymond James Financial and also has longstanding involvement with NSM Enterprises, LLC. Outside of advisory work, he is a partner in Millicon Properties, LLC, an office building owned in Tulsa. Trinity Strategic Wealth serves individuals, family offices, trusts, estates, private foundations, and qualified retirement plans, managing approximately $1.54 billion in assets. The firm uses a top-down market forecast and incorporates Modern and Post-Modern Portfolio Theory in its global investment approach, employing a wide range of investment vehicles and external managers.

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 15 years of industry experience. He has been with Gibraltar Capital Management, Inc. since 2010. Boyd serves as a trustee and investment committee chair for the Oklahoma Public Employees Retirement System and sits on the board of GetsLocal, Inc., a loyalty network for local merchants and small businesses. Gibraltar Capital Management provides discretionary portfolio management, financial planning, and additional financial services to individuals, pension plans, foundations, and institutional clients. The firm employs an active, value-oriented, total-return investment approach with a long-term focus and is known for its work with private funds and pooled investment vehicles.

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.

Gregory Pitts is a financial advisor with United Advisors America in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with United Advisors America and Alliance America Corporation since 2014 and has operated the Gregory Pitts Agency, an independent insurance agency, since 1989. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, offering investment management and financial planning services. The firm employs a Modern Portfolio Theory-based approach with model portfolios, periodic rebalancing, and a preference for mutual funds and ETFs.