Nicholas Pointer is a CFA® charterholder with 14 years of industry experience. He has worked at Tom Johnson Investment Management, LLC since 2011. The firm is a fee-only, registered investment adviser serving individuals, retirement plans, foundations, bank trust accounts, public funds, and sovereign clients. Tom Johnson Investment Management employs a conservative, valuation- and diversification-driven investment approach across equity and fixed-income strategies, managing approximately $1.63 billion in assets for over 5,400 client accounts through a six-person team.

Lindsey Beaman is a financial advisor with Vault Wealth in Oklahoma City, holding a Series 66 designation and four years of industry experience. Her background includes roles at Edward Jones, Chickasaw Community Bank, and Brix Realty, where she currently works as a real estate agent. In addition to her advisory work, she is the owner of White Oak Construction & Design LLC, a business involved in house flipping and managing short-term rental properties. Vault Wealth serves individuals, business owners, and retirement plans with advisory services spanning financial planning, portfolio management, and estate planning. The firm employs a long-term investment approach using mutual funds, ETFs, individual securities, and proprietary strategies, operating a wrap-fee program and providing family office coordination alongside affiliated service businesses.

William Atkinson III is a CFP® professional with 27 years of industry experience, currently serving at Access Financial Resources Inc. since 2007. He maintains a sole law practice alongside his financial advisory role. Access Financial Resources Inc. provides personalized financial planning and asset management to individuals, pension plans, trusts, charitable organizations, and small businesses, utilizing a core-and-satellite investment approach with discretionary and non-discretionary management options.

Arlis Reuter is a financial advisor with Fourpath Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. He has been with Fourpath Capital Management since 2021 as part of a seven-advisor team based in Oklahoma City, OK. 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 or non-fiduciary consulting. The firm employs a risk-adjusted, tax-efficient investment approach that combines active and passive strategies across a range of asset classes, utilizing qualitative and quantitative methods for security selection and portfolio management.

Beth Lewis is a financial advisor at Access Financial Resources Inc. in Oklahoma City, OK, with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has been involved in independent insurance sales and services since 2012. She has worked at Access Financial Resources since 2015 and operates her own insurance agency. Access Financial Resources provides financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs client-specific investment strategies with a focus on mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management alongside retirement plan design and administration.

Jeffrey James is a financial advisor with FourPath Capital Management, LLC in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Reuter James Wealth Management, Wells Fargo Clearing, and Citigroup Global Markets. FourPath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors, offering investment and wealth management, financial planning, and consulting services. The firm emphasizes a risk-adjusted, tax-efficient, and cost-effective asset allocation using a mix of active and passive strategies, along with access to institutional trading and custody capabilities.

Benjamin Lindsly is a financial advisor at Forge Financial with a Series 66 credential and two years of industry experience. Prior to joining Forge Financial and LPL Financial in 2023, he worked at Southern Nazarene University and Bartlesville High School. 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 monthly portfolio monitoring and rebalancing, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Royse Mccasland is a financial advisor with Forge Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Forge Financial since 2018 and prior experience at Allstate Insurance Company from 2010 to 2018. 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, managing accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Joseph Bowie is a CFP® with 37 years of industry experience, currently serving at Retirement Investment Advisors Inc. in Oklahoma City, OK. He has been with the firm and its predecessors since 1990. 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 fiduciary standard, using a structured onboarding and planning process informed by Modern Portfolio Theory.

Jane Davenport is a financial advisor at Vista Investment Partners LLC in Oklahoma City, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Midfirst Bank, the State of Oklahoma, and Chesapeake Energy. Vista Investment Partners serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with financial planning, portfolio management, and retirement plan advisory services. The firm manages approximately $541 million in client assets and employs both discretionary and non-discretionary investment strategies, including the use of margin and borrowing in certain accounts.

Dallas Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Saxony Securities, Waddell & Reed, Inc., and multiple other financial and business ventures. Outside of advising, he owns and operates BW Group, LLC, a financial services company. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for 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 both fundamental and technical analysis, offering a range of specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC in Oklahoma City, holding a Series 65 credential and 13 years of industry experience. His prior roles include work at OnPointe Advisory and Financial Services, and he has been involved with Munnerlyn Insurance and Investments and Eunice Khoury Insurance since 2009. He offers insurance products related to life, health, long-term care, and annuities, and provides services in long-term care and Medicare planning. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical approaches while operating across multiple offices with a team of ten advisors.

James Billingsley is a financial advisor at Plan Group Financial, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Plan Group Financial since 2018. Prior to this, he operated Billingsley Financial Group and has run his sole proprietorship since 1989. He serves on the business advisory council at Oklahoma Christian University and participates in the Quail Creek Golf and Country Club committee. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach incorporating equities, fixed income, ETFs, mutual funds, REITs, and commodities, with discretionary, goals-based relationships and access to third-party managers for specialized strategies.

Spencer Aufenthie is a financial advisor at Plan Group Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Wells Fargo Bank and Jackson Hewitt. 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 using a blend of asset types alongside fundamental and technical analysis, offering discretionary investment management, financial planning, and retirement plan consulting services.

Cory Robinson is a CFA® charterholder with 21 years of industry experience. He has been with Tom Johnson Investment Management, LLC since 2000. The firm is a fee-only investment adviser that provides discretionary portfolio management, financial planning, and reporting services for individuals, high-net-worth clients, and various institutional clients. Tom Johnson Investment Management follows a conservative, team-based investment process emphasizing diversification and valuation discipline, managing approximately $1.63 billion in assets across multiple advisory channels.

Charlotte Williams is a financial advisor at Forge Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Forge Financial since 2004, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is involved with a boutique hotel investment in Roatan, Honduras. 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, utilizing LPL Financial’s platforms and approved products for portfolio implementation.

Robert Woody is a Series 66-licensed financial advisor with Access Financial Resources Inc. in Oklahoma City, OK, where he has worked for 25 years. He also operates as an insurance agent in a separate capacity. Access Financial Resources, Inc. provides personalized financial planning and asset management services to individuals, trusts, small businesses, and charitable organizations, employing a core-and-satellite investment approach with both discretionary and non-discretionary management options.

Matthew Schultz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. His background includes roles at Private Client Services, Saxony Securities Inc, and Principal Life Insurance Company. Outside of his advisory work, he serves on the finance and HR committees of the Stuhr Museum Foundation and participates in the finance committee of The Academy of Classical Christian Studies. 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 investment approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized consulting in areas such as private oil and gas investments and 1031 exchanges.

Srikant Jonnada is a financial advisor at Plan Group Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with New York Life and Eagle Strategies. Jonnada serves as a board member of the Oklahoma City Employee's Pension Board. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets. The firm offers discretionary investment management, fee-based financial planning, and retirement plan consulting, using a model-portfolio approach that incorporates equities, fixed income, ETFs, and alternative assets.

Scott Morton is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Fourpath Capital Management, LLC and previously worked at Prospera Private Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, Morton is involved in farming and raising cattle in Choctaw, Oklahoma. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach that combines active and passive strategies and offers both discretionary and non-discretionary portfolio management.