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.

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.

Madeline Ritterpusch is a financial advisor at Cadent Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young for seven years. 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.

Jeremy Johnson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from Strategic Investment Advisors, and maintains a municipal-advisor registration alongside its affiliation with a bank holding company.

Hunter Matthews is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of industry experience. He previously worked at Faith Technologies and served five years at Tink Air Force Base. In addition to his advisory role, Matthews is an insurance agent affiliated with Strong Family Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios combining strategic and tactical approaches and employs various investment vehicles, supporting over 8,400 clients with approximately $2.5 billion in assets under management.

Matthew Redmond is a CFA® charterholder with eight years of industry experience. He is currently an advisor at CX Institutional, LLC and was previously with First State Investment Advisors Inc for eleven years. He also serves as vice president and director of First State Financial, Inc., a holding company unrelated to investment activities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside traditional models.

Michael Manghum is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. He also owns Manghum Consulting LLC, which provides leadership training, teaching, life and business coaching, and financial literacy services. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm delivers services through independent advisers using a platform that supports model portfolios, third-party managers, and discretionary management, with notable integration of institutional and retirement plan resources.

Donald Duntley is a financial advisor with Capital Analysts in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley since 2002. Outside of his advisory role, he operates Duntley Investment Management, LLC for tax purposes and works independently as a fixed insurance agent. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-managed services.

James Ault is a Series 65 licensed financial advisor with two years of experience, currently affiliated with Advisor Resource Council. He is the owner of Sooner Retirement and has been involved with the firm since 2015. Ault also serves in the U.S. Army Reserve. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and consulting services through a network of advisors. The firm combines artificial intelligence tools with fundamental analysis in its investment approach and offers tailored strategies for clients across different account sizes.

Robert Lambright is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 22 years of industry experience. He has worked with BOK Financial Private Wealth, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management, financial planning, and consulting. The firm operates an advisor-led Guided Portfolio Solutions program that combines research and tailored asset allocation with ongoing portfolio monitoring.

Kevin Hall is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at BOK Financial Securities, Inc. and Bokf, Na from 2011 to 2021 before joining International Assets advisory entities. Hall also serves as a Medicare agent and director at Hall Wealth Management, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, alongside access to third-party money managers and retirement plan advisory services.

Emilee Eppler is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at Federal Retirement Advisors, Federal Benefits Authority, LLC, and MyFedBenefits. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models with strategic and tactical approaches, and manages approximately $2.5 billion in assets across more than 8,400 client relationships.

Aaron Ochoa is a financial advisor at St. Bernard Financial Services, Inc. in Broken Arrow, OK, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at INVEST Financial Corp. and Central Bank. Outside of advising, he is involved in real estate sales. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, mostly non-discretionary account management.

Cale Cabbiness is a financial advisor with Arvest Wealth Management in Broken Arrow, OK. He holds the Series 66 designation and has been with Arvest Wealth Management and Arvest Bank since 2025. Prior to his advisory role, Cale’s background includes education at Oklahoma State University and employment outside the financial industry. He splits his time between Arvest Bank and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements.

Christopher Williams is a financial advisor with BFC PLANNING, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with BFC PLANNING and Securities Management & Research, Inc. since 2018 and previously worked at Berthel Fisher & Company Financial Services, Inc. from 2011 to 2017. Williams also works as an insurance agent selling and servicing property, casualty, and life insurance. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management, employing a network of independent IARs who tailor portfolios using various program structures and investment strategies.

Teddy Slate is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies, and maintains affiliations with a bank holding company and related investment entities.

Suzanne Porske is a financial advisor with Impact Partnership Wealth, LLC who holds Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Aegis Wealth Management, Inc., Allstate Financial Advisors, LLC, and Allstate Insurance Company. Porske has also maintained ongoing roles with Achieve Financial Success and Phoenix Financial Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of around 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing both firm-managed models and third-party strategists.

Jimmy Rodriguez Quiroz is a Series 66 licensed financial advisor with five years of industry experience, currently with Arvest Wealth Management in Tulsa, OK. He has worked across different roles within Arvest Wealth Management and Arvest Bank since 2016. Outside of his advisory work, he is involved in several community organizations, serving on boards for the Tulsa Area United Way, Morton Comprehensive Health Services, Tulsa Global District, and Tulsa Honors Academy. He also owns a scented candle business, Melting Moments Candle Co. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analyses, emphasizing tailored strategies aligned with clients’ risk tolerances and objectives.