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.

Quentin Palmer is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Northwestern Mutual and Hood & Associate CPA, PC. Palmer is also licensed in life and health insurance. The Legacy Financial Group, Inc. manages approximately $590 million in client assets and serves individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a Modern Portfolio Theory-based investment approach focused on broad diversification, risk management, and long-term asset allocation.

Rodney Yancy is a financial advisor with Oath Planning, LLC in Tulsa, OK, holding a Series 65 designation and seven years of industry experience. He has worked at Oath Planning since 2018 and concurrently serves as attorney and president of Oath Law, by RTY Law, a professional corporation. Outside of advising, he is the CEO of Oath Music Co, a music technology company. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm integrates investment management with estate-planning services through its affiliated law practice and employs a modern portfolio theory-based, buy-and-hold investment approach using primarily passive asset-class mutual funds.

Madison Hicks is a financial advisor at Warburton Capital Management, LLC in Tulsa, OK, with one year of industry experience. He holds a Series 65 designation and previously worked at Financial Builders LLC and DP Financial & Tax from 2015 to 2024. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients through a team of six advisors. The firm employs a passive, buy-hold-and-rebalance investment strategy focused on asset allocation, typically using core model portfolios with ETFs and mutual funds, and provides discretionary management primarily through Charles Schwab custodial relationships.

Deanna Stranglen is a CFP® professional with 23 years of industry experience, currently with Cadent Capital Advisors, LLC. She has held prior roles at LPL Financial and Mary Kay Inc., where she was involved in direct sales. In addition to her advisory work, she maintains a role as a licensed insurance agent. Cadent Capital Advisors provides investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans, employing a range of strategies from long-term investing to more active trading approaches. The firm offers both discretionary and non-discretionary services and emphasizes documented investment policies and regular portfolio reviews.

Craig Canard is a financial advisor at HoganTaylor Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and BOK Financial Securities, Inc. In addition to his advisory role, he is also licensed as an insurance agent, engaging in insurance product sales. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, along with individual securities and options, and is majority-owned by the accounting firm HoganTaylor LLP.

Thavaselan Subramaniam is a financial advisor with Turner Financial Group, Inc. in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at several firms, including Coastal Investment Advisors and Claraphi Advisory Network. Outside of advisory work, he is involved in organic crop consulting, tax services, agriculture industry consulting, and office management services. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages roughly $171 million in assets and uses model-based allocations combined with fundamental, technical, and cyclical analysis, offering both growth and principal preservation strategies.

Jonathan Hall is a CFP®-certified financial advisor with 12 years of industry experience, currently serving at Warburton Capital Management, LLC since 2014. He is based in Tulsa, OK, and is one of six advisors on the Warburton team. Warburton Capital Management serves individual and high-net-worth clients, trusts, estates, and business entities, managing approximately $786 million for about 416 clients. The firm employs a passive, buy-hold-and-rebalance investment approach focused on asset allocation, using ETFs and mutual funds, and provides discretionary management along with financial planning and pension consulting services.

Robert Moore Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation with 10 years of industry experience. He is part of a six-advisor team at the firm. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs seven proprietary investment strategies focused on risk management and often constructs portfolios using individual securities to control expenses, while also sponsoring and managing private pooled investment vehicles.

Robert Kramer is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation and bringing 29 years of industry experience. He has been with Pinnacle Investment Advisors since 1996. Kramer serves as Chief Investment Officer of Native American Fund Advisors, an affiliated investment advisory firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients with discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach across multiple proprietary strategies and sponsors private pooled investment vehicles alongside managing separate accounts.

Carson Chambers is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Tulsa Wealth Advisors. Outside of advising, he has been involved with Backyard Depot. Trinity Strategic Wealth offers personalized financial planning and 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 manages approximately $1.54 billion in assets and employs a top-down investment process that incorporates global themes and a broad range of investment vehicles.

Karig Stoup is a CFP® with 11 years of industry experience, currently serving at Trinity Strategic Wealth in Tulsa, OK. His prior experience includes roles at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of his advisory work, he is involved with NSM Enterprises, LLC, a property management and building maintenance business. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary 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 utilizes a broad range of securities within a wrap fee program.

Mason Rike is a financial advisor at Gibraltar Capital Management, Inc. with one year of industry experience. He holds the Series 65 designation. His prior experience includes roles at Strategic Financial Partners and the University of Arkansas. 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 a range of services including tax preparation, bookkeeping, and retirement-plan consulting.

Lionel Fuller is a financial advisor with Bridgecreek Financial Group in Tulsa, OK, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Bridgecreek Financial Group in 2026, he worked at HUB Investment Partners, LLC for four years and Bridgecreek Investment Management, LLC for nineteen years. Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning to a select group of clients, including pension plans, trusts, estates, and charitable organizations. The firm manages roughly $650 million across about 42 client relationships and uses tailored investment strategies with an institutional custody platform while acting as a fiduciary on retirement rollovers.

Carter Wright is a financial advisor with Drawbridge Capital in Tulsa, OK, holding Series 65 and Series 63 designations. He has one year of industry experience and has also worked with LPL Financial and Regent Financial Services. Prior to entering the financial industry, he was employed at the Golf Club of Oklahoma for two years. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm offers financial planning and portfolio management using a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies tailored to client objectives.

Valentin Tranier is a Series 65-licensed advisor at Burkholder Wealth Management with one year of industry experience. Prior to joining the firm, he held academic positions at The University of Tulsa and studied at Université Catholique de Lille. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses model portfolios, fundamental analysis, and modern portfolio theory to tailor investment strategies, incorporating Schwab Institutional Intelligent Portfolios for automated rebalancing and tax-loss harvesting.

Connor White is a financial advisor at J M Brown Financial Partners with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. White is also a Licensed Insurance Agent in Oklahoma. J M Brown Financial Partners serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable organizations. The firm offers comprehensive financial planning, retirement-plan advice, and portfolio management, utilizing a fundamental investment approach supplemented by technical and cyclical analysis.

Joseph Hanson is a financial advisor at Burkholder Wealth Management with six years of industry experience. He holds a Series 66 designation and has a background that includes roles at Park Avenue Securities, Guardian Life Insurance Company, and legal practice through his own law firm. Hanson also works as an independent insurance agent specializing in life and disability insurance. 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 and modern portfolio theory combined with Schwab Intelligent Portfolios for automated rebalancing and tax-loss harvesting, managing accounts primarily on a discretionary basis.

Taylor Bennett is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding Series 65 and Series 63 licenses with seven years of industry experience. He previously worked at Tulsa Wealth Advisors, Inc. and held roles with Raymond James Financial Services Advisors and Bank of Oklahoma. Trinity Strategic Wealth offers personalized financial planning and 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 employs a top-down market forecast and applies Modern and Post-Modern Portfolio Theory, utilizing a broad range of investment vehicles and external managers in their portfolio construction.

John Moore is a financial advisor at Trinity Strategic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, INC and Tulsa Wealth Advisors. Outside of his advisory role, he is involved in real estate ownership through Millicon Properties LLC. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm’s investment approach is top-down, utilizing a six-factor market forecast and incorporating both Modern and Post-Modern Portfolio Theory in portfolio construction.