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 at Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Plan Group since 2017 and has additional experience with firms including Saxony Securities, Bw Group, LLC, and Waddell & Reed, Inc. Outside of advisory work, he is involved with Big D Sports, LLC and Progressive Home Solutions, LLC, a rental property management business. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, providing discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a range of investment vehicles including third-party managers, ETFs, mutual funds, and separately managed accounts.

Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC, holding a Series 65 credential and 13 years of industry experience. He has worked at multiple firms, including OnPointe Advisory and Financial Services, Munnerlyn Insurance and Investments, Well Preserved Advisory Group, and Eunice Khoury Insurance. Outside of advisory work, he is involved in insurance sales focusing on life, health, long-term care, and annuity products, along with long-term care and Medicare planning. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and third-party platforms to tailor advice and portfolio management according to each client’s goals and risk tolerance.

James Billingsley is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has worked at Plan Group Financial since 2018 and previously operated Billingsley Financial Group and as a sole proprietor since 1989. Billingsley serves on the business advisory council at Oklahoma Christian University and is involved with the Quail Creek golf and country club committee. Plan Group Financial, Inc. provides investment management, financial planning, and consultation services to individuals, trusts, estates, and businesses, including retirement plan and family office consulting. The firm manages diversified model portfolios using a combination of ETFs, mutual funds, individual securities, and alternative investments, and reported approximately $1.7 billion in assets under advisement as of December 31, 2025.

Spencer Aufenthie is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Wells Fargo Bank and Jackson Hewitt. Plan Group Financial, Inc. serves individuals, trusts, estates, and businesses with investment management, financial planning, retirement plan consulting, and family office consulting. The firm manages approximately $690 million in regulatory assets and employs diversified model portfolios using mean-variance optimization combined with fundamental and technical analysis.

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.

Robert Woody is a financial advisor with Access Financial Resources Inc. in Oklahoma City, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience, having been with Access Financial Resources and his own practice since 2001. Outside of his advisory role, he is also a proprietor and insurance agent in Guthrie, Oklahoma. 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 using core-and-satellite allocations primarily involving mutual funds and ETFs, and it offers retirement plan design and administration.

Matthew Schultz is a financial advisor with Plan Group Financial, INC. in Oklahoma City, OK, holding a Series 66 license and bringing 12 years of industry experience. His career includes roles at Princor Financial Services Corporation, Principal Life Insurance Company, Saxony Securities Inc, and Private Client Services. Outside of advising, he serves on the board and finance committees for the Stuhr Museum Foundation and the Academy of Classical Christian Studies. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, providing discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios with a mix of fundamental and technical analysis and uses third-party managers and various investment vehicles to meet client needs.

Srikant Jonnada is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His background includes roles at New York Life Insurance Company, Eagle Strategies, and operating his own firms Sri Financial, LLC and Journey Financial Strategies. He serves on the Oklahoma City Employee's Pension Board, where he participates in oversight of pension matters. Plan Group Financial, Inc. provides investment management, financial planning, and consultation services to individuals, trusts, estates, and businesses, with a specialized Family Office Consulting service. The firm manages diversified model portfolios using mean-variance optimization and fundamental and technical analysis, overseeing approximately $1.7 billion in assets under advisement as of December 2025.

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.

Samuel Munhollon is a financial advisor with Total Wealth Planning and Management, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. His prior experience includes roles at Hilltop Securities, Inc. and Cabot Lodge Securities LLC. Outside of his advisory work, Munhollon is active in wildlife conservation and community organizations, serving on the board of the Oklahoma Station Chapter Safari Club International and participating in the Oklahoma Wildlife Management Association and the Lt. Governor's Invitational Turkey Hunt Committee. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory delivery platforms.

Barry Logan is a CFP® professional with 23 years of industry experience. He has worked at HoganTaylor Wealth since 2017 and previously spent 15 years at Asset Management Solutions LLC dba Asset Planning Solutions. He holds Series 63 and Series 65 licenses. 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 manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options contracts.

Lane Swisher is a CFP® with 33 years of industry experience, currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has been with LaSalle St. Securities since 2014. Swisher serves as co-trustee on family trusts related to his siblings and has involvement in managing family health insurance through Sheffield Waveland LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, holding Series 65 and Series 66 licenses with six years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with WELLS FARGO Advisors, LLC. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, and various institutions. The firm uses a tailored, holistic approach supported by an internal Investment Committee and provides both discretionary and non-discretionary portfolio management along with specialized private fund management and consolidated reporting services.

Celestine Njoku is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, she worked at Innovation Partners, LLC and Client One Securities, LLC. She serves as the financial secretary for the South Region of the African Christian Fellowship and is involved in co-owning a small business providing accounting and consulting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of consulting and insurance-related services.

Boon Ser Tan is a financial advisor with RedHawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at RedHawk since 2018 and previously spent three years at Larsen Financial Corp. In addition to his advisory role, Tan operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies, offering investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services. The firm employs a documented due-diligence process and risk management tools, including a tactical Risk-Guard allocation model, to guide investment decisions.

Jacob Gibson is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Energy Transfer Partners and High Plains Lease Care. Outside of his advisory role, he is the owner of DOS Okies LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and access to third-party money managers.

Craig Blake is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Level Four Financial and Level Four Advisor Services since 2013 and previously at LPL Financial. Blake is also a partner at Blake & Blake CPAs PC, providing tax and accounting services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and multiple custodians to support its client-focused investment approach.

Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.