Corneluis Mathews is a financial advisor at UisOneT with eight years of industry experience. He holds a Series 65 designation and has previously worked at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, he provides process improvement consulting through EntityWorks LLC. UisOneT offers fee-based asset management and comprehensive financial planning to individuals, families, businesses, and retirement plans. The firm employs discretionary portfolio management tailored by client-specific investment policies and risk profiles, utilizing a range of investment strategies and external resources.

Michael Freeman is a Series 65-licensed financial advisor with Trilogy Financial Solutions in Oklahoma City, Oklahoma, and has 12 years of industry experience. He is also employed full-time by the Oklahoma Department of Environmental Quality, where he has worked since 1994, and owns Environmental Enforcement Training and Consulting LLC, providing enforcement training to government environmental agencies in the U.S. and Canada. Trilogy Financial Solutions offers investment advice and portfolio management focused on retirement planning, primarily through Individual Retirement Accounts. The firm employs a long-term, buy-and-hold strategy using mutual funds and ETFs, emphasizing diversification across U.S. equities, international equities, and fixed-income securities, with services tailored to clients’ goals and time horizons.

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC, holding a Series 65 designation and 26 years of industry experience. He has worked at Integrated Planning Strategies since 2003 and previously at Plan Group Financial, Inc. From 2003 to 2024, he was a principal member of C & K Class A Services, LLC, a firm transitioning from building management to life and health insurance sales, where he remains active as a licensed life and health insurance agent outside of his advisory work. Integrated Planning Strategies, LLC is a fee-only registered investment adviser serving individual investors and retirement plans with personalized portfolio management. The firm emphasizes individualized planning over preset models, using fundamental, technical, and cyclical analysis, and may employ tactical techniques including option strategies while maintaining a small client base.

Matthew Palumbo is the managing member and sole advisor at Palumbo Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Bob Moore, Inc., Guidance Northwest Insurance, LLC, and Esoteric Wealth Partners LLC. Outside of advisory work, he serves as executive manager of operations at Bob Moore, Inc. and owns Palumbo Holdings, LLC. Palumbo Capital Group, LLC is a state-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation and customized model portfolios, including a sub-advisory relationship with SEI Investment Management.

Jeremy Baldwin is the principal of Baldwin Financial, LLC, an independent firm based in Oklahoma City. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Baldwin Financial, he worked at firms including Brokers Financial and Stockton & Associates. Baldwin is also affiliated with an independent insurance agency he owns. Baldwin Financial serves entrepreneurs, professionals, and legacy builders, focusing on individuals, families, trusts, and retirement accounts. The firm provides personalized investment management and financial planning using a long-term, goals-based approach that integrates fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Dustin Wigington is a financial advisor at Rulicent Investments LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Principal Financial Group. Rulicent Investments LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a rules-driven, long-term investment approach centered on a systematic sector-rotation strategy called Sectorpulse and manages accounts on a discretionary basis.

Randy Schreier is the principal of Schreier Financial, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 17 years of industry experience. He also operates a CPA practice and is a majority owner of an employee benefits and insurance firm. Schreier has managed his financial advisory firm since 2009 and his CPA practice since 2012. Schreier Financial provides financial planning, portfolio management, and pension consulting for individuals, families, small businesses, trusts, and retirement plans. The firm emphasizes long-term strategic asset allocation combining passive and active investment vehicles, and manages client assets on a non-discretionary basis.

Mario Medina Lopez is a financial advisor at The Buffalo Financial Group LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. The Buffalo Financial Group LLC provides ongoing portfolio management and integrated financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $17 million in assets across 26 client relationships, employing a discretionary investment process focused on diversified portfolios aligned with client-specific Investment Policy Statements.

Steven Conkin is a CFP® and ChFC® with 26 years of industry experience. He is the principal advisor at Conkin Financial Group, Inc. and has previously worked at Woodbury Financial Services Inc. and VOYA Financial Advisors. Outside of his advisory role, he serves as president of the Shadow Lake Hills Homeowners Association. Conkin Financial Group, Inc. provides investment management, financial planning, and retirement-plan advisory services to individuals and business-sponsored retirement plans. The firm employs a goals-based, fundamental investing approach that emphasizes diversified asset allocation and serves approximately 134 client relationships with a focus on both discretionary and non-discretionary account management.

Bradley Wallace is a CFA® charterholder with four years of industry experience. He is the sole advisor at Infinity Private Wealth in Oklahoma City, where he has worked since 2025. His prior roles include positions at Stride Bank Wealth Management, JPMorgan Securities LLC, Midfirst Bank, Caption Management LLC, and Morgan Stanley. Infinity Private Wealth provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, trusts, estates, corporations, and other business entities. The firm employs a blend of fundamental, technical, cyclical, and economic analysis, using both long- and short-term strategies and independent third-party managers when appropriate, while typically recommending major institutional custodians for asset custody.

Martin Buchanan is a financial advisor with Buchanan Capital Management, LLC in Oklahoma City, holding a Series 66 designation and 14 years of industry experience. Prior to founding his current firm in 2020, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research from 2014 to 2020. He serves as a board member of the Oklahoma Engineering Foundation and acts as a consultant and ambassador for an energy investment limited partnership. Buchanan Capital Management provides portfolio management and financial planning services to individuals, businesses, and charitable organizations. The firm offers discretionary and non-discretionary management across a range of asset classes and alternative investments, tailoring portfolios using fundamental, technical, top-down, and bottom-up analysis, with regular reviews and rebalancing.

James Oplotnik is a CFP® professional with 40 years of experience in the financial services industry. He is the owner and president of Access Advisory Group LLC, an independent firm he has led since 2008. Mr. Oplotnik also has extensive experience in insurance, holding a life and health insurance license since 1985. Access Advisory Group LLC provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers pension consulting, 401(k) education, and access to third-party money managers, with a focus on non-discretionary portfolio management using traditional instruments alongside selected alternatives.

Matthew Spangler is a financial advisor with Signal Research Group LLC, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Signal Research Group since 2013 and has held roles at Signal Financial Management, Signal Market Research, and Blue Banner Group. Outside of his advisory work, he is a minority owner of Blue Banner Group and has operated a research newsletter through Signal Market Research. Signal Research Group provides discretionary investment advice and portfolio management to individuals, other advisers, businesses, and retirement plans. The firm employs a long-term investment approach that incorporates technical and charting analysis, active management, and a mix of mutual funds, ETFs, stocks, and bonds, alongside a subscription signal-provider service for other advisers.

Montgomery Sweeney is the principal of Sweeney Asset Management, LLC, an independent firm based in Oklahoma City, OK. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including over two decades leading his own advisory firm since 2005. Sweeney Asset Management provides discretionary investment supervisory services and retirement-plan consulting for individuals, high-net-worth clients, and retirement plans. The firm employs fundamental analysis with a combination of longer- and shorter-term holdings and maintains a concentrated client base to offer individualized portfolio management and participant education.

Wesley Cox is a financial advisor at Winston Solidus with a Series 65 credential and industry experience beginning in 2026. His prior work includes roles at Friendly Market and Aldridge Teasdale Law. Winston Solidus Wealth, LLC is an independent investment adviser serving individuals, families, young professionals, retirees, and small- to mid-sized businesses. The firm offers portfolio management, crypto ETF sleeves, business crypto treasury management, and trust investment management, emphasizing a long-term, diversified approach with both fundamental and technical analysis.

James Holdge is a financial advisor at Belle Isle Advisors with a Series 65 designation and one year of industry experience. Prior to founding Belle Isle Advisors and Belle Isle Capital, he worked at Echo Investment Capital and held positions in public service at Service Oklahoma and the Office of Management and Enterprise Services. He is also involved with Holdge Royalty, LLC. Belle Isle Advisors is an independent, state-registered investment adviser serving individuals, families, trusts, pension plans, corporations, nonprofits, and pooled investment vehicles. The firm employs customized model portfolio frameworks, fundamental analysis, and qualitative risk assessment, offering both discretionary portfolio management and non-investment consulting services, including sponsor advisory work for pooled vehicles and institutional clients.

Deborah Grothe Rodgers is a financial advisor at Lodestar Asset Management LLC in Moore, Oklahoma, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merit Advisors, Inc., Oak Hills Securities, Inc., and Lodestar Asset Management. Outside of her advisory role, she is president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm focuses on fee-based portfolio management with an emphasis on fundamental analysis, dividend-paying equities, and tailored fixed income, primarily operating on a non-discretionary basis.

Tracy Stagner is a financial advisor at Stagner Financial Advisory with 8 years of industry experience. She holds Series 63 and Series 65 licenses and is also a Certified Public Accountant, spending approximately half of her professional time providing accounting services. Her prior experience includes working at Navico, Inc. and managing her own accounting practice. Stagner Financial Advisory Group manages approximately $52.7 million primarily for individuals and high-net-worth clients, offering discretionary asset management, retirement plan advisory services, and personalized investment programs based on fundamental, technical, and cyclical analysis.

Bobby Hinkle is a financial advisor at Main Street Investment Management in Edmond, OK, holding a Series 66 credential with 15 years of industry experience. His prior work includes roles at Elite Investment Team, LLC and several affiliated Main Street entities focused on insurance, tax referral, loan origination, and business consulting. Outside of finance, he is involved in music composition and performance as a drummer with Psymbience. Main Street Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of fundamental and technical analysis with an emphasis on risk management and maintains affiliations with several related businesses including insurance, tax referral, and charitable planning.

Charles Burkes is a financial advisor with DBM Advisors, LLC in Oklahoma City, holding a Series 66 credential and 17 years of industry experience. He has worked previously at Securities America Advisors and Securities America Inc. Outside of his advisory work, he is involved in real estate through a managing partner role in which he buys, improves, and sells or rents properties. DBM Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates business consulting and capital-readiness services into its investment management, employing a range of strategies with a documented client-first approach.