David Ortiz, first and foremost, takes pride in his role as a loving husband to Kailey and a devoted father to Josie, Tobias, Millie, and Pennie. He's not only deeply connected to his family but also actively engaged within the vibrant Norman community, where he's committed to contributing to the flourishing landscape of Oklahoma. Most importantly, he is dedicated to a life following Jesus Christ and is currently a member with Antioch Community Church in Norman, OK. David is a CERTIFIED FINANCIAL PLANNER ®(CFP), Certified Exit Planning Advisor ®(CEPA), and IRS Enrolled Agent (EA). David is founder of the Oklahoma Exit Planning Society and is currently President of the organization. He is also a board member on the Central Oklahoma Financial Planning Association and an active member of the Oklahoma Estate Planning Council and Oklahoma Municipal Contractors Association. David's professional journey commenced in the oil and gas sector as a Petroleum Engineer, where he gained invaluable insights and expertise. However, his unwavering passion for Wealth Management led him to pivot his career towards financial services, a transition that found him at Arvest Bank. With a commitment to delivering nothing short of excellence and an acute understanding of the diverse needs of families, David provided exceptional financial services for several years. This dedicated period equipped him with a comprehensive understanding of the intricacies of wealth management. Upon realization of the need for Succession and Exit planning for business owners, David started his own firm to provide a boutique approach to these problems. After some time, David joined Legacy and Succession to continue to help business owners solve complex problems in their business and in their personal wealth. David leads efforts on the Succession Planning, Tax Strategy, and Multi Family Office wealth management services at Legacy and Succession. David's overarching focus is to help business owners grow to give and save to serve.

Dirk is a dedicated Wealth Advisor with a passion for empowering individuals and families work towards achieving their financial goals through a thoughtful, values- and goals-based planning approach—anchored in an evidence-based investing philosophy. Originally from South Africa, Dirk’s international background allows him to appreciate the wide range of beliefs, attitudes, and behaviors that influence financial decision-making. This global perspective enables him to craft personalized strategies that align closely with each client’s unique values and life vision. Dirk earned his degree in Accounting from the University of Stellenbosch, a leading institution in South Africa. He is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the Financial Planning Association (FPA). Residing in Oklahoma, Dirk, his beloved wife Randee, and their son, Abraham find their haven amidst the tranquil beauty of nature. Amidst his professional dedication, Dirk finds solace in nurturing his passions for golf, scuba diving, fly fishing, and the thrill of exploring new destinations.

Corey Kenedy is a Series 66-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Entrust Parable Capital, LLC since 2014. Entrust Parable Capital is an independent registered investment adviser that offers discretionary and non-discretionary investment management along with comprehensive wealth management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, individual securities, privately placed investments, and options.

Larry Bradley is the sole advisor at Valendo Private Asset Management, Inc., an independent firm he has led since 2005. He holds a Series 65 designation and has 21 years of industry experience. Prior to founding Valendo, his background includes a professional career outside finance. Valendo Private Asset Management provides discretionary portfolio management primarily to individual investors and retirement accounts, managing approximately $38 million. The firm employs a concentrated, fundamentally driven value-investing strategy, targeting securities trading at significant discounts to intrinsic value and utilizing a range of instruments including options and futures when appropriate.

Jordan Spencer is a CFP® professional with six years of industry experience, currently serving as the sole advisor at VOX Financial Planning. He has previously worked with Mass Mutual Investors Services and MassMutual Life Insurance Company and is employed by Magellan Federal as a Financial Counselor providing financial education to National Guard members. During tax season, he also assists in preparing tax returns. VOX Financial Planning offers fee-only financial planning and investment management services to individuals and families, focusing on passive investment strategies such as ETFs and no-load mutual funds. The firm charges fixed annual and review fees rather than a percentage of assets and delegates investment management to a third-party Sub-Advisor while maintaining client oversight.

Rustin Cavel is a financial advisor at Render Financial, LLC in Edmond, OK, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Coast Finance, Inc. and several companies across finance and technology sectors. Render Financial serves individual investors, high-net-worth individuals, families, retirees, and small businesses with personalized financial planning, portfolio management, and discretionary wealth management. The firm also provides non-advisory tax preparation, bookkeeping, and business consulting services, focusing on digital content creators and service-based digital entrepreneurs with a largely passive, strategic investment approach.

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.

Devin Hughes is a financial advisor at Hughes Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been involved in the education sector since 2003. Hughes Capital Management is an independent, state-registered advisory firm based in Edmond, Oklahoma, providing discretionary portfolio management primarily for individual clients and related account types. The firm employs a combination of fundamental and quantitative analysis to manage portfolios across various instruments, tailoring allocations to client objectives and risk tolerance.

Harry Winston is a Certified Financial Planner® with 29 years of experience in the financial industry. He has worked at Winston & Company, Inc. since 1993 and previously spent 11 years at Cable Research Lab, Inc. He is based in Edmond, Oklahoma. Winston & Company, Inc. serves individual investors, including high-net-worth clients, as well as trusts and estates through discretionary portfolio management and integrated financial planning. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis, with an emphasis on asset allocation and fixed-income strategies.

Dustin Rippetoe is the sole advisor at Dustin Rippetoe LLC, an independent firm based in Edmond, OK. He holds a Series 65 designation and has been working in the financial services industry since 2025. Prior to founding his firm, he held roles in various businesses including Promethean.life and Spectrum Labs. Dustin Rippetoe LLC provides discretionary asset management using third-party money managers and the AdvisorEngine Portfolio Solutions platform. The firm also offers financial planning, consulting, and ERISA plan services to sponsors, business owners, and corporate clients, focusing on monitoring model portfolios and providing limited-scope fiduciary services for retirement plans.

David Evans is a CFP® and holds a Series 63 license with 27 years of industry experience. He has been with Comprehensive Financial Planning, Inc. in Oklahoma City since 1988. Comprehensive Financial Planning, Inc. offers comprehensive financial planning and investment supervisory services to individuals, trusts, estates, foundations, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $176 million across 328 portfolio accounts for about 100 clients, focusing on capital preservation with allocations typically in exchange-traded equities, high-quality fixed income, and cash equivalents, and maintains a practice of obtaining client approval prior to executing trades.

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.

Skylar Anderson is a CFP® and holds a Series 65 license with three years of industry experience. Currently the sole advisor at Flatlands Wealth LLC in Oklahoma City, Anderson previously worked at Foundations Investment Advisors, Aegis Wealth Management, and Cornerstone Capital Management. Outside of advisory work, Anderson operates an affiliated insurance business focused on retirement planning and insurance products. Flatlands Wealth LLC serves individual clients, including retail and high-net-worth households, providing discretionary asset management and comprehensive financial planning. The firm tailors portfolios to client goals using a mix of fundamental, technical, and Monte Carlo analysis, employing both platform models and third-party managers through a custodial model marketplace.

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.

Alyssa Kaiser is a financial advisor at WTO Advisors, LLC in Edmond, Oklahoma, holding a Series 65 designation with nine years of industry experience. She previously worked at Retirement Investment Advisors, Inc. for ten years before joining WTO Advisors in 2021. WTO Advisors, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, overseeing approximately $82 million across about 67 accounts. The firm employs modern portfolio theory and a long-term trading approach, offering customized investment plans and a subscription newsletter with specific timing and buy/sell recommendations.

Micah Ogden is a financial advisor at Blessed Financial Investments, LLC in Edmond, Oklahoma, with three years of industry experience. He holds a Series 65 designation and is also the managing member of Manna Minerals, LLC, an energy company involved in leasing and selling mineral rights and earning royalties from oil and gas. Blessed Financial Investments, LLC offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a tailored, discretionary investment approach combining various analytical methods and integrates a Biblically framed educational seminar series into its client offerings.

Terrence Morgan is a financial advisor with OK401K, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Ok401K since 2003 and was previously with United Planners Financial Services. Morgan also operates an independent insurance business focused on fixed insurance sales and service. OK401K, Inc. provides investment advisory services to individuals, corporations, and retirement plans, managing approximately $53.3 million across about 128 clients. The firm uses documented Investment Policy Statements, modern portfolio theory, and Riskalyze risk profiling to guide investment strategies, with a focus on pension consulting and managing workplace retirement plan assets.

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.