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.

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.

Rustin Cavel is a financial advisor at Render Financial, LLC in Edmond, Oklahoma, holding a Series 65 credential. He has one year of industry experience and previously worked at Coast Finance, Inc. and Gala Games, among other firms. Render Financial offers financial planning, discretionary wealth management, and customized advisory projects to individuals, small businesses, and high-net-worth clients. The firm uses a strategic, primarily passive investment approach tailored to client objectives and risk tolerance, providing wealth management on a discretionary basis with semi-annual reviews.

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 in Oklahoma City, holding a Series 65 credential and 26 years of industry experience. He has been with Integrated Planning Strategies since 2003 and also serves as a principal member of C & K Class A Services, LLC, a company transitioning from building management to life and health insurance sales. Matteson is a licensed life and health insurance agent. Integrated Planning Strategies, LLC is an independent, fee-only registered investment adviser providing personalized portfolio management and retirement plan advisory services. The firm emphasizes individualized planning with documented investment policies and employs a range of strategies including fundamental, technical, and cyclical analysis, as well as option techniques, 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.

My name is Josh Morris, and I began my career in Dallas as a CPA at Ernst & Young, one of the Big4 accounting firms, where I primarily served high net worth individuals and their closely help businesses. It was a great learning environment, but I knew that I never wanted to become a tax partner and wanted to move into the personal financial planning and wealth management space. Throughout my career, I've seen every level of the wealth management spectrum. I've been an advisor at multi-family and single family office, serving the wealthiest clients with net worths exceeding $1 billion and a small boutique RIA serving approximately 60 clients, who varied from those just starting out to business owners, professionals, and physicians that valued the advice that we could provide when financial decisions arose. Finally, I joined a fintech startup wanting to democratize financial planning, and I saw the challenges that can come with growth at scale without adequately setting up the operations to effectively serve them in a way that they want. All of this experience and my desire to help meet clients where they are and serve them how they prefer to work with an advisor led me to create Ideal Financial Planning. Rather than trying to please the board, increase business valuations, or standardize planning to eek out more efficiency, I want to provide bespoke planning recommendation based on each client's situation to help them reach their ideal life, while not limiting services to a single wealth management offering based on how much money you have. I believe that clients do not have to be clients for life; if I can help someone get on the right track and they feel confident to manage it themselves afterward, that is great and a project or hourly approach might be more appropriate. For others, they may feel comfortable managing their investments for now and would rather like planning advice and an ongoing relationship when those financial decisions emerge, with pricing based on complexity. Finally, I offer holistic wealth management (planning plus investment management), with separate fees for each service to accurately reflect the value and complexity for those services. I grew up in Mustang, OK and attended Oklahoma Christian University majoring in accounting before starting my career in Dallas. I am married to my high school sweetheart, and we have two elementary age children and a 3-year old rescue dog. We moved back to Mustang, OK in 2022 and love it here!

Jeremy Baldwin is the principal advisor at Baldwin Financial, LLC in Oklahoma City, holding Series 63 and Series 65 licenses with 15 years of industry experience. His career includes roles at multiple firms such as Stockton & Associates and Brokers Financial. He 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 employs a long-term, goals-based investment approach using a combination of fundamental, technical, and macroeconomic analysis to create diversified portfolios, and provides both discretionary and non-discretionary asset management alongside financial planning supported by AI-assisted tools.

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.

Daniel Parcel is a financial advisor with CC Investment Advisors, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with CC Investment Advisors since 1999. CC Investment Advisors, Inc. provides discretionary asset management and ongoing portfolio management primarily to individual clients and charitable organizations. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, and offers programs that include managed asset allocation, fixed income strategies, and equity management with option-writing and derivatives strategies.

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.

Joshua Walcher is a financial advisor at Axion Capital Markets, LLC in Oklahoma City, holding Series 63 and Series 65 licenses. He has 17 years of industry experience working with The Walcher Group, LLC, and has been with Axion Capital Markets since 2025. Axion Capital Markets provides discretionary portfolio management, investment advice, financial planning, consultation, and investor education to individuals, families, high net worth clients, and businesses or trusts. The firm uses a combination of fundamental and technical analysis, quantitative screens, and asset allocation strategies, including options for hedging and risk management, supported by custom-developed investment analysis systems.

Scotty Dean is a financial advisor at Dean Davis Wealth LLC in Edmond, Oklahoma, with 23 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at LPL Financial LLC and Phillips Capital Advisors, Inc. Outside of his advisory role, he is involved with CDSD Group, LLC, a real estate rental business. Dean Davis Wealth LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm offers fiduciary services for qualified retirement plans and manages portfolios using proprietary screening tools and a combination of analytical methods, including Monte Carlo planning and multiple investment strategies.