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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.