John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Crystal Jeske is a financial advisor at Redemptive Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has held roles at ExxonMobil and various community organizations. Jeske has also been involved with nonprofit and family-focused ventures outside of her advisory work. Redemptive Wealth Management LLC is a fee-only investment adviser serving individuals, high-net-worth clients, and businesses with financial planning, family wealth coordination, and discretionary investment management. The firm uses a model-based, index-oriented approach primarily implemented with low-cost ETFs and offers pooled-vehicle, institutional management, and public educational programs.

John Hudson is the sole advisor at Hudson & Associates Wealth Management LLC in Tulsa, OK. He holds the ChFC® designation and Series 63 and 65 licenses, with 31 years of industry experience. Prior to founding his independent firm in 2026, he spent over three decades with New York Life and its affiliate Nylife Securities Inc. Outside of advisory work, Hudson is involved in various business ventures including manufacturing pipeline closures and aviation-related LLCs. Hudson & Associates Wealth Management provides discretionary and non-discretionary portfolio management, retirement-plan advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and qualified retirement plans. The firm emphasizes fundamental analysis with a long-term orientation and uses third-party platforms for portfolio construction, reporting, and access to external managers, including sponsoring a wrap fee program and offering fixed-fee billing options.

Shanda Sullivan is a CFP® professional with 13 years of industry experience, currently operating Aspen Wealth Planners LLC in Broken Arrow, OK. She has been with her firm since its founding in 2012. Aspen Wealth Planners is a fee-only financial planning firm serving individual and high-net-worth clients. The firm offers comprehensive financial planning and non-discretionary portfolio management, tailoring investments to clients’ tax situations, risk tolerance, and goals.

Christopher Cone is a financial advisor and the principal at CONE Wealth Management in Tulsa, OK, holding CFP® and Series 66 designations with 17 years of industry experience. He has held roles at Woodbury Financial Services, OK Medicare Plans, and Financial Builders, LLC. Cone also manages Oklahoma Senior Planning Solutions, LLC, where he serves as a licensed insurance agent focusing on Medicare-related products. CONE Wealth Management is a solo advisory firm providing discretionary and non-discretionary portfolio management, fixed-fee financial planning, and consulting to individuals and plan sponsors, typically working with accounts of $100,000 or more. The firm emphasizes asset allocation and security analysis, employs sub-advisors as needed, and offers specialized ERISA plan services as a limited-scope 3(21) fiduciary.

Harvey Little is a financial advisor at Regent Wealth Management, Inc. in Tulsa, OK, with 25 years of industry experience. He holds a Series 65 designation and has been with Regent Wealth Management since 2009. In addition to his advisory role, he is a shareholder and full-time employee at Bryan & Little CPA's P.C., a certified public accounting firm he has been involved with since 1976. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning services coordinated with clients’ other professional advisors.

Joshua Hanes is a financial advisor at Tines Capital, LLC in Broken Arrow, OK, holding a Series 65 credential with five years of industry experience. His prior work includes roles at Moore Holdings, Embark, Grant Thornton, and Oral Roberts University. Tines Capital, LLC is a boutique Oklahoma-registered adviser serving individual and high-net-worth clients as well as small businesses. The firm provides discretionary portfolio management and standalone financial planning, employing a blend of algorithmic models and discretionary strategies across multiple portfolio approaches.

Don Hardcastle is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Coachwise Financial Solutions, Inc. since 2004. The firm provides investment management and consultative services to individual and high-net-worth clients, managing discretionary portfolios across stocks, bonds, mutual funds, and ETFs. CoachWise employs a core-and-satellite approach with a focus on technical analysis and seeks to outperform the S&P 500 on a risk-adjusted basis.

Thad Kent is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 designation and 25 years of industry experience. He has been with Regent Wealth Management since 2009 and also maintains a long-term role at Bryan and Little CPA's PC, a certified public accounting firm. Regent Wealth Management provides discretionary investment management and advisory services to a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, and various institutional clients. The firm employs a wide range of investment strategies and offers retirement, estate, and tax planning assistance, coordinating with clients’ other professional advisors.

Kelly Payne is a financial advisor at Step By Step Financial, LLC in Tulsa, OK, holding a Series 65 credential. She has one year of industry experience and previously spent nine years as a homemaker. Step By Step Financial serves individual clients and households, especially those in or nearing retirement, by offering integrated financial planning, investment management, and coordinated tax planning services. The firm emphasizes long-term diversification and cost management using low-cost mutual funds, ETFs, and high-quality bonds, with most accounts managed on a discretionary basis and reviewed biannually.

William Stitt is a financial advisor at Regent Wealth Management, Inc. in Tulsa, Oklahoma, with 26 years of industry experience. He has been with Regent Wealth Management since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he operates a small insurance sales business. Regent Wealth Management provides discretionary investment management and related advisory services to a diverse client base, including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $69.5 million in assets and is notable for serving several institutional and non-typical client types while offering a broad range of investment strategies and complimentary retirement, estate, and tax planning services.

Randall Cloud is a financial advisor at R.J. Cloud Advisors & Company with 25 years of industry experience. He holds a Series 65 designation and previously worked at The Legacy Financial Group, Inc. He also owns a CPA firm focused on income tax preparation. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, offering family office services and retirement plan consulting. The firm employs a long-term, factor-based investment approach using mutual funds and ETFs, and integrates affiliated professional services for tax, accounting, and legal support.

Donnie Davis is a financial advisor at CoachWise Financial Solutions, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with CoachWise since 2004. Outside of his advisory role, Davis works part-time as an LPC-C providing counseling and psychotherapy services. CoachWise Financial Solutions offers discretionary investment management and consultative services to individual and high-net-worth clients, managing over $39 million in discretionary assets across multiple portfolio programs. The firm employs a core-and-satellite investment approach using charting, fundamental, technical, and cyclical analysis, aiming to outperform the S&P 500 on a risk-adjusted basis.

At Step By Step Financial, we support busy families with comprehensive financial services tailored to their unique needs. We understand the challenges of balancing work, school, family, and household responsibilities and use our firsthand experience to guide you effectively. Financial Planning: We offer personalized financial planning to help you achieve clarity and stability. We aim to create a roadmap that aligns with your family's objectives, whether managing debt, planning for education, or preparing for retirement, providing a clear path for a secure future. Tax Planning and Preparation: Navigating tax complexities can be overwhelming. Our expert tax planning and preparation services optimize your financial situation, reduce liabilities, and ensure compliance. We strive to make tax season less stressful and more efficient so you can focus on what matters most. Investment Advice and Implementation: Making informed investment decisions is crucial for your family's growth. We offer strategic advice and implementation focused on your long-term goals. Whether saving for retirement, investing in your child's future, or planning major life events, we help you build and preserve wealth effectively. We believe in a collaborative approach where your input and needs are central to our strategies. By partnering with us, you'll receive the support and guidance needed to make sound financial decisions, allowing you to concentrate on what truly matters—your family. About Kevin Jacobs, CFP® Kevin Jacobs, CFP®, leads Step By Step Financial with a deep understanding of the demands faced by busy families. His insights and practical advice come from his experiences balancing professional and personal responsibilities. Kevin is committed to a personalized approach. He takes time to understand each family's unique situation and goals and ensures strategies are tailored to their needs. His expertise spans financial planning, tax optimization, and investment management, making him a valuable partner in securing your financial future. Kevin is also actively involved in his community, reflecting his dedication to service and support. His approach extends beyond managing finances; it's about building lasting relationships with clients and guiding them with care and expertise at every step. More than just planners, we are your partners in crafting a secure and intentional future. At Step By Step Financial, we'll navigate your financial journey together.

Mark Springer is a financial advisor with Regent Wealth Management, Inc. in Tulsa, OK, holding a Series 65 credential and 26 years of industry experience. He has been with Regent Wealth Management since 2009 and also owns M. Springer & Company, PC, a CPA firm where he devotes a significant portion of his time. Regent Wealth Management provides discretionary investment management and advisory services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $69.5 million in client assets. The firm serves a diverse client base, including several institutional and non-typical clients, and offers a range of investment strategies from long-term buy-and-hold to active trading.

Douglas Scott is a financial advisor at R.J. Cloud Advisors & Company with 16 years of industry experience. He holds a Series 65 designation and has worked at Legacy Financial Group and R.J. Cloud Advisors & Company since 2014. R.J. Cloud Advisors & Company provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and nonprofit organizations, including family office services and retirement plan consulting. The firm employs a long-term, factor-based investment approach using mutual funds and ETFs, with a focus on strategic asset allocation and risk management.

Bret Travis is a financial advisor at Melia Wealth LLC in Tulsa, OK, with 14 years of industry experience. He holds the Series 66 designation and has worked at Melia Wealth LLC since 2016, along with roles at ATFS LLC and MAG Tax. Outside of advisory work, he is a tax preparer at Twice the Returns, LLC. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on client goals and risk tolerances, employing various research methods and conducting regular account reviews.

Rebecca Benanzer is a financial advisor at Melia Wealth LLC in Tulsa, OK, with eight years of industry experience. She holds a Series 65 designation and has been with Melia Wealth LLC since 2017, having previously worked at Melia Advisory Group since 2009, where she also serves as Chief Operations Officer. Melia Wealth provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular portfolio reviews and employing a combination of fundamental, technical, and cyclical analysis.

Gregory Melia is a financial advisor at Melia Wealth LLC in Tulsa, Oklahoma, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MAG Tax for eight years. Outside of his advisory role, he serves as president and insurance agent at G.S. Melia & Company, where he spends about 10% of his time on insurance product sales and services. Melia Wealth LLC provides discretionary asset and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerances, employing fundamental, technical, and cyclical analysis, and conducts regular account reviews.

Madison Lynch is a financial advisor at Melia Wealth LLC with a Series 65 designation and four years of industry experience. She has worked at Melia Wealth since 2018 and operates as a sole proprietor. Outside of finance, she is a dance instructor and choreographer at Turning Pointe Dance of Tulsa. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular account reviews and employing fundamental, technical, and cyclical analysis.