Corneluis Mathews is a financial advisor at UisOneT, an independent registered investment adviser based in Moore, Oklahoma. He holds a Series 65 designation and has eight years of industry experience, including roles at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, Mathews is involved with EntityWorks LLC, where he works as a process improvement specialist on contracts unrelated to investment management. UisOneT provides discretionary asset management and comprehensive financial planning services to individuals, families, and certain business or retirement-plan clients. The firm offers tailored portfolio management supported by written Investment Policy Statements, employing a mix of fundamental, technical, and quantitative analysis, and provides educational seminars alongside its advisory services.

Jerry Carmody is the sole advisor at SAGE Portfolio Management LLC in Norman, Oklahoma, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has led SAGE Portfolio Management LLC since 2014 and has prior experience as an insurance agent since 1998. Outside of his advisory work, Carmody volunteers as a career coach with the Carmody Group. SAGE Portfolio Management LLC provides investment management and integrated family financial planning primarily for individual and high-net-worth clients. The firm emphasizes a financial-planning review to guide asset allocation and manager selection, operates mainly on a non-discretionary basis, and may recommend independent money managers to implement client portfolios.

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.

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 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.

Daniel Parcel is a financial advisor at Cc Investment Advisors, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Cc Investment Advisors since 1999. Cc Investment Advisors provides discretionary asset management to individual investors and charitable organizations, employing diversified strategies including managed asset allocation, fixed income, and equity programs with the use of covered-call option writing and other listed options in separate accounts. The firm maintains a relatively small client base with a focus on non-high-net-worth individuals.

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.

Tracy Mccary is the sole advisor at TRAC Wealth Management, Inc, an independent firm based in Norman, Oklahoma. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to his current role, he led Trac Advisor Group, Inc. for ten years. Outside of advising, he is involved in the sale of rare coins and precious metals. TRAC Wealth Management primarily serves individual investors along with high-net-worth clients, employer-sponsored retirement plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a range of analytical and tactical investment techniques and occasionally partnering with sub-advisors for targeted strategies.

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.

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.

Raymond Rennie is the sole advisor at Pismo Pacific Financial Services, LLC, an independent firm based in Norman, Oklahoma. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Pismo Pacific Financial Services since 2012. Pismo Pacific Financial Services is a fee-only investment adviser serving individuals, trusts, estates, small businesses, charitable organizations, and qualified retirement plans. The firm provides discretionary investment management and financial planning, using fundamental, technical, and cyclical analysis to tailor portfolios, and is notable for its ERISA practice, including pension and profit-sharing plan services.

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.

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 with Lodestar Asset Management LLC in Moore, Oklahoma, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has previously worked at Merit Advisors, Inc., Oak Hills Securities, Inc., Next Financial Group, Inc., and Geary Securities, Inc. In addition to her advisory role, she serves as president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management LLC is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment outlook, focusing on dividend-paying equities and fixed-income securities tailored to client objectives. Its primarily non-discretionary model involves making recommendations that clients approve before execution, and it offers hourly advisory reviews for comprehensive portfolio and 401(k) analyses.

Billy Cowan is the sole advisor at Cowan Financial Services, LLC in Norman, Oklahoma, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been operating his independent advisory firm since 2006. In addition to his advisory work, he is licensed as an independent insurance agent and dedicates a small portion of his time to insurance activities. Cowan Financial Services provides personalized investment management to individual clients and advisory services to small-business retirement plans and select corporate entities. The firm’s investment approach combines charting, fundamental, and cyclical analysis, utilizing a range of securities and strategies including options and margin, tailored to client objectives and risk tolerance.

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.

Christi Powell is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Perissos Private Wealth Management since 2023 and previously spent 16 years with Falcon Financial of Oklahoma, LLC. Perissos Private Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and portfolio consulting to individuals and families, including high-net-worth clients. The firm also serves other advisers through sub-advisory arrangements and employs a range of strategies including customized and model portfolios, options, margin, and tax-coordinated private fund due diligence.

Angela O'Keefe is a financial advisor with A-Team Financial Investments in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Estate Planning Designs, Info Access, Inc., Purshe Kaplan Sterling Investments, and Access Financial Group, Inc. Ms. O'Keefe is also a licensed insurance agent authorized to sell life, long-term care, health insurance, and fixed annuities. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profits, offering fee-based discretionary portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term strategies across various instruments, and it provides retirement account advice under a fiduciary standard.