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.

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, 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.

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.

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 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.

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.

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.

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.

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.

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.