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.

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.

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.

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.

Emilee Tarver is a financial advisor at D.M. Wealth Management, Inc. in Norman, OK, holding a Series 65 credential with one year of industry experience. Prior to joining D.M. Wealth Management, she worked at several firms including White Hawk Engineering and Design and First American. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, and charitable organizations, managing approximately $49.9 million across three advisors. The firm offers customized discretionary portfolio management and financial planning, employing a variety of investment strategies and conducting educational seminars and workshops for public and professional audiences.

Bryce Buwick is a financial advisor at Buwick Group Wealth Management, LLC in Norman, Oklahoma. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining the advisory business, he worked in the fitness industry. In addition to his advisory role, he is involved in an affiliated insurance agency as a licensed selling agent. Buwick Group Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that integrates multiple analytical methods and uses third-party research and trading support to manage customized and pre-designed portfolios.

Margaret Doviak is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with D.M. Wealth Management, Inc. since 2003 and has served as an instructor at the College for Financial Planning since 2006. Outside of her financial advisory work, she edits scientific manuscripts for NOAA. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, managing approximately $49.9 million. The firm offers discretionary portfolio management and financial planning with a customized investment approach that includes fundamental, technical, quantitative, and cyclical analysis, and is notable for its educational seminars and public newsletters.

Gregory Buwick is a financial advisor with Buwick Group Wealth Management, LLC in Norman, OK, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Buwick Group Wealth Management since 2019 and has concurrently held roles at Leigh Baldwin & Co., LLC since 2014 and Buwick Benefits since 2012. Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that combines fundamental, technical, cyclical, and charting analysis to build customized or pre-designed portfolios across multiple sectors and asset classes.

Daniel Mitchell is a financial advisor at D.M. Wealth Management, Inc. in Norman, Oklahoma, with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at his current firm since 2018, following eight years at Investment Counseling Services. In addition to his advisory work, Mitchell serves as a teacher with Noble Public Schools and is president of Ardent Group Inc. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, and business entities, managing approximately $49.9 million. The firm offers discretionary portfolio management and financial planning with a customized investment approach that incorporates multiple analytical methods and strategies. It is also noted for providing educational seminars and publishing a free email newsletter.

Robert Moore is a financial advisor with SGL Financial, LLC in Norman, OK, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Wealth Financial Advisory Services, LLC since 2013 and operates Moore Tax and Financial Services, which offers insurance products and basic income tax preparation. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates tax coordination through an exclusive sub-advisory relationship.

James Reynolds is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Mass Mutual Investors Services, MassMutual Life Insurance Company, and METLIFE. In addition to his advisory role, he works as an independent insurance agent specializing in health and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Eric Mize is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 designation and experience starting in 2025. Before joining the firm, he worked in various roles outside the financial industry, including positions at Kirby Corporation, Sharper Image, PETRA Industries, and Quibids LLC. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and participant advisory services. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates and employs a long-term investment approach using diversified portfolios.

Lora Rolin is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Sound Income Strategies LLC. Outside of her advisory role, she owns and operates WilLo Financial Group LLC, which sells fixed insurance products, and Rolin Insurance Services LLC, offering property, casualty, life, and health insurance. Foundations Investment Advisors provides financial planning and investment advisory services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm uses model portfolio allocations and third-party sub-advisers, and it operates through a broad network of affiliated offices and representatives.

Nicole Mize is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 66 designation with one year of industry experience. She previously worked at Raymond James Financial Services, Inc. and has been involved with Heartland Wealth Management since 2021. Prior to her advisory roles, she spent seven years with Mustang Public Schools. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through a network of approximately 161 advisors.

Ronald Geurkink is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His previous roles include positions at Hilltop Securities Independent Network Inc. and 1ST Global Advisors, Inc. Outside of his advisory work, he owns and operates R. Mark Geurkink CPA, PLC, an accounting firm in Norman, Oklahoma. Momentum Independent Network serves a diverse client base including individuals, high-net-worth clients, charitable organizations, corporations, institutions, and banking/thrift clients. The firm offers advisory and brokerage services through a platform that integrates third-party managers and Envestnet, with a notable affiliation to Hilltop affiliates for municipal bond strategies and cash management programs.

John Harris is a financial advisor at Concurrent Investment Advisors, LLC in Norman, Oklahoma, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Raymond James Financial. Harris also provides fixed insurance advice as part of his client services. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans through wealth management, financial planning, and investment management. The firm manages approximately $9.9 billion in client assets with a long-term, customized investment approach using a range of securities and third-party managers.

Kenneth Divelbiss is a financial advisor with Great Valley Advisor Group, LLC, holding the CFP® and ChFC® designations and over 36 years of industry experience. He has been with Great Valley Advisor Group since 2014 and has also worked with LPL Financial LLC since 2007. Outside of his advisory role, he is involved in insurance-related activities, including life, health, disability, and long-term care insurance. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, as well as retirement plans and trusts. The firm offers tailored portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, using a client-specific and multi-sourced investment approach.

Mark Johnson is a financial advisor with Concurrent Investment Advisors, LLC in Norman, Oklahoma, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Morgan Stanley. He is also an owner and operator of Concurrent Investment Advisors dba Heartland Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, emphasizing a long-term investment approach with opportunistic rebalancing.

Jason Dixon is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Financial Engines Advisors L.L.C. and TMFS-Oklahoma City, LLC before joining RFG Advisory. He is also the owner and founder of RJB Financial Planning. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm combines active and passive investment strategies across various asset classes and serves as a sub-adviser to a multi-ETF suite, offering tailored solutions through a range of platforms and specialized services.

Douglas Morris is a CFP® with 25 years of industry experience and currently serves at Merit Financial Advisors. His prior experience includes roles at PKS Investments, LPL Financial, Avantax Advisory Services, and 1st Global Advisors, among others. Morris holds the Series 66 designation and is based in Norman, OK. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by an Investment Committee and flexibility for advisors to customize portfolios.