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.

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.

Deborah Grothe Rodgers is a financial advisor at Lodestar Asset Management LLC in Moore, Oklahoma, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merit Advisors, Inc., Oak Hills Securities, Inc., and Lodestar Asset Management. Outside of her advisory role, she is president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm focuses on fee-based portfolio management with an emphasis on fundamental analysis, dividend-paying equities, and tailored fixed income, primarily operating on a non-discretionary basis.

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.

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.

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.

Danita Rose is a financial advisor with A-Team Financial Investments in Oklahoma City, holding a Series 65 designation and three years of industry experience. Prior to joining A-Team Financial Investments, she worked at Oklahoma City Community College and Advantage Bank. She also teaches several online classes annually at Southern Nazarene University and is a member of DAR Consulting, LLC, both activities unrelated to investment advising. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profit entities, offering fee-based discretionary portfolio management and investment advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis across a broad range of investment instruments and serves a high client load relative to its advisor headcount.

Rhett Wood is a financial advisor with Investment Strategies, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been affiliated with Investment Strategies, LLC since 2014 and also works with Retirement Income Strategies, Inc. since 2017, where he is involved in insurance sales and services. Investment Strategies, LLC serves individuals, trusts, estates, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm customizes investment strategies based on fundamental, technical, and cyclical analysis and provides ERISA 3(21) consulting and participant education for retirement plans.

Carrie Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C. in Oklahoma City, holding a Series 65 credential and 19 years of industry experience. She has worked at several firms including Investment Strategies, LLC and Impact Partnership Wealth, LLC. Outside of her advisory role, she owns and manages Bertrand Longhorn & Equestrian, L.L.C., a ranch management business. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by recommending third-party managers based on client goals and risk tolerance. The firm does not directly manage client assets but oversees third-party managers through ongoing reviews and performance monitoring.

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.

Harry Bertrand is a financial advisor with Bertrand Investment Strategies, L.L.C., holding Series 65 and Series 66 credentials and with 18 years of industry experience. He has been involved in investment and retirement-related firms since 1998 and co-founded Bertrand Retirement Solutions, where he also serves as CEO and insurance agent. Outside of finance, he is a member of Get-E-Up, L.L.C., a feed store, and proprietor of Blanchard Farmstay, L.L.C., a bed and breakfast. Bertrand Investment Strategies provides advisory services to individuals, trusts, and estates by evaluating clients’ financial situations and recommending third-party managers. The firm operates on a referral and supervisory model without direct asset management, conducting ongoing performance monitoring and quarterly reviews.

Marcus Rose is a financial advisor with Investment Strategies, LLC in Oklahoma City, holding a Series 65 license and having 10 years of industry experience. His prior roles include positions at Bertrand Retirement Solutions and managing Rose Retirement and Investments, LLC, where he also engages in insurance services. Outside of finance, Rose owns a photography business, Figure 8 Photos, and works as a personal trainer through 321, GO, LLC. Investment Strategies, LLC is a small advisory firm serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides comprehensive financial planning and portfolio management, tailoring strategies through fundamental, technical, and cyclical analysis, and offers ERISA 3(21) plan consulting and participant education.

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.