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® with six years of industry experience, currently serving as the sole advisor at VOX Financial Planning. He has worked at Magellan Federal since 2020 as a Financial Counselor providing financial education to National Guard members, and previously held roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he assists with tax return preparation during tax season. VOX Financial Planning is a fee-only advisory firm that offers financial planning, portfolio oversight, and limited single-appointment reviews. The firm uses an outsourced implementation model with third-party sub-advisors managing day-to-day portfolio activities and employs a fixed engagement fee structure rather than percentage-of-AUM billing.

Rustin Cavel is a financial advisor at Render Financial, LLC in Edmond, Oklahoma, holding a Series 65 credential. He has one year of industry experience and previously worked at Coast Finance, Inc. and Gala Games, among other firms. Render Financial offers financial planning, discretionary wealth management, and customized advisory projects to individuals, small businesses, and high-net-worth clients. The firm uses a strategic, primarily passive investment approach tailored to client objectives and risk tolerance, providing wealth management on a discretionary basis with semi-annual reviews.

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC in Oklahoma City, holding a Series 65 designation and 25 years of industry experience. He has worked at Gemini Industrie, Inc. and Cornerstone Investment Advisory Group LLC before focusing on his current firm since 2003. Outside of advisory work, Matteson is a principal member of C & K Class A Services, LLC, which is transitioning to life and health insurance sales; he is also a licensed life and health insurance agent. Integrated Planning Strategies, LLC is an independent, fee-only firm serving primarily individual investors and retirement accounts. The firm offers customized separately managed portfolios and retirement-plan advisory services, emphasizing personalized attention through a limited client roster and a tailored investment approach that includes fundamental, technical, and cyclical analysis.

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 sole advisor at Baldwin Financial, LLC, an independent registered investment adviser based in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at Brokers Financial, Stockton & Associates, and Wilbanks Securities Advisory. Baldwin is also a licensed insurance agent. Baldwin Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides portfolio management and financial planning using fundamental analysis, modern portfolio theory, and technical analysis, employing a range of strategies from long-term investing to short-term trading.

Eric Nelson is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 23 years of experience in the financial industry. He has been with Servo Wealth Management LLC since 2011, where he is the sole advisor. Servo Wealth Management provides discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plan relationships. The firm employs an asset-class based investment approach focused on broad diversification, low-cost and tax-efficient implementation, and disciplined rebalancing, utilizing institutional custodians and third-party platforms for account management.

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.

Daniel Parcel is a financial advisor with CC Investment Advisors, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with CC Investment Advisors since 1999. CC Investment Advisors, Inc. provides discretionary asset management and ongoing portfolio management primarily to individual clients and charitable organizations. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, and offers programs that include managed asset allocation, fixed income strategies, and equity management with option-writing and derivatives strategies.

David Evans is a CFP® and holds a Series 63 license with 27 years of industry experience. He has been with Comprehensive Financial Planning, Inc. in Oklahoma City since 1988. Comprehensive Financial Planning, Inc. offers comprehensive financial planning and investment supervisory services to individuals, trusts, estates, foundations, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $176 million across 328 portfolio accounts for about 100 clients, focusing on capital preservation with allocations typically in exchange-traded equities, high-quality fixed income, and cash equivalents, and maintains a practice of obtaining client approval prior to executing trades.

Dustin Wigington is a financial advisor at Rulicent Investments LLC with 12 years of industry experience. He holds 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 to individuals and high-net-worth clients. The firm uses a systematic sector-rotation strategy called Sectorpulse and focuses on long-term, rules-driven allocations tailored to clients’ goals and risk tolerance.

Mario Medina Lopez is a financial advisor with The Buffalo Financial Group LLC in Choctaw, Oklahoma. He holds Series 63 and Series 65 licenses and has six years of industry experience, including roles at JPMorgan Chase Bank, JPMorgan Securities, Simmons Bank, and The Oklahoma Methodist Foundation. He currently serves as director of investment services for a nonprofit endowment. The Buffalo Financial Group serves individuals, including trusts, estates, and high-net-worth clients, providing ongoing portfolio management and integrated financial planning. The firm employs a multi-factor investment approach focused on asset allocation, low-cost tax-efficient strategies, and primarily operates on a non-discretionary basis while utilizing sub-advisors for alternative investments.

Skylar Anderson is a CFP® and holds a Series 65 license with three years of industry experience. Currently the sole advisor at Flatlands Wealth LLC in Oklahoma City, Anderson previously worked at Foundations Investment Advisors, Aegis Wealth Management, and Cornerstone Capital Management. Outside of advisory work, Anderson operates an affiliated insurance business focused on retirement planning and insurance products. Flatlands Wealth LLC serves individual clients, including retail and high-net-worth households, providing discretionary asset management and comprehensive financial planning. The firm tailors portfolios to client goals using a mix of fundamental, technical, and Monte Carlo analysis, employing both platform models and third-party managers through a custodial model marketplace.

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.

Alyssa Kaiser is a financial advisor at WTO Advisors, LLC in Edmond, Oklahoma, holding a Series 65 designation with nine years of industry experience. She previously worked at Retirement Investment Advisors, Inc. for ten years before joining WTO Advisors in 2021. WTO Advisors, LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, overseeing approximately $82 million across about 67 accounts. The firm employs modern portfolio theory and a long-term trading approach, offering customized investment plans and a subscription newsletter with specific timing and buy/sell recommendations.

Bradley Wallace is a CFA® charterholder and holds Series 63 and Series 66 licenses, with three years of industry experience. He is currently with Infinity Private Wealth, where he has been since 2025, following roles at Stride Bank Wealth Management, JPMorgan Securities, and Midfirst Bank among others. Infinity Private Wealth provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, trusts, estates, and business entities. The firm employs multiple methods of analysis and utilizes both direct and third-party managed strategies to align with client objectives.

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.

Terrence Morgan is a financial advisor with OK401K, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with the firm since 2003 and also has experience at United Planners' Financial Services and in independent insurance sales. OK401K, Inc. provides portfolio management and pension consulting services to individual investors, businesses, and public entities, specializing in 401(k) and employee benefit plans. The firm uses Modern Portfolio Theory and tools like Riskalyze to tailor investment strategies and focuses notably on pension and 401(k) plan consulting and management.