Angela K Denny

Robert West II is the owner and president of Midwest Financial Management, LLC, based in Catoosa, Oklahoma, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and International Assets Advisory. Outside of his advisory roles, he serves as clerk of the board for the Catoosa Board of Education and is president of B&D Enterprises, Inc., a holding company focused on business acquisitions. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and government entities. The firm employs a multi-method investment approach, including fundamental and technical analysis, primarily managing non-discretionary assets across a range of investment types and discloses the use of margin and complex strategies in its risk disclosures.

Gregory Pitts is a financial advisor with United Advisors America in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with United Advisors America and Alliance America Corporation since 2014 and has operated the Gregory Pitts Agency, an independent insurance agency, since 1989. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, offering investment management and financial planning services. The firm employs a Modern Portfolio Theory-based approach with model portfolios, periodic rebalancing, and a preference for mutual funds and ETFs.

Robert Sutton is a financial advisor at Parsonex Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parsonex since 2012. Outside of his advisory role, Sutton is involved in consulting for living trusts and owns Robert Sutton Financial Services, LLC. Parsonex Advisory Services is an SEC-registered investment adviser that serves individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to provide discretionary managed accounts with ongoing monitoring and annual reviews.

Michael Westerman is a financial advisor at Diversify Advisory Services, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and operated Westerman Financial Services, LLC. Outside of advisory work, he is co-owner of Land Destination, LLC, an entity involved in managing commercial real estate in Owasso, Oklahoma. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management and consulting services under written agreements.

Joseph Jones is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has held positions at Brokers International Financial Services and Questar Asset Management, among others, and has operated his own advisory and insurance businesses since 2013. Outside of his advisory work, Jones is co-owner of a firearms sales business and serves on the fundraising board for Rogers State University Foundation. Integrity Alliance offers advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm supports a large network of over 300 independent advisors managing approximately $5.4 billion in assets, providing portfolio management, financial planning, and access to third-party managers through a variety of investment platforms.

Jeremy Ford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has held roles at Commonwealth Financial Network and Westerman Financial Services, LLC, as well as Diversify Advisory Services, LLC. Outside of his advisory work, he is the owner of The 3Pillars LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.