Brent Scott Morris

Russell Busler is a financial advisor at Savvy with a Series 65 designation and approximately four years of experience. His work history includes roles at Sowell Management, the Department of Defense, Navigating Medicare, Shawnee Public Schools, and the International Mission Board. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented with active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Larry Gill is a financial advisor with Savvy, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes roles at firms such as Sowell Management, Private Advisor Group, and Cambridge Investment Research, as well as self-employment as an advisor for over two decades. Outside of advisory work, he has served as a board member of a local nonpublic entity and acted as an expert witness in legal matters involving fixed income annuities. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans typically employing a primarily index-based, long-term approach, supplemented by active equity portfolios, tax-aware direct indexing, and specialized sub-adviser strategies.

Brian Geist is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He is currently with &PARTNERS and previously spent 16 years at Edward Jones. Outside of advising, Geist is a partner in Drip Coffee Co, a local coffee shop in Seminole, OK, and holds financial interests in several business ventures including management operations of a municipal golf course. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary management, utilizing a variety of analytical methods and proprietary strategies.

Christopher Jones is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Austin Mason is a financial advisor with Edward Jones in Prague, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

James Kautz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including custom strategies and third-party asset management, supported by a broad platform and technology tools.