Brian Keith Geist

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.

Bryan Johnson is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a private investigations and financial services business. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

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.

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.

Mitchell Enos is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for 15 years. In addition to his advisory work, he serves as an adjunct instructor and subject matter expert in finance at Seminole State College. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.