Caleb Winslow

Bryce Buwick is a financial advisor at Buwick Group Wealth Management, LLC in Norman, Oklahoma, holding a Series 65 designation with one year of industry experience. Prior to joining Buwick Group, he worked at Downtown Fitness for two years. He is also involved in an affiliated insurance agency as a licensed selling agent. 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 integrates various analytical methods to construct customized or pre-designed portfolios and utilizes third-party research and execution support.

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.

Kyla Mc Moran is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Concorde since 2021 and is also involved with Bravest Wealth Management. Outside of her advisory roles, she serves as president of the local Legacy Rotary chapter, where she leads club meetings and chairs the annual fundraiser. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services.

Todd Parker is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Level Four Advisory Services since 2021 and is also associated with Level Four Financial, LLC since 2015. Outside of advisory work, he is involved in guided hunts with Oklahoma Game Birds LLC and is a member of Flexwork, LLC, a local fitness center. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and more than 13,800 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, third-party manager referrals, and retirement plan advisory services.

Matt Branstetter is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Concorde Asset Management since 2013 and has held roles at affiliated firms including Concorde Investment Services, Braevest, and Branstetter Investment Group, Inc. Outside of his advisory work, he is active in local community roles such as serving as vice president of a homeowners association and participates in Toastmasters for communication and leadership development. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using model-based strategies and third-party platforms, also providing ERISA retirement-plan advisory services and managing variable annuity separate accounts.

Kimberly Swain is a financial advisor with Edward Jones in Purcell, Oklahoma. She holds the Series 66 designation and has 12 years of experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.