Chase Kennedy

Julie Hokit is a financial advisor with Compass Capital Management, LLC in McAlester, OK, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked in various capacities at Compass Capital Management and Cambridge Investment Research since 2009. Outside of advisory services, she owns independent insurance and financial design businesses and serves as secretary of the Shawnee High School Baseball Booster Club. Compass Capital Management advises individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, focusing on retirement distribution planning and ongoing asset management through Cambridge’s WealthPort wrap programs. The firm combines strategic asset allocation with tactical overlays and employs fundamental, cyclical, and technical analysis to manage portfolios with periodic rebalancing.

Jimmy Williams is a financial advisor with Compass Capital Management, LLC in McAlester, Oklahoma, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Asset & Investment Advisors, Inc. since 1999 and 2009 respectively. Williams is also a CPA and enrolled agent, serving as CEO of his own accounting and tax preparation firm, and he is involved in teaching financial planning topics, authoring a financial planning book, and participating on several local nonprofit and professional boards. Compass Capital Management advises individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities, focusing on financial planning with an emphasis on retirement distribution and ongoing asset management. The firm uses a combination of strategic asset allocation and tactical overlays, incorporating fundamental, cyclical, and technical analysis, and manages accounts primarily through Cambridge’s WealthPort wrap programs.

Amber Lewis is a financial advisor at Compass Capital Management, LLC with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Compass Capital Management and Cambridge Investment Research, Inc. since 2009. Compass Capital Management advises individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities, providing financial planning focused on retirement distribution and ongoing asset management through Cambridge’s WealthPort wrap programs. The firm combines strategic asset allocation with tactical overlays and uses fundamental, cyclical, and technical analysis to guide portfolio timing and sector exposure.

Jake Wood is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at First Realty Better Homes and Gardens, Inc. and held various roles in education and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.

Brian Engleman is a financial advisor with Edward Jones in McAlester, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Engleman owns and operates a small registered cattle herd and serves on the bylaws committee for Beefmaster Breeders United. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christopher Shankland is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Charles Schwab since 2022. His prior roles include positions at TD Ameritrade, DSS Research, and eight years of service in the United States Army. Outside the financial sector, he is associated with Tex-art Stone Inc., where he engages in manual labor and sales activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions, supported by centralized custody and operational infrastructure.