David Scheffer Lerblance

Julie Hokit is a financial advisor with Compass Capital Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., and owns several business ventures including an independent insurance agency and a financial services firm. Hokit is also involved as secretary of a local high school baseball booster club and a business referral network. 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. The firm combines strategic asset allocation with tactical overlays and uses a variety of analytical methods to guide investment decisions, managing accounts through Cambridge’s WealthPort wrap programs.

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 with Compass Capital Management, LLC in McAlester, OK. She holds Series 63 and Series 65 credentials and has 16 years of industry experience. Her prior experience includes work at Cambridge Investment Research, INC since 2010. Compass Capital Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm combines strategic asset allocation with tactical overlays and employs a range of analytical methods to manage portfolios, offering financial planning with an emphasis on retirement distribution planning and ongoing asset management through wrap programs.

Jake Wood is a financial advisor at Edward Jones in McAlester, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at First Realty Better Homes and Gardens, Inc., and has experience in education and retail sectors. 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 and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Brian Engleman is a financial advisor with Edward Jones in McAlester, OK, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Engleman manages a small registered cattle operation and serves as a committee member for Beefmaster Breeders United. Edward Jones is a full-service wealth management firm serving individual and institutional clients with strategies that include discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust and lending services.

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.