Derik Max Sullivan

Mitchell Mcabee is a financial advisor with Dominion Capital Management, LLC, holding Series 63 and 65 licenses and over 31 years of industry experience. He has held roles at Dominion Capital Management since 2006 and was previously with H. Beck, Inc. for ten years. Mcabee is also president of McAbee & Company, PC, a CPA firm, and owns Cashflocfo LLC, a marketing business focused on technology concepts. Dominion Capital Management, LLC offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm employs a goal- and risk-based investment approach with options strategies and sub-advisor use, and it provides ERISA pension consulting including 3(21) advisory and 3(38) investment management services.

Chase Anderson is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at MidFirst Bank for four years. West Oak Wealth provides investment management, financial planning, and retirement plan consulting to individual clients and employer-sponsored plans. The firm uses a modern portfolio theory approach with mutual funds, ETFs, and passive strategies, managing accounts on a discretionary basis.

Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.

Bryan Baca is a financial advisor at Royal Fund Management, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Advanced Financial Strategies, Inc. since 1997. Outside of advising, he owns and operates a small cow/calf cattle ranch in Oklahoma. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented client risk tolerance, utilizing a range of strategies from conservative allocations to options techniques, and offers both discretionary and held-away account management.