Jacob Michael Heins

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Peyton Oakes Bryden is a Series 65 credentialed advisor at Steele Street Capital LLC with one year of industry experience. Prior to joining Steele Street Capital, he worked at Prescott Hamilton International for three years and was employed by the University of New Hampshire for four years. Outside of his advisory work, he owns IBW Group, LLC, which designs and manufactures camera systems. Steele Street Capital serves individuals, families, affiliated trusts, and business clients through various service lines including comprehensive wealth management, limited-scope advisory, financial and investment planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary asset management, utilizing custodian platforms such as LPL Financial and Betterment Advisor Solutions, and is notable for sponsoring wrap-fee programs and integrating business transition and cash-management consulting.

Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

Jeremy Gassman is the principal advisor at Gassman Financial LLC in Salem, NH, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes 13 years at Madison Avenue Securities, LLC and five years at Informed Resources, Inc. In addition to his advisory role, he is involved in commission-based insurance and annuity sales through his firm. Gassman Financial LLC provides wealth management services to individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, low-turnover investment approach, constructing diversified portfolios with ETFs, mutual funds, equities, and fixed-income securities based on individualized asset allocation strategies.

Robert Foster Jr. is the principal of Plain Talk Financial Planning, LLC in Amesbury, MA, holding a Series 65 license with one year of industry experience. He has worked at Nokia since 1984 as a Technical Support Engineer. Foster dedicates a significant portion of his time to this role outside of his advisory work. Plain Talk Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs asset allocation strategies grounded in modern portfolio theory, incorporating both passive and active management, and provides tailored solutions including socially conscious options and cryptocurrency-related exposure when requested.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.