James Bertsch

Larry Bradley is the sole advisor at Valendo Private Asset Management, Inc., an independent firm he has led since 2005. He holds a Series 65 designation and has 21 years of industry experience. Prior to founding Valendo, his background includes a professional career outside finance. Valendo Private Asset Management provides discretionary portfolio management primarily to individual investors and retirement accounts, managing approximately $38 million. The firm employs a concentrated, fundamentally driven value-investing strategy, targeting securities trading at significant discounts to intrinsic value and utilizing a range of instruments including options and futures when appropriate.

Corneluis Mathews is a financial advisor at UisOneT with eight years of industry experience. He holds a Series 65 designation and has previously worked at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, he provides process improvement consulting through EntityWorks LLC. UisOneT offers fee-based asset management and comprehensive financial planning to individuals, families, businesses, and retirement plans. The firm employs discretionary portfolio management tailored by client-specific investment policies and risk profiles, utilizing a range of investment strategies and external resources.

Michael Freeman is a Series 65-licensed financial advisor with Trilogy Financial Solutions in Oklahoma City, Oklahoma, and has 12 years of industry experience. He is also employed full-time by the Oklahoma Department of Environmental Quality, where he has worked since 1994, and owns Environmental Enforcement Training and Consulting LLC, providing enforcement training to government environmental agencies in the U.S. and Canada. Trilogy Financial Solutions offers investment advice and portfolio management focused on retirement planning, primarily through Individual Retirement Accounts. The firm employs a long-term, buy-and-hold strategy using mutual funds and ETFs, emphasizing diversification across U.S. equities, international equities, and fixed-income securities, with services tailored to clients’ goals and time horizons.

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC in Oklahoma City, holding a Series 65 designation and 25 years of industry experience. He has worked at Gemini Industrie, Inc. and Cornerstone Investment Advisory Group LLC before focusing on his current firm since 2003. Outside of advisory work, Matteson is a principal member of C & K Class A Services, LLC, which is transitioning to life and health insurance sales; he is also a licensed life and health insurance agent. Integrated Planning Strategies, LLC is an independent, fee-only firm serving primarily individual investors and retirement accounts. The firm offers customized separately managed portfolios and retirement-plan advisory services, emphasizing personalized attention through a limited client roster and a tailored investment approach that includes fundamental, technical, and cyclical analysis.

Matthew Palumbo is the managing member and sole advisor at Palumbo Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Bob Moore, Inc., Guidance Northwest Insurance, LLC, and Esoteric Wealth Partners LLC. Outside of advisory work, he serves as executive manager of operations at Bob Moore, Inc. and owns Palumbo Holdings, LLC. Palumbo Capital Group, LLC is a state-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation and customized model portfolios, including a sub-advisory relationship with SEI Investment Management.

My name is Josh Morris, and I began my career in Dallas as a CPA at Ernst & Young, one of the Big4 accounting firms, where I primarily served high net worth individuals and their closely help businesses. It was a great learning environment, but I knew that I never wanted to become a tax partner and wanted to move into the personal financial planning and wealth management space. Throughout my career, I've seen every level of the wealth management spectrum. I've been an advisor at multi-family and single family office, serving the wealthiest clients with net worths exceeding $1 billion and a small boutique RIA serving approximately 60 clients, who varied from those just starting out to business owners, professionals, and physicians that valued the advice that we could provide when financial decisions arose. Finally, I joined a fintech startup wanting to democratize financial planning, and I saw the challenges that can come with growth at scale without adequately setting up the operations to effective serve them in a way that they want. All of this experience and my desire to help meet clients where they are and serve them how they prefer to work with an advisor led me to create Ideal Financial Planning. Rather than trying to please the board, increase business valuations, or standardize planning to eek out more efficiency, I want to provide bespoke planning recommendation based on each client's situation to help them reach their ideal life, while not limiting services to a single wealth management offering based on how much money you have. I believe that clients do not have to be clients for life; if I can help someone get on the right track and they feel confident to manage it themselves afterward, that is great and a project or hourly approach might be more appropriate. For others, they may feel comfortable managing their investments for now and would rather like planning advice and an ongoing relationship when those financial decisions emerge, with pricing based on complexity. Finally, I offer holistic wealth management (planning plus investment management), with separate fees for each service to accurately reflect the value and complexity for those services. I grew up in Mustang, OK and attended Oklahoma Christian University majoring in accounting before starting my career in Dallas. I am married to my high school sweetheart, and we have two elementary age children and a 2-year old rescue dog. We moved back to Mustang, OK in 2022 and love it here!