Karen Barnes Wilson

Hannah Hoch is a financial advisor at Servant Wealth Management, LLC in Bartlesville, Oklahoma, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Phillips 66 Company and Penn State University. Servant Wealth Management provides portfolio management and investment advisory services primarily to high-net-worth individuals, employing a variety of analytical methods and a long-term trading strategy. The firm manages a concentrated portfolio with discretionary and non-discretionary options, focusing on tailored investment policy statements and monthly account reviews.

Donald Carpenter is the sole advisor at Family Faith & Finance Asset Management in Bartlesville, OK, holding Series 63 and Series 65 credentials with 26 years of industry experience. His career includes a decade at DFC Wealth Management, LLC, followed by multiple terms at Family Faith & Finance Asset Management beginning in 2017. Family Faith & Finance Asset Management is a single-advisor independent firm serving a small client base of individual investors and pension/profit-sharing plans. The firm provides discretionary asset management, financial planning, and pension consulting, employing both fundamental and technical analysis across a range of investment strategies with regular portfolio reviews.

Lucas Nettles is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with Revo Financial, LLC since 2018 and previously worked at Truity Credit Union for five years. Outside of his advisory role, he is an independent insurance agent involved in risk management for financial planning. Revo Financial advises individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, 401(k) advisory, and coordination of estate planning through third-party platforms. The firm manages approximately $135 million in assets using rules-based, algorithmic model portfolios combined with quantitative, technical, and fundamental analysis.

Aaron Archambo is a CFP® professional with 28 years of industry experience. He has been with Archambo Financial Advisors, Inc. since 2004 and also worked at Dominion Investor Services, Inc. from 1995 to 2023. The firm provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. It manages approximately $157 million in client assets and employs a range of analytical approaches and asset-allocation strategies tailored to client-specific investment policies.

Jon Nettles is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 24 years of industry experience. He has worked at Revo Financial, LLC since 2017 and previously spent 15 years with THE FOCUS GROUP ADVISORS, LLC dba FG WEALTH MANAGEMENT. In addition to his advisory work, he is an independent life insurance agent. Revo Financial serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, 401(k) advisory, and estate planning coordination. The firm employs rules-based, algorithmic model portfolios combined with quantitative, technical, and fundamental analysis and utilizes third-party advisers and AI tools as part of its investment approach.

Jonathan Russell is a financial advisor at Archambo Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Calton & Associates, Inc. and Dominion Investor Services, Inc. among other firms. Outside of his advisory role, he owns a livestock business that involves the purchase and resale of animals, managing its books and records. Archambo Financial Advisors provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $163 million in assets. The firm employs a variety of analytic methods and trading strategies to implement client-specific investment policies and offers comprehensive financial plans covering taxes, retirement, insurance, and estate matters.