Lance Smith

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, OK, with six years of industry experience. He holds a Series 65 designation and has prior work history including roles with the State of Oklahoma and the University of Oklahoma. Montgomery is also a member of the Lawton Fort Sill Chamber of Commerce. Invictus Investment Advisors is a state-registered, single-advisor firm serving individual and institutional clients, including employer-sponsored retirement plans. The firm employs a primarily passive, Modern Portfolio Theory–based investment approach, emphasizing asset allocation, low turnover, and tax efficiency, while also incorporating fundamental and technical analysis when appropriate.

Marquise Haliburton is a financial advisor at Arvest Wealth Management in Lawton, OK, with two years of industry experience. He holds a Series 66 credential and has worked at both Arvest Wealth Management and Arvest Bank since 2023. Prior to his financial services career, he was employed at Target and the Lawton Country Club. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, utilizing Investment Policy Statements to guide service recommendations and model allocations.

Wade Myatt is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked at MSC Industrial Supply Co and Super Supplements. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements such as its Tailored Professional Services and Asset Management Solutions programs.

Anna Kay Hamilton is a Series 66-licensed financial advisor with First Command Advisory Services in Lawton, Oklahoma, where she has worked since 2019. She has six years of industry experience, including prior roles at Liberty Tax and Walmart. Hamilton serves as Treasurer on the board of the Air Defense Association, a position she has held since 2022. First Command serves a diverse client base through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm emphasizes ongoing advisor-led planning relationships and offers a structured 12-month Tailored Professional Services engagement, supported by an in-house Investment Management Team that manages model portfolios on a discretionary basis.

Cassidy Ley Han is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. Han has no prior financial industry experience but served nine years in the United States Air Force before joining First Command in 2025. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching with a 12-month engagement cycle supported by an in-house investment management team.

Savannah Coltrain is a Series 66-licensed advisor at First Command Advisory Services with two years of industry experience. She has worked at various First Command entities since 2021 and has prior experience in investment and service roles at firms including New Oklahoma Investments and Backporch Drafthouse. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, face-to-face financial coaching through its Tailored Professional Services engagement.