Michael Thomas Freeman

David Ortiz, first and foremost, takes pride in his role as a loving husband to Kailey and a devoted father to Josie, Tobias, Millie, and Pennie. He's not only deeply connected to his family but also actively engaged within the vibrant Norman community, where he's committed to contributing to the flourishing landscape of Oklahoma. Most importantly, he is dedicated to a life following Jesus Christ and is currently a member with Antioch Community Church in Norman, OK. David is a CERTIFIED FINANCIAL PLANNER ®(CFP), Certified Exit Planning Advisor ®(CEPA), and IRS Enrolled Agent (EA). David is founder of the Oklahoma Exit Planning Society and is currently President of the organization. He is also a board member on the Central Oklahoma Financial Planning Association and an active member of the Oklahoma Estate Planning Council and Oklahoma Municipal Contractors Association. David's professional journey commenced in the oil and gas sector as a Petroleum Engineer, where he gained invaluable insights and expertise. However, his unwavering passion for Wealth Management led him to pivot his career towards financial services, a transition that found him at Arvest Bank. With a commitment to delivering nothing short of excellence and an acute understanding of the diverse needs of families, David provided exceptional financial services for several years. This dedicated period equipped him with a comprehensive understanding of the intricacies of wealth management. Upon realization of the need for Succession and Exit planning for business owners, David started his own firm to provide a boutique approach to these problems. After some time, David joined Legacy and Succession to continue to help business owners solve complex problems in their business and in their personal wealth. David leads efforts on the Succession Planning, Tax Strategy, and Multi Family Office wealth management services at Legacy and Succession. David's overarching focus is to help business owners grow to give and save to serve.

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, an independent registered investment adviser based in Moore, Oklahoma. He holds a Series 65 designation and has eight years of industry experience, including roles at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, Mathews is involved with EntityWorks LLC, where he works as a process improvement specialist on contracts unrelated to investment management. UisOneT provides discretionary asset management and comprehensive financial planning services to individuals, families, and certain business or retirement-plan clients. The firm offers tailored portfolio management supported by written Investment Policy Statements, employing a mix of fundamental, technical, and quantitative analysis, and provides educational seminars alongside its advisory services.

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC, holding a Series 65 designation and 26 years of industry experience. He has worked at Integrated Planning Strategies since 2003 and previously at Plan Group Financial, Inc. From 2003 to 2024, he was a principal member of C & K Class A Services, LLC, a firm transitioning from building management to life and health insurance sales, where he remains active as a licensed life and health insurance agent outside of his advisory work. Integrated Planning Strategies, LLC is a fee-only registered investment adviser serving individual investors and retirement plans with personalized portfolio management. The firm emphasizes individualized planning over preset models, using fundamental, technical, and cyclical analysis, and may employ tactical techniques including option strategies while maintaining a small client base.

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 effectively 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 3-year old rescue dog. We moved back to Mustang, OK in 2022 and love it here!