Mitchell Mcabee

Chase Anderson is a financial advisor at West Oak Wealth with a Series 65 credential and one year of industry experience. Prior to joining West Oak Wealth, he worked at MidFirst Bank for four years. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm operates as a fee-only fiduciary using a largely passive investment approach based on modern portfolio theory, offering discretionary management and retirement plan consulting.

Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.

Bryan Baca is a financial advisor with Royal Fund Management, LLC in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked with Advanced Financial Strategies, Inc. since 1997 and has held roles at several other firms including Summit Financial Group Inc and Vsr Advisory Services. Outside of advising, he owns and operates a small cow/calf cattle ranch. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances and provides specialized services such as non-discretionary and discretionary management for defined contribution plan participants.

Briley Baca is a CFP® and Series 65-registered advisor with Royal Fund Management, LLC, bringing five years of industry experience. He has held roles at Royal Fund Management and Advanced Financial Strategies, Inc., and previously worked in telecommunications and education. Baca serves as Treasurer for the Weatherford Rotary Club, managing the organization’s finances. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analysis for investment strategies and offers services including third-party money manager oversight and options-writing overlays.