Nicholas Martin Bates

John Montgomery is a financial advisor at Invictus Investment Advisors in Lawton, Oklahoma, with six years of industry experience. He holds a Series 65 designation and has worked in various roles including consulting and economic development at the Lawton Fort Sill Chamber of Commerce. Montgomery also maintains separate consulting engagements alongside his advisory practice. Invictus Investment Advisors provides discretionary investment management and financial planning to both individual and institutional clients, including employer-sponsored retirement plans. The firm employs primarily passive investment strategies based on Modern Portfolio Theory and offers employee benefit plan advisory services, maintaining discretionary authority and conducting regular portfolio reviews.

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 has prior work history with MSC Industrial Supply Co and Super Supplements. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to manage model portfolios and third-party managers.

Anna Kay Hamilton is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and serves as Treasurer on the board of the Air Defense Association. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Savannah Coltrain is a Series 66 licensed financial advisor at First Command Advisory Services with three years of industry experience. Her prior roles include positions at New Oklahoma Investments and various service and hospitality businesses. She has also been involved with Backporch Drafthouse and Mike's Sports Grille. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centralized portfolio management and approved third-party managers.

Henry Evans III is a financial advisor at First Command Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various capacities since 1993. Outside of his advisory role, he is president of Henry C Evans III, Enterprises, LLC, an entity used for financial and tax purposes related to his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select preapproved third-party managers and model portfolios for clients.