Robert Lockard Sr.

Michael Whitson is a financial advisor at FMI with 14 years of industry experience. He holds a Series 66 designation and has been with FMI and its predecessor entities since 2012. Outside of his advisory role, Whitson is an independent insurance agent and serves on multiple community boards, including the Ardmore Development Authority Board and the Arbuckle Council-Boy Scouts. FMI is an employee-owned investment advisory firm managing approximately $318 million for around 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management and tiered financial planning services, combining actively managed and indexed funds, ETFs, and individual securities to meet client goals.

Allen Bynum is a financial advisor at FMI with 17 years of industry experience. He holds a Series 66 designation and has worked at FMI and its predecessor entities since 2018, with prior roles at Western International Securities, Inc. and Financial West Group. Outside of advising, he is involved with local organizations including Sunshine Industries, a work training group for adults with special needs, and serves as a director of the Oklahoma Wildlife Management Association. FMI is an employee-owned investment advisory firm managing approximately $318 million for around 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management, tiered financial planning, and retirement plan advisory services, using a combination of actively managed and indexed funds, ETFs, and individual securities.

Bregan Heitz is a financial advisor with FMI in Ardmore, Oklahoma, holding CFP® and Series 65 credentials and six years of industry experience. Prior to joining FMI, Heitz worked at Simmons Bank from 2014 to 2020. He serves as secretary of the Kiwanis Club of Ardmore and is a board member of both the Plainview School Foundation and Lighthouse Behavioral Wellness Centers. FMI is an employee-owned investment advisory firm managing approximately $318 million for about 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management, tiered financial planning, and retirement plan advisory services, combining actively managed and indexed funds with individual securities.

Kayla Tweedy is a financial advisor at FMI with seven years of industry experience and holds a Series 65 designation. Her career includes multiple roles at JBR Co. Financial Management Inc. DBA FMI since 2017 and prior positions at 1st Global Capital Corp, 1st Global Advisors, Inc., Allard Financial LLC, and Cross Church. She is involved in nonprofit work as an organizer for Women Promoting Women and Reality Check of Southern Oklahoma and serves on the board of The Gloria Ainsworth Child Care Center and Learning Center. FMI is an employee-owned investment advisory firm managing approximately $318 million for about 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management and tiered financial planning services, utilizing actively managed and indexed funds, ETFs, and individual securities to meet client goals and time horizons.

Dillon Lambert is a financial advisor with Geneos Wealth Management, Inc. in Ardmore, OK, holding a Series 66 designation and eight years of industry experience. He has worked at Ryan Hobbs Investment Services and Emily Bush State Farm. In addition to his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and strategies, combining continuous account monitoring with discretionary trading authority, and provides access to third-party money managers through model portfolios and customized accounts.

Ryan Hobbs is a CFP® professional with 26 years of industry experience, affiliated with Geneos Wealth Management, Inc. since 2003. He has operated Ryan Hobbs Investment Services since 2004 and is also a notary public and an independent agent for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.