Sara Jo Peck

Daron Rudy is a CFP® with 25 years of experience in the financial services industry. He has worked at Sowell Management since 2021 and previously spent 20 years at Stride Bank in Enid, OK. Outside of his advisory role, he is a non-managing partner in a residential real estate investment vehicle. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

Gary Ward is a financial advisor with Belpointe Asset Management LLC in Enid, Oklahoma, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Voya Financial Advisors, Inc., Northwest Wealth Management, LLC, and operating as a sole proprietor prior to joining Belpointe in 2017. He is also involved in fixed insurance sales as an insurance producer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Cooper Thornton is a financial advisor at Sowell Management with Series 65 credentials and one year of industry experience. His prior experience includes roles at Edward Jones and the City of Enid, as well as positions outside finance such as teaching at Northwestern Oklahoma State University. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and model portfolios and provides extensive business support to its independent advisors.

Joseph Armstrong III is a financial advisor with Redhawk Wealth Advisors, Inc. in Enid, Oklahoma, holding a Series 65 credential and nine years of industry experience. He has been with Redhawk Wealth Advisors since 2017 and also serves as Vice President of Equity Financial Group, where he is involved in insurance sales. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, with portfolios monitored by a weekly investment committee.

Eric Brunken is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command in various advisory and insurance capacities since 2015. First Command Advisory Services 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team.

David Morley is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Advisory Services and Select Wealth Management, where he serves as president providing tax preparation and consulting services. Outside of advisory roles, Morley is the treasurer for First Baptist Church in Enid, OK, and serves as CFO of Champlin Exploration, Inc., an oil and gas production company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, third-party managers, and customized strategies.