Stephen B O'neill

Daron Rudy is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Sowell Management since 2021. He previously worked for 20 years at Stride Bank in Enid, Oklahoma. Outside of his advisory role, Rudy is a non-managing partner in a residential real estate investment vehicle. Sowell Management is a fee-based registered investment adviser that supports over 100 independent contractors, providing investment management and financial planning services to individuals, retirement plans, corporations, and institutions. The firm employs a range of investment strategies using mutual funds, ETFs, equities, and fixed income across discretionary and non-discretionary accounts.

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 one year of industry experience. He holds a Series 65 designation and has previously worked at Edward Jones and Northwestern Oklahoma State University. His work background also includes roles outside finance, such as at the City of Enid and Oklahoma Bible Academy. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors.

Joseph Armstrong III is a financial advisor with RedHawk Wealth Advisors, Inc. in Enid, Oklahoma, holding a Series 65 designation and eight years of industry experience. He has worked at 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 serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement plan services using a documented due-diligence process and risk monitoring tools, supporting multiple platform arrangements and specialized account types.

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 with Cetera who holds the Series 66 designation and has 25 years of industry experience. He 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 work, he is treasurer for the First Baptist Church in Enid, Oklahoma, and serves as CFO of Champlin Exploration, Inc., an oil and gas production company. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through discretionary and non-discretionary programs, supporting diverse investment strategies and custodial relationships.