Terry Lee Hoak

Karen Mcintyre is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Uniting Wealth Partners since 2024. She previously worked at Raymond James Financial and Raymond James Financial Services Inc. for over two decades. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, with a long-term orientation.

Michelle Acton is a financial advisor at Private Wealth Asset Management with three years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 36 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services including oil and gas holdings management, real estate asset management, and business transition planning.

Bryan Jarman is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management since 2022. His prior experience includes nine years at Wells Fargo Bank and one year at Wells Fargo Clearing Services. Outside of his advisory role, he is a partner in an oil and gas mineral interests investment group and operates a short-term rental property. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, and nonprofit organizations, offering both discretionary and non-discretionary investment management. The firm manages approximately $1.85 billion in assets and employs a strategic asset allocation approach supplemented by tactical adjustments, combining quantitative, fundamental, and technical analyses.

Gayle Fincher is a financial advisor at Private Wealth Asset Management with a Series 65 credential and two years of industry experience. Prior to joining Private Wealth Asset Management in 2022, Fincher worked for Wells Fargo Bank, NA for 31 years. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis, alongside offering specialized services such as oil and gas holdings management and business transition planning.

Stephen Hurt is a financial advisor at Uniting Wealth Partners with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services for a combined 25 years. Outside of advising, he owns Odemoco, LLC, a payroll facilitation business, and is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s portfolios typically include low-cost, diversified mutual funds and ETFs, with additional options such as individual stocks, bonds, and alternative investments, employing various analytical approaches and long-term strategies.

Giovani Rodriquez Martinez is a financial advisor with Private Wealth Asset Management in Midland, TX. He holds a Series 65 designation and has been with the firm since 2026. His prior experience includes roles at the University of Texas Permian Basin and Texas Tech University, as well as positions at BDO Puerto Rico and GAOS PSC Accounting Firm. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm combines quantitative, fundamental, technical, and economic analysis in its investment process and provides discretionary portfolio management along with access to private placements and alternative investments.