Timothy Don Mills

Dirk is a dedicated Wealth Advisor with a passion for empowering individuals and families work towards achieving their financial goals through a thoughtful, values- and goals-based planning approach—anchored in an evidence-based investing philosophy. Originally from South Africa, Dirk’s international background allows him to appreciate the wide range of beliefs, attitudes, and behaviors that influence financial decision-making. This global perspective enables him to craft personalized strategies that align closely with each client’s unique values and life vision. Dirk earned his degree in Accounting from the University of Stellenbosch, a leading institution in South Africa. He is a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the Financial Planning Association (FPA). Residing in Oklahoma, Dirk, his beloved wife Randee, and their son, Abraham find their haven amidst the tranquil beauty of nature. Amidst his professional dedication, Dirk finds solace in nurturing his passions for golf, scuba diving, fly fishing, and the thrill of exploring new destinations.

Corey Kenedy is a Series 66-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Entrust Parable Capital, LLC since 2014. Entrust Parable Capital is an independent registered investment adviser that offers discretionary and non-discretionary investment management along with comprehensive wealth management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, individual securities, privately placed investments, and options.

Larry Bradley is the sole advisor at Valendo Private Asset Management, Inc., an independent firm he has led since 2005. He holds a Series 65 designation and has 21 years of industry experience. Prior to founding Valendo, his background includes a professional career outside finance. Valendo Private Asset Management provides discretionary portfolio management primarily to individual investors and retirement accounts, managing approximately $38 million. The firm employs a concentrated, fundamentally driven value-investing strategy, targeting securities trading at significant discounts to intrinsic value and utilizing a range of instruments including options and futures when appropriate.

Jordan Spencer is a CFP® professional with six years of industry experience, currently serving as the sole advisor at VOX Financial Planning. He has previously worked with Mass Mutual Investors Services and MassMutual Life Insurance Company and is employed by Magellan Federal as a Financial Counselor providing financial education to National Guard members. During tax season, he also assists in preparing tax returns. VOX Financial Planning offers fee-only financial planning and investment management services to individuals and families, focusing on passive investment strategies such as ETFs and no-load mutual funds. The firm charges fixed annual and review fees rather than a percentage of assets and delegates investment management to a third-party Sub-Advisor while maintaining client oversight.

Rustin Cavel is a financial advisor at Render Financial, LLC in Edmond, OK, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Coast Finance, Inc. and several companies across finance and technology sectors. Render Financial serves individual investors, high-net-worth individuals, families, retirees, and small businesses with personalized financial planning, portfolio management, and discretionary wealth management. The firm also provides non-advisory tax preparation, bookkeeping, and business consulting services, focusing on digital content creators and service-based digital entrepreneurs with a largely passive, strategic investment approach.

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC, holding a Series 65 designation and 26 years of industry experience. He has worked at Integrated Planning Strategies since 2003 and previously at Plan Group Financial, Inc. From 2003 to 2024, he was a principal member of C & K Class A Services, LLC, a firm transitioning from building management to life and health insurance sales, where he remains active as a licensed life and health insurance agent outside of his advisory work. Integrated Planning Strategies, LLC is a fee-only registered investment adviser serving individual investors and retirement plans with personalized portfolio management. The firm emphasizes individualized planning over preset models, using fundamental, technical, and cyclical analysis, and may employ tactical techniques including option strategies while maintaining a small client base.