Toni K Worley

Robert West II is the owner and president of Midwest Financial Management, LLC, based in Catoosa, Oklahoma, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and International Assets Advisory. Outside of his advisory roles, he serves as clerk of the board for the Catoosa Board of Education and is president of B&D Enterprises, Inc., a holding company focused on business acquisitions. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and government entities. The firm employs a multi-method investment approach, including fundamental and technical analysis, primarily managing non-discretionary assets across a range of investment types and discloses the use of margin and complex strategies in its risk disclosures.

Ahmed Farhan is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding a Series 65 designation and eight years of industry experience. He has been with Wingate Capital Advisors since 2017 and is also affiliated with Oklahoma State University since 2016. Wingate Capital Advisors LLC provides portfolio management and investment advisory services primarily to individual clients, managing approximately $2.37 million across 34 accounts. The firm operates mainly on a non-discretionary basis, offers a range of investment options including mutual funds, ETFs, and potential cryptocurrency exposure, and maintains formal reviews at least semi-annually.

Samuel Horey is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wingate Capital Advisors since 2013 and also has over 30 years of experience at Pfe Financial Group and Tax Service. Outside of advising, he is involved in tax preparation during tax season and is a part owner of a daycare with his spouse. Wingate Capital Advisors provides portfolio management and investment advisory services primarily to individual clients, operating mainly on a non-discretionary basis with formal reviews at least semi-annually. The firm advises on a broad range of investments and manages approximately $2.37 million across 34 client accounts.

Stephen Stipe is a financial advisor with Wealth Management Solutions in Claremore, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Sms Financial & Investment Management for 20 years and has operated under his own name since 1996. Outside of his advisory role, he is involved in a construction company, Stipe Construction Company, where he contributes time without compensation. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, monitoring, and educational seminars. The firm tailors portfolios based on client objectives and risk tolerance, with services delivered on discretionary and non-discretionary bases and includes tax-related coordination through CPA-licensed representatives.

David Shoesmith is a financial advisor with Wealth Management Solutions in Claremore, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Sms Financial & Investment Management and his own Shoesmith Financial Services, where he also acts as an insurance agent for life, health, annuity, and long-term care products. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, written financial plans, 401(k) allocation recommendations, and educational seminars. The firm tailors portfolios to clients’ objectives and risk tolerances, and some representatives hold CPA licenses, enabling integrated tax-related services.

Joanna Mccall is a CFP® with 26 years of industry experience, currently with Wealth Management Solutions since 2018. She previously worked for Sms Financial & Investment Management for 19 years and operates Joanna S. Mccall, P.C., a tax preparation service. Outside of advising, she is involved in direct sales as an independent skin care consultant and a brand partner for natural supplements. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients. The firm offers portfolio development, written financial plans, and 401(k) allocation recommendations, with services delivered on both discretionary and non-discretionary bases.