Tracy Jon Mccary

Corneluis Mathews is a financial advisor at UisOneT, an independent registered investment adviser based in Moore, Oklahoma. He holds a Series 65 designation and has eight years of industry experience, including roles at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, Mathews is involved with EntityWorks LLC, where he works as a process improvement specialist on contracts unrelated to investment management. UisOneT provides discretionary asset management and comprehensive financial planning services to individuals, families, and certain business or retirement-plan clients. The firm offers tailored portfolio management supported by written Investment Policy Statements, employing a mix of fundamental, technical, and quantitative analysis, and provides educational seminars alongside its advisory services.

Jerry Carmody is the sole advisor at SAGE Portfolio Management LLC in Norman, Oklahoma, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has led SAGE Portfolio Management LLC since 2014 and has prior experience as an insurance agent since 1998. Outside of his advisory work, Carmody volunteers as a career coach with the Carmody Group. SAGE Portfolio Management LLC provides investment management and integrated family financial planning primarily for individual and high-net-worth clients. The firm emphasizes a financial-planning review to guide asset allocation and manager selection, operates mainly on a non-discretionary basis, and may recommend independent money managers to implement client portfolios.

Raymond Rennie is the sole advisor at Pismo Pacific Financial Services, LLC, an independent firm based in Norman, Oklahoma. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Pismo Pacific Financial Services since 2012. Pismo Pacific Financial Services is a fee-only investment adviser serving individuals, trusts, estates, small businesses, charitable organizations, and qualified retirement plans. The firm provides discretionary investment management and financial planning, using fundamental, technical, and cyclical analysis to tailor portfolios, and is notable for its ERISA practice, including pension and profit-sharing plan services.

Deborah Grothe Rodgers is a financial advisor with Lodestar Asset Management LLC in Moore, Oklahoma, holding Series 63 and Series 66 credentials and over 31 years of industry experience. She has previously worked at Merit Advisors, Inc., Oak Hills Securities, Inc., Next Financial Group, Inc., and Geary Securities, Inc. In addition to her advisory role, she serves as president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management LLC is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment outlook, focusing on dividend-paying equities and fixed-income securities tailored to client objectives. Its primarily non-discretionary model involves making recommendations that clients approve before execution, and it offers hourly advisory reviews for comprehensive portfolio and 401(k) analyses.

Billy Cowan is the sole advisor at Cowan Financial Services, LLC in Norman, Oklahoma, with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been operating his independent advisory firm since 2006. In addition to his advisory work, he is licensed as an independent insurance agent and dedicates a small portion of his time to insurance activities. Cowan Financial Services provides personalized investment management to individual clients and advisory services to small-business retirement plans and select corporate entities. The firm’s investment approach combines charting, fundamental, and cyclical analysis, utilizing a range of securities and strategies including options and margin, tailored to client objectives and risk tolerance.

Angela O'Keefe is a financial advisor with A-Team Financial Investments in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Estate Planning Designs, Info Access, Inc., Purshe Kaplan Sterling Investments, and Access Financial Group, Inc. Ms. O'Keefe is also a licensed insurance agent authorized to sell life, long-term care, health insurance, and fixed annuities. A-Team Financial Investments serves individual investors, trusts, estates, pension and profit-sharing plans, corporations, and non-profits, offering fee-based discretionary portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to implement both long- and short-term strategies across various instruments, and it provides retirement account advice under a fiduciary standard.