Vincent Gregory

Robert West is a financial advisor with Midwest Financial Management, LLC in Catoosa, Oklahoma, holding a Series 66 designation and 12 years of industry experience. Prior to his current role since 2021, he worked at International Assets Advisory, LLC and Edward Jones. Outside of advising, he serves as president of B&D Enterprises, Inc., a holding company focused on business acquisitions, and is the clerk of the Catoosa Board of Education. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and select public entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using both long- and short-term trading strategies, and manages primarily non-discretionary assets.

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.

Jordan Jones is a financial advisor at Rhodes Investment Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Rhodes Securities, Inc. since 2018. Outside of finance, he teaches adult education classes at The Chattery in Chattanooga, TN. Rhodes Investment Advisors, Inc. serves individuals, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and third-party manager selection. The firm employs a range of strategies including charting, fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.

Gregory Pitts is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with United Advisors America and Alliance America Corporation since 2014 and has owned the Gregory Pitts Agency, an independent insurance agency, since 1989. Outside of advising, he owns All2EZ Solutions, LLC. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and quarterly portfolio reviews. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.