William Tate Dunn

Corneluis Mathews is a financial advisor at UisOneT with eight years of industry experience. He holds a Series 65 designation and has previously worked at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, he provides process improvement consulting through EntityWorks LLC. UisOneT offers fee-based asset management and comprehensive financial planning to individuals, families, businesses, and retirement plans. The firm employs discretionary portfolio management tailored by client-specific investment policies and risk profiles, utilizing a range of investment strategies and external resources.

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.

Tracy Mccary is the sole advisor at TRAC Wealth Management, Inc, an independent firm based in Norman, Oklahoma. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to his current role, he led Trac Advisor Group, Inc. for ten years. Outside of advising, he is involved in the sale of rare coins and precious metals. TRAC Wealth Management primarily serves individual investors along with high-net-worth clients, employer-sponsored retirement plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a range of analytical and tactical investment techniques and occasionally partnering with sub-advisors for targeted strategies.

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 at Lodestar Asset Management LLC in Moore, Oklahoma, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merit Advisors, Inc., Oak Hills Securities, Inc., and Lodestar Asset Management. Outside of her advisory role, she is president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm focuses on fee-based portfolio management with an emphasis on fundamental analysis, dividend-paying equities, and tailored fixed income, primarily operating on a non-discretionary basis.

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.