Eugene Smith Jr. is a CFP® professional with 25 years of industry experience, currently serving at Chartmark Investments, Inc. in Tulsa, OK since 2001. He holds Series 63 and Series 65 licenses and works as part of a four-advisor team. ChartMark Investments serves individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and businesses. The firm focuses on equity-centered portfolios guided by fundamental screening and proprietary analysis, while actively monitoring and rebalancing accounts to meet specific risk management and tax objectives.

Meg Gentry is a Series 65-licensed financial advisor with Chartmark Investments, Inc., where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Denver Area Chapter of the TU Alumni Association. Chartmark Investments, Inc. provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios using fundamental analysis and proprietary business evaluation, with additional strategies including fixed income, mutual funds, ETFs, and hedge funds.

John Clerico is a Series 65-licensed financial advisor with 24 years of industry experience, currently serving at Chartmark Investments, Inc. since 2001. He holds the role of lead director and audit committee financial expert on the board of Community Health Systems, Inc., where he also serves on the compensation committee. ChartMark provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses, utilizing a fundamental, research-driven investment process and tailored client engagements.

Mark Smith is a financial advisor with Chartmark Investments, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Chartmark since 2001. Outside of his advisory role, he serves on the Board of Directors of the American Portuguese Biomedical Research Fund, Inc., and is a member of the Finance Council and Chair of the Investment Committee for the Catholic Diocese of Eastern Oklahoma. Chartmark Investments serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, investment consulting, financial planning, and retirement plan consulting. The firm focuses on equity-centered portfolios using fundamental screening and proprietary business analysis, actively monitored and rebalanced by an investment committee.