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Tierney G

Series 66

Tulsa, OK

Drawbridge Capital

Tierney Gorham is a financial advisor at Drawbridge Capital with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial, Regent Financial Services, and RCB Bank. Outside of his advisory work, he is the owner of Roo's Jumpin' Joy, LLC, a business unrelated to investments. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, focusing on concentrated U.S. equity sleeves with high active share and tailored portfolio management.

Concentrated stock management Retirement income strategy Social Security optimization General tax planning Founder/Business Owner Retired Established Professionals
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William R

Series 66

Tulsa, OK

Drawbridge Capital

William Riedel is a financial advisor with Drawbridge Capital and holds a Series 66 designation. He has nine years of industry experience, including roles at LPL Financial and TTCU Federal Credit Union. His career also includes a period as a stay-at-home parent and a brief tenure at Target Corporation. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm uses a combination of model-driven asset allocation and in-house equity strategies, with ongoing portfolio monitoring tailored to client objectives.

Concentrated stock management Retirement income strategy Social Security optimization General tax planning Founder/Business Owner Retired Established Professionals
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Gary S

CFP®, Series 63, Series 65

Tulsa, OK

Drawbridge Capital

Gary Stanislawski is a financial advisor with Drawbridge Capital, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been with Drawbridge Capital (formerly Regent Financial Services Inc.) since 2004 and has also worked with LPL Financial since 2002. Outside of his advisory role, he teaches community education classes on Social Security, Medicare, and retirement planning. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm utilizes a combination of model-driven asset allocation, outsourced-manager programs, and in-house equity strategies, with ongoing portfolio monitoring and client reviews tailored to individual objectives.

Concentrated stock management Retirement income strategy Social Security optimization General tax planning Founder/Business Owner Retired Established Professionals
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Monty D

Series 63, Series 65

Tulsa, OK

Drawbridge Capital

Monty Dossman is a financial advisor at Drawbridge Capital with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Drawbridge Capital and Regent Financial Services since 2015, including a prior tenure at Drawbridge Capital from 2004 to 2011 and experience at LPL Financial from 2003 to 2012. He served as secretary of the board for Southern Hills Baptist Church from 2004 to 2005. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm combines model-driven asset allocation and outsourced-manager programs with in-house equity strategies, offering ongoing portfolio monitoring and tailored reviews based on client objectives.

Concentrated stock management Retirement income strategy Social Security optimization General tax planning Founder/Business Owner Retired Established Professionals
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Scott D

Series 66

Tulsa, OK

Drawbridge Capital

Scott Dittmer is a financial advisor at Drawbridge Capital with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, TTCU Federal Credit Union, Suntex CrossTimbers Marina, and Thrivent Financial. Dittmer provides investment advisory services through Drawbridge Capital LLC, which he established in 2023. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm employs model-driven asset allocation combined with in-house equity strategies and offers financial planning, portfolio management, and retirement plan consulting tailored to client objectives.

Concentrated stock management Retirement income strategy Social Security optimization General tax planning Founder/Business Owner Retired Established Professionals
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Carter W

Series 63, Series 65

Tulsa, OK

Drawbridge Capital

Carter Wright is a financial advisor at Drawbridge Capital in Tulsa, OK. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Drawbridge Capital, he worked briefly at Regent Financial Services and LPL Financial, and has professional experience outside of finance at the Golf Club of Oklahoma. Drawbridge Capital serves individual clients, corporate retirement plans, and institutional accounts, offering financial planning, portfolio management, and retirement consulting. The firm uses a combination of model-driven asset allocation and in-house equity strategies with ongoing portfolio monitoring tailored to client objectives.

Concentrated stock management Retirement income strategy Social Security optimization General tax planning Founder/Business Owner Retired Established Professionals
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Mitchell R

Series 63, Series 65

Tulsa, OK

Drawbridge Capital

Mitchell Robinson is a financial advisor at Drawbridge Capital with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Adaptation Financial Advisors. Robinson had an affiliation with a limited broker-dealer through MSEC starting in 2025. Drawbridge Capital is an SEC-registered investment adviser serving individual clients, corporate retirement plans, and institutional accounts. The firm combines model-driven asset allocation with in-house equity strategies, focusing on concentrated U.S. equity sleeves selected through proprietary screening and relative-strength rankings.

Concentrated stock management Retirement income strategy Social Security optimization General tax planning Founder/Business Owner Retired Established Professionals
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