Kristan Bruhn is a financial advisor at L & M Wealth Management and Retirement Solutions, LLC in Oklahoma City, OK, with 10 years of industry experience. She has been with L & M Wealth Management since 2009. In addition to her advisory role, she holds insurance licenses and spends a limited amount of time on insurance-related activities. L & M Wealth Management provides discretionary asset management to individual and high-net-worth clients, offering tailored portfolios that include a mix of stocks, bonds, ETFs, options, mutual funds, and certain private investments. The firm employs a combined fundamental and technical investment approach with an emphasis on continuous supervision and customized risk management.

Carol Lyons is a CFP® with 35 years of industry experience, currently serving at L & M Wealth Management and Retirement Solutions, LLC since 2009. She has operated her own sole proprietorship since 2001 and is also owner and operator of CAROL E. LYONS CFP, INC., a non-investment related business. Lyons holds a Series 63 designation and is a licensed insurance agent, dedicating a portion of her time to insurance-related activities. L & M Wealth Management and Retirement Solutions provides discretionary asset management to individual and high-net-worth clients, offering customized portfolios that include stocks, bonds, ETFs, options, mutual funds, and certain private investments. The firm uses a combination of fundamental and technical analysis, with both long- and short-term strategies tailored to client risk profiles and time horizons, and manages approximately $67.2 million in regulatory assets.