Justin Mc Cormick is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with four years of industry experience. He has worked at Olistico Wealth since 2021 and previously spent time at UBS Financial Services and Southern Hills Country Club. Olistico Wealth, LLC provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment types and analysis methods, managing accounts on both discretionary and non-discretionary bases while employing advanced trading strategies including options and margin transactions.

William Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at UBS Financial Services and Texas Christian University. Olistico Wealth, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plan clients. The firm builds individualized investment policy statements and constructs diversified portfolios using a range of investment strategies, including private placements and derivatives, supporting approximately $371.5 million in client assets.

Cooper Williamson is a financial advisor at Olistico Wealth, LLC in Tulsa, OK, holding a Series 65 credential with four years of industry experience. His background includes roles at Oklahoma Surgical Hospital and the Johns Hopkins Center for Talented Youth. Olistico Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm manages approximately $371.5 million in assets, employing diversified investment strategies that incorporate bonds, equities, ETFs, mutual funds, alternative investments, and private fund commitments.

Anthony Jezek is a financial advisor at Olistico Wealth, LLC in Tulsa, Oklahoma, with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 20 years before joining Olistico Wealth in 2021. Olistico Wealth provides wealth management, portfolio management, financial planning, and estate-planning services to individuals, charitable organizations, corporations, and retirement plans. The firm constructs diversified portfolios using a variety of investment vehicles and employs multiple analysis and trading methods, including options strategies and margin transactions.