Jacob Wandel is a financial advisor at Plan Group Financial, Inc. He holds a Series 66 designation and has been working in the industry since 2023. Prior to joining Plan Group Financial, he worked at Garrson Financial Institute and has experience in client services roles. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm uses diversified model portfolios with mean-variance optimization and both fundamental and technical analysis, and it provides family-office consulting through its affiliated Plan Group Family Office.

Harrison Newmark is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation. He has one year of industry experience, all with his current firm. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and offers investment management, financial planning, and retirement plan consulting services. The firm manages client assets primarily through diversified model portfolios that use mean-variance optimization and both fundamental and technical analysis.

Tobin Thomas is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and Sri Financial, LLC d.b.a. Journey Financial Strategies. Outside of his advisory work, he serves as an insurance broker affiliated with Ash Brokerage and is a passive owner of Collaborative Insurance Solutions LLC. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management and financial planning services using diversified model portfolios with periodic rebalancing and may engage third-party managers and alternative investments as appropriate.

Jeffery Eynetich is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory work, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial serves individual and household clients, including high-net-worth individuals, providing investment management, financial planning, and retirement plan consulting. The firm uses diversified model portfolios with both fundamental and technical analysis and offers family-office consulting and coordination through its affiliated Plan Group Family Office.

Douglas Claycomb is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Plan Group Financial since 2006, with prior experience at Merrill and Saxony Securities. Outside of his advisory role, he acts as a consultant for Strawberry Fields and is involved in subadvisory portfolio management for Baker Asset Management. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm manages assets primarily through diversified model portfolios using mean-variance optimization and various analytical approaches, and provides family office consulting and coordination services under separate agreements.

Carl Holliday is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has worked at James Baker & Associates, A Limited Partnership since 1992 and joined Plan Group Financial in 2024. Outside of finance, he is a 50% owner and investor in a medical spa business, RADIAN, LLC. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm offers investment management, financial planning, and portfolio management through diversified model portfolios that incorporate fundamental and technical analysis, with a notable family office and specialized consulting services.

Hayden Przybysz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, OK, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms including Avantax Advisory Services and 1st Global Advisors, and is co-owner of P&F Lites Etc, LLC, a lighting fixture sales business. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios with a mix of equities, fixed income, ETFs, and alternative investments, and operates a family office service alongside specialized investment coordination.

Michael White Jr. is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation with 10 years of industry experience. His prior experience includes roles at Signal Research Group LLC and Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, where he provides dance instruction. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and offers investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios using mean-variance optimization and fundamental and technical analysis, with an affiliated family office and involvement in private oil and gas and 1031 exchange investments.

Boston Harris is an advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 credential. He has three years of industry experience, including roles at Plan Group Financial and Tecovas. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm manages client assets primarily through diversified model portfolios using mean-variance optimization and combines fundamental and technical analysis across multiple asset classes.

Luke Stein is a financial advisor at Plan Group Financial, Inc. based in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2023. Prior to joining the firm, he worked at Tecovas and held roles at the University of Central Oklahoma and Evangel University. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm uses diversified model portfolios with mean-variance optimization and various investment vehicles, and also offers family-office consulting and coordinates private oil and gas investments and 1031 exchange-related referrals.

Cody Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and six years of industry experience. He has held roles at Private Client Services and Saxony Securities, Inc., and also worked at Southwestern Oklahoma State University and with the OSSAA Umpiring Association. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm utilizes diversified model portfolios employing mean-variance optimization and both fundamental and technical analysis, with allocations across multiple asset classes and active use of third-party managers and alternative investments when appropriate.

Dallas Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Saxony Securities, Waddell & Reed, Inc., and ownership of BW Group, LLC., a financial services entity. Outside of advising, he is involved in Progressive Home Solutions, LLC, a non-investment business managing rental properties. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm employs diversified model portfolios with mean-variance optimization and a range of investment types, and it provides family office services alongside specialized investment referrals.

James Billingsley is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes positions at Signal Research Group LLC and operating his own Billingsley Financial Group DBA. He serves on the business advisory council at Oklahoma Christian University and participates in the club committee for Quail Creek Golf and Country Club. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm employs diversified model portfolios with periodic rebalancing and offers family office consulting as well as coordination involving private oil and gas investments and 1031 exchange-related referrals.

Spencer Aufenthie is a financial advisor with Plan Group Financial, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Plan Group Financial, he worked at Wells Fargo Bank and Jackson Hewitt. Plan Group Financial serves individual and household clients, including high-net-worth individuals, offering investment management, financial planning, and retirement plan consulting. The firm utilizes diversified model portfolios with allocations across multiple asset classes and may engage third-party managers and alternative investments when appropriate.

Matthew Schultz is a financial advisor at Plan Group Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Private Client Services and Saxony Securities Inc. Outside of his advisory role, Schultz serves on the finance and HR committees of the Stuhr Museum Foundation and participates in the finance committee of the Academy of Classical Christian Studies. Plan Group Financial provides investment management, financial planning, and retirement plan consulting services to individual and household clients, including high-net-worth individuals. The firm manages assets through diversified model portfolios that incorporate fundamental and technical analysis and also offers family-office consulting and private investment coordination.

Srikant Jonnada is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously operated Sri Financial, LLC, including its DBAs Journey Financial Strategies and Jonnada Financial Group, and worked with Eagle Strategies and New York Life. Jonnada serves as a board member of the Oklahoma City Employee's Pension Board. Plan Group Financial serves individual and household clients, including high-net-worth individuals, and provides retirement plan consulting under ERISA Section 3(21). The firm manages client assets using diversified model portfolios with mean-variance optimization, fundamental and technical analysis, and incorporates third-party managers, non-traded private placements, and alternative investments as appropriate.