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Alexxander P

CFP®, Series 65

Oklahoma City, OK

Retirement Investment Advisors Inc

Alexxander Peralta is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Retirement Investment Advisors Inc. since 2021 and previously worked at Darden Restaurants and Topgolf. Retirement Investment Advisors Inc. is a fee-only, fiduciary advisory firm managing approximately $1.49 billion for individuals, trusts, and institutional clients. The firm provides comprehensive financial planning and investment management services using a structured onboarding process and diversified portfolios primarily comprised of no-load mutual funds and ETFs.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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Carol A

CFP®, Series 63, Series 65

Oklahoma City, OK

Retirement Investment Advisors Inc

Carol Alexander is a CFP® with 23 years of experience in financial advising, currently serving at Retirement Investment Advisors, Inc. in Oklahoma City, where she has worked since 2003. She holds Series 63 and Series 65 licenses. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in assets and employs a structured planning process informed by Modern Portfolio Theory, acting as a fiduciary on all client accounts.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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Randy T

CFP®, PFS™, Series 63

Oklahoma City, OK

Retirement Investment Advisors Inc

Randy Thurman is a CFP® and PFS™ with 32 years of experience in financial advising. He has been with Retirement Investment Advisors, Inc. since 1997. In addition to his advisory role, he is a 50% owner and CEO of Bowie Thurman & Associates and an author receiving royalties. Retirement Investment Advisors, Inc. is a fee-only firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a structured planning process and employs Modern Portfolio Theory to guide discretionary investment management, overseeing approximately $1.268 billion in assets.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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Andrew F

CFP®, Series 66

Oklahoma City, OK

Retirement Investment Advisors Inc

Andrew Flinton is a CFP® with 17 years of industry experience, currently serving at Retirement Investment Advisors Inc in Oklahoma City, OK. He has been with the firm since 2010. Outside of his advisory role, he is a 50% owner of Bowie, Thurman, & Associates, LLC. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in regulatory assets and follows a structured onboarding and planning process, utilizing Modern Portfolio Theory tailored to client-specific Investment Policy Statements.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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Chad R

CFP®, Series 63, Series 65

Oklahoma City, OK

Retirement Investment Advisors Inc

Chad Rudy is a CFP® professional with 16 years of industry experience, currently serving at Retirement Investment Advisors, Inc. since 2009. He holds Series 63 and Series 65 licenses and previously worked at Cr Systems Inc from 2002 to 2019. Retirement Investment Advisors, Inc. is a fee-only firm providing financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in assets and follows a fiduciary standard, using a structured onboarding and planning process guided by Modern Portfolio Theory.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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Gabriel W

Series 65

Oklahoma City, OK

Retirement Investment Advisors Inc

Gabriel Wallace is a financial advisor at Retirement Investment Advisors Inc with one year of industry experience. He holds the Series 65 designation and previously worked at FNB Community Bank and Walmart. His background also includes nine years in full-time education. Retirement Investment Advisors Inc is a fee-only fiduciary firm managing approximately $1.49 billion for individuals, trusts, pension and profit-sharing plans, and other organizations. The firm provides comprehensive financial planning and investment management using diversified portfolios primarily composed of no-load mutual funds and ETFs, supported by Modern Portfolio Theory and third-party research.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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Brenda B

CFP®, Series 65

Oklahoma City, OK

Retirement Investment Advisors Inc

Brenda Bolander is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Retirement Investment Advisors, Inc. since 2012. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, managing approximately $1.268 billion in regulatory assets. The firm follows a structured onboarding and planning process, using Modern Portfolio Theory to tailor investment recommendations to each client’s Investment Policy Statement.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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Joseph B

CFP®, Series 63, Series 65

Oklahoma City, OK

Retirement Investment Advisors Inc

Joseph Bowie is a CFP® with 37 years of industry experience, currently serving at Retirement Investment Advisors Inc. in Oklahoma City, OK. He has been with the firm and its predecessors since 1990. Retirement Investment Advisors, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.268 billion in regulatory assets and follows a fiduciary standard, using a structured onboarding and planning process informed by Modern Portfolio Theory.

General retirement planning Social Security optimization Income planning Cash flow / budgeting
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