Stephen Stipe is a financial advisor with Wealth Management Solutions in Claremore, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Sms Financial & Investment Management for 20 years and has operated under his own name since 1996. Outside of his advisory role, he is involved in a construction company, Stipe Construction Company, where he contributes time without compensation. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering portfolio development, monitoring, and educational seminars. The firm tailors portfolios based on client objectives and risk tolerance, with services delivered on discretionary and non-discretionary bases and includes tax-related coordination through CPA-licensed representatives.

David Shoesmith is a financial advisor with Wealth Management Solutions in Claremore, OK, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at Sms Financial & Investment Management and his own firm, Shoesmith Financial Services. Outside of advisory duties, he is a licensed insurance agent assisting clients with life, health, annuity, and long-term care insurance as needed. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients, offering customized portfolio development and monitoring across various asset classes. The firm also integrates tax-related services through licensed CPAs on staff and delivers both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Joanna Mccall is a CFP® with 26 years of industry experience, currently with Wealth Management Solutions since 2018. She previously worked for Sms Financial & Investment Management for 19 years and operates Joanna S. Mccall, P.C., a tax preparation service. Outside of advising, she is involved in direct sales as an independent skin care consultant and a brand partner for natural supplements. Wealth Management Solutions provides investment advice and financial planning primarily to individual and high-net-worth clients. The firm offers portfolio development, written financial plans, and 401(k) allocation recommendations, with services delivered on both discretionary and non-discretionary bases.