Charles Bigbie III is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He has been with Geneos Wealth Management, Inc. since 2003 and also leads Woodland Wealth Management LLC. Outside of advising, he serves on the boards of the Tulsa chapter of CFP® professionals and the CFP® Ethics Board, teaches at Tulsa Community College, and is an author. Additionally, he owns Cat Tours LLC and operates a firearms business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment approach combines continuous account monitoring with a variety of analytic strategies and offers customizable portfolios alongside third-party managed model portfolios.

Joseph Rice is a financial advisor with Geneos Wealth Management, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Geneos since 2011 and operates Rice Benefits & Investments LLC since 2016. Outside of advisory work, he serves as an independent representative for various fixed insurance carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers. The firm serves a diverse client base including individuals, trusts, estates, corporations, and pension plans, managing over $5.5 billion in assets as of December 2024.