Rodney Yancy is a financial advisor with Oath Planning, LLC in Tulsa, OK, holding a Series 65 designation and seven years of industry experience. He has worked at Oath Planning since 2018 and concurrently serves as attorney and president of Oath Law, by RTY Law, a professional corporation. Outside of advising, he is the CEO of Oath Music Co, a music technology company. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm integrates investment management with estate-planning services through its affiliated law practice and employs a modern portfolio theory-based, buy-and-hold investment approach using primarily passive asset-class mutual funds.

Alec Spring is a financial advisor at Oath Planning, LLC in Tulsa, Oklahoma, with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Equitable Advisors and Axa Advisors, as well as work outside the financial industry. Oath Planning provides investment management and financial planning services to individuals, trusts, retirement plans, not-for-profits, and small businesses. The firm manages approximately $285 million for about 500 clients using long-term, asset-allocation driven strategies with a focus on passively managed mutual funds and model portfolios, and offers integrated estate-planning and insurance services through affiliated legal and insurance professionals.