Cadent Capital Advisors, LLC

David Foley is a financial advisor at Cadent Capital Advisors, LLC in Tulsa, OK, holding the CFP® and ChFC® designations with 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for five years before joining Cadent Capital Advisors in 2015. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple methods of analysis and offers a range of investment strategies, including long-term allocation and more active approaches, while conducting at least annual portfolio reviews.

Philip Mooberry is a financial advisor at Cadent Capital Advisors, LLC with 24 years of industry experience. He has held positions at Cadent Capital Advisors since 2012 and previously worked at Purshe Kaplan Sterling Investments for nine years. Mooberry holds Series 63 and Series 65 licenses. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, with regular portfolio reviews and documented client objectives.

Nicholas Fiegel is a CFA® charterholder with one year of experience as a financial advisor at Cadent Capital Advisors, LLC. His prior work includes roles at Ascent Resources, Plan Group Financial, Enable Midstream Partners, and Orange Leaf Holdings. Outside of his advisory role, he is a co-member of Chazown Investment Group, LLC, a real estate investing company. Cadent Capital Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, conducting at least annual portfolio reviews and documenting client objectives in an Investment Policy Statement.

Ann Dagg is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation and 23 years of industry experience. She has worked at Cadent Capital Advisors since 2014 and previously at Purshe Kaplan and Sterling from 2014 to 2021. Outside of her advisory role, she serves as CEO of Redbird Associates, LLC, a real estate investment entity. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies, including both long-term allocation and active trading approaches.

Brett Hobbs is a financial advisor with Cadent Capital Advisors, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Cadent Capital Advisors since 2019 and previously spent two years with Purshe Kaplan Sterling Investments and five years at the Oklahoma Office of Management and Enterprise Services. Hobbs serves as a board member of the Oklahoma Employees Insurance and Benefits Board. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.

Deanna Stranglen is a CFP® professional with 23 years of industry experience, currently with Cadent Capital Advisors, LLC. She has held prior roles at LPL Financial and Mary Kay Inc., where she was involved in direct sales. In addition to her advisory work, she maintains a role as a licensed insurance agent. Cadent Capital Advisors provides investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans, employing a range of strategies from long-term investing to more active trading approaches. The firm offers both discretionary and non-discretionary services and emphasizes documented investment policies and regular portfolio reviews.

Joshua Garrett is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK. He holds a Series 66 designation and has four years of industry experience, including prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Garrett has also worked in various other capacities outside the financial sector, including positions at Philcrest Hills Tennis Club and Hardscape Materials Inc. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a range of investment strategies, from long-term investing to more active approaches such as options trading and margin transactions, and manages several hundred million dollars in client assets.

Todd Taylor is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Cadent Capital Advisors, LLC since 2016 and was previously with Merrill for 26 years. Cadent Capital Advisors provides investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves clients with a variety of risk tolerances and objectives.

Logan Wehling is a financial advisor at Cadent Capital Advisors, LLC with nine years of industry experience. He previously worked at Edward Jones for nine years before joining Cadent Capital Advisors in 2025. He holds the Series 66 designation. Cadent Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment methods, including fundamental, technical, and quantitative analysis, and serves a diverse client base with strategies ranging from long-term investing to more active approaches such as options trading and short-term trading.

William Mildren is a financial advisor at Cadent Capital Advisors, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and Wunderlich Securities, Inc. Mildren has no notable outside business activities. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs various analytical methods and offers a range of investment strategies, from long-term allocation to more active approaches, conducting at least annual portfolio reviews tailored to client objectives.

Madeline Ritterpusch is a financial advisor at Cadent Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young for seven years. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.