Exencial Wealth Advisors

Brennon Hawkins is a financial advisor at Exencial Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, Wells Fargo Securities, and The Vanguard Group. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base, employing model-based asset allocation combined with fundamental analysis and a range of investment strategies.

Matthew Macwilliams is a CFP® professional with 33 years of industry experience, currently serving at Exencial Wealth Advisors since 2023. His prior roles include positions at Ameritas Advisory Services, MMW Services LLC, Ameritas Life Insurance Corp, Weinheimer Wealth Management, and Ameritas Investment Corp. He is also a licensed independent insurance agent involved in selling fixed insurance products. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base, utilizing model-based asset allocation and a range of investment strategies including option-based approaches and alternative investments.

Christopher Brown is a financial advisor with Exencial Wealth Advisors in Oklahoma City, holding a Series 66 license and 24 years of industry experience. He previously worked at Willingdon Wealth Management LLC from 2015 to 2020 before joining Exencial in 2020. Outside of his advisory role, Mr. Brown is involved in property management through ownership and management of rental properties and a property management company in Gastonia, NC. Exencial Wealth Advisors is a multi-advisor firm managing approximately $5.3 billion in client assets. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base, employing model-based asset allocation and a range of investment strategies including options and alternative funds.

Derrick Longo is a financial advisor with Exencial Wealth Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at firms including Wells Fargo Advisors and Intercarolina Financial Services, and currently serves as an equity partner at Exencial. Outside of his advisory role, he owns and manages rental properties, spending time on their maintenance and receiving income from this activity. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a broad client base, utilizing model-based asset allocation and a variety of investment strategies including option-based approaches.

Jeffrey Hibbeler is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Exencial Wealth Advisors in Oklahoma City, OK. He previously worked at Columbia Threadneedle Investments for 11 years and at Willingdon Wealth Management for two years. Mr. Hibbeler is an equity partner at Exencial Wealth Advisors. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of around 50 advisors, providing discretionary and non-discretionary wealth management, financial planning, and fiduciary services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, corporations, nonprofits, and municipal entities. The firm employs model-based asset allocation supported by fundamental analysis and offers a range of investment strategies including equities, fixed income, alternative funds, and option-based approaches.

Pete Trontis is a CFA® charterholder with seven years of industry experience, currently serving as an equity partner at Exencial Wealth Advisors in Oklahoma City, where he has worked since 2020. Prior to joining Exencial, he was with Willingdon Wealth Management and Horizon Investments. He dedicates his full professional time to his role at Exencial. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base, utilizing model-based asset allocation and a range of investment strategies including option-based approaches.

Kaye Tahiliani is a financial advisor at Exencial Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Willingdon Wealth Management and TIAA-CREF. Since 2025, she has been an equity partner at Exencial Wealth Advisors, where she dedicates her full workweek. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of around 50 advisors, serving individuals, high-net-worth clients, pension plans, trusts, corporations, nonprofits, and municipal entities. The firm employs a model-based investment approach informed by fundamental analysis and offers a range of services including discretionary and non-discretionary wealth management, financial planning, and fiduciary services.

Jerry Georgopoulos is a financial advisor at Exencial Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Exencial Wealth Advisors since 2014. Exencial Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, non-profits, and municipal entities. The firm manages approximately $5.3 billion in client assets through a team of around 50 advisors and emphasizes model-based asset allocation supported by fundamental analysis and a range of investment strategies.

Michael Conerly is a CFA® charterholder with four years of industry experience. He has been with Exencial Wealth Advisors since 2021, previously working at Wells Fargo and Columbia Threadneedle. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, nonprofits, and municipal entities, utilizing model-based asset allocation and a range of investment strategies.