FMI

Michael Whitson is a financial advisor at FMI with 15 years of industry experience. He holds the Series 66 designation and has worked at FMI since 2012. Outside of his advisory role, he serves on several community boards, including the Ardmore Development Authority Board and the Arbuckle Council-Boy Scouts. FMI serves individuals, corporations, and partnerships, managing approximately $318.3 million in discretionary assets across about 690 client relationships. The firm offers discretionary investment management, retirement-plan advisory, consulting, and tiered financial planning, using customized portfolios that combine actively managed and indexed funds, ETFs, stocks, and bonds.

Allen Bynum is a financial advisor at FMI with 17 years of industry experience. He holds a Series 66 designation and has worked at FMI and its predecessor entities since 2018, with prior roles at Western International Securities, Inc. and Financial West Group. Outside of advising, he is involved with local organizations including Sunshine Industries, a work training group for adults with special needs, and serves as a director of the Oklahoma Wildlife Management Association. FMI is an employee-owned investment advisory firm managing approximately $318 million for around 690 clients, including individuals, corporations, and partnerships. The firm offers customized portfolio management, tiered financial planning, and retirement plan advisory services, using a combination of actively managed and indexed funds, ETFs, and individual securities.

Bregan Heitz is a CFP® with seven years of experience in the financial services industry, currently serving at FMI. He previously worked at Simmons Bank for six years. Outside of his advisory role, he is an independent insurance agent and holds leadership positions with the Kiwanis Club of Ardmore as secretary, the Plainview School Foundation Board, and the Lighthouse Behavioral Wellness Centers board. FMI advises individuals, including high net worth clients, as well as corporations and partnerships, managing approximately $318.3 million in discretionary assets across roughly 690 client relationships. The firm offers discretionary investment management, retirement-plan advisory services, consulting, and tiered financial planning with customized portfolios that combine actively managed and indexed funds, individual stocks, and bonds.

Kayla Tweedy is a financial advisor at FMI with eight years of industry experience and a Series 65 designation. She has been with JBR Co. Financial Management Inc. (doing business as FMI) since 2017 and previously worked at 1st Global Capital Corp, 1st Global Advisors, Inc., and Allard Financial LLC. Outside of advising, Tweedy is involved in nonprofit activities, including organizing Women Promoting Women and Reality Check of Southern Oklahoma, and she serves on the board of The Gloria Ainsworth Child Care Center and Learning Center. FMI serves individuals, corporations, and partnerships, managing approximately $318.3 million in discretionary assets across about 690 client relationships. The firm offers customized portfolios using a mix of actively managed and indexed funds, ETFs, stocks, and bonds, with investment performance reviewed quarterly and comprehensive financial planning services.