Oasis Advisors

Janelle Thompson is a financial advisor at OASIS Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms, including Terra Wealth Management and Thompson Financial Group. Outside of advising, she is an indirect owner of AlphaBit Investments, LLC. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its investment approach and offers portfolio management, financial planning, and pension consulting services.

Gregory Diamond is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm utilizes a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations, offering ongoing portfolio management and financial planning tailored to client needs.

Timothy Thompson is a financial advisor at OASIS Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pfs Investments Inc. for over three decades. Thompson is also a licensed insurance professional and an indirect owner of AlphaBit Investments, LLC, which sponsors and manages an ETF. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management and financial planning tailored to each client’s needs.

Dustin Wright is a financial advisor at OASIS Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management and Primerica Financial Services. In addition to his advisory role, he supervises workers compensation adjusters at Sedgwick Claims Management Services. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers portfolio management, financial planning, and pension consulting services.

Marcus White is a financial advisor at OASIS Advisors with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Terra Wealth Management LLC and Thompson Financial Group. Outside of his advisory role, Marcus has been involved with Pine Grove Community Chapel for several years. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.

Paul Debuhr is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Terra Wealth Management LLC and PFS Investments, Inc. Debuhr is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Oasis Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Rukmini Sunkara is a financial advisor at Oasis Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ernst & Young, Deloitte, and Terra Wealth Management. Sunkara is also involved in insurance sales. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm combines fundamental, quantitative, and modern portfolio theory in portfolio construction and offers ongoing portfolio management, financial planning, and pension consulting.

Klaine Doucette is a financial advisor at OASIS Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Terra Wealth Management, CAPE Securities, Desert Peaks Financial Group, PFS Investments Inc., and Primerica Financial Services. Doucette is also involved in insurance sales as part of his professional activities. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting.

Karen Dins is a financial advisor at OASIS Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Terra Wealth Management, CAPE Securities, Primerica Financial Services, PFS Investments, Cedar Creek Manor, and Graebel. In addition to her advisory work, she spends a portion of her time involved in insurance sales. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Brian Eckert is a financial advisor at OASIS Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PFS Investments Inc., Terra Wealth Management, and CAPE Securities. Outside of his advisory role, he co-owns Your Money Your Purpose, LLC, which provides money mindset coaching and educational content. OASIS Advisors serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in its investment approach and utilizes a broad range of investment vehicles.

Seth Kelley is a financial advisor at Oasis Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Purshe Kaplan Sterling Investments. He is also involved in insurance sales related to investment activities. Oasis Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting.

William Bone is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oasis Advisors in 2025, he worked at Terra Wealth Management and PrimAmerica Financial Services. Before his financial career, he practiced dentistry for over four decades. Bone is also involved in insurance sales, dedicating about 10% of his time to this activity. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term portfolios and offers ongoing portfolio management, financial planning, and pension consulting.

Karter Doucette is a financial advisor at OASIS Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Terra Wealth Management and Terra Wealth Risk Management. Outside of his advisory role, Mr. Doucette is an owner and pool technician at Bass Pool Pro's. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Larry Celaya is a financial advisor at OASIS Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Terra Wealth Management, LLC, Arizona College Prep, and Primerica Advisors. Outside of his advisory role, he is involved in the sale of legal protection services through LegalShield. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Ryan Wall is a financial advisor with Oasis Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Terra Wealth Management and Primerica Financial Services. Outside of advising, he is a 50% owner of Wallert Group LLC, a marketing and workflow service provider for a real estate asset company focused on fractional ownership for accredited investors. Oasis Advisors serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory to create long-term allocations and uses written Investment Policy Statements and regular portfolio reviews as part of its process.