Oasis Advisors

Janelle Thompson is a financial advisor at OASIS Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Terra Wealth Management, Thompson Financial Group, Pfs Investments Inc, and Primerica. Thompson is also an indirect owner of AlphaBit Investments, LLC. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, employing a discretionary management approach that incorporates fundamental analysis, modern portfolio theory, and quantitative methods.

Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 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 offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.

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.

Bryan Dewhurst is a financial advisor at Oasis Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Terra Wealth Management, Uncommon Wealth Partners, and Summit Financial Group. Dewhurst is also President and CIO of AlphaBit Investments, LLC, which sponsors and manages an ETF. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative methods to deliver discretionary investment management.

Andrew Kern is a financial advisor at OASIS Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at the University of Missouri and New Age Alpha LLC. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million using a range of investment strategies and instruments, including both traditional and alternative assets.

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 seven years of industry experience. He previously worked at Terra Wealth Management LLC and Primerica Financial Services. Outside of his advisory work, White has served for several years in leadership roles at local community organizations including Pine Grove Community Chapel. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages roughly $278 million for nearly 5,000 clients using a team-based approach and offers services without account minimums.

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 eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ernst & Young and Primerica. Sunkara is also involved in insurance sales and registered representative activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach and offers access to a range of investment vehicles, including private placements and cryptocurrency.

Johannes Shaw is a Series 65-licensed advisor at OASIS Advisors with one year of industry experience. Prior to joining OASIS Advisors, he worked at MBT Bank and held positions at Waldorf University and Grey College. OASIS Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages a diversified range of investments using fundamental analysis, modern portfolio theory, and quantitative methods, serving nearly 5,000 clients without account minimums.

Klaine Doucette is a financial advisor at OASIS Advisors with 32 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management, CAPE Securities, Desert Peaks Financial Group, and Primerica Advisors. He is also involved in insurance sales, dedicating about 10% of his monthly time to this activity. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm employs a discretionary management style using fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment options including mutual funds, ETFs, private placements, and cryptocurrency.

Taylor Thompson is a Vice President and Investment Adviser Representative at OASIS Advisors with 10 years of industry experience. He has previously worked at Terra Wealth Management and PFS Investments Inc. Thompson serves as CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and is an insurance agent with Oasis Advisors Risk Management. He has also been a member of the United States Air Force reserves since 2016. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading strategy.

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 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at CAPE Securities, Terra Wealth Management, and PFS Investments. Outside of his advisory role, he is involved in entrepreneurial ventures including a money mindset coaching business and healthcare solutions company. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm employs fundamental and quantitative investment strategies across a variety of instruments and serves nearly 5,000 clients with no account minimum.

Seth Kelley is a financial advisor with Oasis Advisors in Mount Juliet, TN, holding the Series 63 and Series 65 designations and having 26 years of industry experience. His work history includes long-term service at PFS Investments Inc and more recent roles at Purshe Kaplan Sterling Investments, CAPE Securities, and American Global Wealth Management. He also engages in investment-related insurance sales as part of his other business activities. Oasis Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients and employs a discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and quantitative methods across a diverse range of asset types.