Plan Group Financial, Inc.

Jacob Wandel is a financial advisor at Plan Group Financial, Inc. in Fayetteville, AR, holding a Series 66 designation. He has been active in the industry since 2023, with prior experience including roles at Garrson Financial Institute and various positions while a student. Plan Group Financial is a team-based firm managing approximately $690 million in client assets, serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach using a blend of equities, fixed income, ETFs, mutual funds, REITs, and commodities, with goals-based discretionary relationships and the use of third-party managers when appropriate.

Harrison Newmark is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2025. Prior to his advisory role, he was a student for ten years. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets across more than 1,200 individual, trust, and retirement-plan clients. The firm uses a model-portfolio approach combining various asset classes and employs strategies including mean-variance optimization with fundamental and technical analysis. It offers services such as discretionary investment management, fee-based financial planning, and specialized consulting including private oil and gas investment coordination and 1031 exchange referrals.

Tobin Thomas is a financial advisor at Plan Group Financial, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Thomas is also involved in insurance brokerage and investment activities through Collaborative Insurance Solutions LLC. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 clients, including individuals, trusts, and retirement plans. The firm employs a model-portfolio approach integrating equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a focus on goals-based, discretionary management and specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Jeffery Eynetich is a financial advisor with Plan Group Financial, Inc., holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 clients. The firm employs a model-portfolio investment approach blending multiple asset classes and offers discretionary management, financial planning, and retirement plan consulting, with specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Douglas Claycomb is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill, Saxony Securities, and Private Client Services before his current role. Claycomb also serves as a consultant to an independent principal in the agriculture industry. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach incorporating equities, fixed income, ETFs, and alternative investments, with discretionary, goals-based relationships and the use of third-party managers and sub-advisers.

Carl Holliday is a financial advisor at Plan Group Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at James Baker & Associates, A Limited Partnership, for over three decades prior to joining Plan Group Financial. Outside of his advisory role, he is a 50% owner and investor in a medical spa business. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach integrating equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a focus on goals-based, discretionary relationships and offers specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Hayden Przybysz is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, OK, with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he co-owns and manages a lighting fixture sales business. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for individual, trust, and retirement-plan clients. The firm employs a model-portfolio investment approach that integrates equities, fixed income, ETFs, and alternative assets, offering goals-based discretionary management alongside specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Michael White Jr. is a Series 65-licensed advisor with 10 years of industry experience, currently with Plan Group Financial, Inc. since 2018. His prior roles include positions at MWJ Advisor Services, LLC and Signal Research Group LLC, as well as seven years at Futurity First Insurance Company. Outside of financial advising, he owns the White Dance Company, which provides dance instruction. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets and serving over 1,200 clients. The firm employs a model-portfolio approach using equities, fixed income, ETFs, mutual funds, REITs, and commodities, with a goals-based, discretionary investment style and specialized services including private oil and gas investment coordination and 1031 exchange-related consulting.

Boston Harris is a Series 65-licensed advisor at Plan Group Financial, Inc. in Oklahoma City, with one year of industry experience. Prior to joining Plan Group Financial, he worked at Tecovas and was a student for ten years. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities, with discretionary management and specialized services such as private oil and gas investment coordination and 1031 exchange consulting.

Luke Stein is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Tecovas and roles at the University of Central Oklahoma and Evangel University. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 clients. The firm uses a model-portfolio approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized services including private oil and gas investment coordination and 1031 exchange consulting.

Cody Wheeler is a financial advisor at Plan Group Financial, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at Private Client Services and Saxony Securities, Inc. prior to his current role. Outside of advising, he has experience in client relations management and operations within affiliated firms. Plan Group Financial is a team-based advisory firm managing approximately $690 million in assets for over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach using equities, fixed income, ETFs, mutual funds, REITs, and commodities, with strategies informed by mean-variance optimization and both fundamental and technical analysis.

Dallas Wheeler is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Saxony Securities, Waddell & Reed, Inc., and multiple other financial and business ventures. Outside of advising, he owns and operates BW Group, LLC, a financial services company. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets for over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities with both fundamental and technical analysis, offering a range of specialized services including private oil and gas investment coordination and 1031 exchange consulting.

James Billingsley is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and 65 licenses and bringing 40 years of industry experience. His prior experience includes Signal Research Group LLC and his own firms, Billingsley Financial Group and a sole proprietorship. He serves on the business advisory council at Oklahoma Christian University and is involved with the Quail Creek golf and country club committee. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets, serving individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach combining equities, fixed income, ETFs, mutual funds, REITs, and commodities, using mean-variance optimization along with fundamental and technical analysis.

Spencer Aufenthie is a financial advisor at Plan Group Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Wells Fargo Bank and Jackson Hewitt. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio approach using a blend of asset types alongside fundamental and technical analysis, offering discretionary investment management, financial planning, and retirement plan consulting services.

Matthew Schultz is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation and bringing 12 years of industry experience. His background includes roles at Private Client Services, Saxony Securities Inc, and Principal Life Insurance Company. Outside of his advisory work, he serves on the finance and HR committees of the Stuhr Museum Foundation and participates in the finance committee of The Academy of Classical Christian Studies. Plan Group Financial is a team-based advisory firm managing approximately $690 million in client assets and serving over 1,200 individual, trust, and retirement-plan clients. The firm employs a model-portfolio investment approach combining equities, fixed income, ETFs, and other asset classes, with a focus on goals-based, discretionary relationships and offers specialized consulting in areas such as private oil and gas investments and 1031 exchanges.