Transcendent Capital Group

Charles Oliver is a financial advisor at Transcendent Capital Group with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and Phillips Capital Advisors, Inc. since 1999. Transcendent Capital Group is a multi-advisor team that provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations. The firm offers tailored investment strategies ranging from conservative income to aggressive growth, utilizing diverse methodologies and access to sub-advisers and wrap programs.

Michael Drooby is a CFP® and Series 66 credentialed advisor with five years of industry experience. He is currently with Transcendent Capital Group and previously worked at Emerson and Company, Royal Alliance Associates, and Bankers Life. Outside of advising, he manages an LLC established for legal and tax purposes that is not currently active in securities or insurance business. Transcendent Capital Group serves individuals, high-net-worth clients, and corporations by providing investment advisory and financial planning services. The firm operates as a multi-advisor team offering tailored portfolio options, discretionary and non-discretionary managed accounts, and access to third-party sub-advisers and wrap programs.

Sarah Holmes is a financial advisor at Transcendent Capital Group with one year of industry experience. She holds a Series 65 designation and has prior experience at Ess and Phillips 66. Transcendent Capital Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and corporations through a multi-advisor team. The firm offers a range of portfolio options tailored to client goals, utilizing asset allocation, dollar-cost averaging, technical analysis, and selective use of structured ETFs and sub-advisers.

Darrell James is a financial advisor at Transcendent Capital Group with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors. Outside of his advisory role, he is involved in farming and ranching in Oklahoma. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach to portfolio management, utilizing asset allocation, tactical strategies, and rigorous fund selection criteria tailored to client objectives and risk tolerances.

David Ferrell is a CFP® and ChFC® with 32 years of industry experience. He is currently with Transcendent Capital Group and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of advisory work, he serves as managing partner of a property management company and acts as trustee for a family living trust related to mineral interests. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with discretionary and non-discretionary managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and uses a structured investment process that includes asset allocation, tactical approaches, and explicit fund selection criteria.

Mitchell Green is a financial advisor with Transcendent Capital Group in Edmond, OK, holding a Series 66 designation and 10 years of industry experience. Prior to joining Transcendent Capital Group in 2021, he worked at Wells Fargo Advisors Financial Network from 2015 to 2021. He serves on the board of directors for Martindale Consultants, Inc. Transcendent Capital Group is an SEC-registered advisory firm with a team of eight advisors that provides discretionary and non-discretionary managed accounts, financial planning, and consulting services to individual, high-net-worth, and corporate clients. The firm employs a structured investment process that includes asset allocation, tactical approaches, and strict fund selection criteria tailored to client objectives and risk tolerances.

Bill Johnson is a financial advisor at Transcendent Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is a one-third owner and managing partner of a commercial office space holding company. Transcendent Capital Group is an SEC-registered firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based investment approach that includes tactical strategies and explicit fund selection criteria tailored to client objectives and risk tolerances.

Daniel James is a financial advisor at Transcendent Capital Group in Edmond, Oklahoma, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Arthur J Gallagher and ownership of CAM Consolidated Benefits LLC, where he consults on employee benefits programs. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team-based approach and utilizes a disciplined investment process combining asset allocation, tactical strategies, and strict fund selection criteria tailored to client objectives.

Grant Tarrant is a financial advisor at Transcendent Capital Group with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and MidFirst Bank. Transcendent Capital Group is an SEC-registered advisory firm serving individual, high-net-worth, and corporate clients with managed accounts, financial planning, and consulting services. The firm employs a team of eight advisors and utilizes a disciplined investment process combining asset allocation, tactical strategies, and rigorous fund selection criteria tailored to clients’ objectives and risk tolerances.