David Morley

Daron Rudy is a CFP® with 24 years of industry experience, currently serving at Sowell Management since 2021. His prior experience includes roles at Mmlisi and MassMutual from 2001 to 2016, as well as Stride Bank in Enid, OK, from 2001 to 2021. Outside of his advisory work, he is a non-managing partner in a residential real estate investment vehicle. Sowell Management provides investment advisory and related services to a diverse client base including individuals, retirement plans, corporations, and institutions. The firm operates through an independent contractor model, offering portfolio management, financial planning, and business support services, utilizing model portfolios and third-party platforms to implement investment strategies.

Gary Ward is a financial advisor with Belpointe Asset Management LLC in Enid, Oklahoma, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Voya Financial Advisors, Inc., Northwest Wealth Management, LLC, and operating as a sole proprietor prior to joining Belpointe in 2017. He is also involved in fixed insurance sales as an insurance producer. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies across passive, active, tactical, and blended approaches and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Joseph Armstrong III is a financial advisor with RedHawk Wealth Advisors, Inc. in Enid, Oklahoma, holding a Series 65 designation and eight years of industry experience. He has worked at RedHawk Wealth Advisors since 2017 and also serves as Vice President of Equity Financial Group, where he is involved in insurance sales. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and retirement plan services using a documented due-diligence process and risk monitoring tools, supporting multiple platform arrangements and specialized account types.

Eric Brunken is a financial advisor with First Command Advisory Services in Enid, Oklahoma. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with First Command and its affiliated entities. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and manages model portfolios through an in-house investment team.

Nicole Dirks is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She has held various roles within Raymond James Financial Services since 2021 and has additional work experience in client communications and event planning at K/H Financial. Outside of finance, she is involved in agriculture through Circle D Farms LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client risk assessments and supported by extensive firm research and resources.

Joseph Kelley is a financial advisor at Edward Jones in Enid, OK, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.