David Ortiz

Corey Kenedy is a Series 66-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Entrust Parable Capital, LLC since 2014. Entrust Parable Capital is an independent registered investment adviser that offers discretionary and non-discretionary investment management along with comprehensive wealth management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, individual securities, privately placed investments, and options.

Larry Bradley is the sole advisor at Valendo Private Asset Management, Inc., an independent firm he has led since 2005. He holds a Series 65 designation and has 21 years of industry experience. Prior to founding Valendo, his background includes a professional career outside finance. Valendo Private Asset Management provides discretionary portfolio management primarily to individual investors and retirement accounts, managing approximately $38 million. The firm employs a concentrated, fundamentally driven value-investing strategy, targeting securities trading at significant discounts to intrinsic value and utilizing a range of instruments including options and futures when appropriate.

Jordan Spencer is a CFP® with six years of industry experience, currently serving as the sole advisor at VOX Financial Planning. He has worked at Magellan Federal since 2020 as a Financial Counselor providing financial education to National Guard members, and previously held roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he assists with tax return preparation during tax season. VOX Financial Planning is a fee-only advisory firm that offers financial planning, portfolio oversight, and limited single-appointment reviews. The firm uses an outsourced implementation model with third-party sub-advisors managing day-to-day portfolio activities and employs a fixed engagement fee structure rather than percentage-of-AUM billing.

Rustin Cavel is a financial advisor at Render Financial, LLC in Edmond, Oklahoma, holding a Series 65 credential. He has one year of industry experience and previously worked at Coast Finance, Inc. and Gala Games, among other firms. Render Financial offers financial planning, discretionary wealth management, and customized advisory projects to individuals, small businesses, and high-net-worth clients. The firm uses a strategic, primarily passive investment approach tailored to client objectives and risk tolerance, providing wealth management on a discretionary basis with semi-annual reviews.

Michael Freeman is a Series 65-licensed financial advisor with Trilogy Financial Solutions in Oklahoma City, Oklahoma, and has 12 years of industry experience. He is also employed full-time by the Oklahoma Department of Environmental Quality, where he has worked since 1994, and owns Environmental Enforcement Training and Consulting LLC, providing enforcement training to government environmental agencies in the U.S. and Canada. Trilogy Financial Solutions offers investment advice and portfolio management focused on retirement planning, primarily through Individual Retirement Accounts. The firm employs a long-term, buy-and-hold strategy using mutual funds and ETFs, emphasizing diversification across U.S. equities, international equities, and fixed-income securities, with services tailored to clients’ goals and time horizons.

Christopher Matteson is a financial advisor with Integrated Planning Strategies, LLC in Oklahoma City, holding a Series 65 designation and 25 years of industry experience. He has worked at Gemini Industrie, Inc. and Cornerstone Investment Advisory Group LLC before focusing on his current firm since 2003. Outside of advisory work, Matteson is a principal member of C & K Class A Services, LLC, which is transitioning to life and health insurance sales; he is also a licensed life and health insurance agent. Integrated Planning Strategies, LLC is an independent, fee-only firm serving primarily individual investors and retirement accounts. The firm offers customized separately managed portfolios and retirement-plan advisory services, emphasizing personalized attention through a limited client roster and a tailored investment approach that includes fundamental, technical, and cyclical analysis.