Justin Koch

Robert Feller is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Zelus Wealth Management since 2020 and previously held roles at HD Vest Investment Services and Doug Gray Auto Group. Zelus Wealth Management is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm provides discretionary investment management and financial planning, employing a diversified approach across various asset classes and strategies, including options and futures, and also manages held-away employer retirement accounts.

Kari Payne is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Sanctuary Advisors, LLC and Sanctuary Securities, Inc., having previously worked at Edward Jones for six years. Outside of her advisory role, Payne is the owner and investment advisor at CopperSky Wealth. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a range of sub-advisors and third-party model platforms to implement strategies.

Scott Garrison is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and 65 designations. He has seven years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. In addition to his advisory work, he is a partner and CFO of Auto Bath Inc., a business he has been involved with since 2007, and he owns Sooner Wealth. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Zachary Archer is a financial advisor with Ameriprise in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Ameriprise in 2019, he worked at BOK Financial Securities and Bokf, Na for nine years. Outside of advising, he is involved in several business ventures including ownership in a mobile vending company and a car wash and storage facility. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, offering tailored recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions and uses a centralized team to support financial advisors in delivering these services.