Marshall Fraser

Hannah Hoch is a financial advisor at Servant Wealth Management, LLC in Bartlesville, Oklahoma, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Phillips 66 Company and Penn State University. Servant Wealth Management provides portfolio management and investment advisory services primarily to high-net-worth individuals, employing a variety of analytical methods and a long-term trading strategy. The firm manages a concentrated portfolio with discretionary and non-discretionary options, focusing on tailored investment policy statements and monthly account reviews.

Donald Carpenter is the sole advisor at Family Faith & Finance Asset Management in Bartlesville, OK, holding Series 63 and Series 65 credentials with 26 years of industry experience. His career includes a decade at DFC Wealth Management, LLC, followed by multiple terms at Family Faith & Finance Asset Management beginning in 2017. Family Faith & Finance Asset Management is a single-advisor independent firm serving a small client base of individual investors and pension/profit-sharing plans. The firm provides discretionary asset management, financial planning, and pension consulting, employing both fundamental and technical analysis across a range of investment strategies with regular portfolio reviews.

Lucas Nettles is a CFP® with seven years of industry experience, currently serving as a financial advisor at Revo Financial, LLC since 2018. Prior to joining Revo Financial, he worked for five years at Truity Credit Union. Outside of his advisory role, Nettles is also an independent insurance agent involved in risk management for financial planning. Revo Financial, LLC advises individual and high-net-worth clients with financial planning, portfolio management, and 401(k) advisory services. The firm utilizes proprietary, rules-based model portfolios that incorporate quantitative, technical, and fundamental analysis, and offers specialty services such as direct indexing and Biblically Responsible Investing.

Kenneth Green is a CFP® with 24 years of experience in financial advising. He has been with First Investment Corporation since 2001 and is also affiliated with Calton & Associates, Inc. Outside of his advisory work, he is involved in bookkeeping and accounting through a separate business venture. First Investment Corporation provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $64 million in client assets across three advisors, employing suitability-based, discretionary strategies using mutual funds, ETFs, individual securities, and periodic asset allocation adjustments.

Aaron Archambo is a CFP® professional with 28 years of industry experience. He has been with Archambo Financial Advisors, Inc. since 2004 and also worked at Dominion Investor Services, Inc. from 1995 to 2023. The firm provides discretionary investment supervisory services and financial planning primarily to individual clients, including high-net-worth households. It manages approximately $157 million in client assets and employs a range of analytical approaches and asset-allocation strategies tailored to client-specific investment policies.

Jon Nettles is a CFP® with 23 years of industry experience, currently serving as an advisor at Revo Financial, LLC since 2017. Prior to that, he worked for 15 years at The Focus Group Advisors, LLC dba FG Wealth Management. He is also an independent life insurance agent, evaluating life insurance needs and products for clients. Revo Financial, LLC advises individual and high-net-worth clients with financial planning, portfolio management, and 401(k) advisory services. The firm utilizes proprietary, rules-based model portfolios that incorporate quantitative, technical, and fundamental analysis, and offers specialty services including direct indexing and Biblically Responsible Investing options.