Angela Vetrano

Dr. Amy Hubble is the founding principal at Radix Financial, an independent female-led Registered Investment Adviser (RIA) firm and Oklahoma LLC. Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research. Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations along with a PhD in Financial Planning and Consumer Economics from the University of Georgia and an MBA from the University of Oklahoma. Boomer Sooner!

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.