Ameritrust Investment Advisors Inc

Myles Linhares is a financial advisor with Ameritrust Investment Advisors Inc in Tulsa, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Stonebridge Financial, Bannerman Wealth, and Fidelity Brokerage Services LLC. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning, using a fundamental analysis approach for investment selection and offering retirement-plan consulting for plan sponsors.

Ronald Dugan is a CFA® charterholder with over 20 years of experience in the financial services industry. He is currently with Ameritrust Investment Advisors Inc, where he has worked since 2020. Prior to that, he held positions at Dugan Partners LLC and Guidestone Financial Resources. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm employs fundamental analysis for investment selection and maintains a fee-only financial planning approach consistent with NAPFA standards.

Laurie Horton is a financial advisor at Ameritrust Investment Advisors Inc in Tulsa, OK, with 13 years of industry experience. She holds a Series 65 designation and has been with Ameritrust since 2002. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm uses fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution accounts through a third-party platform.

John Roe is a CFP® professional with 28 years of experience in the financial services industry. He has been with AmeriTrust Corporation and AmeriTrust Investment Advisors, Inc. since 1997. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis in investment selection and offers retirement-plan consulting and management of defined-contribution participant accounts through a third-party platform.

Jaylon Rodriguez is a financial advisor at AmeriTrust Investment Advisors Inc with two years of industry experience. He holds a Series 65 designation and has previous work experience at Vail Resorts and the University of Oklahoma. Outside of his advisory role, he was involved with Thunderbird Berry Farm for six years. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm uses fundamental analysis for investment selection and follows a fee-only approach for financial planning consistent with NAPFA definitions.

Kenny Brown, Jr. is a financial advisor at AmeriTrust Investment Advisors Inc with eight years of industry experience. He holds a Series 65 designation and has worked at AmeriTrust since 2017, following two years at Heritage Trust Company. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution participant accounts through a third-party platform.