Cadent Capital Advisors, LLC

David Foley is a financial advisor at Cadent Capital Advisors, LLC in Tulsa, OK, holding the CFP® and ChFC® designations with 29 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for five years before joining Cadent Capital Advisors in 2015. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple methods of analysis and offers a range of investment strategies, including long-term allocation and more active approaches, while conducting at least annual portfolio reviews.

Philip Mooberry is a financial advisor at Cadent Capital Advisors, LLC with 24 years of industry experience. He has held positions at Cadent Capital Advisors since 2012 and previously worked at Purshe Kaplan Sterling Investments for nine years. Mooberry holds Series 63 and Series 65 licenses. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, with regular portfolio reviews and documented client objectives.

Nicholas Fiegel is a CFA® charterholder with one year of experience as a financial advisor at Cadent Capital Advisors, LLC. His prior work includes roles at Ascent Resources, Plan Group Financial, Enable Midstream Partners, and Orange Leaf Holdings. Outside of his advisory role, he is a co-member of Chazown Investment Group, LLC, a real estate investing company. Cadent Capital Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to more active approaches, conducting at least annual portfolio reviews and documenting client objectives in an Investment Policy Statement.

Ann Dagg is a financial advisor with Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation and 23 years of industry experience. She has worked at Cadent Capital Advisors since 2014 and previously at Purshe Kaplan and Sterling from 2014 to 2021. Outside of her advisory role, she serves as CEO of Redbird Associates, LLC, a real estate investment entity. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies, including both long-term allocation and active trading approaches.

Brett Hobbs is a financial advisor at Cadent Capital Advisors, LLC in Tulsa, OK, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cadent Capital Advisors since 2019, including a prior role at Purshe Kaplan Sterling Investments and five years with the Oklahoma Office of Management and Enterprise Services. He serves as a board member of the Oklahoma Employees Insurance and Benefits Board. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a range of investment strategies and conducts regular portfolio reviews, tailoring services from long-term allocation to more active trading approaches.

Deanna Stranglen is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Cadent Capital Advisors, LLC since 2022. Prior to joining Cadent, she worked at LPL Financial LLC for 10 years and has been involved with Mary Kay Inc. since 2002 as a sales consultant. Outside of her advisory role, she is active in direct sales with Mary Kay Inc. Cadent Capital Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple methods of analysis and offers a range of investment strategies from long-term allocation to more active approaches, including retirement plan consulting and divorce financial planning.

Joshua Garrett is a financial advisor at Cadent Capital Advisors, LLC in Tulsa, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Cadent, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2022 to 2025. Outside of finance, his background includes roles related to tennis clubs and sports complexes. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies, including both long-term allocation and more active approaches, with a focus on documenting client objectives and conducting regular portfolio reviews.

Todd Taylor is a CFP® credentialed financial advisor with 40 years of industry experience. He has worked at Cadent Capital Advisors, LLC since 2016 and previously spent 26 years at Merrill. He is also a licensed insurance agent and occasionally offers clients insurance products. Cadent Capital Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies, from long-term allocation to active trading, while conducting regular portfolio reviews.

Logan Wehling is a financial advisor at Cadent Capital Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple methods of analysis and offers a range of investment strategies from long-term allocation to active trading, including a recently added divorce financial planning service.

William Mildren is a financial advisor at Cadent Capital Advisors, LLC with 56 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and Wunderlich Securities, Inc. Mildren has no notable outside business activities. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs various analytical methods and offers a range of investment strategies, from long-term allocation to more active approaches, conducting at least annual portfolio reviews tailored to client objectives.

Madeline Ritterpusch is a financial advisor at Cadent Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young for seven years. Cadent Capital Advisors provides investment advisory and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs multiple analytical methods and offers a range of investment strategies from long-term allocation to active trading approaches.