Exencial Wealth Advisors

Brennon Hawkins is a financial advisor at Exencial Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, Wells Fargo Securities, and The Vanguard Group. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base, employing model-based asset allocation combined with fundamental analysis and a range of investment strategies.

Matthew Macwilliams is a CFP® professional with 33 years of industry experience, currently serving at Exencial Wealth Advisors since 2023. His prior roles include positions at Ameritas Advisory Services, MMW Services LLC, Ameritas Life Insurance Corp, Weinheimer Wealth Management, and Ameritas Investment Corp. He is also a licensed independent insurance agent involved in selling fixed insurance products. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base, utilizing model-based asset allocation and a range of investment strategies including option-based approaches and alternative investments.

James Bailey is a CFP® with 13 years of experience in the financial services industry, currently serving as an Equity Partner at Exencial Wealth Advisors, where he has worked since 2020. Prior to joining Exencial, he was with Willingdon Wealth Management LLC for four years. Outside of his advisory role, Mr. Bailey and his wife own several rental properties, which he manages on a limited basis. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm provides wealth management, financial planning, and fiduciary services to a diverse client base, including individuals, high-net-worth clients, and institutional entities, utilizing model-based asset allocation and a range of investment strategies.

Bryan Rentschler is a financial advisor at Exencial Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Mr. Rentschler is an equity partner at Exencial Wealth Advisors, where he dedicates his full professional time. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of around 50 advisors, serving individuals, high-net-worth clients, pension plans, trusts, corporations, non-profits, and municipal entities. The firm employs model-based asset allocation and a range of investment strategies, including option-based approaches and alternative/private funds for qualified investors.

Kristoffer Klingelhoeffer is a CFP® and CFA® with 12 years of industry experience. He has been with Exencial Wealth Advisors since 2019 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2013 to 2019. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of about 50 advisors, serving individuals, high-net-worth clients, pension plans, trusts, corporations, nonprofits, and municipal entities. The firm employs a model-based asset allocation approach informed by fundamental analysis and offers a range of investment strategies including custom model portfolios, option-based strategies, and specialized solutions.

David Poudrier is a CFP® practitioner with 15 years of experience in the financial services industry. He is currently with Exencial Wealth Advisors, where he has worked since 2020, following prior roles at Willingdon Wealth Management LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and Fidelity Brokerage Service, LLC. Exencial Wealth Advisors provides wealth management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, nonprofits, and municipal entities. The firm employs a model-based investment approach using proprietary portfolios, individual securities, and alternative strategies, managing approximately $5.3 billion in assets through a team of about 50 advisors.

Ami Black Mullins is a financial advisor at Exencial Wealth Advisors in Oklahoma City, holding a Series 65 designation with six years of industry experience. She has been with Exencial Wealth Advisors since 2013. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm provides discretionary and non-discretionary wealth management, financial planning, retirement plan fiduciary services, and employer-paid executive services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, corporations, non-profits, and municipal entities.

Kyle Foito is a CFP® professional with seven years of industry experience, currently serving as an advisor at Exencial Wealth Advisors. His prior experience includes roles at Fidelity Investments, LPL Financial, Webster Bank, and Edward Jones. Exencial Wealth Advisors manages approximately $5.3 billion in client assets and provides wealth management, financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, nonprofits, and municipal entities. The firm utilizes model-based asset allocation with a range of investment options and maintains a strategic partnership with First United Bank and Trust Company.

Michael Mcglashen is a financial advisor with Exencial Wealth Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years before joining Exencial in 2020, where he is now an equity partner. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of about 50 advisors, offering discretionary and non-discretionary wealth management, financial planning, and fiduciary services to individuals, high-net-worth clients, pension plans, trusts, corporations, non-profits, and municipal entities. The firm employs model-based asset allocation using proprietary portfolios and a range of investment strategies, including option-based approaches, and maintains a strategic partnership with First United Bank and Trust Company.

Christine Blumenthal is a financial advisor at Exencial Wealth Advisors in Oklahoma City, holding a Series 65 designation with over nine years of professional experience. Her career includes roles at Shoreline Financial Advisors and Team Demas Orthodontics. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of 50 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, corporations, non-profits, and municipal entities. The firm employs a model-based investment approach incorporating fundamental analysis, diversified asset classes, and option-based strategies, supported by a strategic partnership with First United Bank and Trust Company.

Patrick Smith is a CFA® charterholder with 22 years of industry experience. He is an Equity Partner and advisor at Exencial Wealth Advisors, where he has worked since 2023. Prior to joining Exencial, he spent 18 years at Shoreline Financial Advisors. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of about 50 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, corporations, non-profits, and municipal entities. The firm employs a model-based investment approach informed by fundamental analysis and offers a range of discretionary and non-discretionary wealth management and fiduciary services.

Christopher Brown is a financial advisor with Exencial Wealth Advisors in Oklahoma City, holding a Series 66 license and 24 years of industry experience. He previously worked at Willingdon Wealth Management LLC from 2015 to 2020 before joining Exencial in 2020. Outside of his advisory role, Mr. Brown is involved in property management through ownership and management of rental properties and a property management company in Gastonia, NC. Exencial Wealth Advisors is a multi-advisor firm managing approximately $5.3 billion in client assets. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a diverse client base, employing model-based asset allocation and a range of investment strategies including options and alternative funds.

Derrick Longo is a financial advisor with Exencial Wealth Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at firms including Wells Fargo Advisors and Intercarolina Financial Services, and currently serves as an equity partner at Exencial. Outside of his advisory role, he owns and manages rental properties, spending time on their maintenance and receiving income from this activity. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a multi-advisor team of about 50 professionals. The firm offers discretionary and non-discretionary wealth management, financial planning, and fiduciary services to a broad client base, utilizing model-based asset allocation and a variety of investment strategies including option-based approaches.

Kayl Reiter is a Series 65-licensed financial advisor with Exencial Wealth Advisors in Oklahoma City, OK, where he has been since 2024. He has one year of industry experience, previously working at Forvis Mazars from 2021 to 2024. Exencial Wealth Advisors provides wealth management, financial planning, retirement plan fiduciary services, and executive services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and municipal entities. The firm manages approximately $5.3 billion in assets through a team of about 50 advisors, employing model-based asset allocation and a range of investment strategies including equities, fixed income, and alternative funds.

John Burns is a CFP® professional with 24 years of industry experience, currently serving at Exencial Wealth Advisors in Oklahoma City, OK. He has been affiliated with Burns Wealth Management, Inc. and Exencial Wealth Advisors since 2014. In addition to his advisory role, Burns is an independent insurance agent and holds minority working interests in oil and gas investments. Exencial Wealth Advisors manages approximately $5.3 billion in client assets through a team of about 50 advisors, serving a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, non-profits, and municipal entities. The firm employs a model-based asset allocation approach informed by fundamental analysis and offers a range of investment strategies including equities, fixed income, alternative funds, and option-based strategies.