HoganTaylor Wealth

Weston Cunningham is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding a Series 65 designation with two years of industry experience. He joined HoganTaylor Wealth in 2023 after spending nine years as a student. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and options when appropriate.

Brandon Biles is a CFP® with seven years of industry experience, currently serving as an advisor at HoganTaylor Wealth since 2017. His prior experience includes roles at Northwestern Mutual and OSU Cowboy Golf, LLC. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $497 million across 360 client relationships and emphasizes customized, long-term portfolios using low-cost mutual funds, ETFs, and other investment vehicles.

Craig Canard is a financial advisor at HoganTaylor Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and BOK Financial Securities, Inc. In addition to his advisory role, he is also licensed as an insurance agent, engaging in insurance product sales. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, along with individual securities and options, and is majority-owned by the accounting firm HoganTaylor LLP.

Mathew Bacon is a financial advisor with HoganTaylor Wealth in Tulsa, OK, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with HoganTaylor Wealth since 2009. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, offering customized, primarily long-term portfolios using low-cost mutual funds and ETFs, with options for individual stocks, bonds, and options contracts.

Austin Bryan is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding CFP® and Series 65 credentials with 11 years of industry experience. He previously worked at Smith Capital Management and Sowell Management Services before joining HoganTaylor Wealth in 2019. HoganTaylor Wealth offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across around 360 client relationships, emphasizing customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options when appropriate.

Barry Logan is a CFP® professional with 23 years of industry experience. He has worked at HoganTaylor Wealth since 2017 and previously spent 15 years at Asset Management Solutions LLC dba Asset Planning Solutions. He holds Series 63 and Series 65 licenses. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options contracts.