Plan Group Financial, INC.

Harrison Newmark is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 65 designation. He began his advisory career in 2025 after completing ten years as a student. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans with discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team, utilizing mean-variance optimization and a mix of fundamental and technical analysis, with portfolios rebalanced at least twice annually.

Tobin Thomas is a financial advisor at Plan Group Financial, INC. with five years of industry experience. He holds a Series 66 designation and has previously worked with Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is involved as an insurance broker through Ash Brokerage and is a passive owner of Collaborative Insurance Solutions LLC, which offers property and casualty insurance advice. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by providing discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a range of investment vehicles including ETFs, mutual funds, and private placements.

Jeffery Eynetich is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Private Client Services, Saxony Securities Inc, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of his advisory work, he serves as a defensive coordinator for a high school football team in Grand Island, Nebraska. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, offering discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios combined with third-party managers and sub-advisers, utilizing a blend of fundamental and technical analysis and regularly rebalancing portfolios.

Douglas Claycomb is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding a Series 66 designation with 20 years of industry experience. He has worked at Plan Group Financial since 2006 and previously spent eight years with Saxony Securities. Outside of his advisory role, Claycomb consults for Strawberry Fields, providing industry insights and deal analysis. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans with discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house team and utilizes third-party managers and sub-advisers for specialized mandates.

Carl Holliday is a financial advisor at Plan Group Financial, INC. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at James Baker & Associates, A Limited Partnership since 1992. Outside of his advisory role, he is a 50% owner and investor in RADIAN, LLC, a medical spa in Oklahoma City. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by offering discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios and utilizes a combination of fundamental and technical analysis, rebalancing portfolios at least twice annually.

Hayden Przybysz is a financial advisor at Plan Group Financial, INC. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Outside of financial advising, he is co-owner of P&F Lites ETC, a lighting fixture sales business, and operates a CPA firm, Przybysz & Associates, CPAs. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by offering discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a mix of third-party managers, ETFs, mutual funds, individual securities, and other investment vehicles.

Shawn Hanquist is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Plan Group Financial, INC. based in Oklahoma City, OK. His prior roles include positions at Wealthplan Partners and Wells Fargo Advisors. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, providing discretionary investment management, financial consulting, and fee-based financial planning. The firm utilizes internally developed model portfolios combined with third-party managers and employs a mix of fundamental and technical analysis, rebalancing portfolios at least twice annually.

Amanda Hanquist is a financial advisor with Plan Group Financial, INC. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at State Farm Investment Management Corp, Fit Wealth Advisors, and Farmers Financial Solutions. Plan Group Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, offering discretionary investment management and financial consulting. The firm uses internally developed model portfolios overseen by an in-house investment team and incorporates third-party managers and a range of investment vehicles.

Michael White Jr. is a Series 65-licensed financial advisor with 10 years of industry experience, currently with Plan Group Financial, Inc. since 2018. He also maintains roles at Signal Research Group LLC and Futurity First Insurance Company, where he is involved in life, accident/health, long-term care insurance, and annuities. Outside of finance, he owns and operates White Dance Company, providing dance instruction. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, offering discretionary investment management and financial consulting. The firm employs internally developed model portfolios and utilizes third-party managers across various investment vehicles, including ETFs, mutual funds, and private placements.

Boston Harris is a financial advisor at Plan Group Financial, INC. in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2023. Prior to this, he worked at Tecovas for one year and was a student for ten years. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, offering discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and uses a mix of fundamental and technical analysis with regular portfolio rebalancing.

Luke Stein is a financial advisor at Plan Group Financial, INC. in Oklahoma City, OK. He holds a Series 65 designation and has been with Plan Group Financial since 2023. Prior to joining the firm, he worked at Tecovas and held academic positions at the University of Central Oklahoma and Evangel University. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans by providing discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a variety of investment vehicles, including third-party managers and sub-advisers.

Cody Wheeler is a financial advisor with Plan Group Financial, INC. in Oklahoma City, holding a Series 66 designation and six years of industry experience. His work history includes roles at Private Client Services and Saxony Securities, Inc. Outside of advising, he has experience as an umpire with the OSSAA Umpiring Association. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans with discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house team, using a combination of fundamental and technical analysis, and works with third-party managers and sub-advisers for specific mandates.

Dallas Wheeler is a financial advisor at Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Plan Group since 2017 and has additional experience with firms including Saxony Securities, Bw Group, LLC, and Waddell & Reed, Inc. Outside of advisory work, he is involved with Big D Sports, LLC and Progressive Home Solutions, LLC, a rental property management business. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, providing discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a range of investment vehicles including third-party managers, ETFs, mutual funds, and separately managed accounts.

James Billingsley is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Signal Research Group LLC and Oneamerica Securities, alongside operating his own sole proprietorship since 1989. He serves on the business advisory council at Oklahoma Christian University and participates in the Club committee for Quail Creek Golf and Country Club. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, offering discretionary investment management, financial consulting, and fee-based financial planning. The firm employs an investment approach based on internally developed model portfolios, combining fundamental and technical analysis, and utilizes third-party managers and various investment vehicles.

Spencer Aufenthie is a financial advisor at Plan Group Financial, INC. in Oklahoma City, OK, holding a Series 65 designation with two years of industry experience. Prior to joining Plan Group Financial in 2023, he worked at Wells Fargo Bank from 2019 to 2023 and Jackson Hewitt from 2018 to 2019. Plan Group Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and qualified retirement plans, providing discretionary investment management, financial consulting, and fee-based financial planning. The firm employs internally developed model portfolios overseen by an in-house investment team and utilizes a range of investment vehicles including ETFs, mutual funds, and separately managed accounts.