Robert Sutton

Gregory Pitts is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with United Advisors America and Alliance America Corporation since 2014 and has owned the Gregory Pitts Agency, an independent insurance agency, since 1989. Outside of advising, he owns All2EZ Solutions, LLC. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and quarterly portfolio reviews. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.

Tanya Wilson is a CFP® professional with seven years of experience in the financial services industry. She is currently affiliated with Arvest Wealth Management and Arvest Bank in Tulsa, OK, where she divides her time between wealth management and banking. Her prior experience includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, and First Bank of Owasso. Wilson serves as a board member of the University of Tulsa Friends of Finance, contributing to the selection of executive speakers and mentoring students. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Joseph Jones is a financial advisor with Integrity Alliance, LLC, holding a Series 66 credential and 17 years of industry experience. He has worked at Brokers International Financial Services since 2020 and has managed his own firm, Jones Financial Services, since 2013. Outside of his advisory roles, Jones is co-owner of a firearms sales business and serves on the fundraising board for Rogers State University Foundation. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting, employing various portfolio management strategies and utilizing multiple custodial platforms and third-party programs.

Jeremy Ford is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Waste Management for seven years. He is also the owner of The 3Pillars LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a national registered investment adviser serving approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios from a broad range of securities and insurance products.

Kenneth Grant is a financial advisor with CWM, LLC based in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Cetera Wealth Services, LPL Financial, and Waterstone Private Wealth Management, where he is also an owner. Outside of advising, he serves as CEO and president of Character Coin, LLC, a charitable organization that distributes coins to schools and community groups, and manages a family farm where he acts as head ranch hand and hunting guide. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and integrates in-house models with third-party sub-advisors and technology partners.

Brock Rowlett is a financial advisor with GWN Securities Inc. based in Owasso, Oklahoma. He holds a Series 66 designation and has 24 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he serves as a trustee on the board of the Owasso Varsity Cheer Booster Club, a nonprofit organization supporting the local high school cheer program. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to various managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.