Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Cailin Johnson - Financial Planner

Cailin Johnson, CFP

Associate Wealth Advisor

Carin Roman

Carin Roman, CFP^®

Wealth Advisor

Carl Larimore

Carl Larimore, MS, MBA, AEP, CFP®

Partner

Bartlesville, Dallas – Park Cities, Ponca City

Carol Ann Casebolt, CFP®

Wealth Advisor

Carrie-Zhou

Carrie Zhou, CFP®

Wealth Advisor

Catherine Franklin

Associate Wealth Advisor

Chad Staskal, CFP®

Sr. Wealth Advisor

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

Chandler Ferguson, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Charles Meyer, Jr., CFA®, MBA

Partner

Charles Recchion

Wealth Advisor

Charles Schwinck - Financial Planner

Charles Schwinck

Wealth Advisor

Chris-Gomez

Chris Gomez, CFP®

Wealth Advisor

LA-Century City

Chris Kalafatis

Chris Kalafatis

Partner, Regis Group

Chris Kiesel, CFP®, ChFC®, CLU®

Wealth Advisor

Chris Paolantonio, CFA®, CFP®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Chris Saccomanno - Wealth Advisor

Chris Saccomanno, CFP®

Wealth Advisor

Chris Young, CFP®, CPWA®, AEP®

Sr. Wealth Advisor

Dallas – Park Cities

Christina Hung, CFP®

Sr. Wealth Advisor

Christopher Blakely, CFP®, CTFA

Wealth Advisor

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