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Financial advisors are available during the following hours:
Monday - Friday: 8 a.m. - 5 p.m. (CT)

Phillip Carr
Phillip Carr, CFP®
Financial Advisor

Phillip holds a Bachelor's degree in Finance with a minor in Accounting from Oklahoma State University. He has been in the financial services industry for more than 15 years, and is a Certified Financial Planner® professional with the majority of his experience in retirement planning.

Check the background of this investment professional on FINRA's Broker Check.

Katie Iwata
Katie Iwata
Sales and Support Specialist

Katie holds a Bachelor's degree in Journalism from Oklahoma State University. She has been in the financial services industry for more than seven years, and specializes in new account openings, asset and money movement, and customer service.

Check the background of this investment professional on FINRA's Broker Check.

Teddy Slate
Teddy Slate
Financial Advisor

Teddy holds a Bachelor's degree in Financial Planning from Northeastern State University. He is a licensed financial advisor since May 2011, and has been in the financial services industry for over 14 years.

Check the background of this investment professional on FINRA's Broker Check.