ADVISOR BIO

Paul Duane Peterson is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets. Paul has been in the financial industry since 1992 and has held registrations in several states. Paul is registered to provide investment advice in Oklahoma and Kansas. Paul also has prior experience with AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.

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ADVISOR BIO

Payton Sturges is a financial advisor registered with LPL Financial LLC in Grove, Oklahoma. Payton has been working in the financial services industry since 2016 and holds Series 63, 65, 7 and SIE licenses. In addition to working with LPL Financial LLC, Payton also provides investment related services through Oak Crest Wealth Management.

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ADVISOR BIO

Perry Eugene Smith is a financial advisor with over 30 years of experience in the financial services industry. Perry Eugene Smith is currently registered with LPL Financial LLC and has been with them since 1999. Perry Eugene Smith has a wide range of experience in the financial services industry, having previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BOSC, INC., LINSCO/PRIVATE LEDGER CORP., O. R. SECURITIES, INC., and IDS MARKETING CORPORATION. Perry Eugene Smith holds the Series 7, Series 63, Series 24, and Series 65 licenses. Perry Eugene Smith is a registered representative in Arkansas, California, Colorado, Illinois, Mississippi, Missouri, Montana, New Mexico, Oklahoma, Texas, Virginia, and Washington.

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ADVISOR BIO

Perry Allen Warren has been in the financial services industry since 1993. Perry is a registered representative with Morgan Stanley in Oklahoma City, OK. Perry has a variety of licenses and registrations including Series 6, 7, 9, 10, 63 and 65. Perry provides investment advice and services to a wide range of clients, including individuals, corporations, and institutions. Perry is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Peter Shurow is a registered representative of Osaic Wealth, Inc. with over 30 years of experience in the financial services industry. Peter has held several roles at different firms, including Capital Financial Services, Inc., FSC Securities Corporation, and Empire Financial Group, Inc. Peter is a Series 6, 7, 24, 52TO, 63, and 66 licensed professional. Peter is a registered investment advisor in multiple states. Peter's experience and knowledge in the field of financial services allows him to provide a broad range of financial services to clients, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Peter Gregory has been providing financial services since 1980. Peter is currently registered with Independent Financial Partners and works out of the Edmond, Oklahoma branch. Peter has a wide range of experience in the financial industry, including working with LPL Financial LLC, Cetera Advisor Networks LLC, Calvert Securities Corporation, A.G. Edwards & Sons, Inc., Stifel, Nicolaus & Company, Incorporated, Smith Barney, Harris Upham & Co., Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter is a Certified Financial Planner and Chartered Financial Analyst. Peter offers financial planning, pension consulting and investment advice.

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ADVISOR BIO

Peter Reardon is a financial advisor registered in both Oklahoma and Texas. He has been in the industry since 2020. Peter is currently affiliated with Cetera Investment Advisers LLC, where he provides financial planning, portfolio management, and other advisory services. He also provides benefits and insurance services through Summit Financial Group. His experience includes working with clients in retirement planning, portfolio management, and investment strategies. Peter holds a Series 7TO and Series 66 license. He is dedicated to providing personalized financial advice to help his clients reach their financial goals.

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ADVISOR BIO

Peter James Hunt is a Certified Financial Planner and investment advisor representative with Exencial Wealth Advisors. Peter has been in the financial services industry since February 2009. He is registered with the state of Oklahoma as an Investment Advisor Representative. Peter has a Series 65 - Uniform Investment Adviser Law Examination. He is a registered investment advisor with the following states: California, Connecticut, Florida, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina and Texas. Exencial Wealth Advisors is a Registered Investment Advisor (RIA) and maintains offices in both Oklahoma City, Oklahoma and Huntersville, North Carolina. Exencial Wealth Advisors provides investment advisory services to individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, insurance companies and other investment advisors.

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ADVISOR BIO

Peter Vitali is a financial advisor registered with J.P. Morgan Securities LLC. Peter has been in the industry since 2015 and has worked with a range of clients, including individuals, corporations, charitable organizations, and insurance companies. Peter offers financial planning, portfolio management, and selection of other advisors. Peter is registered to provide advisory services in Oklahoma and Texas.

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ADVISOR BIO

Peter William West is a financial advisor with over 30 years of experience. Peter is a Registered Representative and Investment Advisor Representative. Peter is currently registered with Tyler Wealth Management, LLC in Oklahoma. Previously, Peter has held positions with SECURIAN FINANCIAL SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, DEWAAY FINANCIAL NETWORK, LLC, CAPITAL FINANCIAL SERVICES, INC., SUNSET FINANCIAL SERVICES, INC., MULTI-FINANCIAL SECURITIES CORPORATION, DOMINION INVESTOR SERVICES, INC., WALNUT STREET SECURITIES, INC., SUN INVESTMENT SERVICES COMPANY, ANDREWS, HENTGES & ASSOCIATES, INC., and FIRST INVESTORS CORPORATION. Peter provides financial planning services, pension consulting, and portfolio management for individuals. Peter is a Chartered Financial Consultant.

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