Bryan L. Stewart, CFP®

Bryan is a CERTIFIED FINANCIAL PLANNER(TM) professional and has been in the financial securities business since 1998.  He attended The University of Oklahoma and graduated with a bachelors of business administration with emphasis in finance from the University of Oklahoma.  In 2001 he passed the requirements to become a CFP® Professional.  In 2002 and 2003 he obtained the Chartered Life Underwriter and Chartered Financial Consultant designations.

Bryan has experience teaching financial planning classes for local Vo-techs, civic groups, and businesses ranging from a fortune 500 company to many small to medium size employers.  Bryan has also previously co-hosted a weekly radio talk show, "Financial Focus", in efforts to help educate the public on financial topics.  He specializes in comprehensive wealth management and retirement planning.

Bryan is active in Crossings Community Church and lives in Oklahoma City with his wife, Sarah, and their three children. 

John Terrill, MBA

Born in Pasadena, Texas,  John is not a native Oklahoman, but after extensive international travel - he calls Oklahoma home. After completing his undergraduate degree in finance from Oklahoma City University, John set himself abroad to Tianjin, China. There he worked as a commodities pricing analyst and attended graduate level courses at Tianjin University of Finance and Economics. Upon completing his MBA with a specialization in International Business John returned to the US, and began working in the Bankruptcy and Liquidation industry assisting in the management of assets under receivership. With education being a continued focus in John’s life, he worked to attain his licenses to offer financial advisory services to the public.  John is now an Investment Advisor representative,  and maintains general securities licenses in Texas, Oklahoma, and Arkansas.  As part of Synergy Advisors Group, John takes a comprehensive approach to Financial Planning.  Client-centric is the guide word that John follows in his practice using the individual needs of clients to customize plans that are unique to them. With the changing financial environment John believes that a successful advisory firm can only be built through the education and empowerment of its clients, and that is what he has found at Synergy Advisors Group.