Michael Manna is a CFP® with 12 years of industry experience, currently affiliated with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. since 2014 and 2019, respectively. He serves as a board member on the Legacy Family Court Foundation, a nonprofit focused on addiction rehabilitation and family reunification. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with research-driven asset allocation and manager selection.

Prisma Duque Chansombatt is a financial advisor at BOK Financial Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining BOK Financial, Prisma held positions at Bank of Oklahoma, TTEC, Mary Kay Cosmetics, and JCPenney. BOK Financial Securities serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies that range from income-oriented to ESG-focused approaches.

Adam Baker is a financial advisor with BOK Financial Securities, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Prior to joining BOK Financial, he worked at Wells Fargo from 2015 to 2020. Outside of his advisory role, he manages rental property, with operational duties handled by his spouse. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines quantitative and qualitative investment research with tailored asset allocations and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Derek Ebert is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at BOK Financial since 2017 and previously spent time at Merrill and Bank of America. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection.

Zebrick De Leon is a financial advisor at BOK Financial Securities, Inc. in Phoenix, AZ, with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill Lynch. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and governmental entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led contact with firm-driven investment research and asset allocation.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

Matthew Smith is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas. He holds the Series 66 designation and has 11 years of industry experience, all with BOKF, NA and BOK Financial Securities since 2015. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-driven investment research, asset allocation, and manager selection.

Benjamin Garcia is a financial advisor with BOK Financial Securities, Inc. in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with BOK Financial Securities and its affiliated bank, BOKF, NA, since 2018, following two years at U.S. Bancorp Investments, Inc. Outside of advisory work, he is a co-owner of a commercial property and manages its upkeep. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided research, asset allocation, and manager selection.

Victoriana Barker is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Maven Financial, and Edward Jones, among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management, financial planning, and consulting. The firm’s Guided Portfolio Solutions program combines advisor-led client interactions with investment research and manager selection from its Strategic Investment Advisors.

Teddy Slate is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with model strategies, and maintains affiliations with a bank holding company and related investment entities.

Alex Goossen is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has 12 years of industry experience, including 11 years with BOKF, NA and BOK Financial Securities. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by investment research from Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related entities.

Cory Willett is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. He has been with BOK Financial since 2015. Outside of his advisory role, he is a 50% owner of a retail stationery store in Little Rock, which he co-manages with his wife. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research, asset allocation, and manager selection.

Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Samuel Foster is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds a Series 66 designation and has two years of industry experience. His background includes roles at TD Private Client Wealth LLC and the International Brotherhood of Electrical Workers. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

Renee Haynes is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 17 years of industry experience. She has been with BOK Financial Securities and its related entity BOKF, NA since 2016. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors.

Jason Duck is a financial advisor at BOK Financial Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Regent Financial Services, Drawbridge Capital, and LPL Financial, LLC. Outside of his advisory role, he serves as an estate administrator. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers a non-discretionary, fee-based investment management program supported by internal investment research and tailored asset allocation strategies.

Michael Zarich is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His career includes prior roles at Rek Advisors, Inc. and Stanford Group Company. He serves as a board member of the Alliance of Community Assistance Ministries, participating in fundraising and advisory activities. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining firm-led research and asset allocation with advisor-led client contact.

Nathan Couch is a financial advisor with BOK Financial Securities, Inc. in Denver, CO. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with BOK Financial Securities and its affiliated firm BOKF, NA since 2011. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining research from its affiliate Strategic Investment Advisors with a range of model strategies including income, growth, and ESG-focused approaches.

Reid Walters is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with four years of industry experience. He has worked at BOK Financial Securities and related entities since 2023 and previously at Arvest Wealth Management and Weber Incorporated. BOK Financial Advisors serves a diverse clientele including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Taylor Brown is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs and service as a United States Officer from 2016 to 2021. BOK Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, corporations, municipalities, and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm integrates quantitative and qualitative research in its investment approach and is affiliated with a publicly traded bank holding company.