John Burrows is a financial advisor with Council Oak Wealth Advisors in Tulsa, OK, holding a Series 65 credential and starting his advisory career in 2026. Prior to joining Council Oak Wealth Advisors, he worked at Stride Bank and was involved with Cody Burrows Golf. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering tailored portfolio management and financial planning services using a mix of fundamental and technical analysis along with option strategies. The firm is noted for its use of leveraged strategies in managed accounts and operational practices such as serving as trustee for certain client accounts.

Alexandra Day is a financial advisor at Council Oak Wealth Advisors with one year of industry experience. She previously worked in the wine and spirits industry for over a decade, including roles at Thirst Wine Merchants and Southern Glazer's Wine & Spirits. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities with a range of advisory services, including portfolio management and financial planning. The firm uses a variety of investment strategies and model portfolios tailored to client objectives, and it employs some distinctive practices such as borrowing and leveraged strategies in managed accounts.

James Diacon is a CFP® and ChFC® with 39 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously at UBS Financial Services from 2009 to 2018. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm customizes portfolios based on client objectives and risk tolerances, utilizing firm-developed models, fundamental and technical analysis, option strategies, and periodic rebalancing.

Nathan Lovelle is a CFA® charterholder with 27 years of industry experience. He has worked at Council Oak Wealth Advisors since 2018 and previously spent nine years with UBS Financial Services Inc. He has served as an advisor to the Dean of the University of Tulsa's Business School. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm uses tailored model portfolios and a combination of investment strategies, including fundamental and technical analysis and option strategies, with at least annual account reviews.

Daniel Beutel is a CFP® with seven years of industry experience, currently serving as an advisor at Council Oak Wealth Advisors in Tulsa, Oklahoma. He has been with Council Oak Wealth Advisors since 2019 and previously worked at the Oklahoma Heart Institute from 2015 to 2022. Council Oak Wealth Advisors provides investment advisory services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm employs a range of portfolio management techniques tailored to client objectives and risk tolerances and is noted for its use of borrowing and leveraged strategies in separately managed accounts.