Jeremy Johnson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves 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 Strategic Investment Advisors, and maintains a municipal-advisor registration alongside its affiliation with a bank holding company.

Robert Lambright is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 22 years of industry experience. He has worked with BOK Financial Private Wealth, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management, financial planning, and consulting. The firm operates an advisor-led Guided Portfolio Solutions program that combines research and tailored asset allocation with ongoing portfolio monitoring.

Brett Proctor is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding a Series 66 designation with three years of industry experience. He has been with BOK Financial and its affiliated entities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program and has a municipal-advisor registration along with affiliations to a bank holding company and related investment entities.

Ryan Buchan is a financial advisor at BOK Financial Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with BOK Financial and its related entities since 2012. Buchan serves as a board member for the Pension Fund of the Christian Church, providing advice and counsel to its executive team. 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 research from Strategic Investment Advisors, and maintains affiliations with a bank holding company and related investment entities.

Joan Fields is a CFP® with 12 years of industry experience, currently affiliated with BOK Financial Securities, Inc. in Tulsa, OK. She has been with BOK Financial Securities since 2013 and has a longer tenure at Bokf, Na dating back to 2004. Fields has a 50% ownership interest in a residential real estate business, A.V.A. Properties, LLC, though she is not actively involved in its operations. 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 combined with financial planning and consulting, utilizing research and model strategies provided by its affiliate, Strategic Investment Advisors.

Marcy Rooker is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding 12 years of industry experience. She has been with BOK Financial Securities since 2013 and has worked at Bokf, Na since 1993. 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 quantitative and qualitative research with model strategies that range from income-oriented to growth and ESG-focused approaches.

Todd Hofmann is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with BOKF and its affiliated firm since 2003. 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 quantitative and qualitative due diligence with model strategies across various investment objectives.

John Howk is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with BOK Financial Securities since 1997 and affiliated with Bokf, Na since 1996. 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 quantitative and qualitative research to implement various model strategies.