Patricia Burrus is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at T S Phillips Investments, Inc. for 14 years before joining Thurston Springer in 2024. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Brian Delay is an investment advisor representative at Gradient Advisors, LLC and the owner of Olive Branch Wealth Management, LLC. He holds a Series 65 designation and has worked in the financial industry since 2008, including 15 years at Freeman Financial Group. He is based in Edmond, Oklahoma. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and employs a non-discretionary approach, using client profile tools and multiple analysis methods to tailor strategies.

Daniel Brownlow is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and six years of industry experience. His career includes roles at BOK Financial Securities and Avantax Advisory Services. 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 research from its affiliate Strategic Investment Advisors with a range of model strategies.

Jonathan Read is a financial advisor at BOK Financial Securities, Inc. He holds the Series 66 designation and has been in the financial industry since 2025. His prior experience includes roles at Bokf, NA and HoganTaylor LLP. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services. The firm combines advisor-led client communication with investment research and asset allocation managed by its Strategic Investment Advisors.

Caleb Caldwell is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Cornerstone Capital Management, Casady School, OrangeTheory Fitness, and Olive Garden. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through a network of nearly 300 representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies.

Jean Haas is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 14 years of industry experience. His previous roles include positions at T.S. Phillips Investments, LPL Financial, Shaw Financial Services, and Axa Advisors. Outside of financial services, Haas is involved in a family horse racing and farming business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches.

Ryan Hill is a financial advisor with Financial & Tax Architects, LLC in Edmond, Oklahoma. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, he serves as Chief Financial Officer at Hill Financial, Inc., focusing on retirement planning. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs, individual securities, and trend-aware rebalancing, with a focus on discretionary client relationships and customizable allocations across risk profiles.

Taylor Budd is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Bank of Oklahoma. Outside of his advisory role, Budd performs notary public duties and plays bass, guitar, and drums in a local band. 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, which uses research from an affiliated investment advisor and employs model strategies ranging from income-oriented to ESG-focused approaches.

Mark Clopton is a financial advisor with Retirement Planners of America, holding a Series 66 designation and 22 years of industry experience. He has worked at MMWKM Advisors, LLC since 2014. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Marilynda Kuehn is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with research and asset allocation provided by Strategic Investment Advisors.

Derek Colton is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2023, following prior roles at Aegis Wealth Management, Jack Keeter & Associates, and Safe Money Financial Group. Colton also serves as president and independent insurance agent for Safe Money Financial Group, providing insurance and annuity solutions. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services tailored to individuals, trusts, estates, and registered investment companies.

Karen Coker is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 25 years of industry experience. Her career includes roles at Blackridge Asset Management, Peak Brokerage Services, Thurston Springer Financial Services, T. S. Phillips Investments, and Capital West Securities. Outside of her advisory work, she performs office duties for a family-owned automotive business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum processes and manages accounts primarily on a discretionary basis.

Craig Kitchen is a financial advisor with BOK Financial Securities, Inc. in Edmond, Oklahoma. He holds Series 63 and Series 65 designations and has 29 years of industry experience. He has been with BOK Financial Securities and its affiliate BOKF, NA since 2010. 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 its affiliate Strategic Investment Advisors.

Don Spicer is a CFP® and CFA® with 39 years of industry experience, currently serving as an advisor at LexAurum Advisors. His prior experience includes ten years at Cambridge Investment Research Advisors and operating Spicer Retirement Advisors, LLC since 2011. He is also active as a licensed insurance agent. LexAurum Advisors provides investment management, financial planning, and retirement plan services to individuals, families, businesses, and institutional clients. The firm employs diversified, asset-allocation strategies with risk-based models and offers discretionary, non-discretionary, and sub-advisory services.

Brian White is a financial advisor at Financial & Tax Architects, LLC in Edmond, OK, with six years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Farmers Insurance, Bank of America, Edward Jones, Vaterott Educational Centers, and Dell. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm uses proprietary strategies involving exchange-traded funds, individual securities, and trend-aware rebalancing, offering customizable portfolios that are generally managed on a non–tax-sensitive basis.

Zachary Robinson is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with 18 years of industry experience. He holds a Series 66 designation and has been with BOK Financial Securities and its affiliate Bokf, Na since 2010. 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.

Stephen Brown is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 11 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors (BOKFA), 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 Strategic Investment Advisors, and maintains municipal-advisor registration as well as affiliations with various banking and investment entities.

Blake Murry is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, Na since 2007. Outside of his advisory role, he holds a passive minority interest in a vacation rental LLC. 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 institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and maintains municipal-advisor registration alongside affiliations with a bank holding company and related investment entities.

Megan Barnoski is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cetera, Highpoint Financial, Edward Jones, Farmers, State Farm, and Bankers Life. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, which combines advisor contact with firm-led investment research and asset allocation.

Joey Sager is a financial advisor with Venturi Private Wealth in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a director of The Sirloin Club of Oklahoma, which sponsors and supports youth activities, and is a member of the board of directors for INTEGRIS Health, a healthcare system. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm offers tailored portfolio management supported by an internal Investment Committee and integrates traditional wealth management with family office and CFO services.