Kathryn Hylander is a financial advisor at Forge Financial with a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked as a financial coach and spent eight years at Hillcrest Medical Center. Forge Financial Services offers discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with portfolios monitored and rebalanced monthly, and client assets custodied through LPL Financial.

Barry Logan is a CFP® professional with 23 years of industry experience. He has worked at HoganTaylor Wealth since 2017 and previously spent 15 years at Asset Management Solutions LLC dba Asset Planning Solutions. He holds Series 63 and Series 65 licenses. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options contracts.

Lane Swisher is a CFP® with 33 years of industry experience, currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has been with LaSalle St. Securities since 2014. Swisher serves as co-trustee on family trusts related to his siblings and has involvement in managing family health insurance through Sheffield Waveland LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, holding Series 65 and Series 66 licenses with six years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with WELLS FARGO Advisors, LLC. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, and various institutions. The firm uses a tailored, holistic approach supported by an internal Investment Committee and provides both discretionary and non-discretionary portfolio management along with specialized private fund management and consolidated reporting services.

Celestine Njoku is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, she worked at Innovation Partners, LLC and Client One Securities, LLC. She serves as the financial secretary for the South Region of the African Christian Fellowship and is involved in co-owning a small business providing accounting and consulting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of consulting and insurance-related services.

Yassire Sanie is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. His prior roles include positions at Arvest Bank, Arvest Wealth Management, and SunTrust. Outside of his advisory work, he serves as an adjunct professor at Oklahoma City University’s Meinders Business School and Oklahoma City Community College, and he is a tuition coordinator at Mercy School Institute. 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, with investment research provided by its affiliate, Strategic Investment Advisors.

Scott Grauer is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with BOK Financial Securities since 1995 and Cavanal Hill Distributors since 2015. Grauer serves as President and CEO of BOSC Agency, Inc., is Chairman of Cavanal Hill Investment Management, and is a member of the Baker University Board of Trustees. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporations, municipalities, and institutional clients. The firm’s investment approach incorporates research from its affiliate Strategic Investment Advisors, offering model strategies ranging from income to ESG-focused portfolios.

Boon Ser Tan is a financial advisor with RedHawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at RedHawk since 2018 and previously spent three years at Larsen Financial Corp. In addition to his advisory role, Tan operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies, offering investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services. The firm employs a documented due-diligence process and risk management tools, including a tactical Risk-Guard allocation model, to guide investment decisions.

Jacob Gibson is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Energy Transfer Partners and High Plains Lease Care. Outside of his advisory role, he is the owner of DOS Okies LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and access to third-party money managers.

Jimmy Harmon is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at Equitrust Marketing Serv LLC and Farm Bureau for 17 years before joining BOK Financial Securities in 2024. 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-focused to ESG-oriented approaches.

Hal Brown is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with BOKF and its affiliated firm since 2002. Outside of his advisory role, Brown serves as a board member for the Downtown Oklahoma City Partnership, a nonprofit focused on downtown revitalization. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Craig Blake is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Level Four Financial and Level Four Advisor Services since 2013 and previously at LPL Financial. Blake is also a partner at Blake & Blake CPAs PC, providing tax and accounting services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and multiple custodians to support its client-focused investment approach.

Marshea Lewis is a financial advisor at BOK Financial Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Lewis owns an eCommerce business selling private label products on Amazon. 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 a variety of model strategies.

Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.

Shana Young is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at BOK Financial Securities since 2019 and previously at The Baker Group from 2008 to 2019. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with investment research and asset allocation provided by its Strategic Investment Advisors.

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.

Tami Bearden is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Thurston Springer Advisors since 2024 and previously spent 19 years at T. S. Phillips Investments, Inc. in Oklahoma City, OK. 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 services. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Adam Christensen is a financial advisor with Thurston Springer Advisors, holding a Series 66 credential and 12 years of industry experience. He has worked at Thurston Springer Financial since 2024 and previously at T S Phillips Investments, Inc. from 2015 to 2024. In addition to his advisory role, Christensen is an attorney managing Christensen Law Group, where he handles general business law, insurance defense, and estate planning matters. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs Tactical and Earnings Momentum strategies alongside fundamental and technical analysis, managing accounts predominantly on a discretionary basis.

Bradley Freels is a financial advisor with Gradient Advisors, LLC in Oklahoma City, OK, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and also owns Southwest Retirement Resources, Inc., which provides insurance sales and Medicare products. Gradient Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and manages a platform with approximately $990.7 million in assets.

Matthew Roberson is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. S. Phillips Investments, Inc. for 13 years before joining Thurston Springer Financial. Outside of his advisory role, he is involved with Robo Grand Holdings LLC, a real estate investing business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans. The firm utilizes a variety of investment strategies such as Tactical Momentum and Earnings Momentum processes, combining fundamental, technical, and cyclical analysis to manage portfolios across multiple asset classes.