Blake Murry is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with 19 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2007. BOK Financial Advisors serves a diverse range of clients including individual, high-net-worth, corporate, and institutional investors, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

Douglas Morris is a CFP® with 26 years of industry experience, currently serving at Merit Financial Advisors. His previous roles include positions at PKS Investments, LPL Financial, Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory work, he holds a regional director and investment adviser representative role at Merit Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm offers coordinated wealth-management services emphasizing long-term, diversified portfolios managed through centrally designed models and customizable strategies.

William Craig is a financial advisor at Savvy based in Oklahoma City, OK, holding a Series 65 designation with one year of industry experience. Prior to joining Savvy, he held roles at Clinton Wealth, Sowell Management, and Family First Life. Craig also has experience selling insurance products through Family First Life and is a licensed insurance producer. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware strategies, utilizing third-party sub-advisers and technology platforms to support customized client plans.

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.

Christian Cody is a financial advisor at Zacks Investment Management, Inc. in Oklahoma City, OK, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones as well as in political campaign finance. Christian joined Zacks Investment Management in 2019 and has been with the firm since 2021. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs proprietary quantitative models alongside qualitative portfolio management across a broad range of strategies and manages affiliated mutual funds and ETFs distributed through various wrap-fee and unified managed account programs.

Doane Harrison is a Series 66 licensed financial advisor with 26 years of industry experience, currently with Merit Financial Advisors. His career includes roles at LPL Financial, Avantax, and founding Harrison Henderson, PLLC. Outside of his advisory work, he has been involved in local politics, running a campaign for City Council in Norman, Oklahoma. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models and offers a range of wealth management and educational services.

Andrew Nelson is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining BOK Financial Securities, he spent 25 years with Charles Schwab and Charles Schwab Bank. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with investment research and asset allocation by its Strategic Investment Advisors.

William Hughes is a CFP® with 13 years of industry experience, currently advising at Thurston Springer Advisors since 2024. He previously worked at Phillips Capital Advisors and T S Phillips Investments for ten years and spent one year at Wells Fargo Clearing. Hughes serves as Treasurer Elect of the Rotary Club of Oklahoma City and holds board positions with the Rotary Club Foundation and Food and Shelter of Norman, Oklahoma. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm’s investment approach includes both buy-and-hold and active strategies, utilizing a combination of charting, fundamental, technical, and cyclical analysis.

Paula Stewart is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with BOK Financial and its related entities since 2010. Outside of her advisory role, she co-owns Krafty Kraze Creations, a business focused on making and selling crafts, and is involved in Alpine Pools & Backyard Living, a pool construction enterprise. 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 provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and is distinguished by its municipal-advisor registration and affiliation with a bank holding company.

Scott Swiggett is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with BOKF and its affiliate BOK Financial Securities since 2009. Outside of his advisory role, he is a member of Pivotal Real Estate Solutions, Inc., a real estate business involved in selling and renting properties. 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, combining quantitative and qualitative research by its affiliate Strategic Investment Advisors, and is distinguished by its municipal-advisor registration and affiliation with a bank holding company.

Courtney Williams is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, with nine years of industry experience. She holds a Series 66 designation and has been with BOKF and BOK Financial Securities since 2015. Outside of her advisory role, she is involved as a creator for LTK, a sales platform where she earns commissions by posting product links. 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 an affiliated entity, Strategic Investment Advisors.

Kaysha Andrews is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill and Arvest Bank, including Arvest Wealth Management. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm emphasizes customized asset allocation, combining active and passive strategies within an Investment Policy Statement tailored to each client’s objectives and risk tolerance.

Jason Liles is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2001. 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, with investment research provided by its affiliate Strategic Investment Advisors.

Britany Hargis is a financial advisor at BOK Financial Securities, Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She is based in Oklahoma City, OK. 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 client contact with research-driven asset allocation and manager selection.

Van Taylor is an advisor at Strategic Financial Concepts, LLC with a Series 66 designation and recent experience beginning in 2025. His prior work includes roles at LPL Financial LLC, NFA Wealth Management, and Standish Management, as well as involvement in non-financial activities such as Gracie K Photography and Petra Coatings. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, institutions, and business entities. The firm integrates discretionary investment management with financial planning and utilizes model portfolios, third-party managers, and multiple LPL program offerings.

James Pence II is a Series 66-registered advisor with Hilltop Securities Inc. in Norman, OK, where he has worked since 2009. He has 28 years of industry experience. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofit, and institutional clients. The firm manages approximately $2.25 billion in assets and offers a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Chad Ealey is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOKF, NA and BOK Financial Securities since 2008. Outside of his advisory role, he operates a sole proprietorship reselling personal sports memorabilia online. 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 is notable for its municipal-advisor registration and affiliation with a bank holding company.

Wanda Ross is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Phillips Capital Advisors, Inc., T.S. Phillips Investments, Inc., and Citigroup Global Markets. Thurston Springer Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing both buy-and-hold and active investment strategies tailored to clients’ goals.

Jason La Bouff is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BOK Financial Securities and BOKF, NA since 2018. His prior experience includes roles at Bank of the West, BancWest Investment Services, Bank of America N.A., and Merrill. 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 spanning income, growth, and ESG-focused approaches.

Connor Freeman is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 credential with three years of industry experience. His prior roles include positions at BOK Financial and Bokf, Na, as well as work related to Oklahoma State University and other service-oriented businesses. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, 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.