William Coyle is a financial advisor with Hilltop Securities Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Hilltop Securities since 2009. Outside of his advisory role, he is involved as a minority partner in several family enterprises, including residential land development and farming operations, as well as managing inherited mineral rights. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs supported by an open-architecture platform and distinctive operational features such as municipal bond strategies co-advised with Franklin Templeton and custody capabilities uncommon among enterprise advisers.

Larry Goddard is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer, LaSalle St. Securities, since 2009, following a 13-year tenure at Merrill. In addition to his advisory role, he is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and is noted for managing a predominance of non-discretionary assets relative to discretionary ones.

David Wilson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes roles at VOYA Financial Advisors and Choice Financial Planning, and he has served in the Civil Air Patrol since 2005. Outside of his advisory work, Wilson is involved in aviation organizations, including serving as treasurer for the Experimental Aircraft Association chapter and the Red River Valley Fighter Pilots Association, and he acts as an admission liaison officer for the USAF Academy. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.

Victoriana Barker is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Maven Financial, and Edward Jones, among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management, financial planning, and consulting. The firm’s Guided Portfolio Solutions program combines advisor-led client interactions with investment research and manager selection from its Strategic Investment Advisors.

Renee Haynes is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 17 years of industry experience. She has been with BOK Financial Securities and its related entity BOKF, NA since 2016. 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, supported by research from its affiliate Strategic Investment Advisors.

Rebecca Foster is a financial advisor with Arvest Wealth Management in Oklahoma City, holding Series 63, 65, and 66 credentials and 24 years of industry experience. Her prior roles include positions at The Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and various other financial firms. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporations. The firm employs a multi-faceted investment process combining fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Jason Duck is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Regent Financial Services, Drawbridge Capital, LPL Financial, and Securian Financial Services. Outside of his advisory work, he serves as an estate administrator. 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 an affiliate, Strategic Investment Advisors.

Reid Walters is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with four years of industry experience. He has worked at BOK Financial Securities and related entities since 2023 and previously at Arvest Wealth Management and Weber Incorporated. BOK Financial Advisors serves a diverse clientele including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Taylor Brown is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs and service as a United States Officer from 2016 to 2021. BOK Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, corporations, municipalities, and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm integrates quantitative and qualitative research in its investment approach and is affiliated with a publicly traded bank holding company.

James Shaw is a financial advisor at BOK Financial Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOK Financial Securities since 2018, following six years at AXA Advisors, LLC. Outside of his advisory role, Shaw is a minority owner of Futuro Investment LLC, which holds interests in a restaurant group operating Black-Eyed Pea locations in Colorado. BOK Financial Securities 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, combining quantitative and qualitative due diligence with model strategies ranging from income-oriented to ESG-focused approaches.

Trenton Hattler is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with four years of industry experience and a Series 66 designation. His prior work includes roles at OSAIC Wealth, Odyssey Financial Group, and Royal Alliance, among others. Trenton has also worked in education at Mayfield Middle School and Southern Nazarene University. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services. The firm combines in-house investment research and manager selection with an advisor-led approach.

Bart Gernandt is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Wealth Watch Advisors for six years. In addition to his advisory role, he serves as president of Freedom Insurance Sales, focusing on insurance and annuity sales. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and utilizes third-party sub-advisers and custodians.

Rusty Jones is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with BOK Financial Securities and its affiliate BOKF, NA since 2012. Outside of his advisory work, he maintains a travel blog. 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 investment strategies.

Ashley Rowland is a financial advisor at BOK Financial Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, AXA Advisors, and JP Morgan Securities. Ashley is based in Oklahoma City, OK. 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 provided by Strategic Investment Advisors.

David Hudson is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. He has worked at BOK Financial Securities and its affiliated entity Bokf, Na since 2007. 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 that range from income-oriented to ESG-focused approaches.

Erica Mc Mahan is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with 18 years of industry experience. She has been with BOK Financial Securities and its affiliate BOKF, NA since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities by providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations aligned to client objectives.

Bradley Wedel is a financial advisor with BOK Financial Securities, Inc. in Enid, Oklahoma. He holds a Series 66 designation and has 25 years of industry experience. He has been with BOK Financial Securities and its affiliated entity Bokf, Na since 2008. 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 provided by its affiliate, Strategic Investment Advisors.

Tania Smith is a financial advisor at Thurston Springer Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at T.S. Philips Investments, Inc. and Wells Fargo Clearing. Outside of her advisory role, she serves on the Britvil Food Pantry and is the Assistant Treasurer of the Aenon Bible College Alumni Auxiliary of the OSC Pentecostal Assemblies of the World. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fee-based consulting, with investment strategies that include both buy-and-hold and more active models such as Tactical Momentum and Earnings Momentum.

Marcy Watkins is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at BOK Financial since 2011, following a year at Edward Jones. Outside of her advisory work, she is involved in an online consumer sales business focused on toe sock products. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Christopher Gander is a CFP® professional with 26 years of industry experience, currently serving at BOK Financial Securities, Inc. in Oklahoma City, OK. He has been with BOKF and its affiliated firm since 2001. Outside of his advisory role, he is the owner of Rednag, LLC, a real estate rental management business. 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 proprietary research and model strategies with a focus on municipal advisory services and a bank-affiliated structure.