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.

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.

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.

Jay Willcox is a CFP® with 16 years of industry experience, currently serving at Venturi Private Wealth since 2022. His prior roles include positions at Merit Financial Group, LPL Financial, Avantax Investment Services, and Harrison Henderson. Based in Oklahoma City, OK, he holds Series 63 and Series 66 licenses. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, and various organizations. The firm employs a tailored investment approach utilizing mutual funds, ETFs, individual securities, and private placements, supported by an internal Investment Committee and integrated family office/CFO services.

Timothy Nelson is a financial advisor with Merit Financial Advisors in Edmond, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Avantax Advisory Services. Outside of his advisory work, he owns a tax preparation and accounting firm, L. Myles Smith & Co. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight provided by a central investment team and committee.

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.

John Gillespie is a financial advisor with Dynamic, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Access Financial Group, Estate Planning Designs, and Route 66 Trust, among others. Gillespie is also president of a charitable nonprofit organization, Carved In Stone, Inc., serves on the board of The Signatry from National Christian Foundation Heartland, and is an author of books. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support solutions, with a focus on customized, long-term investment strategies and comprehensive support for other advisers.

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 licenses and has previously worked at Merrill and Arvest Bank, including Arvest Wealth Management. Andrews is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach and integration of tax and accounting services through its parent company.

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 with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 tailored to various investment goals.

John Mitchell is a CFP® with 32 years of industry experience, currently serving at Advisor Resource Council since 2014. He previously worked at LPL Financial for 26 years. Outside of his advisory role, he co-owns Relational Media LLC, which produces educational videos to help couples discuss their finances, and participates in a business networking group in Oklahoma City. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies combining artificial intelligence with fundamental analysis across various asset classes and provides both discretionary and nondiscretionary portfolio management options.

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.

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.

John Newhouse is a CFP® certificant with 15 years of experience in the financial advisory industry. He is currently with Diversify Wealth Management, LLC and also holds roles at Integrated Advisors Network, Vineyard Asset Management, and DFPG Investments. Outside of advisory activities, he serves as an adjunct professor at the University of Tulsa, consults on economic and legal business analysis, and is a board member of a nonprofit church organization. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and employs a diversified investment approach utilizing a mix of internal and third-party strategies across multiple platform options.

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.

Randall Fowler is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. His prior roles include positions at Titleist Asset Management LLC, Titleist Capital LLC, and ON Investment Management Company. Fowler is also active as an insurance agent affiliated with Titleist Capital, LLC. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities aligned with client goals and risk tolerance.

Maureen Meyers is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses with nine years of industry experience. She previously operated Meyers Resources, LLC for six years and is a part owner of Bluemonkii, LLC, a real estate consulting business. 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, utilizing research from its affiliate Strategic Investment Advisors, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Darlene Shipe is a financial advisor with The Wealth Consulting Group in Edmond, OK, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Householder Group Estate & Retirement Specialists. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager programs.

Chad Eley is a CFP® professional with six years of industry experience, currently affiliated with BOK Financial Securities, Inc. and Bank of Oklahoma Private Wealth. He has worked at BOKF, NA since 2013. Outside of financial advising, he retains ownership in a real estate marketing company, OPENHOUSES OF OKLAHOMA 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 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 ranging from income to ESG-focused approaches.