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.

Jason Hill is a financial advisor with Financial & Tax Architects, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Horter Investment Management, LLC and his own firm, Hill Financial, Inc., where he serves as President and Managing Member specializing in insurance and annuity sales. Hill has been with Financial & Tax Architects since 2018. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with customizable allocations and offers a sub-advisory service to other registered investment adviser firms.

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.

Kirk Loomis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Oklahoma City, OK. He holds the Series 66 designation and has 28 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management approaches, with a notable emphasis on non-discretionary assets under management.

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.

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.

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.

Joey Sager is a financial advisor at Venturi Private Wealth with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Equity Group, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of directors for Integris Health and is involved with The Sirloin Club of Oklahoma, a youth activity sponsor. Venturi Private Wealth provides investment management, comprehensive financial planning, and family office services to individuals, high-net-worth families, trusts, and institutions. The firm uses tailored portfolios and a rigorous due diligence process, offering discretionary and non-discretionary management alongside a private fund platform integrated with The Caprock Group.

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.