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 serving at Thurston Springer Advisors since 2024. Prior to this, he worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for ten years. He is active in the Oklahoma City community as Treasurer Elect of the Rotary Club of Oklahoma City and serves on the Rotary Club Foundation Board as well as the advisory board for Food and Shelter of Norman, Oklahoma. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs Tactical and Earnings Momentum strategies along with fundamental and technical analysis, managing accounts through discretionary and non-discretionary approaches.

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.

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.

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.

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 at Thurston Springer Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Phillips Capital Advisors, Inc. and T.S. Phillips Investments, Inc. for 19 years before joining her current firm. 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. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts primarily on a discretionary basis under its Compass agreements.

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.

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.

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.

Colton Garcia is an advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 designations. He has less than one year of industry experience. His prior work includes roles at Cornerstone Capital Management, State Farm, Hobby Lobby, FedEx, and service in the Army. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of around 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies.

Cameron Bertelli is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at BOK Financial Securities, Inc. since 2019. His prior roles include positions at Bank of America and Morgan Stanley. Outside of his advisory work, he is a property owner of a private residential rental in Oklahoma City. 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, along with financial planning and consulting services. The firm combines advisor-led client interaction with firm-directed investment research and manager selection, operating within a multi-faceted financial services organization affiliated with a publicly traded bank holding company.

Ralph Burnett is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously operated Burnett Financial Group, Inc since 2004. Burnett is a shareholder in Valor Bank and is involved in managing a hunting ranch property in Guthrie, Oklahoma. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of advisory services, including investment management, financial planning, and retirement plan advisory, with a mix of discretionary and consultative platforms.

Steven Kaestner is a CFP® with 29 years of industry experience, currently serving at Saxony Capital Management, LLC since 2023. He has held roles at multiple firms, including Ironhorse Wealth Management, which he has been associated with for 15 years, and operates his own legal and accounting practice as a CPA and attorney. Kaestner also owns an insurance business unrelated to his advisory work. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach and utilizes a range of investment methods including technical and fundamental analysis, supporting discretionary management alongside financial planning and consulting.

Damon Moran is a financial advisor at Thurston Springer Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T S Phillips Investments, Inc. for 12 years before joining Thurston Springer Financial. Moran is also involved with Moran Wealth Management, LLC, which focuses on tax-related matters, and DKM LLC, which provides health insurance services. 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. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

William Pratt is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of Oklahoma, Trent Finley Insurance Company, and Arvest Bank. Pratt serves in the United States Army Reserves. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management, financial planning, and consulting services to a diverse client base including individuals, corporations, retirement plans, government agencies, and institutional clients. The firm’s investment approach includes model strategies developed by an affiliated research team, with a focus on income, growth, and ESG options.