Lucille Satterwhite is a CFP® with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. She has previously worked at CD Wealth Management, Morgan Stanley, and Fidelity Brokerage Services. Before her finance career, she was employed by Baptist Church Loan Corporation and Baylor University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic investment strategies including artificial intelligence and blockchain portfolios.

Ryan Buchan is a financial advisor at BOK Financial Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with BOK Financial and its related entities since 2012. Buchan serves as a board member for the Pension Fund of the Christian Church, providing advice and counsel to its executive team. 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 maintains affiliations with a bank holding company and related investment entities.

Joseph Lienhard is a Series 66-licensed financial advisor at Arvest Wealth Management with four years of industry experience. He has been with Arvest Wealth Management since 2021 and also works at Arvest Bank. Outside of his advisory role, Lienhard provides pitching instruction to youth baseball players through MVP Sports. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, utilizing client-specific Investment Policy Statements to guide recommendations.

Austin Houle is a financial advisor with CX Institutional, LLC in Tulsa, OK, holding a Series 65 credential. He has been with CX Institutional since 2026 and previously worked at Bank of America and several other firms in various roles. His diverse background includes experience in financial wellness and lending, as well as some entrepreneurial ventures. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a range of investment types, supplemented by third-party technology for consolidated reporting and tax-efficient asset management.

Robert Wheeler is a ChFC® with 16 years of industry experience, currently serving at Gradient Advisors, LLC since 2026. He has held roles at Wheeler Consulting and Wheeler & Ozment, Inc., and has been involved with the Foundation for Family Hope United Rescue Youth and Financial LI since 2011. His career also includes leadership at The Robert G. Wheeler Capital Management Company, Inc. and The Robert G. Wheeler Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives working with third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Timothy Murphy is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Arvest Wealth Management and its affiliated entities since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and wealth management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a multi-disciplinary investment process focused on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Joan Fields is a CFP® with 12 years of industry experience, currently affiliated with BOK Financial Securities, Inc. in Tulsa, OK. She has been with BOK Financial Securities since 2013 and has a longer tenure at Bokf, Na dating back to 2004. Fields has a 50% ownership interest in a residential real estate business, A.V.A. Properties, LLC, though she is not actively involved in its operations. 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 combined with financial planning and consulting, utilizing research and model strategies provided by its affiliate, Strategic Investment Advisors.

Nick Hoffmann Jr. is a financial advisor at Founders Financial Securities LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Merrill. Outside of advisory work, he owns and operates Hoffman Longhorn Cattle Company and serves on the financial and parish councils at St. Clement of Rome Catholic Church. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporations, offering a range of advisory platforms and niche services such as 1031 exchange consulting and co-advised private wealth portfolios. The firm allows advisors to manage portfolios with discretionary or non-discretionary authority and supports client needs through various investment and fiduciary solutions.

Marcy Rooker is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding 12 years of industry experience. She has been with BOK Financial Securities since 2013 and has worked at Bokf, Na since 1993. 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 that range from income-oriented to growth and ESG-focused approaches.

Todd Hofmann is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with BOKF and its affiliated firm since 2003. 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 strategies across various investment objectives.

Kraig Mcfarland is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at DRAWBRIDGE CAPITAL, LPL Financial, and non-variable insurance and health insurance sales. He also operates as an insurance agent for individual health insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types.

Jonathan Hoag is an investment advisory representative with HBW Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at HBW Advisory Services since 2009 and previously at Cetera Advisor Networks and HBW Securities. Outside of his advisory role, he owns a tax preparation business and serves as a plant manager at PACCAR Winch. HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach utilizing third-party money managers and sub-advisers, combined with tactical asset allocation and multi-manager diversification, and offers services including sub-advisory and wrap-fee portfolios through Betterment Institutional.

John Howk is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with BOK Financial Securities since 1997 and affiliated with Bokf, Na since 1996. 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.

Steven Henderson is a CFP® and PFS™ with over 31 years of experience in financial advisory and tax services. He is currently a Regional Director and Investment Advisor Representative at Merit Financial Advisors and has held roles at PKS Investments, LPL Financial, and Avantax. In addition to his advisory work, he serves as president of a homeowners association and manages CPA offices and tax planning services through his CPA firm, Harrison Henderson, PLLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular strategies overseen by a central Investment Management team and committee.

Marcus Carr is a financial advisor with Arvest Wealth Management in Broken Arrow, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Marcus is dually employed by Arvest Bank and Arvest Wealth Management, splitting his time between the two roles. Prior to joining Arvest, he held various positions including a role at Bass Pro Shops. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerance.

Phil Ward is a financial advisor at St. Bernard Financial Services, Inc. in Tulsa, OK, with 25 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Ward has owned and operated Ward & Company, PLLC, a CPA and consulting firm, since 1977 and also manages Tax Depot, LLC, a tax preparation service he established in 2004. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm employs a long-term, conservative growth strategy with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Tyler Coday is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. His work history includes positions at LPL Financial LLC, Edward Jones, and the Oklahoma State Department of Health. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with firm-provided investment research and asset allocation.

Corey Borchers is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and two years of industry experience. He has been involved with Strong Family Financial, LLC since 2007, where he serves as Agent, Vice President of Finance, and President. Borchers also has experience in estate planning and document preparation through Strongwealth Strategies. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers both model and customized portfolio strategies using strategic asset allocation and quantitative analysis, and provides services such as portfolio management, financial planning, and retirement plan consulting.

Jana Ramsey Weaver is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. She has worked at several firms, including Avantax Investment Services and LPL Financial. In addition to her advisory role, she has been involved with Harrison Henderson, PLLC, a tax preparation and accounting firm, since 1992. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios overseen by a central investment team.

Joetta Cox is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 21 years of industry experience. She has worked with BOKF, NA and BOK Financial Securities since 2005. 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.