Carrie Coles is a CFP®-certified financial advisor with 24 years of industry experience. She has been with Arvest Wealth Management in Tulsa, OK, since 2008. Outside of her advisory role, she serves as the treasurer for the Cascia Hall Parent Faculty Association, managing budgets and financial tracking for the organization. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client strategies guided by Investment Policy Statements and a mix of discretionary and non-discretionary asset management.

Brett Proctor is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding a Series 66 designation with three years of industry experience. He has been with BOK Financial and its affiliated entities since 2014. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program and has a municipal-advisor registration along with affiliations to a bank holding company and related investment entities.

Rebecca Parrish is a financial advisor at BOK Financial Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at BOK Financial Securities and BOKF, NA since 2021, following seven years at Northwestern Mutual Investment Services, LLC and Lance Franczyk. 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.

Ryan Bates is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at The Pioneer Woman Merchandise and Chilli's Bar and Grill. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Landon Anderson is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with five years of industry experience. His prior roles include positions within Arvest Bank and prior work outside finance in construction and distribution. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerance.

Charles Clark is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 15 years with BOKF, NA and BOK Financial Securities. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base ranging from individual and high-net-worth investors to municipalities and institutional clients. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by Strategic Investment Advisors’ research and model strategies.

Sara Skipper is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. She holds a Series 66 designation and has 18 years of industry experience. She has been with BOK Financial Securities and Bokf, NA since 2009. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base that includes 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, alongside financial planning and consulting services.

Cash Matthews is a financial advisor with Wealth Watch Advisors, Inc., holding a Series 63 license and bringing 30 years of industry experience. He has been with Wealth Watch Advisors since 2020 and is also associated with Solomon Group Financial Services, LLC. Outside of his advisory roles, Matthews is involved in several business ventures including insurance sales, prepaid legal services, and a travel club. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods through approved third-party model managers and offers access to alternative private placements for eligible accredited investors.

Matthew Mauldin is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with seven years of industry experience. He has worked at Arvest Wealth Management since 2018 and was previously employed at Arvest Bank from 2016 to 2018. Arvest Wealth Management offers investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in advisory assets and employs a diversified investment approach that includes fundamental, technical, quantitative, and qualitative analysis tailored to clients’ objectives and risk tolerances.

Erin Darby is a financial advisor at BOK Financial Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and several other financial firms. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with a range of model strategies.

Cathey Fisher is a financial advisor at Thurston Springer Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked previously at T. S. Phillips Investments Inc and Edward Jones. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach that combines charting, fundamental, technical, and cyclical analysis to support both buy-and-hold and active strategies.

Kory Allsop is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Arvest Wealth Management since 2020 and previously held roles at BOK Financial Securities, Inc. and BOKF, NA from 2015 to 2020. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client teams tailoring recommendations based on Investment Policy Statements.

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.

Curtis Wilson is a financial advisor with Creativeone Wealth, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at ChangePath, LLC, Securities America Inc, and BEAM Asset Management. He is also the owner of Summit Investment Group, LLC, where he engages in insurance sales focused on retirement planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and sub-advisory services.

Jason Weichbrodt is a financial advisor with Csenge Advisory Group, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Impact Wealth, Mechanic Advisor, Mojio, and Verizon Telematics. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and offers customized portfolio management through discretionary or model-based allocations.

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.

Bruce Clemens is a financial advisor with Cornerstone Wealth Management, LLC in Sand Springs, Oklahoma. He holds a Series 65 designation and has seven years of industry experience. His prior roles include positions at LPL Financial and Fredric E. Russell Investment Management Co., as well as a brief tenure at Navico Marine Electronics. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, utilizing a combination of fundamental, quantitative, and qualitative analysis tailored to client goals.

William Wolfe II is a financial advisor at StoneX Advisors Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with StoneX Advisors since 2016 and was previously with Momentum Independent Network Inc. from 2002 to 2011. Wolfe serves as committee chairman for the Tulsa Central High-Endowment Fund, which provides scholarships and fundraising for a local school. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by a platform infrastructure for portfolio implementation and tax-aware services.

Victor Wheeler is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and two years of industry experience. He has worked at Arvest Bank and First National Bank since 2006. Outside of his advisory role, Wheeler serves as Board President of Oklahoma Warriors Honor Flight, a nonprofit that organizes trips for veterans to Washington, DC. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with client teams tailoring services based on Investment Policy Statements.

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.