Jon Swanson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds a Series 66 designation and has 20 years of industry experience. Swanson has been with BOKF, NA and BOK Financial Securities since 2009. 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 fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, supported by research from its affiliate, Strategic Investment Advisors.

Patricia Burrus is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at T S Phillips Investments, Inc. and Citigroup Global Markets. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, employing a variety of investment analysis methods and strategies tailored to client goals.

Daniel Brownlow is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and six years of industry experience. His career includes roles at BOK Financial Securities and Avantax Advisory Services. 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 research from its affiliate Strategic Investment Advisors with a range of model strategies.

Matthew Wahl is a CFP®, CFA®, and holds a Series 63 license with 18 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2022, following a 14-year tenure at BKD Wealth Advisors, LLC. He is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary investment management, retirement plan consulting, and family-office style services.

Jonathan Read is a financial advisor at BOK Financial Securities, Inc. He holds the Series 66 designation and has been in the financial industry since 2025. His prior experience includes roles at Bokf, NA and HoganTaylor LLP. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services. The firm combines advisor-led client communication with investment research and asset allocation managed by its Strategic Investment Advisors.

Jean Haas is a financial advisor at Thurston Springer Advisors with 14 years of industry experience. She previously worked at T.S. Phillips Investments, LPL Financial, Shaw Financial Services, and Axa Advisors. Outside of her advisory role, she is involved in a family horse racing and farming business. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, combining various investment analysis methods to support both buy-and-hold and active strategies.

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.

Kenneth Divelbiss is a CFP® and ChFC® with 36 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and previously with LPL Financial LLC since 2007. He is also involved in insurance-related activities, including life, health, disability, and long-term care insurance. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Mark Clopton is a financial advisor with Retirement Planners of America, holding a Series 66 designation and 22 years of industry experience. He has worked at MMWKM Advisors, LLC since 2014. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

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, holding the Series 66 designation and possessing 27 years of industry experience. His career includes roles at Lasalle St. Securities, L.L.C., Morgan Stanley, Citigroup Global Markets, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program, and supervises third-party managers utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Karen Coker is a financial advisor at Blackridge Asset Management, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including T. S. Phillips Investments, Inc. and Capital West Securities, Inc. Outside of her advisory role, she assists with office duties for her parents’ business, 4-Way Automatic Transmission. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management solutions and access to model portfolios and third-party managers within a multi-office, multi-advisor structure.

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.

Don Spicer Jr. is a financial advisor at Lexaurum Advisors with 40 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Cambridge Investment Research Advisors. In addition to his advisory roles, he has been an insurance agent since 2011. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm operates with a multi-advisor team offering diversified portfolios aligned with modern portfolio theory and manages approximately $1.27 billion for over 2,000 clients.

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.

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 with Venturi Private Wealth in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a director of The Sirloin Club of Oklahoma, which sponsors and supports youth activities, and is a member of the board of directors for INTEGRIS Health, a healthcare system. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm offers tailored portfolio management supported by an internal Investment Committee and integrates traditional wealth management with family office and CFO services.

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.