Nathan Haberman is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Trajan Wealth, L.L.C. in Edmond, OK. His previous roles include positions at Cetera and Raymond James Financial Services Advisors. Haberman is also licensed as an insurance agent and consults on insurance matters as part of his advisory services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances and financial situations.

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.

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.

Stacy Murray is a CFP® with five years of industry experience, currently with Northwest Asset Management. She previously worked at Full Sail Capital and KPMG LLP. Murray serves on the boards of Infant Crisis Services and the Dean McGee Eye Institute, including roles as audit committee chair and endowment task force chair at the former. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary, customized investment approach that incorporates Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Clayton Collier is a financial advisor at Verus Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cambridge Investment Research, and Securities America. Outside of advising, he owns a tax services business, Homefront Financial CPA PLLC, and is involved in insurance and human resources as an agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a blend of fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

Kenneth Kitchen is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 credential and eight years of industry experience. His career includes roles at BOK Financial Securities and MidFirst Bank, as well as experience with a professional basketball club. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients by providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with research-driven asset allocation and manager selection offered by its Strategic Investment Advisors.

John Jackson IV is a CFP® with four years of industry experience, currently serving as a financial advisor at Advisory Services Network. His background includes roles at New York Life Insurance and NYlife Securities, as well as work in lacrosse-related organizations. He volunteers as an events coordinator for the University of Texas at Austin Men's Club Lacrosse Alumni Advisory Board. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerance.

Justin Corcoran is a financial advisor with BOK Financial Securities, Inc. in Norman, Oklahoma. He holds a Series 66 designation and has 22 years of industry experience. Corcoran has been with BOK Financial Securities and its affiliated bank, BOKF, NA, 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 non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors.

Zachary Mills is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a ChFC® designation and Series 63 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and multiple positions within BOK Financial affiliates. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth investors, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting.

Daniel Myers is a CFP® and CFA® with 17 years of experience in financial services. He is currently an advisor at Savvy and has prior experience at Arvest Bank, Arvest Wealth Management, and Northwestern Mutual Investment Services. In addition to his advisory work, Myers teaches finance as an adjunct instructor at Northeastern State University. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm creates customized investment plans focused on a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware direct indexing, and third-party sub-adviser strategies.

Jeb Kirkpatrick is a financial advisor with Arete Wealth Advisors, LLC in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Arete Wealth Advisors since 2022 and previously spent six years with National Securities Corporation. Outside of advisory work, he is involved in insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based models, and it employs third-party managers while serving as an ERISA fiduciary when applicable.

Hunter Baldwin is a financial advisor with Geneos Wealth Management, Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. He has worked at Geneos since 2021 and previously held positions at Arvest Wealth Management and Arvest Bank. Outside of his advisory role, Baldwin is president of Bolt Investment Group LLC and organizes skeet shooting events. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm provides financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies including fundamental, technical, and tactical asset allocation approaches.

Gregory Wheeler is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2003. Outside of his advisory role, Wheeler serves on the City of Nichols Hills Investment Policy Committee and is a member of the Board of Directors for the Oklahoma City Golf and Country Club. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by Strategic Investment Advisors, and maintains unique municipal-advisor registration alongside affiliations with banking entities.

Jessica Jones is a financial advisor with BOK Financial Securities, Inc. based in Oklahoma City, OK. She holds the ChFC® designation and Series 66 license and has 17 years of industry experience. She has been with BOK Financial Securities and BOKF, NA since 2014. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines quantitative and qualitative research with tailored asset allocations managed by its Strategic Investment Advisors.

Erin Tuttle is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation. She has nine years of experience, including roles at AT&T from 2010 to 2019 and Bank of Oklahoma Financial from 2019 to 2025, before joining BOK Financial Securities in 2025. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with research and asset allocation provided by its Strategic Investment Advisors.

Gary Chitwood is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 20 years in the United States Air Force. In addition to his advisory role, he is the owner and operator of Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and prescreened third-party managers.

Zachary Hawley is a financial advisor with GWN Securities Inc. in Edmond, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he is president of Zachary Hawley LLC, a business established to manage tax liabilities related to his commission and fee income. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of portfolio management strategies including legacy market-timing and momentum-based approaches.

Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.