Rebecca Foster is a financial advisor with Arvest Wealth Management in Oklahoma City, holding Series 63, 65, and 66 credentials and 24 years of industry experience. Her prior roles include positions at The Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and various other financial firms. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporations. The firm employs a multi-faceted investment process combining fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies to align with clients’ objectives and risk tolerances.

Jason Duck is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Regent Financial Services, Drawbridge Capital, LPL Financial, and Securian Financial Services. Outside of his advisory work, he serves as an estate administrator. 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 an affiliate, Strategic Investment Advisors.

Reid Walters is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with four years of industry experience. He has worked at BOK Financial Securities and related entities since 2023 and previously at Arvest Wealth Management and Weber Incorporated. BOK Financial Advisors serves a diverse clientele including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Taylor Brown is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs and service as a United States Officer from 2016 to 2021. BOK Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, corporations, municipalities, and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm integrates quantitative and qualitative research in its investment approach and is affiliated with a publicly traded bank holding company.

Lynn Bilodeau is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and 17 years of industry experience. She has worked with firms including LPL Financial and Householder Group Estate & Retirement Specialists. In addition to her advisory work, Bilodeau owns a law practice and is licensed as a notary public in Oklahoma. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process integrating multiple analytical approaches and offers a range of advisory and fiduciary services supported by an extensive platform network.

James Shaw is a financial advisor at BOK Financial Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOK Financial Securities since 2018, following six years at AXA Advisors, LLC. Outside of his advisory role, Shaw is a minority owner of Futuro Investment LLC, which holds interests in a restaurant group operating Black-Eyed Pea locations in Colorado. BOK Financial Securities 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, combining quantitative and qualitative due diligence with model strategies ranging from income-oriented to ESG-focused approaches.

Trenton Hattler is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with four years of industry experience and a Series 66 designation. His prior work includes roles at OSAIC Wealth, Odyssey Financial Group, and Royal Alliance, among others. Trenton has also worked in education at Mayfield Middle School and Southern Nazarene University. 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, alongside financial planning and consulting services. The firm combines in-house investment research and manager selection with an advisor-led approach.

Bart Gernandt is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Wealth Watch Advisors for six years. In addition to his advisory role, he serves as president of Freedom Insurance Sales, focusing on insurance and annuity sales. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and utilizes third-party sub-advisers and custodians.

Rusty Jones is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with BOK Financial Securities and its affiliate BOKF, NA since 2012. Outside of his advisory work, he maintains a travel blog. 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 investment strategies.

Lance Opp is a financial advisor at Wealth Watch Advisors, Inc with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Advisors and other non-financial roles, including working as a delivery driver for Domino's Pizza. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers portfolio management through third-party model managers, financial planning, and consulting, utilizing a mix of quantitative, qualitative, and technical strategies.

Ashley Rowland is a financial advisor at BOK Financial Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, AXA Advisors, and JP Morgan Securities. Ashley is based in Oklahoma City, OK. 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 provided by Strategic Investment Advisors.

John Neely is a financial advisor with St. Bernard Financial Services, Inc. in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked for Berthel Fisher & Company Financial Services, Inc. for ten years before joining St. Bernard in 2019. Outside of his advisory role, Neely is involved in insurance sales and operates a specialized property scanning service for real estate professionals. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, favoring low-cost, no-load funds, and typically engages clients collaboratively with limited discretionary authority.

David Hudson is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. He has worked at BOK Financial Securities and its affiliated entity Bokf, Na since 2007. 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.

Erica Mc Mahan is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with 18 years of industry experience. She has been with BOK Financial Securities and its affiliate BOKF, NA since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities by providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations aligned to client objectives.

Bradley Wedel is a financial advisor with BOK Financial Securities, Inc. in Enid, Oklahoma. He holds a Series 66 designation and has 25 years of industry experience. He has been with BOK Financial Securities and its affiliated entity Bokf, Na since 2008. 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 provided by its affiliate, Strategic Investment Advisors.

Tania Smith is a financial advisor at Thurston Springer Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at T.S. Philips Investments, Inc. and Wells Fargo Clearing. Outside of her advisory role, she serves on the Britvil Food Pantry and is the Assistant Treasurer of the Aenon Bible College Alumni Auxiliary of the OSC Pentecostal Assemblies of the World. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fee-based consulting, with investment strategies that include both buy-and-hold and more active models such as Tactical Momentum and Earnings Momentum.

Marcy Watkins is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at BOK Financial since 2011, following a year at Edward Jones. Outside of her advisory work, she is involved in an online consumer sales business focused on toe sock products. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Christopher Gander is a CFP® professional with 26 years of industry experience, currently serving at BOK Financial Securities, Inc. in Oklahoma City, OK. He has been with BOKF and its affiliated firm since 2001. Outside of his advisory role, he is the owner of Rednag, LLC, a real estate rental management business. 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 proprietary research and model strategies with a focus on municipal advisory services and a bank-affiliated structure.

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.

Michael Richardson is a Series 65 licensed financial advisor with three years of industry experience, currently affiliated with AlphaStar Capital Management in Edmond, Oklahoma. He has also worked with Strong Wealth Advisory Group and Strong Family Financial. In addition to his advisory roles, he spends part of his professional time as a licensed insurance agent. AlphaStar Capital Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies through firm-designed model portfolios and third-party tools, supporting a broad client base with enterprise-scale resources.