Lane Swisher is a CFP® professional with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has held roles at several firms, including Morgan Stanley, Hilltop Securities, and LPL Financial. Outside of his advisory work, he acts as co-trustee for family trusts benefiting his relatives. 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, utilizing a range of asset-allocation models and third-party manager oversight.

Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, holding Series 65 and Series 66 licenses with six years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with WELLS FARGO Advisors, LLC. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, and various institutions. The firm uses a tailored, holistic approach supported by an internal Investment Committee and provides both discretionary and non-discretionary portfolio management along with specialized private fund management and consolidated reporting services.

Celestine Njoku is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining IP Financial Advisory Services in 2020, she worked at Innovation Partners, LLC and Client One Securities, LLC. She serves as the financial secretary for the South Region of the African Christian Fellowship and is involved in co-owning a small business providing accounting and consulting services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of consulting and insurance-related services.

Yassire Sanie is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. His prior roles include positions at Arvest Bank, Arvest Wealth Management, and SunTrust. Outside of his advisory work, he serves as an adjunct professor at Oklahoma City University’s Meinders Business School and Oklahoma City Community College, and he is a tuition coordinator at Mercy School Institute. 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, with investment research provided by its affiliate, Strategic Investment Advisors.

Scott Grauer is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with BOK Financial Securities since 1995 and Cavanal Hill Distributors since 2015. Grauer serves as President and CEO of BOSC Agency, Inc., is Chairman of Cavanal Hill Investment Management, and is a member of the Baker University Board of Trustees. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporations, municipalities, and institutional clients. The firm’s investment approach incorporates research from its affiliate Strategic Investment Advisors, offering model strategies ranging from income to ESG-focused portfolios.

Boon Ser Tan is a financial advisor with Redhawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and 11 years of industry experience. He previously worked at Larsen Financial Corp for three years and has been self-employed since 1995. Tan also operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families and charitable organizations. The firm employs a strategic and tactical asset allocation approach, supported by a weekly investment committee and integrates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

Jacob Gibson is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Energy Transfer Partners and High Plains Lease Care. Outside of his advisory role, he is the owner of DOS Okies LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and access to third-party money managers.

Jimmy Harmon is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at Equitrust Marketing Serv LLC and Farm Bureau for 17 years before joining BOK Financial Securities in 2024. 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-focused to ESG-oriented approaches.

Hal Brown is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with BOKF and its affiliated firm since 2002. Outside of his advisory role, Brown serves as a board member for the Downtown Oklahoma City Partnership, a nonprofit focused on downtown revitalization. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Craig Blake is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Level Four Financial and Level Four Advisor Services since 2013 and previously at LPL Financial. Blake is also a partner at Blake & Blake CPAs PC, providing tax and accounting services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and public entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and multiple custodians to support its client-focused investment approach.

Marshea Lewis is a financial advisor at BOK Financial Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Lewis owns an eCommerce business selling private label products on Amazon. 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 a variety of model strategies.

Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.

Shana Young is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at BOK Financial Securities since 2019 and previously at The Baker Group from 2008 to 2019. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Prisma Duque Chansombatt is a financial advisor at BOK Financial Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining BOK Financial, Prisma held positions at Bank of Oklahoma, TTEC, Mary Kay Cosmetics, and JCPenney. BOK Financial Securities 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 ESG-focused approaches.

Tami Bearden is a CFP® professional with 20 years of experience in financial advising. She has been with Thurston Springer Advisors since 2024, following a 19-year tenure at T. S. Phillips Investments, Inc. Based in Oklahoma City, OK, she holds a Series 66 license. 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, fee-based consulting, and fiduciary services, employing a range of investment strategies from buy-and-hold to active approaches such as Tactical Momentum and Earnings Momentum models.

Adam Christensen is a financial advisor with Thurston Springer Advisors in Oklahoma City, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill, T S Phillips Investments, and Thurston Springer Financial, and also practices law through Christensen Law Group, where he performs legal work in general business law, insurance defense, and estate planning. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis with both buy-and-hold and active models to tailor services to client goals.

James Aycock Jr. is a financial advisor with Momentum Independent Network Inc. in Edmond, Oklahoma, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at SWS Financial Services Inc. since 2003 and operates his own tax preparation and bookkeeping business as a CPA. Momentum Independent Network serves a range of clients including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm employs a platform model leveraging third-party managers and Envestnet for investment management and offers a variety of managed account and financial planning solutions.

Bradley Freels is a financial advisor with Gradient Advisors, LLC in Oklahoma City, holding a Series 65 license and nine years of industry experience. He has worked at Gradient Advisors since 2017 and also owns Southwest Retirement Resources, Inc., where he provides insurance sales including Medicare products and long-term care. Additionally, he operates Southwest Wealth Management, offering wealth management and advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion in other assets.

Matthew Roberson is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones and T. S. Phillips Investments, Inc. He is also involved in real estate investing through Robo Grand Holdings LLC. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services with investment approaches ranging from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

William Coyle is a financial advisor with Hilltop Securities Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Hilltop Securities since 2009. Outside of his advisory role, he is involved as a minority partner in several family enterprises, including residential land development and farming operations, as well as managing inherited mineral rights. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs supported by an open-architecture platform and distinctive operational features such as municipal bond strategies co-advised with Franklin Templeton and custody capabilities uncommon among enterprise advisers.