Kerri Musgrove is a financial advisor at EverPar Advisors LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years. In addition to her advisory role, she is involved in insurance sales and implements insurance recommendations. EverPar Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a long-term, portfolio-driven approach using diversified mutual funds and ETFs, while also incorporating fundamental and technical analysis.

Austin Bryan is a financial advisor at HoganTaylor Wealth in Tulsa, OK, holding CFP® and Series 65 credentials with 11 years of industry experience. He previously worked at Smith Capital Management and Sowell Management Services before joining HoganTaylor Wealth in 2019. HoganTaylor Wealth offers wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across around 360 client relationships, emphasizing customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options when appropriate.

Catherine Kessler is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Tao Private Wealth, LLC and Fidelity Brokerages Services LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, using diversified portfolios tailored to client risk tolerance and goals.

David Poarch is a managing partner at Pinnacle Investment Advisors in Tulsa, Oklahoma, with 29 years of industry experience. He has been with Pinnacle since 1996 and holds Series 63 and Series 65 designations. He also serves as managing partner of Native American Fund Advisors, an affiliated investment management firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors is a team-based firm with seven advisors that provides investment management and advisory services.

Justin Kasparek is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at J M Brown Financial Partners. His prior roles include positions at BOK Financial Securities, Commonwealth Financial Network, Drawbridge Capital, and Northwestern Mutual. Kasparek holds Series 63 and Series 65 licenses. J M Brown Financial Partners serves individual and high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm employs a mix of fundamental analysis, technical and cyclical methods, and model-driven strategies, managing a variety of investment vehicles tailored to client risk tolerance.

Christopher Bogie is a financial advisor at Scissortail Wealth Management, LLC in Tulsa, Oklahoma. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Scissortail Wealth Management in 2024, he worked at Nordam Group and has experience in roles outside finance, including at Southern Hills Country Club and Baker Pools. Scissortail Wealth Management offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $568 million in assets and uses customized investment plans that cover a wide range of risk profiles and instruments.

Madeline Ritterpusch is a financial advisor at Cadent Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young for seven years. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.

Jeremy Johnson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2005. BOK Financial Securities, operating as BOK Financial Advisors, serves 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 a municipal-advisor registration alongside its affiliation with a bank holding company.

Ryan Flippo is a financial advisor at BOK Financial Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BOK Financial Private Wealth, Inc., Cavanal Hill Investment Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2016 or 2025, depending on the entity. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting. The firm is affiliated with a publicly traded bank holding company and sponsors affiliated mutual funds, combining investment advisory, broker-dealer, and municipal advisory services.

Hunter Matthews is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of industry experience. He previously worked at Faith Technologies and served five years at Tink Air Force Base. In addition to his advisory role, Matthews is an insurance agent affiliated with Strong Family Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios combining strategic and tactical approaches and employs various investment vehicles, supporting over 8,400 clients with approximately $2.5 billion in assets under management.

Matthew Redmond is a CFA® charterholder with eight years of industry experience. He is currently an advisor at CX Institutional, LLC and was previously with First State Investment Advisors Inc for eleven years. He also serves as vice president and director of First State Financial, Inc., a holding company unrelated to investment activities. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach combining fundamental, quantitative, technical, and cyclical analysis across various asset classes and offers specialized strategy portfolios alongside traditional models.

Michael Manghum is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. He also owns Manghum Consulting LLC, which provides leadership training, teaching, life and business coaching, and financial literacy services. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm delivers services through independent advisers using a platform that supports model portfolios, third-party managers, and discretionary management, with notable integration of institutional and retirement plan resources.

Donald Duntley is a financial advisor with Capital Analysts in Tulsa, OK, holding a Series 66 designation and bringing 25 years of industry experience. He has been associated with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Outside of his advisory role, he operates Duntley Investment Management, LLC for tax purposes and works as an independent agent selling fixed insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm employs a proprietary mutual-fund screening process and offers services that include custom portfolios, third-party manager access, and ERISA retirement plan advisory.

Mark Kosir is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2002. 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, and benefits from its affiliation with a bank holding company and related investment entities.

James Ault is a Series 65 licensed financial advisor with two years of experience, currently affiliated with Advisor Resource Council. He is the owner of Sooner Retirement and has been involved with the firm since 2015. Ault also serves in the U.S. Army Reserve. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and consulting services through a network of advisors. The firm combines artificial intelligence tools with fundamental analysis in its investment approach and offers tailored strategies for clients across different account sizes.

Bradley Soliman is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds the Series 66 designation and has worked at Arvest Wealth Management since 2021, following a brief tenure at Inspire Financial Group. Outside of his advisory role, he has been involved in education, working at Northeastern State University since 2017 and previously at Tahlequah High School. 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 through wrap programs, retirement plan consulting, and written financial plans, managing both discretionary and non-discretionary assets.

Jacob Wire is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Bokf, Na, U.S. Bancorp Investments, Inc., Raymond James & Associates, and Valic Financial Advisors. 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, with investment research provided by Strategic Investment Advisors, and maintains municipal-advisor registration alongside bank and affiliated investment entity relationships.

Robert Lambright is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 22 years of industry experience. He has worked with BOK Financial Private Wealth, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management, financial planning, and consulting. The firm operates an advisor-led Guided Portfolio Solutions program that combines research and tailored asset allocation with ongoing portfolio monitoring.

Kevin Hall is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at BOK Financial Securities, Inc. and Bokf, Na for a decade. Hall is also involved as a Medicare agent and directs Hall Wealth Management, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers and wrap programs.

Brad Williams is a financial advisor at BOK Financial Securities, Inc. with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has been with BOKF, NA and BOK Financial Securities since 1997. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with research and asset allocation by Strategic Investment Advisors.