Andrew Nelson is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining BOK Financial Securities, he spent 25 years with Charles Schwab and Charles Schwab Bank. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with investment research and asset allocation by its Strategic Investment Advisors.

William Hughes is a CFP® with 13 years of industry experience, currently advising at Thurston Springer Advisors since 2024. He previously worked at Phillips Capital Advisors and T S Phillips Investments for ten years and spent one year at Wells Fargo Clearing. Hughes serves as Treasurer Elect of the Rotary Club of Oklahoma City and holds board positions with the Rotary Club Foundation and Food and Shelter of Norman, Oklahoma. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services. The firm’s investment approach includes both buy-and-hold and active strategies, utilizing a combination of charting, fundamental, technical, and cyclical analysis.

Paula Stewart is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with BOK Financial and its related entities since 2010. Outside of her advisory role, she co-owns Krafty Kraze Creations, a business focused on making and selling crafts, and is involved in Alpine Pools & Backyard Living, a pool construction enterprise. 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 provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and is distinguished by its municipal-advisor registration and affiliation with a bank holding company.

Jay Willcox is a CFP® with 16 years of industry experience, currently serving at Venturi Private Wealth since 2022. His prior roles include positions at Merit Financial Group, LPL Financial, Avantax Investment Services, and Harrison Henderson. Based in Oklahoma City, OK, he holds Series 63 and Series 66 licenses. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, and various organizations. The firm employs a tailored investment approach utilizing mutual funds, ETFs, individual securities, and private placements, supported by an internal Investment Committee and integrated family office/CFO services.

Scott Swiggett is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with BOKF and its affiliate BOK Financial Securities since 2009. Outside of his advisory role, he is a member of Pivotal Real Estate Solutions, Inc., a real estate business involved in selling and renting properties. 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, combining quantitative and qualitative research by its affiliate Strategic Investment Advisors, and is distinguished by its municipal-advisor registration and affiliation with a bank holding company.

Courtney Williams is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, with nine years of industry experience. She holds a Series 66 designation and has been with BOKF and BOK Financial Securities since 2015. Outside of her advisory role, she is involved as a creator for LTK, a sales platform where she earns commissions by posting product links. 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 an affiliated entity, Strategic Investment Advisors.

Kaysha Andrews is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Arvest Bank, including Arvest Wealth Management. Andrews is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach and integration of tax and accounting services through its parent company.

Jason Liles is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2001. 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 its affiliate Strategic Investment Advisors.

Britany Hargis is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 tailored to various investment goals.

Chad Ealey is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOKF, NA and BOK Financial Securities since 2008. Outside of his advisory role, he operates a sole proprietorship reselling personal sports memorabilia online. 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 Strategic Investment Advisors, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Wanda Ross is a financial advisor at Thurston Springer Advisors with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Phillips Capital Advisors and Citigroup Global Markets. Ross is based in Oklahoma City, OK. 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 strategies that range from buy-and-hold to active models such as Tactical Momentum and Earnings Momentum.

Jason La Bouff is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BOK Financial Securities and BOKF, NA since 2018. His prior experience includes roles at Bank of the West, BancWest Investment Services, Bank of America N.A., and Merrill. 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 spanning income, growth, and ESG-focused approaches.

Connor Freeman is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 credential with three years of industry experience. His prior roles include positions at BOK Financial and Bokf, Na, as well as work related to Oklahoma State University and other service-oriented businesses. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research, asset allocation, and manager selection.

Maureen Meyers is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses with nine years of industry experience. She previously operated Meyers Resources, LLC for six years and is a part owner of Bluemonkii, LLC, a real estate consulting business. 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, utilizing research from its affiliate Strategic Investment Advisors, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Chad Eley is a CFP® professional with six years of industry experience, currently affiliated with BOK Financial Securities, Inc. and Bank of Oklahoma Private Wealth. He has worked at BOKF, NA since 2013. Outside of financial advising, he retains ownership in a real estate marketing company, OPENHOUSES OF OKLAHOMA 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 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 ranging from income to ESG-focused approaches.

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.

Damon Moran is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Merrill and T S Phillips Investments, Inc. Outside of advisory work, he is involved with Moran Wealth Management, LLC for tax purposes and DKM LLC related to health insurance. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning, portfolio management, and fiduciary services with investment strategies ranging from buy-and-hold to more active momentum models.

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.

Justin Echols is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and based in Oklahoma City, OK. He has no prior industry experience but has a 20-year career with the Oklahoma City Police Department and has been active as a jazz pianist and vocalist since 2010. Outside of his advisory role, he continues to perform and engage in music through Oklahoma Jazz Development. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent advisers, utilizing mutual funds, ETFs, equities, fixed income, and third-party managers.