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.

Patricia Burrus is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses. Her previous roles include positions at T S Phillips Investments, Inc. and Citigroup Global Markets. 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 analysis methods and strategies tailored to client goals.

Daniel Brownlow is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and six years of industry experience. His career includes roles at BOK Financial Securities and Avantax Advisory Services. 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 research from its affiliate Strategic Investment Advisors with a range of model strategies.

Matthew Wahl is a CFP® and CFA® with 18 years of experience in financial advisory roles. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Wahl is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by offering financial planning, discretionary and non-discretionary investment management, consulting, and retirement plan services. The firm integrates these wealth management services with tax, accounting, and family-office support through its parent company, employing a customized investment approach that balances active and passive strategies with an emphasis on diversification and cost control.

Jonathan Read is a financial advisor at BOK Financial Securities, Inc. He holds the Series 66 designation and has been in the financial industry since 2025. His prior experience includes roles at Bokf, NA and HoganTaylor LLP. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services. The firm combines advisor-led client communication with investment research and asset allocation managed by its Strategic Investment Advisors.

Jean Haas is a financial advisor at Thurston Springer Advisors with 14 years of industry experience. She previously worked at T.S. Phillips Investments, LPL Financial, Shaw Financial Services, and Axa Advisors. Outside of her advisory role, she is involved in a family horse racing and farming business. 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, combining various investment analysis methods to support both buy-and-hold and active strategies.

Ryan Hill is a financial advisor with Financial & Tax Architects, LLC in Edmond, Oklahoma. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, he serves as Chief Financial Officer at Hill Financial, Inc., focusing on retirement planning. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs, individual securities, and trend-aware rebalancing, with a focus on discretionary client relationships and customizable allocations across risk profiles.

Taylor Budd is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Bank of Oklahoma. Outside of his advisory role, Budd performs notary public duties and plays bass, guitar, and drums in a local band. 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, which uses research from an affiliated investment advisor and employs model strategies ranging from income-oriented to ESG-focused approaches.

Kenneth Divelbiss is a CFP® and ChFC® with 36 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and previously with LPL Financial LLC since 2007. He is also involved in insurance-related activities, including life, health, disability, and long-term care insurance. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Mark Clopton is a financial advisor with Retirement Planners of America, holding a Series 66 designation and 22 years of industry experience. He has worked at MMWKM Advisors, LLC since 2014. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Marilynda Kuehn is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Citigroup Global Markets. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, offering fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting. The firm combines advisor-led client contact with investment research and manager selection by its Strategic Investment Advisors.

Kirk Loomis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Oklahoma City, OK. He holds the Series 66 designation and has 28 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management approaches, with a notable emphasis on non-discretionary assets under management.

Karen Coker is a financial advisor at Blackridge Asset Management, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including T. S. Phillips Investments, Inc. and Capital West Securities, Inc. Outside of her advisory role, she assists with office duties for her parents’ business, 4-Way Automatic Transmission. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management solutions and access to model portfolios and third-party managers within a multi-office, multi-advisor structure.

Craig Kitchen is a financial advisor with BOK Financial Securities, Inc. in Edmond, Oklahoma. He holds Series 63 and Series 65 designations and has 29 years of industry experience. He has been with BOK Financial Securities and its affiliate BOKF, NA since 2010. 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.

Don Spicer Jr. is a financial advisor with Lexaurum Advisors in Oklahoma City, holding the CFP® and CFA® designations and over 40 years of industry experience. His career includes previous roles at Spicer Retirement Advisors and Cambridge Investment Research, among others. He is also currently licensed as an insurance agent. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios based on modern portfolio theory, offering standardized model allocations typically implemented with low-cost ETFs.

Brian White is a financial advisor at Financial & Tax Architects, LLC in Edmond, OK, with six years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Farmers Insurance, Bank of America, Edward Jones, Vaterott Educational Centers, and Dell. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm uses proprietary strategies involving exchange-traded funds, individual securities, and trend-aware rebalancing, offering customizable portfolios that are generally managed on a non–tax-sensitive basis.

Zachary Robinson is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with 18 years of industry experience. He holds a Series 66 designation and has been with BOK Financial Securities and its affiliate Bokf, Na since 2010. 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 to implement various model strategies.

Stephen Brown is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 11 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors (BOKFA), 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, supported by research from Strategic Investment Advisors, and maintains municipal-advisor registration as well as affiliations with various banking and investment entities.

Blake Murry is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with 19 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2007. BOK Financial Advisors serves a diverse range of clients including individual, high-net-worth, corporate, and institutional investors, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

William Craig is a financial advisor at Savvy based in Oklahoma City, OK, holding a Series 65 designation with one year of industry experience. Prior to joining Savvy, he held roles at Clinton Wealth, Sowell Management, and Family First Life. Craig also has experience selling insurance products through Family First Life and is a licensed insurance producer. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware strategies, utilizing third-party sub-advisers and technology platforms to support customized client plans.