Michaelene Butler is a financial advisor with Advisor Resource Council, holding the ChFC® designation and Series 63 license. She has 42 years of industry experience, including 24 years at Hornor, Townsend & Kent and recent roles at LPL Financial and Advisor Resource Council. Outside of her advisory work, she serves as a retreat coordinator for Catholic Charities of Eastern Oklahoma. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Dell Hughes is a financial advisor with CL Wealth Management LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked at CL Wealth Management and its affiliate Cabot Lodge Securities since 2017, with prior experience at Wilbanks Securities and Wilbanks Securities Advisory from 2002 to 2017. Outside of his advisory role, Hughes manages a company that organizes performance driving events and serves as a corner worker and marshal for motor racing events in Oklahoma. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm uses a range of investment strategies and offers both discretionary and non-discretionary management, with multiple industry affiliations and related-party activities.

Toy Hudson is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Arvest Wealth Management and Arvest Bank since 2025, splitting his time between the two entities. His prior experience includes roles at Simmons Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of Oklahoma, Woodforest National Bank, and positions outside of finance at Home Depot and Lowe's. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligning with client objectives and risk tolerances.

Deborah Snell is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and bringing five years of industry experience. She has been with BOK Financial Securities and its affiliated entities since 2020 and previously worked at Bank of Oklahoma Financial from 2010 to 2020. 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 and model strategies provided by its affiliate Strategic Investment Advisors.

Jason Sauer is a financial advisor with Advisor Resource Council holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior firms include LPL Financial and Cambridge Investment Research Advisors. He has a background in the U.S. Army, serving for 29 years. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and businesses by providing asset management, financial planning, and retirement plan consulting. The firm uses AIQ model portfolios that combine artificial intelligence with fundamental analysis and offers a range of strategies tailored to different account sizes, including bespoke options for high-wealth clients.

Patrick Coons is a financial advisor at Triad Wealth Partners, LLC with over 15 years of industry experience. He has been with Slate River Financial since 2011 and joined Triad Wealth Partners in 2026. He holds the Series 65 designation. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and sub-advisory services. The firm uses a combination of proprietary and third-party investment models across diversified asset classes.

Brett Proctor is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding a Series 66 designation with three years of industry experience. He has been with BOK Financial and its affiliated entities since 2014. 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 and has a municipal-advisor registration along with affiliations to a bank holding company and related investment entities.

Chad Mc Auliff is a financial advisor with Advisor Resource Council, holding the ChFC® designation and Series 65 license, and has four years of industry experience. Prior to joining Advisor Resource Council in 2024, he worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. Outside of his advisory role, he is the owner of Ave Maria Series LLC, a real estate business, and is involved with Crump Insurance, where he receives commissions on insurance placements as part of client financial plans. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management options.

Grant Simmons is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. Prior to joining BOK Financial Securities, he worked at Edward Jones for three years and has held roles at Penske Truck Leasing and other companies. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm integrates quantitative and qualitative research with tailored asset allocations to meet client objectives.

Cash Matthews is a financial advisor with Wealth Watch Advisors, INC, holding a Series 63 designation and 30 years of industry experience. He has worked at Wealth Watch Advisors since 2020 and concurrently at Solomon Group Financial Services, LLC since 2013. Outside of advisory work, Matthews is involved in insurance sales and owns several businesses including prepaid legal services and a travel club. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily through approved sub-advisors and SAM programs, offering portfolios with mutual funds, ETFs, and select option strategies.

Luke Preaus is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Regent Private Wealth, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in life coaching through Panoplia Holdings LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Joseph Rice is a financial advisor with Geneos Wealth Management, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Geneos since 2011 and operates Rice Benefits & Investments LLC since 2016. Outside of advisory work, he serves as an independent representative for various fixed insurance carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers. The firm serves a diverse client base including individuals, trusts, estates, corporations, and pension plans, managing over $5.5 billion in assets as of December 2024.

Stephen Regouby is a financial advisor with Merit Financial Advisors in Tulsa, OK, holding the CFP® designation and Series 63 license. He has 43 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Avantax, and 1st GLOBAL ADVISORS. Outside of investment advising, he is also a notary. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm uses a long-term, diversified investment approach with model portfolios and customizable sleeves, offering services such as asset management, financial planning, retirement plan advice, and employee financial wellness programs.

Ryan Buchan is a financial advisor at BOK Financial Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with BOK Financial and its related entities since 2012. Buchan serves as a board member for the Pension Fund of the Christian Church, providing advice and counsel to its executive team. 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 maintains affiliations with a bank holding company and related investment entities.

Joseph Lienhard is a Series 66-licensed financial advisor at Arvest Wealth Management with four years of industry experience. He has been with Arvest Wealth Management since 2021 and also works at Arvest Bank. Outside of his advisory role, Lienhard provides pitching instruction to youth baseball players through MVP Sports. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, utilizing client-specific Investment Policy Statements to guide recommendations.

Austin Houle is a financial advisor with CX Institutional, LLC in Tulsa, OK, holding a Series 65 credential. He has been with CX Institutional since 2026 and previously worked at Bank of America and several other firms in various roles. His diverse background includes experience in financial wellness and lending, as well as some entrepreneurial ventures. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a range of investment types, supplemented by third-party technology for consolidated reporting and tax-efficient asset management.

Robert Wheeler is a ChFC® credentialed financial advisor with 16 years of industry experience. He is currently with Gradient Advisors, LLC and has served in various advisory roles including Wheeler Consulting and The Robert G. Wheeler Capital Management Company, Inc. He has also been involved with the Foundation for Family Hope United Rescue Youth and Financial LI since 2011. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary approach with client-approved transactions and comprehensive risk analysis.

Timothy Murphy is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Arvest Wealth Management and its affiliated entities since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and wealth management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a multi-disciplinary investment process focused on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Bruce Clemens is a financial advisor with Cornerstone Wealth Management, LLC in Sand Springs, Oklahoma. He holds a Series 65 designation and has seven years of industry experience. His prior roles include positions at LPL Financial and Fredric E. Russell Investment Management Co., as well as a brief tenure at Navico Marine Electronics. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, utilizing a combination of fundamental, quantitative, and qualitative analysis tailored to client goals.

William Wolfe II is a financial advisor with StoneX Advisors Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with StoneX Advisors since 2016 and has also worked with StoneX Securities Inc. since 2011. Outside of his advisory role, Wolfe serves as chairman of the Tulsa Central High-Endowment Fund, a scholarship and fundraising organization for his former high school. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a combination of independent advisors, an in-house Private Client Group, model-based strategies, and third-party money managers to deliver customized investment solutions.