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.

Brian Delay is a Series 65 licensed financial advisor with Gradient Advisors, LLC and has one year of experience at the firm. He has previously worked at Olive Branch Wealth Management, which he owns, and Freeman Financial Group, with a combined industry tenure of 20 years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions and incorporates various analytical tools in portfolio management.

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.

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.

Phillip Boyd is a financial advisor at St. Bernard Financial Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms including LPL Financial and Crown Capital Securities. Outside of his advisory work, he serves as Chief Financial Officer for a non-investment business focusing on financial oversight and strategic planning. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm follows a long-term, conservative growth strategy using tactical asset allocation and collaborates with clients on portfolio design.

Caleb Caldwell is a financial advisor with Foundations Investment Advisors LLC holding a Series 65 designation and has two years of industry experience. His prior work includes roles at Cornerstone Capital Management, Casady School, and OrangeTheory Fitness. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with asymmetric rebalancing to manage investments.

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.

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 previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with research and asset allocation provided by Strategic Investment Advisors.

Derek Colton is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and seven years of industry experience. His prior roles include positions at Aegis Wealth Management, Jack Keeter & Associates, and Safe Money Financial Group, where he also serves as president and independent insurance agent. At Safe Money Financial Group, he provides insurance and annuity solutions in addition to his advisory work. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.

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 at Lexaurum Advisors with 40 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Cambridge Investment Research Advisors. In addition to his advisory roles, he has been an insurance agent since 2011. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm operates with a multi-advisor team offering diversified portfolios aligned with modern portfolio theory and manages approximately $1.27 billion for over 2,000 clients.

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 with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, Na since 2007. Outside of his advisory role, he holds a passive minority interest in a vacation rental 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 institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and maintains municipal-advisor registration alongside affiliations with a bank holding company and related investment entities.

Megan Barnoski is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cetera, Highpoint Financial, Edward Jones, Farmers, State Farm, and Bankers Life. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, which combines advisor contact with firm-led investment research and asset allocation.