Kathryn Willis is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior work includes positions at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, 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 its affiliate, Strategic Investment Advisors.

Derek Ebert is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at BOK Financial since 2017 and previously spent time at Merrill and Bank of America. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection.

Christopher Williams is a financial advisor with BFC PLANNING, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with BFC PLANNING and Securities Management & Research, Inc. since 2018 and previously worked at Berthel Fisher & Company Financial Services, Inc. from 2011 to 2017. Williams also works as an insurance agent selling and servicing property, casualty, and life insurance. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management, employing a network of independent IARs who tailor portfolios using various program structures and investment strategies.

Blake Keeley is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Arvest Wealth Management since 2010. Keeley serves on the board of Goodwill Tulsa, contributing to organizational decision-making. 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, retirement plan consulting, and written financial plans, tailoring recommendations based on Investment Policy Statements.

Teddy Slate is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. 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, and maintains affiliations with a bank holding company and related investment entities.

Alex Goossen is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has 12 years of industry experience, including 11 years with BOKF, NA and BOK Financial Securities. 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 investment research from Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related entities.

Samuel Foster is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds a Series 66 designation and has two years of industry experience. His background includes roles at TD Private Client Wealth LLC and the International Brotherhood of Electrical Workers. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

Christopher Endres is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Arvest Wealth Management in Tulsa, OK, where he has held various roles since 2018. His prior experience includes positions at Central Bank, AACE Capital, Bank of Oklahoma, and Paycom Software. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Samuel Wier is a CFP® certificant and Series 66 license holder with five years of industry experience. He has worked at Arvest Wealth Management since 2021, following roles at Arvest Bank, Cox Communications, and Crest Foods. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporate clients. The firm manages over $3 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis.

Tanya Wilson is a CFP® with eight years of industry experience currently serving at Arvest Wealth Management and Arvest Bank in Tulsa, OK. She previously worked at J.P. Morgan Chase and Bank of America, among other firms. Wilson is a board member of the University of Tulsa Friends of Finance, where she contributes to event planning and student mentoring. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Jimmy Rodriguez Quiroz is a Series 66 licensed financial advisor with five years of industry experience, currently with Arvest Wealth Management in Tulsa, OK. He has worked across different roles within Arvest Wealth Management and Arvest Bank since 2016. Outside of his advisory work, he is involved in several community organizations, serving on boards for the Tulsa Area United Way, Morton Comprehensive Health Services, Tulsa Global District, and Tulsa Honors Academy. He also owns a scented candle business, Melting Moments Candle Co. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analyses, emphasizing tailored strategies aligned with clients’ risk tolerances and objectives.

Charles Bigbie III is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He has been with Geneos Wealth Management, Inc. since 2003 and also leads Woodland Wealth Management LLC. Outside of advising, he serves on the boards of the Tulsa chapter of CFP® professionals and the CFP® Ethics Board, teaches at Tulsa Community College, and is an author. Additionally, he owns Cat Tours LLC and operates a firearms business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment approach combines continuous account monitoring with a variety of analytic strategies and offers customizable portfolios alongside third-party managed model portfolios.

Ryan Waldrip is a financial advisor at Merit Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Merit, he worked at Empower Advisory Group, Empower Financial Services, and Edward Jones. He has additional experience in roles outside the financial industry, including five years at Lakeshore Learning Materials and four years at Enterprise Holdings. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified portfolio approach overseen by an internal Investment Management team and Investment Committee.

Jaynie Ozment is a CFP® professional with four years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. She also holds the position of Vice President at Ozment Agency, an investment-related business. Kinetic Investment Management is a registered investment adviser with a 20-advisor team managing approximately $348 million in assets for individuals, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, employing a range of analytical methods with a primary focus on long-term trading strategies.

Seth Covey is a financial advisor with Arvest Wealth Management in Lawton, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Arvest Wealth Management since 2019, following two years at Arvest Bank and prior work experience including Harps Food Stores. Outside of his advisory role, he is involved in property acquisition and management through several privately held companies. Arvest Wealth Management provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Tammy Blair is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses with 29 years of industry experience. She has been with Arvest Wealth Management since 2015. 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, with a client-focused approach guided by Investment Policy Statements.

Thomas Loper is a financial advisor at Cornerstone Wealth Management, LLC in Tulsa, OK, with 19 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones from 2006 to 2018 before joining Cornerstone Wealth Management and LPL Financial in 2018. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a tailored investment approach using advisor-led discretionary management, wrap-fee programs, and various LPL-sponsored offerings, supporting over 18,000 clients through a team of 91 advisors.

Christopher Schroeder is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 license and 15 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018 and previously at BOK Financial Securities, Inc. Schroeder is also dually employed by Arvest Bank's Trust Department and is involved in several private LLCs holding land and hunting property. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Timothy Israel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2013. He holds the Series 66 designation and is based in Shawnee, Oklahoma. Outside of his advisory role, he is a board member and part-owner of ZH Cattle, LLC and ZH Ranch Inc, a family ranch real estate business. 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, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Heath De Marcy is a financial advisor with BOK Financial Securities, Inc. in Eufaula, Oklahoma, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with BOKF, NA and BOK Financial Securities 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, municipalities, and institutions. 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.