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.

Ralph Burnett is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously operated Burnett Financial Group, Inc since 2004. Burnett is a shareholder in Valor Bank and is involved in managing a hunting ranch property in Guthrie, Oklahoma. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of advisory services, including investment management, financial planning, and retirement plan advisory, with a mix of discretionary and consultative platforms.

Steven Kaestner is a CFP® with 29 years of industry experience, currently serving at Saxony Capital Management, LLC since 2023. He has held roles at multiple firms, including Ironhorse Wealth Management, which he has been associated with for 15 years, and operates his own legal and accounting practice as a CPA and attorney. Kaestner also owns an insurance business unrelated to his advisory work. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach and utilizes a range of investment methods including technical and fundamental analysis, supporting discretionary management alongside financial planning and consulting.

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.

Kenneth Kitchen is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 credential and eight years of industry experience. His career includes roles at BOK Financial Securities and MidFirst Bank, as well as experience with a professional basketball club. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients by providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with research-driven asset allocation and manager selection offered by its Strategic Investment Advisors.

John Jackson IV is a CFP®-credentialed financial advisor with four years of industry experience, currently with Advisory Services Network in Oklahoma City, OK. His prior experience includes roles with New York Life Insurance and NYlife Securities, as well as involvement in lacrosse organizations. He also volunteers as an events coordinator for the University of Texas at Austin Men's Club Lacrosse Alumni Advisory Board. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing diversified investment strategies and flexible engagement options.

Justin Corcoran is a financial advisor with BOK Financial Securities, Inc. in Norman, Oklahoma. He holds a Series 66 designation and has 22 years of industry experience. Corcoran has been with BOK Financial Securities and its affiliated bank, BOKF, NA, 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 non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors.

Zachary Mills is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a ChFC® designation and Series 63 license. He has nine years of industry experience, including prior roles at Northwestern Mutual and multiple positions within BOK Financial affiliates. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth investors, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting.

Jeb Kirkpatrick is a financial advisor with Arete Wealth Advisors, LLC in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Arete Wealth Advisors since 2022 and previously spent six years with National Securities Corporation. Outside of advisory work, he is involved in insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based models, and it employs third-party managers while serving as an ERISA fiduciary when applicable.

Hunter Baldwin is a financial advisor with Geneos Wealth Management, Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. He has worked at Geneos since 2021 and previously held positions at Arvest Wealth Management and Arvest Bank. Outside of his advisory role, Baldwin is president of Bolt Investment Group LLC and organizes skeet shooting events. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, including high-net-worth individuals. The firm provides financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies including fundamental, technical, and tactical asset allocation approaches.

Gregory Wheeler is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2003, following a prior role at Banc of America Investment Services, Inc. Wheeler serves as CEO of BOK Financial Private Wealth, Inc. and participates on the City of Nichols Hills Investment Policy Committee and the Board of Directors of the Oklahoma City Golf and Country Club. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines quantitative and qualitative research for asset allocation and manager selection, functioning as both an SEC-registered investment adviser and a registered broker-dealer affiliated with a publicly traded bank holding company.

Jessica Jones is a financial advisor with BOK Financial Securities, Inc. based in Oklahoma City, OK. She holds the ChFC® designation and Series 66 license and has 17 years of industry experience. She has been with BOK Financial Securities and BOKF, NA since 2014. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines quantitative and qualitative research with tailored asset allocations managed by its Strategic Investment Advisors.

Erin Tuttle is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation. She has nine years of experience, including roles at AT&T from 2010 to 2019 and Bank of Oklahoma Financial from 2019 to 2025, before joining BOK Financial Securities in 2025. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with research and asset allocation provided by its Strategic Investment Advisors.

Keaton Divelbiss is a CFP® with seven years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has worked at Great Valley Advisor Group, Inc., Diversified Wealth Management, and LPL Financial, and has prior experience at Oklahoma Wesleyan University and Hillcrest Country Club. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves individuals, retirement plans, trusts, and other entities. The firm offers both discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a blend of in-house strategies and third-party managers across various platforms.

Susan Penney is a financial advisor with Kovack Advisors, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory work, she is an artist who creates beaded animal skulls. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and state and municipal clients, implementing portfolios through a structured workflow that incorporates both internally created models and third-party managers.

Robert Taylor is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining IAIM in 2017, he worked at Voya Financial Advisors and has maintained roles in insurance and leasing businesses since the mid-1980s and early 2000s. He also serves as an instructor for the Society of Financial Awareness, providing free financial literacy seminars. International Assets Investment Management offers advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio management using a range of investment vehicles and also provides access to third-party money managers and financial planning services.

Gregory England is a financial advisor with NewEdge Advisors in Norman, OK, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. Prior to joining NewEdge Advisors in 2022, he worked for Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory work, he serves as president of the OU Chip In Club, a fundraising organization supporting the University of Oklahoma Men's Golf Program, and teaches cooking classes at a local gourmet kitchen store. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence and technology-supported advisory solutions.