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® with four years of industry experience, currently serving as a financial advisor at Advisory Services Network. His background includes roles at New York Life Insurance and NYlife Securities, as well as work in lacrosse-related organizations. He 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 advisors. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerance.

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 24 years of industry experience. He has been with BOK Financial Securities and Bokf, NA since 2003. Outside of his advisory role, Wheeler serves on the City of Nichols Hills Investment Policy Committee and is a member of the Board of Directors for the Oklahoma City Golf and Country Club. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by Strategic Investment Advisors, and maintains unique municipal-advisor registration alongside affiliations with banking entities.

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 41 years of industry experience. She has been with Kovack Advisors and Kovack Securities since 2012. Outside of her advisory role, she is also an artist who creates beaded animal skulls. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

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 at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory role, he teaches cooking classes at a gourmet kitchen store and serves as President of the Board of Directors for the OU Chip In Club, a fundraising organization for the University of Oklahoma Men's Golf Program. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures, combining centralized due diligence with technology tools to support advisors and clients.

Gary Chitwood is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously served 20 years in the United States Air Force. In addition to his advisory role, he is the owner and operator of Chitwood Exterior Solutions LLC, a residential exterior cleaning business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and prescreened third-party managers.

Matthew Bowman is a CFP® professional with 10 years of experience, currently serving as a financial advisor at First Command Advisory Services in Oklahoma City, OK. His career has been with First Command-related firms since 2016. He also operates his advisory business through an LLC, Matt Bowman–Financial Advisor, LLC. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Christopher Moore is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has experience in self-employment and served in the U.S. Air Force from 2015 to 2018. Outside of advisory work, he has been involved with Mockingbird Homes since 2018. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team.

Max Rhodes is a financial advisor at Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 65 designation with seven years of industry experience. Prior to joining Mercer in 2025, he worked at Full Sail Capital, LLC and the Trust Company of Oklahoma. Outside of his advisory role, he is the owner of ELM Street Investments, LLC, a residential real estate investment business. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, using low-cost index vehicles and tax-management strategies.