Cory Thompson is a financial advisor with Regal Investment Advisors LLC in Jenks, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Regal Investment Advisors and Regulus, LLC since 2015. Outside of his advisory role, he owns and operates Cory Thompson & Associates, which participates in the sale of equity-indexed annuities. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party investment strategies, with discretionary authority granted to implement and manage client portfolios through these selected approaches.

Anne Boozer is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Nationwide Investment Services Corporation for 14 years before joining Arvest Wealth Management in 2021. Outside of her advisory role, she is a partner in Transmarinus Partners, LLC, a boat charter business based in Clearwater, FL. 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 client objectives and Investment Policy Statements.

Jamie Scott is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with six years of industry experience. He previously worked at Edward Jones for two years and spent 15 years with Sperry Public Schools. Scott holds a Series 66 designation. 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, combining quantitative and qualitative research provided by its affiliate, Strategic Investment Advisors.

Mark Loeber is a financial advisor at CG Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with several firms, including Capital Asset Advisory Services, LLC, and The Advancement Group, Inc. Outside of advisory roles, he serves as president of The Advancement Group, where he consults nonprofit organizations on planned giving programs. CG Advisory Services manages approximately $4 billion for a diverse client base, offering discretionary portfolio management, financial planning, retirement services, and consulting through both proprietary model portfolios and customized solutions.

Kyle Donnelly is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. He has been with BOK Financial Securities and its affiliated firm, BOKF, NA, since 2016. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with investment research and asset allocation managed by its Strategic Investment Advisors.

John Godwin is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with BOK Financial since 2012. Outside of his advisory role, he is the sole owner of Dooley Collaborative, LLC, a personal family LLC. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, 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 investment research and asset allocation provided by its Strategic Investment Advisors.

Danielle Shahin is a CFP® with 16 years of industry experience, currently with BOK Financial Securities, Inc. in Tulsa, OK. Her prior experience includes roles at Bank of America and Merrill Lynch. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, 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 ranging from income to ESG-focused approaches.

Matthew Mitchell is a financial advisor with Aegis Capital Corp. He holds a Series 66 designation and has 21 years of experience in the industry. Prior to joining Aegis Capital in 2023, he worked for BOK Financial Securities, Inc. and Bokf, Na from 2008 to 2022. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm is dually registered as a broker-dealer and SEC-registered investment adviser and offers both discretionary and non-discretionary account options across multiple programs.

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.

Amy Woods is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Edward Jones. 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. The firm combines advisor-led client contact with research and asset allocation from its Strategic Investment Advisors.

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.

Ossie Patton is a financial advisor with BOK Financial Securities, Inc. in Bartlesville, Oklahoma, holding a Series 66 designation and 14 years of industry experience. His career includes roles at firms such as Cetera, MidFirst Bank, Securian Advisors Mid America, and Merrill. 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 investment entities.

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.

Timothy Wyatt is a CFP® with 29 years of experience in the financial industry, currently serving at Arvest Wealth Management in Tulsa, OK. He has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process combining fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to clients’ objectives and risk tolerances.

Barry Rooker is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arvest Wealth Management since 2020, following prior roles at Arvest Bank and Bank of Oklahoma. Outside of his advisory role, he is involved as a manager in several family-owned commercial real estate entities in Oklahoma. 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 client objectives and Investment Policy Statements.

Carrie Coles is a CFP®-certified financial advisor with 24 years of industry experience. She has been with Arvest Wealth Management in Tulsa, OK, since 2008. Outside of her advisory role, she serves as the treasurer for the Cascia Hall Parent Faculty Association, managing budgets and financial tracking for the organization. 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 client strategies guided by Investment Policy Statements and a mix of discretionary and non-discretionary asset management.

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.

Rebecca Parrish is a financial advisor at BOK Financial Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at BOK Financial Securities and BOKF, NA since 2021, following seven years at Northwestern Mutual Investment Services, LLC and Lance Franczyk. 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.

Ryan Bates is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at The Pioneer Woman Merchandise and Chilli's Bar and Grill. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.