Nathan Haberman is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Trajan Wealth, L.L.C. in Edmond, OK. His previous roles include positions at Cetera and Raymond James Financial Services Advisors. Haberman is also licensed as an insurance agent and consults on insurance matters as part of his advisory services. Trajan Wealth, L.L.C. provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, tailoring portfolios to clients’ risk tolerances and financial situations.

Colton Garcia is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 licenses. He has recently started his career in the financial industry and has prior work experience in various sectors including the military, logistics, and retail. Foundations Investment Advisors LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and related services through a network of affiliated offices, using a mix of fundamental, technical, and cyclical analysis along with model portfolios and third-party sub-advisers.

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.

Clayton Collier is a financial advisor at Verus Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cambridge Investment Research, and Securities America. Outside of advising, he owns a tax services business, Homefront Financial CPA PLLC, and is involved in insurance and human resources as an agent. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm employs a blend of fundamental and technical analysis to create customized portfolios, incorporating tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

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.

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.

Edward Thiessen is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Global View Capital Management LLC and has prior experience at Oneamerica Securities as well as ownership roles at Southwest Financial Advisory Group, Inc. and Southwest Financial Concepts, Inc. Outside of advisory work, he owns and operates a retail business selling products through Amazon’s fulfillment program. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on quantitative and technical analysis, supported by its proprietary algorithmic research platform.

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.

Daniel Myers is a CFP® and CFA® with 17 years of experience in financial services. He is currently an advisor at Savvy and has prior experience at Arvest Bank, Arvest Wealth Management, and Northwestern Mutual Investment Services. In addition to his advisory work, Myers teaches finance as an adjunct instructor at Northeastern State University. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm creates customized investment plans focused on a primarily index-based, long-term approach while incorporating active equity portfolios, tax-aware direct indexing, and third-party sub-adviser strategies.

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.

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.

Zachary Hawley is a financial advisor with GWN Securities Inc. in Edmond, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he is president of Zachary Hawley LLC, a business established to manage tax liabilities related to his commission and fee income. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of portfolio management strategies including legacy market-timing and momentum-based approaches.