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 28 years of experience in the financial services industry. He has been with Arvest Wealth Management since 2015, working in various capacities within the firm. 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, serving a diverse client base with tailored investment solutions.

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.

Chad Mc Auliff is a financial advisor with Advisor Resource Council, holding the ChFC® designation and Series 65 license, and has four years of industry experience. Prior to joining Advisor Resource Council in 2024, he worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. Outside of his advisory role, he is the owner of Ave Maria Series LLC, a real estate business, and is involved with Crump Insurance, where he receives commissions on insurance placements as part of client financial plans. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management options.

Landon Anderson is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with five years of industry experience. His prior roles include positions within Arvest Bank and prior work outside finance in construction and distribution. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach emphasizing asset allocation and tailored strategies to align with clients’ objectives and risk tolerance.

Grant Simmons is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. Prior to joining BOK Financial Securities, he worked at Edward Jones for three years and has held roles at Penske Truck Leasing and other companies. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm integrates quantitative and qualitative research with tailored asset allocations to meet client objectives.

Charles Clark is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 15 years with BOKF, NA and BOK Financial Securities. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base ranging from individual and high-net-worth investors to municipalities and institutional clients. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by Strategic Investment Advisors’ research and model strategies.

Sara Skipper is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. She holds a Series 66 designation and has 18 years of industry experience. She has been with BOK Financial Securities and Bokf, NA since 2009. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base that includes 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, alongside financial planning and consulting services.

Cash Matthews is a financial advisor with Wealth Watch Advisors, INC, holding a Series 63 designation and 30 years of industry experience. He has worked at Wealth Watch Advisors since 2020 and concurrently at Solomon Group Financial Services, LLC since 2013. Outside of advisory work, Matthews is involved in insurance sales and owns several businesses including prepaid legal services and a travel club. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily through approved sub-advisors and SAM programs, offering portfolios with mutual funds, ETFs, and select option strategies.

Matthew Mauldin is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with seven years of industry experience. He has worked at Arvest Wealth Management since 2018 and was previously employed at Arvest Bank from 2016 to 2018. Arvest Wealth Management offers investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm manages approximately $3.44 billion in advisory assets and employs a diversified investment approach that includes fundamental, technical, quantitative, and qualitative analysis tailored to clients’ objectives and risk tolerances.

Erin Darby is a financial advisor at BOK Financial Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and several other financial firms. 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, combining quantitative and qualitative research with a range of model strategies.

Luke Preaus is a financial advisor with Mariner Independent in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Regent Private Wealth, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he is involved in life coaching through Panoplia Holdings LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Joseph Rice is a financial advisor with Geneos Wealth Management, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Geneos since 2011 and operates Rice Benefits & Investments LLC since 2016. Outside of advisory work, he serves as an independent representative for various fixed insurance carriers. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers. The firm serves a diverse client base including individuals, trusts, estates, corporations, and pension plans, managing over $5.5 billion in assets as of December 2024.