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.

Cathey Fisher is a financial advisor at Thurston Springer Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked previously at T. S. Phillips Investments Inc and Edward Jones. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach that combines charting, fundamental, technical, and cyclical analysis to support both buy-and-hold and active strategies.

Stephen Regouby is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Merit Financial Advisors in Tulsa, OK, and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial LLC, Avantax, and 1st Global Advisors. He is also a licensed notary. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with customizable portfolio models supported by an internal Investment Management team.

Kory Allsop is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Arvest Wealth Management since 2020 and previously held roles at BOK Financial Securities, Inc. and BOKF, NA from 2015 to 2020. 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 teams tailoring recommendations based on Investment Policy Statements.

Lucille Satterwhite is a CFP® with seven years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. She has previously worked at CD Wealth Management, Morgan Stanley, and Fidelity Brokerage Services. Before her finance career, she was employed by Baptist Church Loan Corporation and Baylor University. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic investment strategies including artificial intelligence and blockchain portfolios.

Ryan Buchan is a financial advisor at BOK Financial Securities, Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with BOK Financial and its related entities since 2012. Buchan serves as a board member for the Pension Fund of the Christian Church, providing advice and counsel to its executive team. 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 Strategic Investment Advisors, and maintains affiliations with a bank holding company and related investment entities.

Curtis Wilson is a financial advisor at Creativeone Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including ChangePath, LLC and Securities America Inc. In addition to his advisory role, he is involved in insurance sales focused on retirement planning. Creativeone Wealth, LLC offers fee-based asset management and financial planning services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of investment strategies and serves high-net-worth clients, plan sponsors, and ETF sub-advisory programs.

Jason Weichbrodt is a financial advisor with Csenge Advisory Group, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Impact Wealth, Mechanic Advisor, Mojio, and Verizon Telematics. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and offers customized portfolio management through discretionary or model-based allocations.

Joseph Lienhard is a Series 66-licensed financial advisor at Arvest Wealth Management with four years of industry experience. He has been with Arvest Wealth Management since 2021 and also works at Arvest Bank. Outside of his advisory role, Lienhard provides pitching instruction to youth baseball players through MVP Sports. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, utilizing client-specific Investment Policy Statements to guide recommendations.

Austin Houle is a financial advisor with CX Institutional, LLC in Tulsa, OK, holding a Series 65 credential. He has been with CX Institutional since 2026 and previously worked at Bank of America and several other firms in various roles. His diverse background includes experience in financial wellness and lending, as well as some entrepreneurial ventures. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach using fundamental, quantitative, and technical analysis across a range of investment types, supplemented by third-party technology for consolidated reporting and tax-efficient asset management.

Robert Wheeler is a ChFC® with 16 years of industry experience, currently serving at Gradient Advisors, LLC since 2026. He has held roles at Wheeler Consulting and Wheeler & Ozment, Inc., and has been involved with the Foundation for Family Hope United Rescue Youth and Financial LI since 2011. His career also includes leadership at The Robert G. Wheeler Capital Management Company, Inc. and The Robert G. Wheeler Agency. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives working with third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Timothy Murphy is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Arvest Wealth Management and its affiliated entities since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors. He is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between the bank and wealth management. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a multi-disciplinary investment process focused on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

William Wolfe II is a financial advisor at StoneX Advisors Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with StoneX Advisors since 2016 and was previously with Momentum Independent Network Inc. from 2002 to 2011. Wolfe serves as committee chairman for the Tulsa Central High-Endowment Fund, which provides scholarships and fundraising for a local school. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by a platform infrastructure for portfolio implementation and tax-aware services.

Victor Wheeler is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and two years of industry experience. He has worked at Arvest Bank and First National Bank since 2006. Outside of his advisory role, Wheeler serves as Board President of Oklahoma Warriors Honor Flight, a nonprofit that organizes trips for veterans to Washington, DC. 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 teams tailoring services based on Investment Policy Statements.

Joan Fields is a CFP® professional with 13 years of industry experience, currently serving at BOK Financial Securities, Inc. in Tulsa, OK. She has been with BOK Financial Securities since 2013 and has a longer tenure at Bokf, NA beginning in 2004. Outside of her advisory role, she holds a 50% ownership interest in a residential real estate business, A.V.A. Properties, LLC. BOK Financial Advisors serves individual, high‑net‑worth, corporate, and institutional clients with non‑discretionary, fee‑based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm combines advisor oversight with research-driven asset allocation and manager selection conducted by its Strategic Investment Advisors.

Cody Johnson is a financial advisor at Arvest Wealth Management in Tulsa, OK, with four years of industry experience. He holds Series 63 and Series 66 licenses and has been employed in various roles within Arvest Wealth Management and Arvest Bank since 2022. Outside of finance, he operated Cody Photography for 16 years. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a multi-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and strategies aligned with clients’ risk tolerances and objectives.

Dwight Adkins is a financial advisor at Arvest Wealth Management in Tulsa, OK, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Arvest Asset Management since 2003. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, with a focus on aligning recommendations to client objectives and Investment Policy Statements.

Stephanie O'Halloran is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining BOK Financial in 2019, she worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. 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, combining quantitative and qualitative research and maintaining municipal-advisor registration alongside its affiliation with a banking holding company.

Ashlyn Phelps is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. She holds a Series 66 designation and has three years of industry experience. Her work history includes roles at BOK Financial and Benveo, as well as positions outside finance such as at Lifetime Fitness and the University of Arkansas. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor interaction with research and asset allocation by Strategic Investment Advisors.

Johnathon Vermillion is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and four years of industry experience. He has worked in various roles within Arvest Wealth Management and Arvest Bank since 2019. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.