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.

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 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.

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.

James Lisle is a financial advisor with D.A. Davidson & Co. in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He previously worked at Wells Nelson & Associates, LLC for 12 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president and general partner of L&L Investments, an oil and gas interests company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Clayton Peles is a financial advisor with Valic Financial Advisors in Oklahoma City, holding a Series 66 designation and having five years of industry experience. He has worked at several firms including Agia, where he holds an agent position related to non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages assets at scale and uses a combination of discretionary unified managed accounts and centralized technology to provide portfolio management and financial planning services.

Frank Fairbanks is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to this, he worked for Rgt Capital Management, Ltd. for 10 years. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Brooks Stephenson is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has been with GWN Securities and Horizon Financial Services since 2025. Outside of his advisory roles, he has been involved with Skyline Church since 2023 and previously worked at Oklahoma Christian Schools from 2015 to 2023. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy market-timing strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Belinda Richardson is a financial advisor with Mercer Global Advisors Inc. in Oklahoma City, OK, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and First Liberty Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and a variety of implementation options, including ETFs and separately managed accounts.

Summer Cheek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning her advisory career in 2023. Prior to entering the financial industry, she worked in customer service roles at Charleston's Restaurant and Outback Steakhouse, as well as at Eagle Dental. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active management, supported by an internal Investment Committee.

Kyle Ray is a Series 66-licensed financial advisor at Mercer Global Advisors Inc. in Oklahoma City, with five years of industry experience. He previously worked at Full Sail Capital, LLC, Plan Group Financial, Inc., and Saxony Securities Inc., among other firms. Outside of his advisory role, he is a co-owner and manager of TYRAY Holdings, LLC, an investment entity focused on commercial real estate. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by offering a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach utilizing low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by specialized programs and integrated service lines.

Juan Mireles is a financial advisor at Rockefeller Financial LLC with Series 66 and Series 63 licenses and three years of industry experience. Before joining Rockefeller Financial in 2026, he worked at Empower Financial Services and held positions at J.P. Morgan Securities LLC and several other companies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with a unique combination of registered broker-dealer services and an integrated investment platform offering access to equities, fixed income, alternatives, and personalized managed account solutions.

Chad Guest is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at GWFS Equities, Inc. since 2019, following brief periods at Edward Jones and Fairway Outdoor Advertising. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated model aligns its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.