Jonathon Briney is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Tulsa, OK, holding a Series 65 designation with approximately one year of industry experience. Prior to his current role, he worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors LLC, and previously spent six years at HEB Grocery. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages roughly $12 billion in assets and operates under the Forvis Mazars Private Client brand, integrating coordinated tax and accounting services alongside wealth management.

Samantha Snow is a financial advisor at BOK Financial Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at BOK Financial Securities since 2016, with a longer tenure at Bokf, Na dating back to 2009. 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, supported by research from its affiliate Strategic Investment Advisors.

Marcy Rooker is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding 12 years of industry experience. She has been with BOK Financial Securities since 2013 and has worked at Bokf, Na since 1993. 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 with model strategies that range from income-oriented to growth and ESG-focused approaches.

Todd Hofmann is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with BOKF and its affiliated firm since 2003. 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 due diligence with model strategies across various investment objectives.

Eric Shepard is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He joined Arvest in 2017 after previous roles at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of advisory work, Shepard is a co-owner of Shepley Holdings LLC, a rental real estate business. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with client objectives and risk tolerances.

James Deneen is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with BOK Financial Securities and its affiliated bank entity since 2013. 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, and also provides financial planning, consulting, and insurance products.

John Howk is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with BOK Financial Securities since 1997 and affiliated with Bokf, Na since 1996. 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 to implement various model strategies.

Steven Henderson is a CFP® and PFS™ with over 31 years of experience in financial advisory and tax services. He is currently a Regional Director and Investment Advisor Representative at Merit Financial Advisors and has held roles at PKS Investments, LPL Financial, and Avantax. In addition to his advisory work, he serves as president of a homeowners association and manages CPA offices and tax planning services through his CPA firm, Harrison Henderson, PLLC. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular strategies overseen by a central Investment Management team and committee.

Michael Westerman is a financial advisor at Diversify Advisory Services, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and operated Westerman Financial Services, LLC. Outside of advisory work, he is co-owner of Land Destination, LLC, an entity involved in managing commercial real estate in Owasso, Oklahoma. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management and consulting services under written agreements.

Matthew Mitchell is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 20 years of industry experience. He has been with BOK Financial and its affiliated firms since 2012. 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 supported by research from its affiliate Strategic Investment Advisors, and provides financial planning, consulting, and insurance products.

Jacob Lopez is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2017 and previously held roles at BOK Financial Securities, Inc. and Bokf, Na. Lopez serves as a voting board member of the Owasso Chamber of Commerce. 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, with a mix of discretionary and non-discretionary asset management.

Victoria Phillips is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and having eight years of industry experience. She has been with BOK Financial and its affiliates since 2016. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with investment research and asset allocation handled by its Strategic Investment Advisors.

Marcus Carr is a financial advisor with Arvest Wealth Management in Broken Arrow, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Marcus is dually employed by Arvest Bank and Arvest Wealth Management, splitting his time between the two roles. Prior to joining Arvest, he held various positions including a role at Bass Pro Shops. 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, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerance.

Phil Ward is a financial advisor at St. Bernard Financial Services, Inc. in Tulsa, OK, with 25 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Ward has owned and operated Ward & Company, PLLC, a CPA and consulting firm, since 1977 and also manages Tax Depot, LLC, a tax preparation service he established in 2004. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm employs a long-term, conservative growth strategy with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Tyler Coday is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. His work history includes positions at LPL Financial LLC, Edward Jones, and the Oklahoma State Department of Health. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with firm-provided investment research and asset allocation.

Janet Wedman is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Arvest Bank and Arvest Wealth Management since 2008 and is dually employed by Arvest Bank's Trust Department in Oklahoma City, dividing her time between the two roles. 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 multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies to client objectives and risk tolerances.

Ronald Keever is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including prior roles at PNC Investments. Outside of his advisory work, he serves as an authorized signer on a health and fitness business bank account related to his spouse's doula and yoga consulting business. BOK Financial Securities, operating as BOK Financial Advisors, serves 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 provided by an affiliated strategic advisor.

Corey Borchers is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and two years of industry experience. He has been involved with Strong Family Financial, LLC since 2007, where he serves as Agent, Vice President of Finance, and President. Borchers also has experience in estate planning and document preparation through Strongwealth Strategies. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers both model and customized portfolio strategies using strategic asset allocation and quantitative analysis, and provides services such as portfolio management, financial planning, and retirement plan consulting.

Jana Ramsey Weaver is a Series 66-licensed financial advisor at Merit Financial Advisors with seven years of industry experience. She has worked at several firms, including Avantax Investment Services and LPL Financial. In addition to her advisory role, she has been involved with Harrison Henderson, PLLC, a tax preparation and accounting firm, since 1992. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios overseen by a central investment team.

Joetta Cox is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 21 years of industry experience. She has worked with BOKF, NA and BOK Financial Securities since 2005. 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, combining quantitative and qualitative research with model strategies that range from income-oriented to ESG-focused approaches.