Nick Hoffmann Jr. is a financial advisor at Founders Financial Securities LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Merrill. Outside of advisory work, he owns and operates Hoffman Longhorn Cattle Company and serves on the financial and parish councils at St. Clement of Rome Catholic Church. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporations, offering a range of advisory platforms and niche services such as 1031 exchange consulting and co-advised private wealth portfolios. The firm allows advisors to manage portfolios with discretionary or non-discretionary authority and supports client needs through various investment and fiduciary solutions.

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.

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.

Kraig Mcfarland is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at DRAWBRIDGE CAPITAL, LPL Financial, and non-variable insurance and health insurance sales. He also operates as an insurance agent for individual health insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes actively managed strategies that integrate artificial intelligence tools with traditional fundamental analysis across various portfolio types.

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.

Jonathan Hoag is an investment advisory representative with HBW Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at HBW Advisory Services since 2009 and previously at Cetera Advisor Networks and HBW Securities. Outside of his advisory role, he owns a tax preparation business and serves as a plant manager at PACCAR Winch. HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach utilizing third-party money managers and sub-advisers, combined with tactical asset allocation and multi-manager diversification, and offers services including sub-advisory and wrap-fee portfolios through Betterment Institutional.

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.

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.