Thavaselan Subramaniam is a financial advisor with Turner Financial Group, Inc. in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience and has worked at several firms, including Coastal Investment Advisors and Claraphi Advisory Network. Outside of advisory work, he is involved in organic crop consulting, tax services, agriculture industry consulting, and office management services. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and sub-advisory services. The firm manages roughly $171 million in assets and uses model-based allocations combined with fundamental, technical, and cyclical analysis, offering both growth and principal preservation strategies.

James Ault is a Series 65 licensed financial advisor with two years of experience, currently affiliated with Advisor Resource Council. He is the owner of Sooner Retirement and has been involved with the firm since 2015. Ault also serves in the U.S. Army Reserve. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, and consulting services through a network of advisors. The firm combines artificial intelligence tools with fundamental analysis in its investment approach and offers tailored strategies for clients across different account sizes.

David Frost is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with Arvest since 2015. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Kevin Hall is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at BOK Financial Securities, Inc. and Bokf, Na for a decade. Hall is also involved as a Medicare agent and directs Hall Wealth Management, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers and wrap programs.

Emilee Eppler is a financial advisor with AlphaStar Capital Management, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at Federal Retirement Advisors, Federal Benefits Authority, LLC, and MyFedBenefits. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of firm-designed model portfolios and advisor-directed models with strategic and tactical approaches, and manages approximately $2.5 billion in assets across more than 8,400 client relationships.

Aaron Ochoa is a financial advisor at St. Bernard Financial Services, Inc. in Broken Arrow, OK, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at INVEST Financial Corp. and Central Bank. Outside of advising, he is involved in real estate sales. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, mostly non-discretionary account management.

Cale Cabbiness is a financial advisor with Arvest Wealth Management in Broken Arrow, OK. He holds the Series 66 designation and has been with Arvest Wealth Management and Arvest Bank since 2025. Prior to his advisory role, Cale’s background includes education at Oklahoma State University and employment outside the financial industry. He splits his time between Arvest Bank and Arvest Wealth Management. 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 client strategies guided by Investment Policy Statements.

Teddy Slate is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. 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, and maintains affiliations with a bank holding company and related investment entities.

Suzanne Porske is a financial advisor with Impact Partnership Wealth, LLC who holds Series 63 and Series 65 licenses and has seven years of industry experience. She previously worked at Aegis Wealth Management, Inc., Allstate Financial Advisors, LLC, and Allstate Insurance Company. Porske has also maintained ongoing roles with Achieve Financial Success and Phoenix Financial Group, LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of around 89 advisors. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing both firm-managed models and third-party strategists.

Jimmy Rodriguez Quiroz is a Series 66 licensed financial advisor with five years of industry experience, currently with Arvest Wealth Management in Tulsa, OK. He has worked across different roles within Arvest Wealth Management and Arvest Bank since 2016. Outside of his advisory work, he is involved in several community organizations, serving on boards for the Tulsa Area United Way, Morton Comprehensive Health Services, Tulsa Global District, and Tulsa Honors Academy. He also owns a scented candle business, Melting Moments Candle Co. 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 incorporates fundamental, technical, quantitative, and qualitative analyses, emphasizing tailored strategies aligned with clients’ risk tolerances and objectives.

Charles Bigbie III is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He has been with Geneos Wealth Management, Inc. since 2003 and also leads Woodland Wealth Management LLC. Outside of advising, he serves on the boards of the Tulsa chapter of CFP® professionals and the CFP® Ethics Board, teaches at Tulsa Community College, and is an author. Additionally, he owns Cat Tours LLC and operates a firearms business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment approach combines continuous account monitoring with a variety of analytic strategies and offers customizable portfolios alongside third-party managed model portfolios.

Ryan Waldrip is a financial advisor at Merit Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Merit, he worked at Empower Advisory Group, Empower Financial Services, and Edward Jones. He has additional experience in roles outside the financial industry, including five years at Lakeshore Learning Materials and four years at Enterprise Holdings. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified portfolio approach overseen by an internal Investment Management team and Investment Committee.

Jaynie Ozment is a CFP® professional with four years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. She also holds the position of Vice President at Ozment Agency, an investment-related business. Kinetic Investment Management is a registered investment adviser with a 20-advisor team managing approximately $348 million in assets for individuals, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, employing a range of analytical methods with a primary focus on long-term trading strategies.

Jamie Scott is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with six years of industry experience. He previously worked at Edward Jones for two years and spent 15 years with Sperry Public Schools. Scott holds a Series 66 designation. BOK Financial Securities, operating as BOK Financial Advisors (BOKFA), 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 provided by its affiliate, Strategic Investment Advisors.

Dell Hughes is a financial advisor with CL Wealth Management LLC, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. He has worked with CL Wealth Management since 2017 and previously spent 15 years at Wilbanks Securities and one year at Wilbanks Securities Advisory. Outside of his advisory role, Hughes manages performance driving events through TRACK GUYS, LLC and serves as a corner worker and marshal for auto and motorcycle racing events at Hallett Motor Racing Circuit. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a variety of investment strategies including fundamental and technical analysis, model portfolios, and option strategies, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Toy Hudson is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Arvest Wealth Management and Arvest Bank since 2025, splitting his time between the two entities. His prior experience includes roles at Simmons Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of Oklahoma, Woodforest National Bank, and positions outside of finance at Home Depot and Lowe's. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligning with client objectives and risk tolerances.

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.

Chad Mc Auliff is a CFP® and ChFC® with five years of industry experience. He currently works at Advisor Resource Council and has held positions at Royal Stone Wealth Management and Knights of Columbus Asset Advisors. Outside of his advisory work, he is involved in insurance and risk management through Crump Insurance. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm utilizes AI-driven model portfolios alongside traditional fundamental analysis, providing tailored solutions for a range of client account sizes.

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.

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.