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.

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.

Timothy Murphy is a financial advisor at Arvest Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and BOK Financial Securities. He is dually employed by Arvest Bank’s Trust Department, splitting his time evenly between banking and wealth management roles. 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 combines fundamental, technical, quantitative, and qualitative analyses to tailor long- and short-term strategies aligned with clients’ objectives and risk tolerance.

Kraig Mcfarland is a financial advisor with Advisor Resource Council holding Series 63 and Series 65 credentials and has 37 years of industry experience. He has worked at firms including LPL Financial, Drawbridge Capital, Raymond James Financial Services, and A.G. Edwards & Sons. Mcfarland also maintains a non-variable insurance agency focusing on individual health insurance. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities with asset management, financial planning, and consulting services. The firm uses a combination of artificial intelligence and fundamental analysis to manage portfolios and offers custom strategies alongside third-party advisory programs.

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.

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.

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.

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.

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.

Donald Duntley is a financial advisor with Lincoln Investment in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and related Morgan Stanley entities from 2002 to the present. Outside of his advisory role, he operates Duntley Investment Management, LLC for tax purposes and is engaged in the sale of fixed insurance products as an independent contractor. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach includes advisor-led consulting, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive investment strategies.

Jessica Spencer Price is a financial advisor with Voya Financial Advisors, Inc. in Tulsa, OK. She holds a Series 66 designation and has four years of industry experience, including prior roles at Spencer Financial Group and as a home educator. Outside of her advisory work, she is involved with Scissortail Advisory Group as an investment consultant. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations using both in-house and external strategists, delivering services through a combination of non-discretionary and limited discretionary account management.

Ciara Wohlgemuth is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Fidelity Brokerage Services LLC and eHealth. 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 certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Michael David is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of his advisory work, he served as an elder at Foundation Church, providing guidance on church matters. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, regular portfolio rebalancing, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Grant Hallstrom is a financial advisor at Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked within various entities affiliated with Bankers Life since 2017, including a role as Unit Sales Manager at Bankers Life and Casualty, where he manages a team of agents and is involved in hiring and training. Outside of advising, he has experience in retail operations, having managed Lydia's Cafe for 12 years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Stephen Grothjan is a financial advisor with Money Concepts Capital Corp in Tulsa, OK, holding Series 63 and Series 65 licenses and over 29 years of industry experience. He has been with Money Concepts Capital Corp since 2014 and has operated Grothjan Financial Services, a health insurance agency, since 1985. Outside of financial services, he owns Treasure Trove Collectable, a non-investment-related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Milford Carter is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Bank of America Merrill Lynch. He serves as a board member of Holland Hall School, contributing to non-investment related governance and community activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through a team of about 431 advisors.

Nicholas Miller is a financial advisor with Bankers Life Advisory Services, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with Bankers Life Securities Inc since 2016 and CNO Financial Group since 2012, and also serves as a Branch Sales Manager at Bankers Life, where he manages a team of agents and oversees hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

David Loe is a financial advisor with Eagle Strategies (NY Life) based in Bixby, Oklahoma. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 19 years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2007. He also works as an insurance broker for non-registered product sales. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plan sponsors. The firm emphasizes tailored recommendations and delivers advice through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.