Blake Keeley is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Arvest Wealth Management since 2010. Keeley serves on the board of Goodwill Tulsa, contributing to organizational decision-making. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on Investment Policy Statements.

Alex Goossen is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has 12 years of industry experience, including 11 years with BOKF, NA and BOK Financial Securities. 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, supported by investment research from Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related entities.

Samuel Foster is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds a Series 66 designation and has two years of industry experience. His background includes roles at TD Private Client Wealth LLC and the International Brotherhood of Electrical Workers. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

Christopher Endres is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Arvest Wealth Management in Tulsa, OK, where he has held various roles since 2018. His prior experience includes positions at Central Bank, AACE Capital, Bank of Oklahoma, and Paycom Software. 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 approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Samuel Wier is a CFP® certificant and Series 66 license holder with five years of industry experience. He has worked at Arvest Wealth Management since 2021, following roles at Arvest Bank, Cox Communications, and Crest Foods. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporate clients. The firm manages over $3 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis.

Tanya Wilson is a CFP® with eight years of industry experience currently serving at Arvest Wealth Management and Arvest Bank in Tulsa, OK. She previously worked at J.P. Morgan Chase and Bank of America, among other firms. Wilson is a board member of the University of Tulsa Friends of Finance, where she contributes to event planning and student mentoring. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Richard Cloud is a financial advisor at Meridian Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously operated Cloud Capital LLC for 16 years before joining Meridian in 2025. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a combination of fundamental and technical analysis with ongoing portfolio monitoring and reviews.

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.

Seth Covey is a financial advisor with Arvest Wealth Management in Lawton, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Arvest Wealth Management since 2019, following two years at Arvest Bank and prior work experience including Harps Food Stores. Outside of his advisory role, he is involved in property acquisition and management through several privately held companies. Arvest Wealth Management provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Tammy Blair is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses with 29 years of industry experience. She has been with Arvest Wealth Management since 2015. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Christopher Schroeder is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 license and 15 years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank since 2018 and previously at BOK Financial Securities, Inc. Schroeder is also dually employed by Arvest Bank's Trust Department and is involved in several private LLCs holding land and hunting property. 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 combining fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Timothy Israel is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2013. He holds the Series 66 designation and is based in Shawnee, Oklahoma. Outside of his advisory role, he is a board member and part-owner of ZH Cattle, LLC and ZH Ranch Inc, a family ranch real estate business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Heath De Marcy is a financial advisor with BOK Financial Securities, Inc. in Eufaula, Oklahoma, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with BOKF, NA and BOK Financial Securities since 2014. 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 institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by its affiliate Strategic Investment Advisors.

Anne Boozer is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Nationwide Investment Services Corporation for 14 years before joining Arvest Wealth Management in 2021. Outside of her advisory role, she is a partner in Transmarinus Partners, LLC, a boat charter business based in Clearwater, FL. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Kyle Donnelly is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. He has been with BOK Financial Securities and its affiliated firm, BOKF, NA, since 2016. BOK Financial Advisors (BOKFA) serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with investment research and asset allocation managed by its Strategic Investment Advisors.

John Godwin is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with BOK Financial since 2012. Outside of his advisory role, he is the sole owner of Dooley Collaborative, LLC, a personal family LLC. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Danielle Shahin is a CFP® with 16 years of industry experience, currently with BOK Financial Securities, Inc. in Tulsa, OK. Her prior experience includes roles at Bank of America and Merrill Lynch. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, 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 ranging from income to ESG-focused approaches.

Matthew Mitchell is a financial advisor with Aegis Capital Corp. He holds a Series 66 designation and has 21 years of experience in the industry. Prior to joining Aegis Capital in 2023, he worked for BOK Financial Securities, Inc. and Bokf, Na from 2008 to 2022. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm is dually registered as a broker-dealer and SEC-registered investment adviser and offers both discretionary and non-discretionary account options across multiple programs.

Amy Woods is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Edward Jones. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based 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 from its Strategic Investment Advisors.

Ossie Patton is a financial advisor with BOK Financial Securities, Inc. in Bartlesville, Oklahoma, holding a Series 66 designation and 14 years of industry experience. His career includes roles at firms such as Cetera, MidFirst Bank, Securian Advisors Mid America, and Merrill. 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, supported by investment research from Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related investment entities.