Marilynda Kuehn is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led service with research and asset allocation provided by Strategic Investment Advisors.

Derek Colton is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and seven years of industry experience. His prior roles include positions at Aegis Wealth Management, Jack Keeter & Associates, and Safe Money Financial Group, where he also serves as president and independent insurance agent. At Safe Money Financial Group, he provides insurance and annuity solutions in addition to his advisory work. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.

Kirk Loomis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Oklahoma City, OK, holding the Series 66 designation and possessing 27 years of industry experience. His career includes roles at Lasalle St. Securities, L.L.C., Morgan Stanley, Citigroup Global Markets, and Merrill. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program, and supervises third-party managers utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Craig Kitchen is a financial advisor with BOK Financial Securities, Inc. in Edmond, Oklahoma. He holds Series 63 and Series 65 designations and has 29 years of industry experience. He has been with BOK Financial Securities and its affiliate BOKF, NA since 2010. 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 research from its affiliate Strategic Investment Advisors.

Zachary Robinson is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with 18 years of industry experience. He holds a Series 66 designation and has been with BOK Financial Securities and its affiliate Bokf, Na since 2010. 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.

Stephen Brown is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 11 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. 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, supported by research from Strategic Investment Advisors, and maintains municipal-advisor registration as well as affiliations with various banking and investment entities.

Blake Murry is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, Na since 2007. Outside of his advisory role, he holds a passive minority interest in a vacation rental LLC. 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 an affiliated entity, and maintains municipal-advisor registration alongside affiliations with a bank holding company and related investment entities.

Megan Barnoski is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cetera, Highpoint Financial, Edward Jones, Farmers, State Farm, and Bankers Life. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, which combines advisor contact with firm-led investment research and asset allocation.

Joey Sager is a financial advisor with Venturi Private Wealth in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a director of The Sirloin Club of Oklahoma, which sponsors and supports youth activities, and is a member of the board of directors for INTEGRIS Health, a healthcare system. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm offers tailored portfolio management supported by an internal Investment Committee and integrates traditional wealth management with family office and CFO services.

Christian Cody is a financial advisor at Zacks Investment Management, Inc. in Oklahoma City, OK, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones as well as in political campaign finance. Christian joined Zacks Investment Management in 2019 and has been with the firm since 2021. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs proprietary quantitative models alongside qualitative portfolio management across a broad range of strategies and manages affiliated mutual funds and ETFs distributed through various wrap-fee and unified managed account programs.

Andrew Nelson is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining BOK Financial Securities, he spent 25 years with Charles Schwab and Charles Schwab Bank. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with investment research and asset allocation by its Strategic Investment Advisors.

Paula Stewart is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with BOK Financial and its related entities since 2010. Outside of her advisory role, she co-owns Krafty Kraze Creations, a business focused on making and selling crafts, and is involved in Alpine Pools & Backyard Living, a pool construction enterprise. 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 provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and is distinguished by its municipal-advisor registration and affiliation with a bank holding company.

Jay Willcox is a CFP® with 16 years of industry experience, currently serving at Venturi Private Wealth since 2022. His prior roles include positions at Merit Financial Group, LPL Financial, Avantax Investment Services, and Harrison Henderson. Based in Oklahoma City, OK, he holds Series 63 and Series 66 licenses. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, and various organizations. The firm employs a tailored investment approach utilizing mutual funds, ETFs, individual securities, and private placements, supported by an internal Investment Committee and integrated family office/CFO services.

Scott Swiggett is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with BOKF and its affiliate BOK Financial Securities since 2009. Outside of his advisory role, he is a member of Pivotal Real Estate Solutions, Inc., a real estate business involved in selling and renting properties. 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, combining quantitative and qualitative research by its affiliate Strategic Investment Advisors, and is distinguished by its municipal-advisor registration and affiliation with a bank holding company.

Courtney Williams is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, with nine years of industry experience. She holds a Series 66 designation and has been with BOKF and BOK Financial Securities since 2015. Outside of her advisory role, she is involved as a creator for LTK, a sales platform where she earns commissions by posting product links. 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, with investment research provided by an affiliated entity, Strategic Investment Advisors.

Kaysha Andrews is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Arvest Bank, including Arvest Wealth Management. Andrews is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach and integration of tax and accounting services through its parent company.

Jason Liles is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2001. 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 provided by its affiliate Strategic Investment Advisors.

Britany Hargis is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 tailored to various investment goals.

Chad Ealey is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOKF, NA and BOK Financial Securities since 2008. Outside of his advisory role, he operates a sole proprietorship reselling personal sports memorabilia online. 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 research from Strategic Investment Advisors, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Jason La Bouff is a financial advisor at BOK Financial Securities, Inc. in Tulsa, Oklahoma, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BOK Financial Securities and BOKF, NA since 2018. His prior experience includes roles at Bank of the West, BancWest Investment Services, Bank of America N.A., and Merrill. 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 spanning income, growth, and ESG-focused approaches.