Srikant Jonnada is a financial advisor with Plan Group Financial, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His background includes roles at New York Life Insurance Company, Eagle Strategies, and operating his own firms Sri Financial, LLC and Journey Financial Strategies. He serves on the Oklahoma City Employee's Pension Board, where he participates in oversight of pension matters. Plan Group Financial, Inc. provides investment management, financial planning, and consultation services to individuals, trusts, estates, and businesses, with a specialized Family Office Consulting service. The firm manages diversified model portfolios using mean-variance optimization and fundamental and technical analysis, overseeing approximately $1.7 billion in assets under advisement as of December 2025.

Scott Morton is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Fourpath Capital Management, LLC and previously worked at Prospera Private Wealth, LLC and Wells Fargo Clearing. Outside of his advisory role, Morton is involved in farming and raising cattle in Choctaw, Oklahoma. Fourpath Capital Management serves individuals, high net worth clients, foundations, businesses, corporations, and retirement plan sponsors with investment and wealth management, financial planning, and consulting services. The firm employs a risk-adjusted, tax-efficient investment approach that combines active and passive strategies and offers both discretionary and non-discretionary portfolio management.

Samuel Munhollon is a financial advisor with Total Wealth Planning and Management, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. His prior experience includes roles at Hilltop Securities, Inc. and Cabot Lodge Securities LLC. Outside of his advisory work, Munhollon is active in wildlife conservation and community organizations, serving on the board of the Oklahoma Station Chapter Safari Club International and participating in the Oklahoma Wildlife Management Association and the Lt. Governor's Invitational Turkey Hunt Committee. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory delivery platforms.

Lane Swisher is a CFP® with 33 years of industry experience, currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has been with LaSalle St. Securities since 2014. Swisher serves as co-trustee on family trusts related to his siblings and has involvement in managing family health insurance through Sheffield Waveland LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Melissa Whitaker is a financial advisor at Venturi Private Wealth in Oklahoma City, holding Series 65 and Series 66 licenses with six years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years with WELLS FARGO Advisors, LLC. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, and various institutions. The firm uses a tailored, holistic approach supported by an internal Investment Committee and provides both discretionary and non-discretionary portfolio management along with specialized private fund management and consolidated reporting services.

Yassire Sanie is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. His prior roles include positions at Arvest Bank, Arvest Wealth Management, and SunTrust. Outside of his advisory work, he serves as an adjunct professor at Oklahoma City University’s Meinders Business School and Oklahoma City Community College, and he is a tuition coordinator at Mercy School Institute. 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, with investment research provided by its affiliate, Strategic Investment Advisors.

Scott Grauer is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with BOK Financial Securities since 1995 and Cavanal Hill Distributors since 2015. Grauer serves as President and CEO of BOSC Agency, Inc., is Chairman of Cavanal Hill Investment Management, and is a member of the Baker University Board of Trustees. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management and financial planning services to a diverse client base including individuals, high-net-worth investors, corporations, municipalities, and institutional clients. The firm’s investment approach incorporates research from its affiliate Strategic Investment Advisors, offering model strategies ranging from income to ESG-focused portfolios.

Boon Ser Tan is a financial advisor with RedHawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at RedHawk since 2018 and previously spent three years at Larsen Financial Corp. In addition to his advisory role, Tan operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies, offering investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services. The firm employs a documented due-diligence process and risk management tools, including a tactical Risk-Guard allocation model, to guide investment decisions.

Jimmy Harmon is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at Equitrust Marketing Serv LLC and Farm Bureau for 17 years before joining BOK Financial Securities in 2024. 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-focused to ESG-oriented approaches.

Hal Brown is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with BOKF and its affiliated firm since 2002. Outside of his advisory role, Brown serves as a board member for the Downtown Oklahoma City Partnership, a nonprofit focused on downtown revitalization. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, 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.

Marshea Lewis is a financial advisor at BOK Financial Securities, Inc. with eight years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, Lewis owns an eCommerce business selling private label products on Amazon. 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 a variety of model strategies.

Juan Valdes is a financial advisor at Venturi Private Wealth in Oklahoma City, holding a Series 65 designation with one year of industry experience. His work history includes roles at educational institutions such as Amherst College and the University of Texas prior to joining Venturi. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored portfolio approach with ongoing due diligence and provides both discretionary and non-discretionary management, complemented by family office and CFO services.

Shana Young is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at BOK Financial Securities since 2019 and previously at The Baker Group from 2008 to 2019. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Prisma Duque Chansombatt is a financial advisor at BOK Financial Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining BOK Financial, Prisma held positions at Bank of Oklahoma, TTEC, Mary Kay Cosmetics, and JCPenney. BOK Financial Securities 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 ESG-focused approaches.

Tami Bearden is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Thurston Springer Advisors since 2024 and previously spent 19 years at T. S. Phillips Investments, Inc. in Oklahoma City, OK. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Adam Christensen is a financial advisor with Thurston Springer Advisors, holding a Series 66 credential and 12 years of industry experience. He has worked at Thurston Springer Financial since 2024 and previously at T S Phillips Investments, Inc. from 2015 to 2024. In addition to his advisory role, Christensen is an attorney managing Christensen Law Group, where he handles general business law, insurance defense, and estate planning matters. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs Tactical and Earnings Momentum strategies alongside fundamental and technical analysis, managing accounts predominantly on a discretionary basis.

Bradley Freels is a financial advisor with Gradient Advisors, LLC in Oklahoma City, OK, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and also owns Southwest Retirement Resources, Inc., which provides insurance sales and Medicare products. Gradient Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and manages a platform with approximately $990.7 million in assets.

Matthew Roberson is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. S. Phillips Investments, Inc. for 13 years before joining Thurston Springer Financial. Outside of his advisory role, he is involved with Robo Grand Holdings LLC, a real estate investing business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans. The firm utilizes a variety of investment strategies such as Tactical Momentum and Earnings Momentum processes, combining fundamental, technical, and cyclical analysis to manage portfolios across multiple asset classes.

William Coyle is a financial advisor with Hilltop Securities Inc. in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Hilltop Securities since 2009. Outside of his advisory role, he is involved as a minority partner in several family enterprises, including residential land development and farming operations, as well as managing inherited mineral rights. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs supported by an open-architecture platform and distinctive operational features such as municipal bond strategies co-advised with Franklin Templeton and custody capabilities uncommon among enterprise advisers.

David Wilson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes roles at VOYA Financial Advisors and Choice Financial Planning, and he has served in the Civil Air Patrol since 2005. Outside of his advisory work, Wilson is involved in aviation organizations, including serving as treasurer for the Experimental Aircraft Association chapter and the Red River Valley Fighter Pilots Association, and he acts as an admission liaison officer for the USAF Academy. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.