Marshea Lewis is a Series 66-credentialed financial advisor with nine years of industry experience, currently with BOK Financial Securities, Inc. in Oklahoma City. She previously worked at Wells Fargo Clearing for six years before joining BOK Financial. Outside of her advisory role, she owns an eCommerce business selling private label products on Amazon. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client interaction with strategic investment research and tailored asset allocation.

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.

James Reynolds is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked in various roles within the insurance and financial services sectors, including positions at Mass Mutual Investors Services and Philadelphia American Life Insurance. Outside of his advisory role, Reynolds is actively involved as an independent insurance agent specializing in life and health insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, and financial planning. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments as part of its portfolio strategy.

Tami Bearden is a CFP® and holds a Series 66 license with 21 years of industry experience. She has been with Thurston Springer Advisors since 2024 and previously worked for T. S. Phillips Investments, Inc. for 19 years. Based in Oklahoma City, OK, she provides financial advisory services as part of a multi-team firm. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, utilizing a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and more active investment strategies.

Adam Christensen is a financial advisor with Thurston Springer Advisors in Oklahoma City, Oklahoma, holding a Series 66 designation and 12 years of industry experience. He has worked at Merrill, T S Phillips Investments, and Thurston Springer Financial, and also practices law through Christensen Law Group, where he performs legal work in general business law, insurance defense, and estate planning. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis with both buy-and-hold and active models to tailor services to client goals.

Matthew Roberson is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Edward Jones and T. S. Phillips Investments, Inc. He is also involved in real estate investing through Robo Grand Holdings LLC. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, portfolio management, and fiduciary services with investment approaches ranging from buy-and-hold to active strategies like Tactical Momentum and Earnings Momentum models.

Larry Goddard is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer, LaSalle St. Securities, since 2009, following a 13-year tenure at Merrill. In addition to his advisory role, he is involved in fixed insurance activities. 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 and is noted for managing a predominance of non-discretionary assets relative to discretionary ones.

Victoriana Barker is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Maven Financial, and Edward Jones, among others. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management, financial planning, and consulting. The firm’s Guided Portfolio Solutions program combines advisor-led client interactions with investment research and manager selection from its Strategic Investment Advisors.

Renee Haynes is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 17 years of industry experience. She has been with BOK Financial Securities and its related entity BOKF, NA since 2016. 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, supported by research from its affiliate Strategic Investment Advisors.

Jason Duck is a financial advisor at BOK Financial Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at Regent Financial Services, Drawbridge Capital, and LPL Financial, LLC. Outside of his advisory role, he serves as an estate administrator. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and institutional investors. The firm offers a non-discretionary, fee-based investment management program supported by internal investment research and tailored asset allocation strategies.

Reid Walters is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with four years of industry experience. He has worked at BOK Financial Securities and related entities since 2023 and previously at Arvest Wealth Management and Weber Incorporated. BOK Financial Advisors serves a diverse clientele including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services.

Taylor Brown is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Goldman Sachs and service as a United States Officer for five years. BOK Financial Advisors serves a diverse range of clients including individuals, high-net-worth individuals, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with research-driven asset allocation and manager selection.

James Shaw is a financial advisor at BOK Financial Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOK Financial Securities since 2018, following six years at AXA Advisors, LLC. Outside of his advisory role, Shaw is a minority owner of Futuro Investment LLC, which holds interests in a restaurant group operating Black-Eyed Pea locations in Colorado. BOK Financial Securities 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, combining quantitative and qualitative due diligence with model strategies ranging from income-oriented to ESG-focused approaches.

Trenton Hattler is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with four years of industry experience and a Series 66 designation. His prior work includes roles at OSAIC Wealth, Odyssey Financial Group, and Royal Alliance, among others. Trenton has also worked in education at Mayfield Middle School and Southern Nazarene University. 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, alongside financial planning and consulting services. The firm combines in-house investment research and manager selection with an advisor-led approach.

Rusty Jones is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with BOK Financial Securities and its affiliate BOKF, NA since 2012. Outside of his advisory work, he maintains a travel blog. 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 due diligence with model investment strategies.

Ashley Rowland is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, AXA Advisors, J.P. Morgan Securities, and Equitable Advisors. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines advisor-led client interaction with strategic investment research and manager selection provided by its in-house team.

David Hudson is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 18 years of industry experience. He has worked at BOK Financial Securities and its affiliated entity Bokf, Na since 2007. 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.

Erica Mc Mahan is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation with 18 years of industry experience. She has been with BOK Financial Securities and its affiliate BOKF, NA since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities by providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations aligned to client objectives.

Bradley Wedel is a financial advisor with BOK Financial Securities, Inc. in Enid, Oklahoma. He holds a Series 66 designation and has 25 years of industry experience. He has been with BOK Financial Securities and its affiliated entity Bokf, Na since 2008. 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 provided by its affiliate, Strategic Investment Advisors.