Barry Logan is a CFP® professional with 23 years of industry experience. He has worked at HoganTaylor Wealth since 2017 and previously spent 15 years at Asset Management Solutions LLC dba Asset Planning Solutions. He holds Series 63 and Series 65 licenses. HoganTaylor Wealth provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $497 million across about 360 client relationships, focusing on customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual securities, and options contracts.

Melissa Whitaker is a financial advisor at Venturi Private Wealth with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016 and Wells Fargo Clearing from 2016 to 2018. Venturi Private Wealth provides investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations. The firm uses tailored portfolios and an internal Investment Committee to oversee due diligence and monitoring, managing most accounts on a discretionary basis while offering a range of specialized services including a private-fund platform and consolidated reporting.

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 11 years of industry experience. He previously worked at Larsen Financial Corp for three years and has been self-employed since 1995. Tan also operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families and charitable organizations. The firm employs a strategic and tactical asset allocation approach, supported by a weekly investment committee and integrates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.

Jacob Gibson is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Energy Transfer Partners and High Plains Lease Care. Outside of his advisory role, he is the owner of DOS Okies LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, offering both representative-managed accounts and access to third-party money managers.

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.

James Aycock Jr. is a financial advisor with Momentum Independent Network Inc. in Edmond, Oklahoma, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at SWS Financial Services Inc. since 2003 and operates his own tax preparation and bookkeeping business as a CPA. Momentum Independent Network serves a range of clients including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm employs a platform model leveraging third-party managers and Envestnet for investment management and offers a variety of managed account and financial planning solutions.

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.

Meredith Woodbridge is a CFP® professional with five years of industry experience, currently affiliated with Advisor Resource Council in Edmond, OK. She previously worked with John D Mitchell & Associates and spent five years with the Alzheimer's Association Oklahoma Chapter. Outside of her advisory role, she provides administrative support for a faith-based media company through Relational Media. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm utilizes actively managed strategies blending artificial intelligence with traditional analysis and provides both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

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.

Hunter Burnett is a financial advisor at Summit Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Baker Group LP and the University of Oklahoma. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets and serving about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, including discretionary and consultative services, financial planning, and retirement plan advisory.

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.