Bruce Clemens is a financial advisor with Cornerstone Wealth Management, LLC in Sand Springs, Oklahoma. He holds a Series 65 designation and has seven years of industry experience. His prior roles include positions at LPL Financial and Fredric E. Russell Investment Management Co., as well as a brief tenure at Navico Marine Electronics. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides asset management, financial planning, and retirement consulting through advisor-led discretionary management and various LPL-sponsored programs, utilizing a combination of fundamental, quantitative, and qualitative analysis tailored to client goals.

William Wolfe II is a financial advisor at StoneX Advisors Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with StoneX Advisors since 2016 and was previously with Momentum Independent Network Inc. from 2002 to 2011. Wolfe serves as committee chairman for the Tulsa Central High-Endowment Fund, which provides scholarships and fundraising for a local school. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by a platform infrastructure for portfolio implementation and tax-aware services.

Victor Wheeler is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and two years of industry experience. He has worked at Arvest Bank and First National Bank since 2006. Outside of his advisory role, Wheeler serves as Board President of Oklahoma Warriors Honor Flight, a nonprofit that organizes trips for veterans to Washington, DC. 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 client teams tailoring services based on Investment Policy Statements.

Cody Johnson is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds Series 66 and Series 63 licenses and is dually employed by Arvest Bank in Broken Arrow, OK, splitting his time between the two roles. Prior to his current position, he worked at Farmers Financial Solutions and Farmers Insurance. Outside of finance, he operated Cody Photography for 16 years. 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 manages approximately $3.44 billion in regulatory assets and employs a multi-disciplinary investment approach focused on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Dwight Adkins is a financial advisor at Arvest Wealth Management in Tulsa, OK, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Arvest Asset Management since 2003. Arvest Wealth Management provides investment advisory and financial planning services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, with a focus on aligning recommendations to client objectives and Investment Policy Statements.

Stephanie O'Halloran is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining BOK Financial in 2019, she worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. 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 and maintaining municipal-advisor registration alongside its affiliation with a banking holding company.

Ashlyn Phelps is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. She holds a Series 66 designation and has three years of industry experience. Her work history includes roles at BOK Financial and Benveo, as well as positions outside finance such as at Lifetime Fitness and the University of Arkansas. BOK Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, corporations, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor interaction with research and asset allocation by Strategic Investment Advisors.

Johnathon Vermillion is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and four years of industry experience. He has worked in various roles within Arvest Wealth Management and Arvest Bank since 2019. 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 includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation and customized strategies aligned with clients’ objectives and risk tolerances.

Jonathon Briney is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Tulsa, OK, holding a Series 65 designation with approximately one year of industry experience. Prior to his current role, he worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors LLC, and previously spent six years at HEB Grocery. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, retirement plan consulting, and family-office style services to individuals, families, institutions, and nonprofits. The firm manages roughly $12 billion in assets and operates under the Forvis Mazars Private Client brand, integrating coordinated tax and accounting services alongside wealth management.

Samantha Snow is a financial advisor at BOK Financial Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at BOK Financial Securities since 2016, with a longer tenure at Bokf, Na dating back to 2009. 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.

Eric Shepard is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He joined Arvest in 2017 after previous roles at Mass Mutual Life Insurance Company, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of advisory work, Shepard is a co-owner of Shepley Holdings LLC, a rental real estate business. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with client objectives and risk tolerances.

James Deneen is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with BOK Financial Securities and its affiliated bank entity since 2013. 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, and also provides financial planning, consulting, and insurance products.

Michael Westerman is a financial advisor at Diversify Advisory Services, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and operated Westerman Financial Services, LLC. Outside of advisory work, he is co-owner of Land Destination, LLC, an entity involved in managing commercial real estate in Owasso, Oklahoma. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management and consulting services under written agreements.

Matthew Mitchell is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 20 years of industry experience. He has been with BOK Financial and its affiliated firms since 2012. 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 supported by research from its affiliate Strategic Investment Advisors, and provides financial planning, consulting, and insurance products.

Jacob Lopez is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2017 and previously held roles at BOK Financial Securities, Inc. and Bokf, Na. Lopez serves as a voting board member of the Owasso Chamber of Commerce. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a mix of discretionary and non-discretionary asset management.

Victoria Phillips is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and having eight years of industry experience. She has been with BOK Financial and its affiliates since 2016. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth clients, corporations, institutions, and government entities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with investment research and asset allocation handled by its Strategic Investment Advisors.

Janet Wedman is a financial advisor with Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Arvest Bank and Arvest Wealth Management since 2008 and is dually employed by Arvest Bank's Trust Department in Oklahoma City, dividing her time between the two roles. 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 multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies to client objectives and risk tolerances.

Ronald Keever is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including prior roles at PNC Investments. Outside of his advisory work, he serves as an authorized signer on a health and fitness business bank account related to his spouse's doula and yoga consulting business. BOK Financial Securities, operating as BOK Financial Advisors, serves 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 an affiliated strategic advisor.

Cory Sloan is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Arvest Wealth Management since 2014. 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 tailored to client objectives.

Linda Younger is a financial advisor at Corient with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Smith Barney, Quasar Distributors, LLC, and Capital Advisors, Inc. Outside of her advisory role, she is involved in home-based skin care sales. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuously monitoring portfolios through advanced risk management tools.