Erica Mc Mahan is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation with 17 years of industry experience. She has been with BOKF, NA and BOK Financial Securities since 2007. 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 provides financial planning, consulting, and insurance products through its broker-dealer license.

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.

Tania Smith is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. She previously worked at T.S. Philips Investments, Inc. for eight years before joining Thurston Springer Financial. Smith is involved in community service, serving on the Britvil Food Pantry and as Assistant Treasurer of the Aenon Bible College Alumni Auxiliary of the OSC Pentecostal Assemblies of the World. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical and Earnings Momentum and provides both discretionary and non-discretionary retirement-plan investment management services.

Marcy Watkins is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. She has been with BOK Financial Securities and its affiliate BOKF, NA since 2011. Outside of her advisory role, she is involved in an online consumer sales business focused on toe sock products. BOK Financial Advisors serves a diverse client base including individual investors, corporations, retirement plans, government agencies, 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 to ESG-focused approaches.

Christopher Gander is a CFP® professional with 26 years of industry experience, currently serving at BOK Financial Securities, Inc. in Oklahoma City, OK. He has been with BOKF and its affiliated firm since 2001. Outside of his advisory role, he is the owner of Rednag, LLC, a real estate rental management business. 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 proprietary research and model strategies with a focus on municipal advisory services and a bank-affiliated structure.

Jon Swanson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds a Series 66 designation and has 20 years of industry experience. Swanson has been with BOKF, NA and BOK Financial Securities since 2009. 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 fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, supported by research from its affiliate, Strategic Investment Advisors.

Patricia Burrus is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at T S Phillips Investments, Inc. for 14 years before joining Thurston Springer in 2024. 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. The firm employs various investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Daniel Brownlow is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and six years of industry experience. His career includes roles at BOK Financial Securities and Avantax Advisory Services. 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 research from its affiliate Strategic Investment Advisors with a range of model strategies.

Matthew Wahl is a CFP®, CFA®, and holds a Series 63 license with 18 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2022, following a 14-year tenure at BKD Wealth Advisors, LLC. He is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary investment management, retirement plan consulting, and family-office style services.

Jonathan Read is a financial advisor at BOK Financial Securities, Inc. He holds the Series 66 designation and has been in the financial industry since 2025. His prior experience includes roles at Bokf, NA and HoganTaylor LLP. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and government entities, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services. The firm combines advisor-led client communication with investment research and asset allocation managed by its Strategic Investment Advisors.

Jean Haas is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 14 years of industry experience. His previous roles include positions at T.S. Phillips Investments, LPL Financial, Shaw Financial Services, and Axa Advisors. Outside of financial services, Haas is involved in a family horse racing and farming business. 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. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches.

Taylor Budd is a financial advisor at BOK Financial Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Bank of Oklahoma. Outside of his advisory role, Budd performs notary public duties and plays bass, guitar, and drums in a local band. 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, which uses research from an affiliated investment advisor and employs model strategies ranging from income-oriented to ESG-focused approaches.

John Harris is a financial advisor at Concurrent Investment Advisors, LLC in Norman, Oklahoma, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Raymond James Financial. Harris also provides fixed insurance advice as part of his client services. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans through wealth management, financial planning, and investment management. The firm manages approximately $9.9 billion in client assets with a long-term, customized investment approach using a range of securities and third-party managers.

Kenneth Divelbiss is a CFP® and ChFC® with 36 years of industry experience. He has worked with Great Valley Advisor Group, LLC since 2014 and previously with LPL Financial LLC since 2007. He is also involved in insurance-related activities, including life, health, disability, and long-term care insurance. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of in-house strategies and third-party managers.

Mark Clopton is a financial advisor with Retirement Planners of America, holding a Series 66 designation and 22 years of industry experience. He has worked at MMWKM Advisors, LLC since 2014. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning services primarily to individuals, high-net-worth clients, and retirement plan participants through a wrap-fee investment program. The firm employs an "Invest and Protect" approach focused on capital preservation and tactical rebalancing, utilizing model portfolios composed mainly of ETFs and mutual funds.

Mark Johnson is a financial advisor with Concurrent Investment Advisors, LLC in Norman, Oklahoma, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Morgan Stanley. He is also an owner and operator of Concurrent Investment Advisors dba Heartland Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, emphasizing a long-term investment approach with opportunistic rebalancing.

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.

Jason Dixon is a financial advisor at RFG Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. for 10 years prior to joining RFG Advisory. He is also the owner and founder of RJB Financial Planning. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients, including individuals, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and offers access to alternative investments and proprietary model strategies.

Kirk Loomis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Oklahoma City, holding a Series 66 designation and 27 years of industry experience. He has worked with LaSalle St. Securities, L.L.C. since 2012. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes, with a notable focus on non-discretionary management and collaborative arrangements involving third-party managers.

Karen Coker is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 25 years of industry experience. Her career includes roles at Blackridge Asset Management, Peak Brokerage Services, Thurston Springer Financial Services, T. S. Phillips Investments, and Capital West Securities. Outside of her advisory work, she performs office duties for a family-owned automotive business. 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. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum processes and manages accounts primarily on a discretionary basis.