Kristoffer Klingelhoeffer is a CFP® and CFA® with 12 years of industry experience. He is currently with Mariner Independent, having previously worked at Exencial Wealth Advisors and Charles Schwab. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives and a variety of investment tools and affiliated businesses.

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.

Rebecca Foster is a financial advisor with Arvest Wealth Management in Oklahoma City, OK, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at The Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and Brokers International Financial Services. 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 manages approximately $3.44 billion in assets and employs a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis.

Jason Duck is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Regent Financial Services, Drawbridge Capital, LPL Financial, and Securian Financial Services. Outside of his advisory work, he serves as an estate administrator. 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, with investment research provided by an affiliate, Strategic Investment Advisors.

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, OK, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs and service as a United States Officer from 2016 to 2021. BOK Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, corporations, municipalities, and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm integrates quantitative and qualitative research in its investment approach and is affiliated with a publicly traded bank holding company.

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.

Bart Gernandt is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Wealth Watch Advisors for six years. Gernandt is also involved with Freedom Financial Systems, where he dedicates time to business accounting and insurance and annuity sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, and retirement-plan support through a large network of investment adviser representatives.

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 at BOK Financial Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC, First Allied Advisory Services, AXA Advisors, and JP Morgan Securities. Ashley is based in Oklahoma City, OK. 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 Strategic Investment Advisors.

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 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.