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Madeline R

Series 65

Tulsa, OK

Cadent Capital Advisors, LLC

Madeline Ritterpusch is a financial advisor at Cadent Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Ernst & Young for seven years. Cadent Capital Advisors offers discretionary and non-discretionary investment management and financial planning services to individuals, trusts, foundations, small businesses, and retirement plans. The firm employs a variety of investment strategies, including fundamental, technical, and quantitative analysis, and manages several hundred million dollars in client assets without requiring an account minimum.

Options & derivatives strategies Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Founder/Business Owner Executive
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Jeremy J

Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Jeremy Johnson is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2005. 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, supported by research from Strategic Investment Advisors, and maintains a municipal-advisor registration alongside its affiliation with a bank holding company.

Wealth management Retirement income strategy Income planning Real estate investing
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Ryan F

Series 63, Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Ryan Flippo is a financial advisor at BOK Financial Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with BOK Financial Private Wealth, Inc., Cavanal Hill Investment Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2016 or 2025, depending on the entity. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, financial planning, and consulting. The firm is affiliated with a publicly traded bank holding company and sponsors affiliated mutual funds, combining investment advisory, broker-dealer, and municipal advisory services.

Wealth management Retirement income strategy Income planning Real estate investing
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Hunter M

Series 65

Jenks, OK

AlphaStar Capital Management

Hunter Matthews is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of industry experience. He previously worked at Faith Technologies and served five years at Tink Air Force Base. In addition to his advisory role, Matthews is an insurance agent affiliated with Strong Family Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios combining strategic and tactical approaches and employs various investment vehicles, supporting over 8,400 clients with approximately $2.5 billion in assets under management.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Mark K

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

Mark Kosir is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2002. 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 its affiliate Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related investment entities.

Wealth management Retirement income strategy Income planning Real estate investing
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Bradley S

Series 66

Tulsa, OK

Arvest Wealth management

Bradley Soliman is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds the Series 66 designation and has worked at Arvest Wealth Management since 2021, following a brief tenure at Inspire Financial Group. Outside of his advisory role, he has been involved in education, working at Northeastern State University since 2017 and previously at Tahlequah High School. 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 through wrap programs, retirement plan consulting, and written financial plans, managing both discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Jacob W

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

Jacob Wire is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at Bokf, Na, U.S. Bancorp Investments, Inc., Raymond James & Associates, and Valic Financial Advisors. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, and municipalities. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by Strategic Investment Advisors, and maintains municipal-advisor registration alongside bank and affiliated investment entity relationships.

Wealth management Retirement income strategy Income planning Real estate investing
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Robert L

Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Robert Lambright is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 22 years of industry experience. He has worked with BOK Financial Private Wealth, Inc., BOKF, NA, and BOK Financial Securities, Inc. since 2011. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management, financial planning, and consulting. The firm operates an advisor-led Guided Portfolio Solutions program that combines research and tailored asset allocation with ongoing portfolio monitoring.

Wealth management Retirement income strategy Income planning Real estate investing
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Brad W

Series 65, Series 63

Tulsa, OK

BOK Financial Securities, Inc.

Brad Williams is a financial advisor at BOK Financial Securities, Inc. with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has been with BOKF, NA and BOK Financial Securities since 1997. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, 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 interaction with research and asset allocation by Strategic Investment Advisors.

Wealth management Retirement income strategy Income planning Real estate investing
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Ashley R

Series 66

Tulsa, OK

Arvest Wealth management

Ashley Rucker is a financial advisor at Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Arvest Bank and Red Apple Bowling Center. 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 through wrap programs, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Silas H

Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Silas Hughes is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Burlington Capital, Forty-Six Venture Capital, Summit Financial Group, and teaching roles at The University of Tulsa, Bennington High School, and Elkhorn Ridge Middle School. 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 its affiliate Strategic Investment Advisors, and maintains municipal-advisor registration alongside its affiliation with a bank holding company.

Wealth management Retirement income strategy Income planning Real estate investing
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Sasha G

Series 63, Series 66

Tulsa, OK

Arvest Wealth management

Sasha Gray is a financial advisor at Arvest Wealth Management in Tulsa, OK, holding Series 63 and Series 66 licenses with 12 years of industry experience. Prior to joining Arvest Wealth Management, Sasha worked at LPL Financial LLC/Financial Planning Resources and Fidelity Investments. Outside of advisory work, Sasha is the owner of a non-investment related business called Gnome Place Like Home. 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 client solutions tailored to specific objectives and implemented through various program structures.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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John K

Series 63, Series 66

Tulsa, OK

Arvest Wealth management

John Kiosterud is a financial advisor at Arvest Wealth Management in Norman, OK, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Arvest Asset Management since 2002. 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, managing a combination of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Kathryn W

Series 63, Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Kathryn Willis is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Her prior work includes positions at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, corporations, retirement plans, government agencies, and municipalities. 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.

Wealth management Retirement income strategy Income planning Real estate investing
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Derek E

Series 63, Series 65

Tulsa, OK

BOK Financial Securities, Inc.

Derek Ebert is a financial advisor at BOK Financial Securities, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at BOK Financial since 2017 and previously spent time at Merrill and Bank of America. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, including municipalities and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program alongside financial planning and consulting services. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection.

Wealth management Retirement income strategy Income planning Real estate investing
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Blake K

CFP®, Series 66

Tulsa, OK

Arvest Wealth management

Blake Keeley is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Arvest Wealth Management since 2010. Keeley serves on the board of Goodwill Tulsa, contributing to organizational decision-making. 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, tailoring recommendations based on Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Alex G

Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Alex Goossen is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK. He holds a Series 66 designation and has 12 years of industry experience, including 11 years with BOKF, NA and BOK Financial Securities. 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 investment research from Strategic Investment Advisors, and benefits from its affiliation with a bank holding company and related entities.

Wealth management Retirement income strategy Income planning Real estate investing
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Samuel F

Series 66

Tulsa, OK

BOK Financial Securities, Inc.

Samuel Foster is a financial advisor with BOK Financial Securities, Inc. in Tulsa, Oklahoma. He holds a Series 66 designation and has two years of industry experience. His background includes roles at TD Private Client Wealth LLC and the International Brotherhood of Electrical Workers. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, municipalities, and government agencies, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting services.

Wealth management Retirement income strategy Income planning Real estate investing
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Christopher E

Series 66

Tulsa, OK

Arvest Wealth management

Christopher Endres is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Arvest Wealth Management in Tulsa, OK, where he has held various roles since 2018. His prior experience includes positions at Central Bank, AACE Capital, Bank of Oklahoma, and Paycom Software. 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 employs a multifaceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Samuel W

CFP®, Series 66

Tulsa, OK

Arvest Wealth management

Samuel Wier is a CFP® certificant and Series 66 license holder with five years of industry experience. He has worked at Arvest Wealth Management since 2021, following roles at Arvest Bank, Cox Communications, and Crest Foods. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporate clients. The firm manages over $3 billion in assets and employs a multi-disciplinary investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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