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.

Michael Richardson is a Series 65 licensed financial advisor with three years of industry experience, currently affiliated with AlphaStar Capital Management in Edmond, Oklahoma. He has also worked with Strong Wealth Advisory Group and Strong Family Financial. In addition to his advisory roles, he spends part of his professional time as a licensed insurance agent. AlphaStar Capital Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies through firm-designed model portfolios and third-party tools, supporting a broad client base with enterprise-scale resources.

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.

Phillip Boyd is a financial advisor at St. Bernard Financial Services, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms including LPL Financial and Crown Capital Securities. Outside of his advisory work, he serves as Chief Financial Officer for a non-investment business focusing on financial oversight and strategic planning. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm follows a long-term, conservative growth strategy using tactical asset allocation and collaborates with clients on portfolio design.

Caleb Caldwell is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Cornerstone Capital Management, Casady School, OrangeTheory Fitness, and Olive Garden. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through a network of nearly 300 representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies.

Ryan Hill is a financial advisor with Financial & Tax Architects, LLC in Edmond, Oklahoma. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, he serves as Chief Financial Officer at Hill Financial, Inc., focusing on retirement planning. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm uses proprietary investment strategies involving ETFs, individual securities, and trend-aware rebalancing, with a focus on discretionary client relationships and customizable allocations across risk profiles.

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.

Jason Hill is a financial advisor with Financial & Tax Architects, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Horter Investment Management, LLC and his own firm, Hill Financial, Inc., where he serves as President and Managing Member specializing in insurance and annuity sales. Hill has been with Financial & Tax Architects since 2018. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” with customizable allocations and offers a sub-advisory service to other registered investment adviser firms.

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.

Derek Colton is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2023, following prior roles at Aegis Wealth Management, Jack Keeter & Associates, and Safe Money Financial Group. Colton also serves as president and independent insurance agent for Safe Money Financial Group, providing insurance and annuity solutions. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services tailored to individuals, trusts, estates, and registered investment companies.

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.

Craig Kitchen is a financial advisor with BOK Financial Securities, Inc. in Edmond, Oklahoma. He holds Series 63 and Series 65 designations and has 29 years of industry experience. He has been with BOK Financial Securities and its affiliate BOKF, NA since 2010. 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.

Brian White is a financial advisor at Financial & Tax Architects, LLC in Edmond, OK, with six years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, Farmers Insurance, Bank of America, Edward Jones, Vaterott Educational Centers, and Dell. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients nearing or in retirement. The firm uses proprietary strategies involving exchange-traded funds, individual securities, and trend-aware rebalancing, offering customizable portfolios that are generally managed on a non–tax-sensitive basis.

Zachary Robinson is a financial advisor at BOK Financial Securities, Inc. in Oklahoma City, OK, with 18 years of industry experience. He holds a Series 66 designation and has been with BOK Financial Securities and its affiliate Bokf, Na since 2010. 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 to implement various model strategies.

Stephen Brown is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, OK, holding a Series 66 designation and 11 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2014. BOK Financial Securities, operating as BOK Financial Advisors (BOKFA), 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 Strategic Investment Advisors, and maintains municipal-advisor registration as well as affiliations with various banking and investment entities.

Blake Murry is a financial advisor with BOK Financial Securities, Inc. in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with BOK Financial Securities and its affiliate Bokf, Na since 2007. Outside of his advisory role, he holds a passive minority interest in a vacation rental LLC. 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 institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and maintains municipal-advisor registration alongside affiliations with a bank holding company and related investment entities.

Megan Barnoski is a financial advisor with BOK Financial Securities, Inc. in Oklahoma City, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Cetera, Highpoint Financial, Edward Jones, Farmers, State Farm, and Bankers Life. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, which combines advisor contact with firm-led investment research and asset allocation.

Joey Sager is a financial advisor with Venturi Private Wealth in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a director of The Sirloin Club of Oklahoma, which sponsors and supports youth activities, and is a member of the board of directors for INTEGRIS Health, a healthcare system. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, families, trusts, estates, charitable organizations, and corporations. The firm offers tailored portfolio management supported by an internal Investment Committee and integrates traditional wealth management with family office and CFO services.