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.

Lynn Bilodeau is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and 17 years of industry experience. She has worked with firms including LPL Financial and Householder Group Estate & Retirement Specialists. In addition to her advisory work, Bilodeau owns a law practice and is licensed as a notary public in Oklahoma. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process integrating multiple analytical approaches and offers a range of advisory and fiduciary services supported by an extensive platform network.

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.

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.

Lance Opp is a financial advisor at Wealth Watch Advisors, Inc with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Advisors and other non-financial roles, including working as a delivery driver for Domino's Pizza. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers portfolio management through third-party model managers, financial planning, and consulting, utilizing a mix of quantitative, qualitative, and technical 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.

John Neely is a financial advisor with St. Bernard Financial Services, Inc. in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He previously worked for Berthel Fisher & Company Financial Services, Inc. for ten years before joining St. Bernard in 2019. Outside of his advisory role, Neely is involved in insurance sales and operates a specialized property scanning service for real estate professionals. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory, favoring low-cost, no-load funds, and typically engages clients collaboratively with limited discretionary authority.

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 Oklahoma City, OK, holding a Series 66 designation with 18 years of industry experience. She has been with BOK Financial Securities and its affiliate BOKF, NA since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities by providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations aligned to client objectives.

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.

Marcy Watkins is a financial advisor at BOK Financial Securities, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at BOK Financial since 2011, following a year at Edward Jones. Outside of her advisory work, she is involved in an online consumer sales business focused on toe sock products. BOK Financial Advisors serves a diverse client base, 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.

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.

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.

Brian Delay is a Series 65 licensed financial advisor with Gradient Advisors, LLC and has one year of experience at the firm. He has previously worked at Olive Branch Wealth Management, which he owns, and Freeman Financial Group, with a combined industry tenure of 20 years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions and incorporates various analytical tools in portfolio management.

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.