Plano, TX Granite Parkway Office

David Mc Clanahan is a financial advisor with BOK Financial Securities, Inc. in Plano, Texas, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at CitiGroup, Wells Fargo Clearing, and Bancwest Investment Services. BOK Financial Advisors serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and institutions such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-client interaction with investment research and asset allocation managed by Strategic Investment Advisors.

Sara Fagot is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Invest Financial Corporation. BOK Financial Advisors serves a diverse group of clients, including individuals, high-net-worth clients, corporations, and institutions, providing fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, as well as financial planning and consulting. The firm combines advisor-led client contact with investment research and asset allocation managed by its Strategic Investment Advisors.

Jacqueline Sheahan is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with several affiliates of BOK Financial since 2002, including BOK Financial Private Wealth, Inc. and BOK Financial Asset Management, Inc. 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 contact with firm-provided investment research and tailored asset allocation.

Michael Manna is a CFP® with 12 years of industry experience, currently affiliated with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. since 2014 and 2019, respectively. He serves as a board member on the Legacy Family Court Foundation, a nonprofit focused on addiction rehabilitation and family reunification. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client communication with research-driven asset allocation and manager selection.

Colin Thomas is a financial advisor with BOK Financial Securities, Inc. He holds a Series 66 designation and recently began his advisory career in 2026. Prior to this, he spent nine years at Textron Aviation. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, alongside financial planning and consulting.

Nicholas Polyak Jr. is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, Series 65, and Series 66 licenses and bringing 20 years of industry experience. He has been with BOKF, NA and BOK Financial Securities since 2007. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor-led client contact with investment research and asset allocation provided by its Strategic Investment Advisors.

Michael Zarich is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His career includes prior roles at Rek Advisors, Inc. and Stanford Group Company. He serves as a board member of the Alliance of Community Assistance Ministries, participating in fundraising and advisory activities. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients with fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining firm-led research and asset allocation with advisor-led client contact.

Daniel Sprusansky is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Kestra Financial, Gallagher Benefit Services, and Raymond James & Associates. 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 provides non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research conducted by Strategic Investment Advisors, and maintains affiliations with a bank holding company and related investment entities.

Clinton Barnes is a financial advisor at BOK Financial Securities, Inc. in Plano, TX, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Merrill, Liberty Capital Bank, and Allstate Insurance, among others. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research for tailored allocations based on client goals.

Angela Raley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior roles include positions at Hilltop Securities Inc., Accelerate Mortgage, and BBVA affiliates. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, providing non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client interaction with a research-driven asset allocation process managed by its Strategic Investment Advisors.

Ronald Rotthaus is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with BOK Financial Securities, Inc. and Bokf, NA since 2006. Rotthaus serves as an unpaid director of LifeBionix, Inc., dedicating limited time during evenings and weekends. BOK Financial Advisors serves a diverse client base including 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. The firm combines advisor-led client interaction with research-driven asset allocation and manager selection provided by its Strategic Investment Advisors.

Steve Germany is a financial advisor at BOK Financial Securities, Inc. in Grapevine, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BOK Financial Securities and 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 provided by its affiliate, Strategic Investment Advisors.

Eduardo Cano is a financial advisor at BOK Financial Securities, Inc. with 12 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, PNC Investments, and Cetera. 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.

Bradford Beeson is a financial advisor with BOK Financial Securities, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2011 to 2021, as well as a lengthy tenure at Primrose Partners, Ltd. from 1997 to 2021. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual 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 an affiliated entity, and is notable for its municipal-advisor registration and affiliation with a bank holding company.

Kayla Smiley is a financial advisor with BOK Financial Securities, Inc. in Plano, TX, holding a Series 66 designation and 17 years of industry experience. She has worked with BOK Financial Private Wealth, Inc. 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 through its Guided Portfolio Solutions program alongside financial planning and consulting services.