Tulsa, OK South Utica Place Office

Linda Younger is a financial advisor at Corient with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Smith Barney, Quasar Distributors, LLC, and Capital Advisors, Inc. Outside of her advisory role, she is involved in home-based skin care sales. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuously monitoring portfolios through advanced risk management tools.

Thomas Liversage is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He joined Corient in 2026 after a decade at Capital Advisors, Inc. He serves as treasurer for Hurricane Impact, a charitable organization supporting athletes at the University of Tulsa through marketing and name, image, likeness (NIL) collectives. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining internal strategies and third-party managers, along with risk management tools and alternative investment options.

Kelcy Flores is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with Corient, where she has worked since 2026. Prior to joining Corient, she spent eight years at Capital Advisors, Inc. and four years at Bank of Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and alternative investments as appropriate.

Hayden Siegfried is a CFP® at Corient in Tulsa, OK, with three years of industry experience. He previously worked at Capital Advisors, Inc. for five years and has a background that includes time at the University of Tulsa and the University of Notre Dame. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates proprietary and third-party strategies with risk management tools and offers specialized services through affiliated platforms.

Keith Goddard is a CFA® charterholder with 35 years of industry experience. He is currently with Corient, where he has worked since 2026. Prior to Corient, he spent 35 years at Capital Advisors Inc., including 26 years associated with Minshall & Company Inc. He serves on the board of The Frontier, a nonprofit organization focused on local investigative journalism in Oklahoma. Corient provides comprehensive investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies, third-party manager solutions, and customized asset allocation. The firm offers specialized services through affiliates, including family office, tax, and corporate trustee capabilities.

Bradley Priest is a financial advisor at Corient with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Capital Advisors, Inc., BOK Financial Securities, Inc., and Charles Schwab. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party solutions and employs risk management tools to align portfolios with client objectives.

Steven Soranno is a CFA® charterholder with 24 years of industry experience. He is currently with Corient and has previously worked at Capital Advisors, Inc., Ameriprise Financial Services, Inc., and Advanced Equities, Inc. Soranno holds teaching positions at the Jack Welch Management Institute and American University Kogod School of Business, and he serves on multiple investment committees for nonprofit church organizations in Oklahoma. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers, employing risk management tools and alternative investments where appropriate.

Conner Johnson is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient. Prior to joining Corient, he worked at Capital Advisors, Inc. for three years and held roles in education at the University of Oklahoma, Tulsa Community College, and Jenks Public Schools. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and alternative investments when appropriate.

Jamie Wilson is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Capital Advisors, Inc. and Minshall & Company, Inc. Jamie has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings such as family office and corporate trustee services.

Ryan Eberly is a CFP® professional with five years of industry experience, currently serving as an advisor at Corient. His prior roles include positions at Capital Advisors, Inc., Bok Financial, Cambridge Investment Research Advisors, Northstar Wealth Management, and Northwestern Mutual. Outside of financial advising, he owns and operates Stoic Fitness LLC, a business focused on selling fitness equipment. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and customized asset allocation. The firm offers specialized services through affiliates and maintains continuous portfolio monitoring with risk management tools.

Joseph A Hawes Jr. is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Capital Advisors, Inc. and Quasar Distributors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

George Brown is a financial advisor at Corient with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital Advisors Inc. for 25 years and Minshall & Company, Inc. for 16 years. Brown serves on the board of Hurricane Impact, a nonprofit organization that connects University of Tulsa athletes with local charitable organizations. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Mitchell Kaczmarek is a CFA® and holds a Series 65 license, with 10 years of industry experience. He has worked at Corient since 2026 and previously spent 10 years at Capital Advisors, Inc. Corient offers investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach incorporating in-house strategies, third-party managers, and risk management tools, with capabilities including private fund advisement and affiliated trust and broker-dealer services.

Catherine Young is a financial advisor at Corient with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Capital Advisors, Inc. and Minshall & Company Inc. outside of her advisory role, she owns rental properties in Tulsa, Oklahoma. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options.

Jeremy Travis is a Series 65-registered financial advisor at Corient with eight years of industry experience. Prior to joining Corient in 2026, he worked for Capital Advisors, Inc. for eight years and spent 15 years at Merck. Outside of his advisory role, he owns a mini storage business and holds a limited partnership in a plumbing company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.