BOK Financial Private Wealth, Inc.

Ryan Flippo is a financial advisor at Cavanal Hill Investment Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BOK Financial Private Wealth, Inc., BOK Financial Securities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Company. Cavanal Hill Investment Management, Inc. is an SEC-registered adviser managing approximately $14.2 billion in assets as of December 31, 2024. The firm serves institutional clients and manages pooled vehicles, offering equity, fixed-income, and cash strategies delivered through separately managed accounts, model portfolios, and mutual funds, using both fundamental and quantitative methods tailored to client risk profiles.

Robert Lambright is a financial advisor at BOK Financial Private Wealth, Inc. in Tulsa, OK, holding a Series 66 designation with 21 years of industry experience. He has been with BOK Financial Private Wealth since 2021 and has concurrently worked with affiliated entities Bokf, NA and BOK Financial Securities, Inc. since 2011. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities, providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm’s multi-advisor teams use research from BOKF, NA’s Strategic Investment Advisors to guide investment decisions, employing diversified asset allocation, periodic rebalancing, and both affiliated and unaffiliated sub-advisers.

Jacqueline Sheahan is a financial advisor with BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked with various BOK Financial entities since 2002, including BOK Financial Asset Management, Inc., BOKF, NA, and BOK Financial Securities, Inc. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, wealth advisory, and financial planning services. The firm uses a multi-advisor team approach guided by research from BOKF, NA’s Strategic Investment Advisors and offers integrated capabilities through its affiliation with a national bank and trust provider, broker-dealer, and institutional sub-advisor.

Michael Manna is a CFP® professional with 11 years of industry experience, currently serving at BOK Financial Securities, Inc. in Dallas, TX. He has worked with BOK Financial Private Wealth and related entities since 2014. Manna serves as a board member of the Legacy Family Court Foundation, a nonprofit focused on addiction rehabilitation and family reunification. BOK Financial Securities, operating as BOK Financial Advisors, provides non-discretionary, fee-based investment management and financial planning services to a diverse client base, including individuals, corporations, retirement plans, municipalities, and institutions. The firm’s investment approach is supported by Strategic Investment Advisors, which employs a research-driven process using Morningstar screening and model strategies ranging from income to ESG-focused portfolios.

Adam Baker is a financial advisor with BOK Financial Securities, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at BOK Financial Private Wealth, Inc., Bokf, Na, and Wells Fargo. Outside of advisory work, he is involved in managing a rental property, with his spouse handling the management duties. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual, high-net-worth, corporate, retirement plan, government, municipal, 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 is notable for its municipal-advisor registration and affiliation with a bank holding company.

Michael Zarich is a financial advisor at BOK Financial Private Wealth, Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with BOK Financial and its affiliates since 2016. Zarich serves on the board of directors for the Alliance of Community Assistance Ministries, participating in fundraising and resource advancement activities. BOK Financial Private Wealth, Inc. advises high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other entities, offering discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm utilizes multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and benefits from integration with a financial holding company structure that includes a national bank, broker-dealer, and institutional sub-advisor.

David Sego is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He currently works at BOK Financial Private Wealth, Inc. and has previously been with The Milestone Group, Inc. and Weaver Tidwell Capital, LLC. He has also been affiliated with Weaver and Tidwell Financial Advisors, Ltd. for over two decades. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, and various plans, providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm operates with multi-advisor teams and is integrated into a financial holding company structure, offering access to in-house custody, trust capabilities, and institutional resources.

Fenny Jie is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. Jie has been with BOK Financial Private Wealth, Inc. since 2024 and has also worked at Bokf, Na since 2014. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities by providing discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm employs multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors and benefits from its integration with a financial holding company structure that includes a national bank, trust provider, and SEC-registered broker-dealer.

Nora Calderon Gil is a CFP® professional associated with BOK Financial Securities, Inc. in Dallas, TX, with 10 years of industry experience. She previously worked at Merrill and Bank of America, N.A. before joining BOK Financial in 2025. 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 ranging from income-oriented to ESG-focused approaches.

Hunter Woody is a CFP® professional with 11 years of industry experience and is currently with BOK Financial Private Wealth, Inc. in Fort Worth, TX. His prior experience includes roles at Wells Fargo Clearing Services LLC and Northwestern Mutual. Outside of financial advising, he serves as Vice President of Finance for Woody Contractors, a construction business. BOK Financial Private Wealth, Inc. advises high-net-worth clients, families, trusts, and institutional entities, offering discretionary portfolio management and wealth advisory services. The firm employs a multi-advisor team approach supported by research from BOKF, NA’s Strategic Investment Advisors and is affiliated with a national bank and other financial entities, providing integrated custody, trust, and investment resources.

Robert Burnam is a financial advisor at Cavanal Hill Investment Management, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cavanal Hill since 2021. His prior experience includes roles at Bok Financial Asset Management, Inc., Bokf, Na, and BOK Financial Securities, Inc. Cavanal Hill Investment Management, Inc. is an SEC-registered adviser managing approximately $14.2 billion in assets as of December 31, 2024. The firm serves institutional clients and pooled vehicles through equity, fixed-income, and cash management strategies, using both fundamental and quantitative methods tailored to client risk profiles and restrictions.

Brian Quill is a financial advisor with BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Cavanal Hill Investment Management, Inc. since 2021 and has been associated with BOK Financial Asset Management, Inc. since 2015. Quill also serves as Vice President of Investment Management Compliance at both Cavanal Hill Investment Management and BOK Financial Private Wealth, managing corporate compliance programs. BOK Financial Private Wealth, Inc. advises high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities through discretionary portfolio management, investment supervisory services, and wealth advisory. The firm operates with multi-advisor teams supported by research from BOKF, NA’s Strategic Investment Advisors and offers integrated services through its affiliation with a financial holding company that includes a national bank and trust provider, broker-dealer, and institutional sub-advisor.

Cynthia Burton is a CFP® and ChFC® with over 20 years of experience in the financial services industry. She is currently with BOK Financial Private Wealth, Inc. in Denver, CO, having previously worked at Northern Trust, Comerica Bank, and Bank of America. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities, offering discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm’s investment approach involves multi-advisor teams guided by research from BOKF, NA’s Strategic Investment Advisors, with portfolios managed through diversified asset allocation, periodic rebalancing, and manager selection that includes both affiliated and unaffiliated sub-advisers.

John Kim is a CFP® professional with 15 years of industry experience, currently serving at BOK Financial Private Wealth, Inc. in Denver, CO. His prior roles include positions at The Huntington National Bank, UMB Bank, and CoBiz Wealth. BOK Financial Private Wealth, Inc. advises high-net-worth individuals, families, trusts, estates, and pension plans, providing discretionary portfolio management, wealth advisory, and financial planning services. The firm utilizes multi-advisor teams supported by research from BOKF, NA’s Strategic Investment Advisors and is integrated within a financial holding company structure that includes banking and trust services.

George Decell is a financial advisor at BOK Financial Private Wealth, Inc. in Plano, TX, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, families, trusts, estates, pension and profit-sharing plans, and other legal entities, offering discretionary portfolio management, investment supervisory services, and wealth advisory and financial planning. The firm’s multi-advisor teams utilize diversified asset allocation, periodic rebalancing, and manager selection, supported by research from BOKF, NA’s Strategic Investment Advisors, and benefit from integration within a financial holding company structure that includes banking, trust, and institutional fixed-income resources.