Capital Advisors, Inc.

Linda Younger is a financial advisor at Capital Advisors, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses with 23 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Quasar Distributors, LLC. Outside of her advisory work, she is involved in home-based skin care sales through Rodan and Fields. Capital Advisors, Inc. provides portfolio management, financial planning, and tax consulting services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental analysis and quantitative screening to manage a variety of investment strategies, supported by a dedicated Investment and Research Committee.

Mckenzie Mills is a CFP® with two years of industry experience, currently serving as a financial advisor at Capital Advisors, Inc. She previously worked at Cavanal Hill Investment Management and NorthWestern Mutual, with an earlier career at Quik Trip. Capital Advisors, Inc. provides portfolio management, financial planning, and tax consulting to individual and institutional clients. The firm’s investment approach combines fundamental analysis and quantitative screening, supported by an Investment and Research Committee and portfolio management teams.

Thomas Liversage is a CFP® with nine years of industry experience, currently serving as an advisor at Capital Advisors, Inc. since 2016. Prior to this, he worked at the University of Tulsa for seven years. He is also the treasurer of Hurricane Impact, a charitable organization that supports University of Tulsa athletes through marketing and name, image, likeness compensation. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and tax consulting to individual and institutional clients. The firm employs a research-driven investment approach managed by specialized teams and offers a range of strategies including actively managed equity portfolios and tactical ETF allocations.

Eric Cannon is a financial advisor with Capital Advisors, Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at Quasar Distributors, LLC and Minshall & Co., Inc. Outside of his advisory role, he owns Soccer Genius, a company that provides measurement computation services for youth soccer development. Capital Advisors, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and tax consulting to individual and institutional clients. The firm’s investment approach combines fundamental analysis with quantitative screening, supported by an Investment and Research Committee and portfolio management teams, managing approximately $6.15 billion in client assets.

Kelcy Flores is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Capital Advisors, Inc. since 2018 and previously spent four years at Bank of Oklahoma. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and tax consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a research-driven investment process overseen by an Investment and Research Committee and manages approximately $6.15 billion in client assets across multiple advisor teams.

Hayden Siegfried is a CFP® professional with five years of experience at Capital Advisors, Inc. in Tulsa, OK. He has a background that includes roles at the University of Tulsa and the University of Notre Dame. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and tax consulting to individual and institutional clients. The firm employs a research-driven investment approach supported by an Investment and Research Committee and manages approximately $6.15 billion in client assets across multiple advisor teams.

Cullen Williams is a financial advisor with Capital Advisors, Inc. in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A. and Scottrade Inc. since beginning at Capital Advisors in 2021. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and tax consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a research-driven investment process supported by a dedicated committee and portfolio management teams, managing approximately $6.15 billion in assets.

George Haas is a financial advisor at Capital Advisors, Inc. in Tulsa, Oklahoma, holding CFP® and ChFC® designations with 19 years of industry experience. Before joining Capital Advisors in 2019, he worked for Mercer Global Advisors Inc. from 2015 to 2019. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and tax consulting to individual and institutional clients. The firm employs a research-driven investment approach overseen by an Investment and Research Committee and manages approximately $6.15 billion in client assets across multiple advisor teams.

Aaron Day is a financial advisor with Capital Advisors, Inc. in Tulsa, Oklahoma, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Capital Advisors in 2020, he worked at TIAA-Cref Individual & Institutional Services and TIAA Wealth Management from 2016 to 2020. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and tax consulting to individual and institutional clients. The firm’s investment approach combines fundamental analysis with quantitative screening and offers a range of active and tactical strategies, managing approximately $6.15 billion in client assets.

Michael Baer is a CFP® with eight years of industry experience, currently serving as a financial advisor at Capital Advisors, Inc. since 2024. His prior roles include positions at Fluent Financial LLC, Private Client Services, Fisher Investments, and SEI Investments. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and tax consulting to a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm employs a research-driven investment process supported by an Investment and Research Committee and manages approximately $6.15 billion in assets across multiple advisor teams.

Jason Percy is a financial advisor at Capital Advisors, Inc. in Tulsa, OK, holding Series 63 and Series 66 designations with 14 years of industry experience. His prior roles include positions at Quasar Distributors, LLC, Raymond James and Associates, and MML Investors Services LLC. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and tax consulting to individual and institutional clients. The firm employs a research-driven investment approach supported by an Investment and Research Committee and manages approximately $6.15 billion in assets across multiple advisor teams.

Keith Goddard is a CFA® charterholder with over 34 years of industry experience. He has been with Capital Advisors, Inc. since 1991 and previously worked at Minshall & Company Inc. He serves on the board of The Frontier, a nonprofit organization dedicated to local investigative journalism in Oklahoma. Capital Advisors, Inc. provides portfolio management, financial planning, and tax consulting to individual and institutional clients. The firm employs a research-driven investment approach with active and tactical strategies, managing over $6 billion in assets across multiple advisor teams.

Bradley Priest is a financial advisor at Capital Advisors, Inc. in Tulsa, OK, with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Capital Advisors since 2014. Capital Advisors, Inc. provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and tax consulting to individual and institutional clients. The firm employs a combined fundamental and quantitative investment approach, manages approximately $6.15 billion in assets, and offers a range of strategies including actively managed equity portfolios and tactical ETF allocations.

James Randall is a financial advisor with Capital Advisors, Inc. in Tulsa, OK, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual and Edward Jones, as well as time spent at Texas Tech University. Capital Advisors, Inc. offers discretionary and non-discretionary portfolio management, financial planning, and tax consulting to a diverse client base, including high-net-worth individuals and institutional clients. The firm’s investment approach combines fundamental analysis with quantitative screening, supported by an Investment and Research Committee and portfolio management teams, managing approximately $6.15 billion in assets.

Steven Soranno is a CFA® charterholder with 23 years of experience in the financial industry. He is currently with Capital Advisors, Inc. and has held teaching positions at the Jack Welch Management Institute and American University, where he instructs courses in economics, leadership, and finance. Soranno also serves on investment committees for several nonprofit church organizations in Oklahoma. Capital Advisors, Inc. provides portfolio management, financial planning, and tax consulting services to individual and institutional clients. The firm employs a research-driven investment process supported by portfolio management teams and manages approximately $6.15 billion in assets across multiple strategies.