Jim Lisle attended Occidental College in LA for undergraduate and received his MBA in Finance from the Wharton School of Business at the University of Pennsylvania, where he met and married his wife, Pauline. He began his career in New York at Arbitrage Management Company, working with Harry Markowitz, who won the Nobel Prize in Economics. Since returning to his home State, he has served as an investment advisor in the financial industry, becoming President and COO of Capital West Securities and a partner at Wells, Nelson and Company. He is an avid golfer. He and Pauline have been season ticket holders for the Thunder since the team moved here, and they enjoy spending time with family in Colorado. 

Kevin Tinkle grew up in Thomas, Oklahoma, and graduated from Oklahoma State University in 2007. He began his wealth management career in 2010 and is passionate about helping clients through financial planning and portfolio management. 

Kevin lived in Dallas, Texas, for 12 years before moving to Oklahoma City with his wife, Katie, in early 2022 to join D.A. Davidson. Kevin and Katie have three boys, Rex, Christopher, and Levi. He most values time with his family and being a part of Northwest Baptist Church.