Garrett Walton Stephenson

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Cole Mendenhall is a financial advisor at Mendenhall Capital Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Morgan Stanley, and in various consulting and entrepreneurial roles. Mendenhall Capital Management provides personalized investment management and financial planning services to individuals, families, small businesses, and nonprofit organizations. The firm employs a long-term, fundamental-analysis approach focused on diversification, tax awareness, and disciplined portfolio construction, typically managing accounts on a discretionary basis while offering fixed-fee financial planning and standalone investment plans.

Derrick Alexander is a financial advisor at Greater Works Wealth in Tulsa, OK, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2017 to 2022. Before entering financial services, he participated in NFL Rookie Mini-Camps and Training in 2016 and 2017. Greater Works Wealth provides investment management, financial planning, and retirement plan consulting primarily to individual clients and employer plan sponsors. The firm uses a fee-only model with an investment approach based on modern portfolio theory, emphasizing passive management through diversified portfolios of index mutual funds and ETFs.

Robert West II is the owner and president of Midwest Financial Management, LLC, based in Catoosa, Oklahoma, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and International Assets Advisory. Outside of his advisory roles, he serves as clerk of the board for the Catoosa Board of Education and is president of B&D Enterprises, Inc., a holding company focused on business acquisitions. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and government entities. The firm employs a multi-method investment approach, including fundamental and technical analysis, primarily managing non-discretionary assets across a range of investment types and discloses the use of margin and complex strategies in its risk disclosures.

Joshua Herlan is a financial advisor at Future U Financial Inc. in Tulsa, OK, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Future U Financial provides financial planning and consulting services to a small, diverse client base including individuals, high-net-worth individuals, charitable organizations, and business entities. The firm emphasizes exchange-traded funds and uses a variety of analytical methods while offering non-discretionary advice and client-directed implementation.

D Bishop is a financial advisor with Northpoint Wealth Financial Services, LLC in Tulsa, OK, holding Series 63 and Series 66 credentials and 18 years of industry experience. In addition to his advisory role, he is involved in consulting for seniors aging at home through the Parentcare Institute and serves as a business manager for a behavioral health organization via Kathryn Bishop LLC. Northpoint Wealth Financial Services provides investment advisory and financial planning services to individual investors, retirement accounts, small businesses, and employer-sponsored plans. The firm’s investment approach focuses on asset allocation and diversification, utilizing third-party managers and model portfolios tailored to client objectives and risk tolerance.