James Hinkle

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.

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

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 is a financial advisor with Midwest Financial Management, LLC in Catoosa, Oklahoma, holding a Series 66 designation and 12 years of industry experience. Prior to his current role since 2021, he worked at International Assets Advisory, LLC and Edward Jones. Outside of advising, he serves as president of B&D Enterprises, Inc., a holding company focused on business acquisitions, and is the clerk of the Catoosa Board of Education. Midwest Financial Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and select public entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, using both long- and short-term trading strategies, and manages primarily non-discretionary assets.

Joshua Herlan is a financial advisor at Future U Financial Inc. in Tulsa, Oklahoma, holding a Series 66 designation with 17 years of industry experience. Prior to founding Future U Financial in 2020, he worked at Morgan Stanley from 2012 to 2020, including a role at Morgan Stanley Private Bank. Future U Financial is an independent registered investment adviser serving individual and high-net-worth clients with tailored financial planning and consulting. The firm employs an analytical investment approach combining multiple methodologies and operates on a non-discretionary basis, relying on clients or their custodians to execute transactions.

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.