Jeffrey Vernon

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.

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.

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.

Marcus Gibbens is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He is the principal of Gibbens Capital Management, where he has worked since 2025. His prior experience includes roles at BOK Financial, Erudite Capital, and Mader & Shannon Wealth Management. Gibbens Capital Management provides discretionary wealth management and standalone project-based financial planning services to individuals and high-net-worth clients. The firm’s investment approach combines fundamental, technical, macroeconomic, and thematic analysis, using both passive and active fund selection to construct primarily long-term portfolios with discretionary authority to implement client strategies.

Daniel Safranek is a CFP® professional with 21 years of industry experience. He has been with Safranek and Associates, LLC since 2008, serving as its sole advisor. Safranek and Associates is an investment manager providing portfolio management and financial planning services to high-net-worth individuals, trusts, and institutional accounts. The firm employs a long-term, client-driven investment approach that integrates charting, fundamental, and technical analysis across various asset classes, and offers flexible fee arrangements including fixed-fee and hourly advisory options.

Brent Cox is a financial advisor with Empower Financial Advisors, LLC in Tulsa, OK. He holds a Series 65 designation and has one year of industry experience. Prior to joining Empower Financial Advisors, he worked at Tecolote Energy and was retired from 2019 to 2024. Empower Financial Advisors, LLC provides wealth management, investment management, and financial planning services to individuals and high-net-worth clients. The firm offers educational seminars and speaking engagements in addition to developing individualized investment policies that use a mix of passive and active strategies.