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.

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.

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.

At Step By Step Financial, we support busy families with comprehensive financial services tailored to their unique needs. We understand the challenges of balancing work, school, family, and household responsibilities and use our firsthand experience to guide you effectively. Financial Planning: We offer personalized financial planning to help you achieve clarity and stability. We aim to create a roadmap that aligns with your family's objectives, whether managing debt, planning for education, or preparing for retirement, providing a clear path for a secure future. Tax Planning and Preparation: Navigating tax complexities can be overwhelming. Our expert tax planning and preparation services optimize your financial situation, reduce liabilities, and ensure compliance. We strive to make tax season less stressful and more efficient so you can focus on what matters most. Investment Advice and Implementation: Making informed investment decisions is crucial for your family's growth. We offer strategic advice and implementation focused on your long-term goals. Whether saving for retirement, investing in your child's future, or planning major life events, we help you build and preserve wealth effectively. We believe in a collaborative approach where your input and needs are central to our strategies. By partnering with us, you'll receive the support and guidance needed to make sound financial decisions, allowing you to concentrate on what truly matters—your family. About Kevin Jacobs, CFP® Kevin Jacobs, CFP®, leads Step By Step Financial with a deep understanding of the demands faced by busy families. His insights and practical advice come from his experiences balancing professional and personal responsibilities. Kevin is committed to a personalized approach. He takes time to understand each family's unique situation and goals and ensures strategies are tailored to their needs. His expertise spans financial planning, tax optimization, and investment management, making him a valuable partner in securing your financial future. Kevin is also actively involved in his community, reflecting his dedication to service and support. His approach extends beyond managing finances; it's about building lasting relationships with clients and guiding them with care and expertise at every step. More than just planners, we are your partners in crafting a secure and intentional future. At Step By Step Financial, we'll navigate your financial journey together.

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.

Daniel Vise is a financial advisor with FG Wealth Management in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with FG Wealth Management since 2003 and is also associated with Wvn Properties LLC/The Professional Building of Bartlesville since 2008. FG Wealth Management is an independent registered investment adviser serving individual clients, including high-net-worth households, and employee benefit plans. The firm offers financial planning, portfolio consulting, discretionary and non-discretionary portfolio management, as well as pension consulting and participant education for retirement plans, employing a combination of fundamental, technical, and long-term investment approaches.

Charles Craig is a CFP® and holds a Series 65 license with 15 years of industry experience. He is the principal of C.E.C. Wealth Management, an independent firm he has led since 2022, and previously founded Meliora Capital in 2014. Craig regularly presents educational seminars and writes columns on financial topics. C.E.C. Wealth Management provides discretionary and non-discretionary portfolio management and customized financial planning to individuals, trusts, foundations, and institutional clients. The firm manages approximately $60.9 million in assets and employs a diversified, value-oriented investment approach using low-cost index funds, mutual funds, and individual securities.

James Jackson is a financial advisor at Collective Wealth, LLC in Tulsa, OK, with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously with Cambridge Investment Research Advisors, Inc., Royal Alliance, and Adaptation Financial. Outside of advisory services, he is involved with Triton Shield, LLC, where he spends approximately 10% of his time on fixed insurance sales as an insurance agent. Collective Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm builds portfolios based on client objectives, time horizons, and risk tolerances, using periodic rebalancing and technical analysis, and offers ERISA-plan services in both limited-scope and discretionary roles.

Andrew Riddle is a financial advisor with Everwealth in Tulsa, OK, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Wealth Management Advisors, LLC since 2009. Outside of advisory services, he is a licensed insurance producer involved in the sale of non-investment-related insurance products. Everwealth provides investment supervisory services and retirement plan consulting to individual and high-net-worth clients, using a globally diversified approach focused on long-term holdings, asset allocation, and periodic rebalancing primarily with mutual funds and ETFs. The firm also offers ERISA fiduciary retirement plan consulting and maintains affiliations with insurance practices and institutional custodians.

Eugene Smith is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Chartmark Investments, Inc. in Tulsa, OK. He has been with Chartmark since 2001 and holds Series 63 and Series 65 licenses. ChartMark provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios through fundamental screening and proprietary analysis, and it employs a range of strategies including fixed income, mutual funds, and options within a tailored, documented engagement model.

Brian Mcguire is a financial advisor at Robert Stephen Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Financial Services International Corp since 2014 and Streeter Moore & Stipe LLC since 2011. Outside of his advisory roles, Mcguire provides tutoring services through Classic Conversations for approximately three hours per week. Robert Stephen Capital Management LLC offers portfolio development, monitoring, and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans, foundations, and other institutions. The firm employs a variety of analytical methods to build individualized portfolios and manages most client assets on a discretionary basis.

Amanda King is a CFP® professional with seven years of experience in financial advising. She is currently with LPL Financial and also serves as a registered investment advisor through KQ Wealth Management and Don P. Quint & Associates, both independent advisory firms. Her work history includes roles at Don P. Quint & Associates and LPL Financial, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Meg Gentry is a Series 65-licensed financial advisor with Chartmark Investments, Inc., where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Denver Area Chapter of the TU Alumni Association. Chartmark Investments, Inc. provides discretionary portfolio management, investment consulting, and financial planning to individuals, retirement plan sponsors, trusts, estates, and businesses. The firm’s investment process focuses on building core equity portfolios using fundamental analysis and proprietary business evaluation, with additional strategies including fixed income, mutual funds, ETFs, and hedge funds.

Ahmed Farhan is a financial advisor with Wingate Capital Advisors LLC in Tulsa, OK, holding a Series 65 designation and eight years of industry experience. He has been with Wingate Capital Advisors since 2017 and is also affiliated with Oklahoma State University since 2016. Wingate Capital Advisors LLC provides portfolio management and investment advisory services primarily to individual clients, managing approximately $2.37 million across 34 accounts. The firm operates mainly on a non-discretionary basis, offers a range of investment options including mutual funds, ETFs, and potential cryptocurrency exposure, and maintains formal reviews at least semi-annually.

Jeffrey Hale is a financial advisor at Odingard Capital Management with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Pentegra and Pentegra Distributors Inc. prior to joining Odingard in 2019. Odingard Capital Management serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans by providing investment advisory services, pension and 401(k) consulting, and assistance with selecting and monitoring other money managers. The firm typically delegates management of larger accounts to a third-party sub-adviser while managing smaller accounts directly using ETF target allocations aligned with client risk profiles.

Terrilyn Brownfield is a financial advisor with Compass Coaching and Consulting, LLC in Tulsa, OK. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at Brookstone Wealth Advisors, Southeast Investments, Inc., and Redhawk Wealth Advisors. Outside of advising, she owns and operates ArchenLand, LLC, a farm and event venue. Compass Coaching and Consulting serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by coordinating investment management through unaffiliated third-party managers and providing standalone financial planning and consulting services. The firm acts as the primary client contact and allocates investments among third-party manager models while offering planning services on an hourly or fixed-fee basis.