Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

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.

Sandra Minardi is a financial advisor with Sandman Wealth Management in Tulsa, OK. She holds a Series 65 designation and has five years of industry experience. Sandra serves on the board of John 3:16 Mission, a faith-based organization. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, using fundamental, technical, and cyclical analysis to guide portfolio management.

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.

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.

Autumn brings a counselor's heart to her financial planning relationships. With a degree in psychology and multiple years in education as both a teacher and counselor prior to financial advising, Autumn seeks to understand what motivates each person she partners with. Financial planning at Styled Wealth is different - it is custom to a life best lived as defined by the client's priorities, values, and motivations. You care about securing your own future and that of your aging parents or perhaps a child or loved one needing more support that 'traditional' measures? Let's discuss how to do that. You need support balancing many competing priorities of svaing for retiring and saving for a home purchase while wating to have a sufficient emergency and 'bump this' fund all while hopefully ensuring your children are unburdened once they go into the workforce? Bet. Let's see what it takes! Styled Wealth is designed to *collaboratively* guide people toward confident, informed (financial) decisions. We do not charge specifically for investments managed because we know your resources have many competing priorities and want to remain aligned to a solution that best fits your priorities. Autumn has specific knowledge irregular cashflow management, sabbatical planning, financial independence (as in “financial independence, retire early,” or FIRE). Her background as a high school counselor has given her deep experience with college planning, advanced student loan strategies, and even FAFSA and CSS Profile knowledge. Autumn is a five-time Investopedia Top 100 Advisor and is listed on Financial Advisor's 2023 10 Young Advisors to Watch. She is routinely quoted in publications such as Investopedia, CNBC, NerdWallet, CBS News and Fortune. Autumn is involved with the local Teach For America chapter, Junior League community, and a VEST member - a peer network and investment fund for women. She is also a former national Financial Planning Association NexGen President, an association with over 20,000 members. Autumn's personal life strongly influences her ability to communicate as a financial planner. She is a first-generation high school and college graduate. She can relate to people who find personal finance mystifying, and she helps empower them toward a productive relationship with their personal finances. Autumn is a spouse and a mother to two young children, who offer her opportunities to become a better person and communicator each day.

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.

Marcus Gibbens is a CFP® and CFA®-designated financial advisor with six years of industry experience. He is the founder of Gibbens Capital Management in Tulsa, OK, where he has worked since 2025. Prior to establishing his firm, he held roles at BOK Financial, Erudite Capital, Danda Trouve Investment Management, and Mader & Shannon Wealth Management. Gibbens Capital Management serves individual and high-net-worth clients, providing discretionary wealth management and financial planning on a fee-only basis. The firm combines fundamental, technical, macroeconomic, and thematic analysis in its investment approach, emphasizing multi-year holdings while accommodating client preferences and restrictions.

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 at FG Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FG Wealth Management since 2003. His prior experience includes roles at Equitable Advisors and managing his own entities, Daniel A Vise LLC and Wvn Properties LLC. FG Wealth Management provides financial planning, portfolio consulting, and ongoing management primarily for individual and high-net-worth clients, as well as employee benefit plans. The firm often utilizes third-party advisers and employs fundamental and technical analysis to recommend mutual funds and ETFs, offering both discretionary and non-discretionary arrangements.

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.

Marvin Morse is the principal of Maxwell and Morse Capital Management, Inc. in Tulsa, OK, with 27 years of industry experience. Prior to founding his current firm in 2020, he led Morse Capital Management, Inc. for 22 years. He also maintains an ongoing relationship with a public accounting firm and personally invests in oil and gas exploration funds through a private entity. Maxwell and Morse Capital Management primarily serves individual investors, trusts, estates, and corporations, offering continuous portfolio management based on Modern Portfolio Theory, broad diversification, and periodic rebalancing. The firm uses independent fund rankings and a proprietary Upgrader strategy, managing both discretionary and non-discretionary accounts.

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 Jr. is a CFP® professional with 25 years of industry experience, currently serving at Chartmark Investments, Inc. in Tulsa, OK since 2001. He holds Series 63 and Series 65 licenses and works as part of a four-advisor team. ChartMark Investments serves individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and businesses. The firm focuses on equity-centered portfolios guided by fundamental screening and proprietary analysis, while actively monitoring and rebalancing accounts to meet specific risk management and tax objectives.

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.

While I serve a variety of clients, the people who typically find my services the most valuable are Faith-based Individuals and Families. Before they come to SageOak®, many of my Christian clients struggle to get their finances, investments, and overall stewardship aligned with biblical principles. They tend to experience confusion, stress, shame, unfulfillment, and a genuine lack of true financial peace. At SageOak, I provide biblical financial life planning that is clear, understandable, and effective. This helps Christians align their finances to biblical principles. And when they do, they make wiser decisions that lead to greater contentment, fulfillment, and ultimately, have an eternal impact on their family, church, community, and God’s Kingdom. As a CERTIFIED FINANCIAL PLANNER™ professional, I help bring order to your investments, retirement, taxes, insurance, estate plan, and cash flow so you will have fewer worries about your overall financial plan. As a Certified Kingdom Advisor®, I serve you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances entrusted to you. This can give you assurance that your plan is in line with your faith and values.