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.

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.

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.

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.

Bradford White is a financial advisor at 10Elms LLP with a Series 66 designation and 10 years of industry experience. He has worked at firms including Sageview Advisory Group, Capital One Investing, and United Income, Inc. White is also a licensed insurance agent in Oklahoma. 10Elms LLP provides discretionary wealth management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm combines strategic asset allocation with momentum-based tactical shifts, implementing portfolios primarily with low-cost, liquid ETFs and offering ongoing portfolio management alongside comprehensive financial planning services.

Eric Glasco is a financial advisor at Fredric E. Russell Investment Management Co. in Tulsa, OK, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Bank of Oklahoma, Northwestern Mutual, and Oklahoma State University. Fredric E. Russell Investment Management Co. manages over $137 million in discretionary assets for primarily high-net-worth individuals, using a concentrated U.S. common-stock portfolio with a long-term investment approach based on fundamental analysis. The firm focuses on a specialized investment role without broad wealth-management services and maintains specific operational policies such as position caps and proxy voting practices.

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 has held roles at Pentegra and Pentegra Distributors Inc. from 2010 to 2018 before joining Odingard Capital Management in 2019. He holds Series 63, Series 65, and Series 66 licenses. Odingard Capital Management serves individual clients and employee benefit plans, providing investment advisory services along with pension and 401(k) consulting. The firm manages approximately $37 million and offers both sub-advised managed accounts and direct management for smaller accounts, utilizing various investment strategies and periodic portfolio reviews.