Julie Mc Carthy

Kimberly Stewart is a financial advisor with Founders Financial Securities LLC and Kessler Investments, Inc., holding a Series 66 designation and 10 years of industry experience. She has been with both firms since 2013. Outside of her advisory roles, she serves as Treasurer of the Athol Republican Town Committee and owns a farming business in Delaware, Oklahoma where she leases land and sells hay. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and combines advisory, brokerage, and insurance services through multiple delivery platforms and sub-advisory relationships.

Payton Sturges is a financial advisor with LPL Financial in Grove, Oklahoma, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with LPL Financial since 2016 and is also co-owner of West Therapy, a non-investment-related business. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Richard Rubeo is a financial advisor with Thrivent Investment Management in Grove, Oklahoma, holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients options to combine planning with managed-account programs under consolidated billing, while keeping these services separate.

Justin Mcdannald is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, BDM Financial Advisors, Investacorp, Cadaret Grant & Co., LPL Financial, and Bank of Oklahoma. Outside of advisory work, he is also a licensed Notary Public. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers advisory services through a network of over 6,000 advisors.

Dee Hilliard is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to joining Cetera, Hilliard worked at BOK Financial Securities and the Oklahoma Department of Agriculture. Outside of advising, Hilliard manages a family ranch and owns Taurus Investments LLC, a financial services business. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and third-party managed programs.

Steve Lamphear is a financial advisor with Ameriprise in Grove, Oklahoma. He holds Series 63 and Series 65 designations and has 31 years of industry experience, including 26 years with Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory services and emphasizes the use of Ameriprise-managed accounts within its investment solutions.