Uniting Wealth Partners

Karen Mcintyre is a financial advisor at Uniting Wealth Partners with 43 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Uniting Wealth Partners in 2024, she spent over 20 years with Raymond James Financial Services. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified portfolios that may include mutual funds, ETFs, equities, bonds, options, REITs, and alternative investments.

Rick Hadrava is a financial advisor with Uniting Wealth Partners in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Scissortail Wealth Management, Epic Wealth Management, and Raymond James & Associates. Outside of advising, he is the author of the book *Beyond Wealth* and serves as an advisory board member for Training Mastery 3, a small business entrepreneurial skills organization. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a principally long-term investment approach using diversified mutual funds and ETFs, complemented by individual securities and alternative investments as needed, and serves clients on both discretionary and non-discretionary bases.

John Kazanjian is a financial advisor at Uniting Wealth Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 12 years. Kazanjian serves as an arbitrator in financial industry disputes outside of his advisory role. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a diversified, primarily long-term investment approach using mutual funds, ETFs, and other securities, serving clients on both discretionary and non-discretionary bases.

Randy Koontz is a financial advisor at Uniting Wealth Partners with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors and Raymond James & Associates. Koontz is also a licensed insurance agent and owns Pinnacle Wealth Management, a support company. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, and other securities, and serves clients on both discretionary and non-discretionary bases.

Kip Nichols is a financial advisor at Uniting Wealth Partners in Oklahoma City, holding a Series 65 designation. He has one year of industry experience, including prior work at IMBCR and the University of Oklahoma. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs diversified portfolios typically consisting of low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, with strategies focused on long-term goals and tactical adjustments.

Aaron Jurgensmeyer is a financial advisor at Uniting Wealth Partners with 25 years of industry experience. He holds a Series 66 designation and previously worked for Raymond James in various capacities from 2007 to 2024. Outside of advising, he owns two businesses: a liquor store and a family amusement center. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm typically builds portfolios with low-cost, diversified mutual funds and ETFs, supplementing these with other asset classes as needed, and employs both fundamental and technical analysis in its investment approach.

Richard Dougherty is a CFP® with 17 years of industry experience, currently serving as an advisor at Uniting Wealth Partners. His prior roles include positions at Naviter Wealth, LLC and Cambridge Investment Research Advisors, Inc. Dougherty holds a Series 66 license and is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative investments, serving clients on both discretionary and non-discretionary bases from seven offices.

Bradley Blankenship is a financial advisor at Uniting Wealth Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Arvest Wealth Management for 13 years. Blankenship is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, serving clients on both discretionary and non-discretionary bases.

Stephen Hurt is a financial advisor with Uniting Wealth Partners in Odessa, TX, holding Series 63 and Series 65 licenses and 42 years of industry experience. He previously worked at Raymond James Financial Services from 1999 to 2024. Outside of advising, he owns Odemoco, LLC, a payroll facilitation business, and is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and alternative investments, serving clients on both discretionary and non-discretionary bases.

Randall Roebuck is a CFP® with 37 years of experience in the financial services industry. He is currently with Uniting Wealth Partners, where he has worked since 2024. Prior to that, he spent over 20 years at Raymond James Financial Services, Inc. Roebuck is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm uses a diversified approach that includes low-cost mutual funds and ETFs, as well as individual equities and alternative investments, serving clients on both discretionary and non-discretionary bases.

Scott Shepherd is a financial advisor at Uniting Wealth Partners with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James Financial and its affiliates for nearly 19 years prior to joining Uniting Wealth Partners. In addition to his advisory role, he owns two support companies unrelated to investment activities and is a licensed insurance agent. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm’s strategies typically emphasize low-cost, diversified portfolios with a mix of mutual funds, ETFs, and other securities, combining fundamental and technical analysis alongside oversight of independent managers.

Alecia Fisher Dougherty is a financial advisor with Uniting Wealth Partners in Rochester, NY, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Naviter Wealth, Cambridge Investment Research Advisors, High Falls Advisors, and Leigh Baldwin & Co. Dougherty is also a licensed insurance agent, dedicating part of her time to insurance sales and implementation of insurance recommendations. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, and other securities, serving clients on both discretionary and non-discretionary bases.

Kristy Harrell is a financial advisor with Uniting Wealth Partners, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James & Associates. Outside of her advisory role, she is involved in agricultural activities through Harrell Ridge LLC, where she helps raise and sell cattle. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using diversified mutual funds and ETFs, supplemented by various securities and independent managers, and serves clients on both discretionary and non-discretionary bases.