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Kimberly S

Series 66

Delaware, OK

Founders Financial Securities LLC

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.

Business exit / sale strategy Founder/Business Owner Retired
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Payton S

Series 63, Series 65

Grove, OK

LPL Financial

Payton Sturges is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with LPL Financial since 2016. In addition to his advisory role, Sturges is a co-owner of West Therapy, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives, offering a range of financial planning and advisory services along with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Justin M

Series 66

Grove, OK

OSAIC

Justin Mcdannald is a financial advisor with OSAIC, holding a Series 66 designation and with 18 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America and Investacorp, among other firms. In addition to his advisory role, he is the owner of BDM Financial Advisors and provides notary public services. OSAIC serves a broad range of clients including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory platforms and integrated services, employing tools such as asset-allocation models and automated rebalancing to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dee H

Series 63, Series 66

Grove, OK

Cetera

Dee Hilliard is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Cetera in 2018, Dee worked at BOK Financial Securities and Bokf, NA. Outside of advisory work, Dee operates a family ranch and owns Taurus Investments LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services supported by a network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Steve L

Series 63, Series 65

Grove, OK

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Justin C

Series 66

Grove, OK

Edward Jones

Justin Chizmar is a financial advisor with Edward Jones in Grove, Oklahoma, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016, following two years at Jeff Lungren Chevrolet. Outside of his advisory role, Chizmar serves as a board member for Move Out Tec Equipment, where he advises on the development of military-related equipment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Military & Veterans Founder/Business Owner
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Julie M

ChFC®, Series 66

Grove, OK

Edward Jones

Julie Mc Carthy is a ChFC® and Series 66 holder with seven years of experience in the financial industry. She has worked at Edward Jones since 2018 and previously spent nearly three decades at Walgreens. Outside of her advisory role, she is occasionally involved in bookkeeping for a family-owned utility trailer sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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John D

Series 66

Grove, OK

Edward Jones

John Delatorre is a Series 66-registered financial advisor with Edward Jones in Grove, Oklahoma, with one year of industry experience. Prior to joining Edward Jones, he worked at the Grand Lake Family YMCA, Northeastern Oklahoma A&M College, McDonald County R1 School District, and Evangel University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dalton H

Series 66

Grove, OK

Wells Fargo Advisors

Dalton Homan is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, First Community Bank, Malvern Country Club, and Lyon College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo’s research and tools to develop tailored client recommendations.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance Founder/Business Owner
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