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 at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of West Therapy, a non-investment-related business based in Grove, Oklahoma. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with technology tools while overseeing more than $819 billion in discretionary assets.

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.

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.

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.

Justin Chizmar is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. As a military veteran, he serves as a board member advising on the development and marketing of military equipment for a local business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Julie Mc Carthy is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Walgreens for 29 years. Outside of advising, her family is involved in a utility trailer sales business in Grove, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of advisors and branch offices nationwide.

Mike Vaughn is a financial advisor at Edward Jones in Langley, Oklahoma, with 12 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. Vaughn serves as a board director for the South Grand Lake Chamber of Commerce and is involved in small business activities including product design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.