Uniting Wealth Partners

Karen Mcintyre is a ChFC® credentialed financial advisor with 44 years of industry experience, currently with Uniting Wealth Partners since 2024. She previously worked at Raymond James Financial and Raymond James Financial Services Inc. for over two decades. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, with a long-term orientation.

Rick Hadrava is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Scissortail Wealth Management, Epic Wealth Management, and Raymond James & Associates. In addition to his advisory role, Hadrava is a managing partner of a small business consulting firm and an advisory board member for an organization focused on entrepreneurial skill development, as well as the author of the book *Beyond Wealth*. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using mutual funds, ETFs, and other securities, managing approximately $935 million across multiple offices.

John Kazanjian is a financial advisor with Uniting Wealth Partners in Oklahoma City, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked for Raymond James & Associates for 12 years. Kazanjian serves as an arbitrator for industry-related disputes. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diverse investment approach using low-cost mutual funds, ETFs, and other securities, with a long-term orientation and oversight of unaffiliated Independent Managers when appropriate.

Amanda Mcintosh is a financial advisor at Uniting Wealth Partners with seven years of industry experience. She holds a Series 65 designation and previously worked at Naviter Wealth, LLC and Cambridge Investment Research, Inc. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes diversified, low-cost investment strategies and operates as part of the WAGN network, managing approximately $935 million across six offices.

Randy Koontz is a financial advisor at Uniting Wealth Partners with 37 years of industry experience. He previously worked at Raymond James in various capacities from 2006 to 2024. Koontz also holds Series 63 and Series 65 credentials and is a licensed insurance agent. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs diversified investment strategies using mutual funds, ETFs, and other securities, and operates as part of the WAGN network with multiple office locations and extensive consulting relationships.

Kip Nichols is a financial advisor at Uniting Wealth Partners with a Series 65 designation and approximately one year of industry experience. Prior to joining the firm, he worked at IMBCR and held various roles during his time at the University of Oklahoma. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified mutual funds and ETFs, and it operates within a broader network that supports its consulting and operational capabilities.

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 at Raymond James Financial and its affiliates for 17 years. Outside of advising, he owns a liquor store and a family amusement business in Columbia, Missouri. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, with a long-term investment approach that integrates independent managers and multiple analysis methods.

Richard Dougherty is a CFP® professional with 17 years of industry experience. He is currently with Uniting Wealth Partners, where he has worked since 2025. Prior to that, he spent over a decade at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Dougherty is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm uses a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative investments, often implementing solutions through both in-house and independent managers.

Ben Mclintock is a CFP® with 12 years of industry experience, currently serving as an advisor at Uniting Wealth Partners. He previously worked at Arvest Wealth Management for 12 years. Outside of finance, he is the sole member and manager of The McLintock Law Group, PLLC, a law firm that is not currently engaged in for-profit activities. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm typically builds portfolios using low-cost, diversified mutual funds and ETFs, and offers investment solutions that are generally long-term oriented.

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 13 years at Arvest Wealth Management. Blankenship is also a licensed insurance agent and spends part of his time implementing insurance recommendations. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes diversified portfolios primarily composed of low-cost mutual funds and ETFs, with additional investment options as appropriate, and operates as part of a larger network offering integrated advisory and operational support.

Stephen Hurt is a financial advisor at Uniting Wealth Partners with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial and Raymond James Financial Services for a combined 25 years. 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 offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm’s portfolios typically include low-cost, diversified mutual funds and ETFs, with additional options such as individual stocks, bonds, and alternative investments, employing various analytical approaches and long-term strategies.

Randall Roebuck is a CFP® professional with 38 years of industry experience, currently serving at Uniting Wealth Partners. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for over two decades. Randall is also a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners offers wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs alongside other asset types, and operates as part of the WAGN network with multiple office locations and substantial assets under management.

Scott Shepherd is a financial advisor at Uniting Wealth Partners with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial and Morgan Stanley. Shepherd is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach featuring mutual funds, ETFs, and other securities, and operates within the WAGN network with multiple offices and substantial assets under management.

Alecia Fisher Dougherty is a financial advisor with Uniting Wealth Partners in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Naviter Wealth, Cambridge Investment Research Advisors, High Falls Advisors, and Fidelity. She is also a licensed insurance agent, dedicating part of her time to insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach using low-cost mutual funds and ETFs, with additional strategies tailored through fundamental and technical analysis, managing approximately $935 million across multiple offices.

Kristy Harrell is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services Advisors and Raymond James & Associates. Outside of finance, she is involved in raising and selling cattle through Harrell Ridge LLC. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm focuses on building diversified portfolios using low-cost mutual funds and ETFs, employing a mix of fundamental, technical, cyclical, and charting analysis.