Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
13 advisors near 40701
Out of 400,000+ nationwide
Lee P
Series 63, Series 66
Corbin, KY
OSAIC Institutions, INC.
Lee Parks is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Infinex Investments, Inc. since 2011 and Hometown Bank of Corbin from 2008 to 2022. In addition to advisory work, Parks owns a tax preparation business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.
David W
Series 63, Series 65
London, KY
SPC
David Walters is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, OneAmerica Securities, and Foresters Equity Services. In addition to his advisory role, Walters is president of Cardinal Insurance & Financial Services Inc., where he manages a fixed insurance business focused on group and individual medical, life, disability, dental, and vision insurance, as well as Medicare supplement policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing discretionary and nondiscretionary strategies tailored to client suitability.
Steven P
Series 66
Corbin, KY
OSAIC Institutions, INC.
Steven Phipps is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with infinex Investments, Inc. and has prior experience at First National Bank & Trust. Outside of his advisory work, he is a co-owner of Family Venture, LLC, a real estate development and rental business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services tailored through customized engagements. The firm employs a network of investment adviser representatives who utilize a combination of fundamental and technical analysis and provide access to alternative investments and lending solutions.
Matthew T
Series 66
Corbin, KY
OSAIC Institutions, INC.
Matthew Taylor is a financial advisor at OSAIC Institutions, INC. based in Corbin, KY. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Hometown Bank and Mallory Davis State Farm. Outside of advising, he owns Golden Dog Properties, LLC, a rental property business. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm is noted for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model with extensive banking and credit union relationships.
Gary J
Series 63, Series 65
Corbin, KY
Cetera
Gary Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked primarily with Avantax and currently serves as president of Johnson Financial Group PSC, a tax preparation and accounting firm. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to various third-party money managers and program structures.
Joshua C
Series 63, Series 66
Corbin, KY
Edward Jones
Joshua Curry is a financial advisor at Edward Jones in Corbin, KY, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member of the Rotary Club of Corbin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.
Tabitha E
Series 66
London, KY
Edward Jones
Tabitha Elam is a financial advisor with Edward Jones in London, Kentucky. She holds the Series 66 designation and has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Kevin F
Series 66
Corbin, KY
Edward Jones
Kevin Flora is a Series 66-licensed financial advisor with Edward Jones in Corbin, KY, and has been with the firm since 2026. Prior to joining Edward Jones, he held positions at FAHE, Inc. and has been involved in multiple entrepreneurial ventures including farm and brand businesses. He is also connected to several private companies such as The Christmas Tree Farm and Kentucky Entrepreneur Group. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
J C
PFS™, Series 63
London, KY
Cetera
J Cloyd is a financial advisor at Cetera with 37 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Cetera in 2025, he worked with Avantax Advisory Services and H.D. Vest Advisory Services, among others. Outside of advisory work, he maintains a CPA practice and is involved as a partner in a bookkeeping and payroll business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.
Michael F
PFS™, Series 63
London, KY
Edward Jones
Michael Fiechter is a financial advisor with Edward Jones in London, Kentucky, holding the PFS™ designation and Series 63 license, with 27 years of industry experience. He has been with Edward Jones since 1999. He serves as a board member of the London-Laurel County Industrial Authority, a local industrial recruiting agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated services, including trust, mutual funds, and securities-based lending under a fiduciary standard.
Sara D
ChFC®, Series 66
Corbin, KY
Edward Jones
Sara Davis is a financial advisor with Edward Jones in Corbin, KY, holding the ChFC® designation and Series 66 license, with eight years of industry experience. Prior to joining Edward Jones in 2018, she worked at Matilda Jane Clothing and the Social Security Administration. Outside of her advisory role, she helps manage operations for a rental property business in Williamsburg, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.
Robyn A
CFP®, Series 66
London, KY
Edward Jones
Robyn Armstrong is a CFP® with eight years of industry experience and currently serves as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked for nine years at Kroger. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of more than 23,700 advisors and offers a range of managed strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.
David B
Series 66
Barbourville, KY
Edward Jones
David Broughton is a financial advisor with Edward Jones in Barbourville, KY, holding a Series 66 designation and 21 years of industry experience. He has been with Edward Jones since 2005. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
13 advisors near 40701
Out of 400,000+ nationwide