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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

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Brett D

Series 65

Betsy Layne, KY

Reliable Municipal Advisors, LLC

Brett Davis is a Series 65-licensed financial advisor with Reliable Municipal Advisors, LLC, bringing 10 years of industry experience. He has practiced law since 1996, currently operating as an attorney-at-law alongside his advisory role. Davis maintains an active legal practice separate from his investment advisory work. Reliable Municipal Advisors is a state-registered investment adviser serving tax-exempt issuers, institutional and business clients, as well as individuals and small businesses. The firm combines legal and advisory services, offering bond transaction advice, financial planning, and non-discretionary portfolio management.

Charitable giving tax strategies General tax planning Wealth management Founder/Business Owner
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Anthony D

Series 65

Betsy Layne, KY

Reliable Municipal Advisors, LLC

Anthony Davis is a Series 65-licensed financial advisor with Reliable Municipal Advisors, LLC, where he has worked since 2015. He has 10 years of experience in investment management and over 30 years of experience as an attorney through his Davis Law Office practice. In addition to his advisory work, he is active as a real estate agent with RE/MAX Legacy. Reliable Municipal Advisors serves tax-exempt issuers, institutional and business clients, including charities and municipal borrowers, while also providing financial planning and portfolio management for individuals and small businesses. The firm combines legal and advisory services, offering transaction-level bond advisory alongside non-discretionary portfolio management, and maintains a small team focused on customized, non-performance-based fee arrangements.

Charitable giving tax strategies General tax planning Wealth management Founder/Business Owner
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Jimmy B

ChFC®, Series 63

Belfry, KY

First Financial Coaching, Inc.

Jimmy Bevins Jr. is a financial advisor at First Financial Coaching, Inc. with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in coaching and officiating sporting events through his business, Magic Mountain Outfitters. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm delivers primarily non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, emphasizing client education and financial analysis.

Founder/Business Owner
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Oliver W

Series 63, Series 65

Pikeville, KY

Calton & Associates, Inc.

Oliver Williamson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Calton & Associates since 2003 and has a prior career at Childers & Venters dating back to 1990. Outside of his advisory role, he owns and directs a frozen yogurt business, Orange Leaf, and manages a property management and handyman services company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines brokerage, insurance, and advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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William B

Series 66

Pikeville, KY

Calton & Associates, Inc.

William Branham IV is a financial advisor at Calton & Associates, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at Calton since 2017. Prior to his advisory career, he was a professional golfer and attended Morehead State University. Branham volunteers as an assistant coach for boys' golf and basketball at Pikeville Independent Schools. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations to client goals with multiple program structures and analytic approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Matthew D

CFP®, Series 66

Pikeville, KY

Truist Advisory Services

Matthew Day is a CFP® with 20 years of experience in the financial services industry. He is currently with Truist Advisory Services and has previously worked at LPL Financial, Citizens Wealth Management, and BB&T Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Jeffery H

Series 63, Series 66

Pikeville, KY

Edward Jones

Jeffery Hensley is a financial advisor at Edward Jones in Pikeville, KY, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Pikeville, KY

Edward Jones

Aubrey Onkst II is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. 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 discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Series 66

Pikeville, KY

OSAIC

Ronnie Spence is a financial advisor with OSAIC in Pikeville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with OSAIC since 2013. Outside of his advisory role, Spence provides consulting services related to the coal mining industry and holds a passive ownership interest in a tax preparation business. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm employs a range of investment strategies supported by technology and offers access to various custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Reed P

Series 63, Series 65

Pikeville, KY

Raymond James Financial

Reed Potter Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His career includes roles at Bank of America and Merrill Lynch, and he has been affiliated with the University of Pikeville since 2011. Outside of his advisory work, he is a partner at Legacy Financial, LLC, where he manages business administration, and owner of PW Management, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Brianna W

Series 66

Pikeville, KY

Raymond James Financial

Brianna West is a financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of her advisory role, she and her husband established an LLC with the intent to engage in real estate activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews, risk profiling, and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jimmy B

Series 63, Series 65

Pikeville, KY

Raymond James Financial

Jimmy Blackburn II is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Bank of America. Blackburn is also a branch manager and financial advisor at Legacy Financial, a company he co-owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored strategies developed through comprehensive client assessments and supported by an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Sean H

Series 66

Pikeville, KY

LPL Financial

Sean Hurley is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, Landrum & Shouse LLP, and the University of Kentucky. He is also involved with Community Trust Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeremy S

Series 63, Series 65

Belfry, KY

MWA Financial Services Inc.

Jeremy Slone is a financial advisor with MWA Financial Services Inc. in Pikeville, KY. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining MWA Financial Services in 2020, he worked at Modern Woodmen of America and spent 15 years with AT&T Telecommunications. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.

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