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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

19 advisors near 42025

Out of 400,000+ nationwide

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Chase B

Series 66

Benton, KY

OSAIC

Chase Buchanan is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. Outside of his advisory role, Buchanan serves on the board of directors for the Kentucky Lake Chamber of Commerce. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a range of investment strategies and offers access to multiple custodial platforms and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Jason M

Series 66

Paducah, KY

Cetera

Jason Miller is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Avantax Advisory Services and TruStage/LPL Financial. In addition to his advisory role, he provides financial advice, tax planning, and estate planning services through an affiliated CPA firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Patrick F

Series 66

Benton, KY

LPL Financial

Patrick Flanary is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. His prior experience includes roles at Community Financial Services Bank, INVEST Financial Corp., and Paducah Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Berry has worked with multiple financial institutions, including Iroquois Federal and Servbank, and is also an insurance agent with Iroquois Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to tailor recommendations while maintaining client decision authority.

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

Series 66

Benton, KY

Raymond James Financial

Kayla Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, Barrett owns an LLC that leases a former office property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Riley S

Series 66

Benton, KY

LPL Financial

Riley Solomon is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and has been involved with CFSB Investments and Community Financial Services Bank. Outside of his advisory role, Riley serves as an assistant soccer coach for Paducah Tilghman High School. LPL Financial provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan sponsors, banks, and high-net-worth households. The firm offers diverse investment strategies supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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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Jared S

Series 63, Series 65

Paducah, KY

Cetera

Jared Street is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with firms including Avantax Advisory Services and Jennings & Associates Financial Advisors. Outside of advisory roles, Jared serves as an educator at West Kentucky Technical and Community College, delivering presentations on financial planning basics, and is involved with M Dean Owen, CPA, PSC, offering tax planning and preparation services while pursuing Enrolled Agent certification. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jeffrey T

Series 63, Series 66

Benton, KY

Edward Jones

Jeffrey Thompson is a financial advisor with Edward Jones in Benton, KY, holding Series 63 and Series 66 licenses and 21 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, managing approximately $1.01 trillion in assets with a national network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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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Thomas S

Series 66

Benton, KY

Edward Jones

Thomas Simpson is a Series 66-licensed financial advisor with Edward Jones, based in Benton, KY, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Securian Financial Services, Regions Bank, and other firms. Outside of his advisory role, he has experience managing a restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions, supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx
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Ryan M

Series 66

Benton, KY

Edward Jones

Ryan Murphy is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to that, he worked at Microsoft for one year and has been involved with Alexander & James Tea Co. for over a decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs with both discretionary and non-discretionary strategies.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
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Travis T

Series 66

Benton, KY

Raymond James Financial

Travis Thompson is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked in education at several public schools and the University of the Cumberlands. Thompson serves as president of the Marshall County Rotary Club, where he oversees club and board meetings and manages the organization’s finances. 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 provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and supported by firm research and a broad affiliate network.

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

CFP®, Series 63

Benton, KY

OSAIC

Deborah Blankenship is a CFP® with 24 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She has been president of The Life Associates, Inc., an S Corporation focused on health and life insurance products, since 2001. Blankenship retains her property and casualty license but does not actively sell these products. OSAIC is a large financial services firm serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines technology-driven portfolio management tools with a broad range of investment options and supports thousands of advisors across multiple platforms.

Annuities Founder/Business Owner Executive Retired
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Richard H

Series 63, Series 66

Benton, KY

Raymond James Financial

Richard Hendrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 20 years before joining Raymond James in 2018. Hendrickson is also a licensed CPA since 1992, although he does not actively practice separately. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor plans, while maintaining a distinctive advisory approach with a significant portion of assets managed on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jonathan K

CFP®, ChFC®, Series 63

Calvert City, KY

Edward Jones

Jonathan King is a financial advisor with Edward Jones in Calvert City, KY, holding CFP® and ChFC® designations and possessing 22 years of industry experience. He has been with Edward Jones since 2009. King serves as a board member of the Kentucky Financial Institutions Board, attending an annual meeting to discuss the state of financial institutions in Kentucky. 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 solutions, supported by a large 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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Cayce G

Series 66

Benton, KY

Raymond James Financial

Cayce Griffith is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. and Edward Jones Investments. Griffith is also associated with Hendrickson Wealth and Retirement in a non-investment capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

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

CFP®, ChFC®, Series 66

Paducah, KY

Edward Jones

Crissy Bundren is a financial advisor at Edward Jones in Paducah, KY, holding the CFP® and ChFC® designations with 10 years of industry experience. She has been with Edward Jones since 2015. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Riley T

Series 66

Benton, KY

Edward Jones

Riley Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The Murray Bank and Quest Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

PFS™, Series 63, Series 65

Paducah, KY

Cetera

Mickey Owen Jr. is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 24 years of industry experience. His career includes roles at Avantax and managing his own CPA firm. Outside of financial advising, he is involved in a hydrogen technology franchise business focused on carbon cleaning for internal combustion engines, where he performs CFO duties. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, utilizing both advisor-managed accounts and model portfolios, supported by a comprehensive institutional and trust services platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Cameron M

Series 66

Calvert City, KY

Edward Jones

Cameron Mc Manus is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his career in the industry in 2023. Prior to joining Edward Jones, he worked at Community Financial Services Bank and held positions in various other industries, including retail and funeral services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of advisory programs and investment solutions.

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