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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Retired Mid-Career Professionals Divorced

39 advisors near 42029

Out of 400,000+ nationwide

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Crystal J

Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Crystal Johnson is a financial advisor at Jennings & Associates Financial Advisors, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Jennings & Associates since 2021, with prior experience at LPL Financial LLC and a background at Victoria's Secret. Outside of her advisory role, she is a licensed notary and owns a home-based business, JFR LLC. Jennings & Associates Financial Advisors is an SEC-registered advisory team serving primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm manages approximately $208 million using a proprietary “GPS Method” that aligns client income goals with asset allocation strategies, combining fundamental, technical, and tactical analysis on an LPL Financial custodial platform.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Keith J

Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Keith Jennings is a financial advisor at Jennings & Associates Financial Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, Jennings is involved in authoring a book titled GPS Journal and participates in non-investment related training activities. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for about 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm uses a proprietary “GPS Method” for investment decisions and offers discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Kristin L

Series 63, Series 65

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Kristin Lynch is a financial advisor with Jennings & Associates Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Outside of her advisory role, she writes a monthly column for The Vue Magazine, works as a fitness instructor, and serves as CEO of Keys with Kristin LLC, a life coaching business. Jennings & Associates Financial Advisors, LLC is an SEC-registered advisory team managing approximately $208 million for around 620 clients, primarily individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” for investment decisions and offers a range of services including discretionary portfolio management, financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Miranda W

Series 63, Series 66

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Miranda Wood is a financial advisor at Jennings & Associates Financial Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Keystone Financial Group, LLC and LPL Financial, LLC. Wood serves as a for-profit board member on the supervisory committee of Signet Federal Credit Union. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Logan B

Series 65

Paducah, KY

Jennings & Associates Financial Advisors, LLC

Logan Brown is a financial advisor at Jennings & Associates Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McDonald's and Thoroughbred Research Group. Jennings & Associates Financial Advisors is an SEC-registered advisory team managing approximately $208 million for around 620 clients, including individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm employs a proprietary “GPS Method” to guide investment decisions and offers services such as discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and outsourced CFO services.

Retirement income strategy Social Security optimization General retirement planning Wealth management Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Brandon M

CFP®, Series 63, Series 65

Paducah, KY

AE Wealth Management, LLC

Brandon Morgan is a Certified Financial Planner (CFP®) with over 21 years of industry experience. He is currently with AE Wealth Management, LLC and has previously worked at Virtue Capital Management, Horter Investment Management, and the American Financial Education Alliance. Morgan serves on the boards of the Community Foundation of Western Kentucky and the FACE Foundation, where he is involved in education and humanitarian relief efforts. He is also president of Bradshaw & Weil Wealth Management, an insurance and financial planning agency, and is authoring a book on retirement planning for physicians. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based investment approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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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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Heath B

CFP®, Series 63, Series 65

Paducah, KY

Edward Jones

Heath Bowling is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 and Series 65 licenses and is based in Paducah, KY. Outside of his advisory role, Bowling serves as a board member of the University of Kentucky Alumni Association in McCracken County, coordinating social, volunteer, and fundraising campaigns. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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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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Landon Y

Series 66

Paducah, KY

LPL Financial

Landon Young is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James Financial, Knight Wealth Advisors, and Paducah Bank & Trust. 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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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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Donna H

Series 66

Paducah, KY

Edward Jones

Donna Harmon is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation. She has been with Edward Jones since 2008, accumulating 18 years of industry experience. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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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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Ellie S

Series 66

Paducah, KY

Edward Jones

Ellie Short is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her advisory role, she held positions in retail and healthcare sectors, including Victoria's Secret and HCA. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retirement income strategy Retired Founder/Business Owner Executive
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Caroline K

Series 63, Series 65

Paducah, KY

LPL Financial

Caroline Korte is a financial advisor with LPL Financial in Paducah, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Paducah Bank & Trust, Dedicated Investments, LLC, and Raymond James Financial Services. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions, offering diverse investment solutions supported by an in-house research team and a variety of delivery platforms.

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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Kyle G

CFP®, Series 63, Series 65

Paducah, KY

Mass Mutual Investors Services

Kyle Greenwell is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE from 2015 to 2017. Beyond his advisory role, he is an independent insurance agent specializing in property and casualty, group life, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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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Cullen P

Series 66

Eddyville, KY

Ameriprise

Cullen Pope is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Robert Baird & Co., Jjb Hilliard Wl Lyons LLC, and LPL Financial. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies 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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David R

Series 63, Series 66

Paducah, KY

LPL Financial

David Roberson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked at Raymond James & Associates for six years before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team that develops strategic and tactical model portfolios.

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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Talon G

Series 66

Paducah, KY

Edward Jones

Talon Garman is a financial advisor with Edward Jones based in Paducah, KY, holding a Series 66 designation. 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 offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard. Edward Jones is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

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

Series 66

Paducah, KY

Edward Jones

Magen Tinsley is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Edward Jones, Magen worked at Paducah Bank and Trust, Independence Bank of Kentucky, and First Kentucky Bank, Inc. Outside of financial advising, Magen instructs a weekly group fitness class at Physiques By Karlie. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and advisory services, 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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Christopher S

Series 63, Series 66

Paducah, KY

Edward Jones

Christopher Sims is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a minority owner and board member of Superior Care Home Inc and participates on the Endowment Fund Committee at St Mary High School in Paducah, KY. 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 programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Series 66

Paducah, KY

Edward Jones

Mike Sims is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Superior Care Home Inc. for over two decades as a minority owner and board member. He also serves as an owner and board member of Superior Care Home Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of investment advisory programs and affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Retirement income strategy Wealth management Founder/Business Owner
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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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Priya R

Series 63, Series 65

Paducah, KY

Cetera

Priya Ragnauth James is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Avantax Advisory Services and Avantax Investment Services Inc. in addition to managing client relations at M. Dean Owen, CPA, PSC. Outside of her advisory role, she serves as a registered agent for a personal property rental business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a blend of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed programs.

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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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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Jesse T

CFP®, ChFC®, Series 63, Series 65

Paducah, KY

LPL Financial

Jesse Taylor is a financial advisor with LPL Financial in Paducah, KY, holding CFP® and ChFC® designations and over 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Independence Bank of Kentucky, and Country Insurance & Financial Services. Outside of his advisory work, he is involved as a part-time CrossFit trainer in Paducah. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, and institutions, offering a wide range of advisory and brokerage services supported by in-house research and multiple portfolio management options.

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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