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16 advisors near 42071
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Logan F
Series 65, Series 66
Murray, KY
Markowski Investments
Logan Foster is a financial advisor at Markowski Investments with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Markowski, he worked at Murray Wealth Management LLC and has held management roles outside the investment industry, including Sales and Marketing Manager for Murray Sporting Goods. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, and charitable organizations. The firm employs a multi-asset strategic allocation approach with both long-term and tactical portfolio adjustments under discretionary authority.
Diana T
Series 66
Murray, KY
Intercarolina Financial Services, Inc.
Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.
Lance C
Series 63, Series 65
Murray, KY
Markowski Investments
Lance Cherry is a financial advisor at Markowski Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truth of Investing, Caitlin John, LLC, and Jackson National Life Distributors LLC. Cherry also owns Cherry Wealth Management, an investment-related business. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach with a mix of long-term positions and tactical adjustments to manage approximately $410 million in client assets.
Byron P
Series 63, Series 65
Murray, KY
Empower Advisory Group
Byron Peacher is a financial advisor with Empower Advisory Group in Murray, KY, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through a service integrated with Empower’s recordkeeping and administrative platforms.
Hearne H
Series 63, Series 66
Murray, KY
Robert Baird & Co.
Hearne Harralson is a financial advisor at Robert W. Baird & Company with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. Outside of his advisory role, he is involved as a contractor in supplemental insurance sales. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to meet diverse client goals and risk tolerances.
Eric P
Series 63, Series 66
Murray, KY
Edward Jones
Eric Penniston is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is a co-owner of a farm and has interests in local property development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary strategies, operating under a fiduciary standard.
Lee N
Series 66
Murray, KY
Edward Jones
Lee Norman is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.
Colin F
Series 66
Murray, KY
Edward Jones
Colin Fitz Gerald is a financial advisor at Edward Jones in Murray, KY, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.
Cindy B
Series 63, Series 65
Murray, KY
Robert Baird & Co.
Cindy Bergman is a financial advisor at Robert W. Baird & Co. with 20 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Raymond James & Associates for nine years before joining Baird in 2022. Bergman is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.
Philip C
Series 66
Murray, KY
Edward Jones
Philip Chapman is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Neel Enterprises Inc. Liquid Services. Outside of his advisory role, he serves as an adjunct professor for Liberty University, chairing doctoral dissertations for the School of Business on a part-time basis. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of asset sizes. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.
James M
Series 63, Series 65
Murray, KY
Cetera
James Mcconnell is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2015. Mcconnell serves on the board of the JU Kevil Foundation, which provides education and job training skills for mentally and physically handicapped individuals. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with distinctive retirement and fiduciary capabilities.
Phillip B
Series 66
Murray, KY
Edward Jones
Phillip Boss II is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2017 and previously worked with Americorps and Hit Repair. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Dustin A
Series 63, Series 66
Murray, KY
LPL Financial
Dustin Adams is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2009. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and combines large-scale advisory operations with notable non-advisory product activities.
Patricia L
Series 63, Series 65
Murray, KY
Robert Baird & Co.
Patricia Latimer is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates. Outside of her advisory role, she serves as Treasurer and officer for Woodmen Life in Kentucky and is Treasurer of the Hazel Woman's Club. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.
Heath S
Series 63, Series 66
Murray, KY
Robert Baird & Co.
Heath Scott is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Robert Baird & Co. since 2019, following earlier roles at J.J.B. Hilliard, W.L. Lyons, Inc. and Raymond James & Associates. Heath is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional asset allocations to more complex approaches, including discretionary management and tax overlays.
Jacob H
Series 66
Murray, KY
Edward Jones
Jacob Hornbrook is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2023, he worked seven years at Prime Communications as a retail store manager, where he managed employees and sales operations. He has a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 advisors across more than 15,000 branches nationwide.
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16 advisors near 42071
Out of 400,000+ nationwide