Filters

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

5 advisors near 42345

Out of 400,000+ nationwide

user avatar
firm logo

Maclynn Z

Series 63, Series 66

Greenville, KY

Valic Financial Advisors

Maclynn Zebrun is a financial advisor with Valic Financial Advisors in Greenville, KY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also has a role at Agia. Outside of his advisory work, Zebrun co-owns and operates a family machine shop and a small farm, where he is involved in the day-to-day operations and sales. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base supported by over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Patrick G

Series 63, Series 66

Greenville, KY

Edward Jones

Patrick Grewe is a financial advisor at Edward Jones in Greenville, KY, with 35 years of industry experience. He has held registrations for Series 63 and Series 66 and has been with Edward Jones since 1990. Outside of his advisory role, he serves as president of LRG Inc., a rental real estate business. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Robert S

Series 66

Greenville, KY

Edward Jones

Robert Shan is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Becks for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides a range of affiliated investment products and fiduciary advisory services.

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

Joseph J

Series 63, Series 65

Powderly, KY

LPL Financial

Joseph Jones III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial Services since 2009 and concurrently operates with ONB Investment Services since 2003. Jones also serves in a financial institution role at Old National Bank. 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 range of delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

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

Clayton C

Series 66

Central City, KY

Edward Jones

Clayton Cornett is a financial advisor with Edward Jones in Central City, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and is also involved in farming operations through Cornett Farms LLC, where he participates in machinery operation, repairs, bookkeeping, and grain marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
Warmer team member

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.

Find your advisor

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")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.