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Harvey L
CFP®, Series 65
Berea, KY
WH Wealth Management LLC
Harvey Little is a CFP® with 15 years of industry experience, currently serving as the sole advisor at WH Wealth Management LLC since 2021. He previously operated Harvey R Little Jr Financial Services for 15 years and maintains a licensed insurance producer role with Harvey R Little Jr Insurance Services. Outside of financial advising, he is involved in residential and commercial real estate management through several related entities. WH Wealth Management LLC provides investment advisory services and financial planning to individuals, families, and small business owners. The firm employs a blend of fundamental and technical analysis, focusing on mutual funds, low-cost index funds, and ETFs, with account management tailored to clients’ time horizons, net worth, and risk tolerance.
Daniel P
Series 65
Berea, KY
Stirlingshire Investments
Daniel Prevett is a financial advisor at Stirlingshire Investments with five years of industry experience and holds a Series 65 designation. He previously worked at Capstone Wealth Advisors, Midway University, and Brewton-Parker College. Outside of advisory work, Prevett owns Parallel, LLC, which provides agricultural services including spraying and seeding. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models available on the Advyzon AIM marketplace.
Janie C
Series 66
Berea, KY
Fidelity
Janie Aispuro is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles in childcare and education through AmeriCorps Partners for Education and running a childcare business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.
William D
Series 66
Stanford, KY
Edward Jones
William Duncan is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Citizens National Bank for four years before joining Edward Jones in 2019. He is also the owner and proprietor of an Edward Jones office in Stanford, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the country.
Robbie P
Series 63, Series 65
Stanford, KY
LPL Enterprise
Robbie Perry is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Transamerica Financial Advisors and United Financial Services. Outside of advising, he has entrepreneurial experience including partial ownership of a Subway restaurant. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm offers financial planning, access to model portfolios, and third-party asset management programs.
Rachel M
Series 63, Series 66
Berea, KY
Fidelity
Rachel Miracle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, she worked at Walmart and Red Lobster. She is also a published author. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.
Christopher D
Series 66
Stanford, KY
Edward Jones
Christopher Dick is a financial advisor with Edward Jones in Stanford, KY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Planning Partners, Avantax Advisory Services, Regions Bank, and Edward Jones, among others. He has also been involved with the Republican Party of Kentucky and the Somerset Pulaski County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Matthew C
Series 63, Series 66
Brodhead, KY
OSAIC
Matthew Cox is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SagePoint Financial, Inc. and Next Financial Group Inc. He is also the owner of Rockcastle Wealth Management, through which he provides investment services, and holds an insurance agent position offering life, health, and long-term care policies. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation and portfolio optimization tools, offering a broad range of investment options and access to multiple custodial platforms.
David J
Series 63, Series 66
Berea, KY
Edward Jones
David Johns is a financial advisor with Edward Jones in Berea, Kentucky, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as President and Director of the Madison County Bombers, Inc., where he participates in decision-making and oversight without involvement in financial handling. 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 strategies supported by a large nationwide network of advisors and branch offices.
Jason F
CFP®, Series 63, Series 66
Stanford, KY
Edward Jones
Jason Flynn is a CFP®-certified financial advisor with Edward Jones in Stanford, Kentucky, where he has worked since 2001, totaling 24 years of industry experience. He serves as a board member for the Stanford Lions Club, Ephraim McDowell Hospital’s finance board, and CASA of Lexington. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory services, including discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.
Ashley C
Series 66
Stanford, KY
Edward Jones
Ashley Cooper is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones, she worked at Ephraim McDowell Wellness Center and Stuart Powell. Outside of her advisory role, she instructs a fitness class at Ephraim McDowell Wellness Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm combines a large retail advisor footprint with affiliated capabilities such as a trust company and securities-based lending.
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