Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Michael D

Series 65

Lexington, KY

Dupree Financial Group, LLC

Michael Dawahare is a financial advisor at Dupree Financial Group, LLC in Lexington, KY, holding a Series 65 designation with two years of industry experience. Prior to joining Dupree Financial Group, he spent ten years as a senior consultant. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts, focusing on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining individual securities and ETFs, emphasizing valuation metrics and dividend history for long-term holdings.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar
firm logo

Thomas D

Series 63, Series 65

Lexington, KY

Dupree Financial Group, LLC

Thomas Dupree Jr. is a financial advisor at Dupree Financial Group, LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Dupree Financial Group in various capacities since 2003. Outside of his advisory role, he is a partner in Dupree Energy Resources, LLC, a company involved in selling electricity produced by Gridfox 1020 systems. Dupree Financial Group provides discretionary portfolio and asset management services to individuals, including high-net-worth clients, and institutional accounts, with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach using individual equities, fixed income, and ETFs, and emphasizes valuation metrics and dividend history for long-term holdings.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar
firm logo

Micheal J

Series 66

Lexington, KY

Dupree Financial Group, LLC

Micheal Johnson is a financial advisor at Dupree Financial Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has been associated with Raymond James Financial and Raymond James Financial Services since 2006. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining individual equity and fixed-income selection with ETFs, emphasizing valuation metrics and dividend history for long-term holdings.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar
firm logo

James D

Series 65

Lexington, KY

Dupree Financial Group, LLC

James Dupree is a Series 65-licensed financial advisor at Dupree Financial Group, LLC with one year of industry experience. He has been with Dupree Financial Group since 2024 and has a background as a student from 2014 onward. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individual and institutional clients, focusing on retirees and those planning for retirement. The firm uses a modified value-focused, bottom-up investment approach combining equity, fixed income, and ETFs, and it manages approximately $404 million in client assets.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar
firm logo

David K

Series 65

Lexington, KY

Dupree Financial Group, LLC

David Kemp is an advisor with Dupree Financial Group, LLC in Lexington, KY. He holds a Series 65 designation and has been with Dupree Financial Group since 2025. Prior to his current role, he worked in various positions including at iHeart Media and was self-employed. Kemp was previously a 50% owner of a retail candle company, SoYum Candle Company, LLC, which closed in 2025. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals and institutional accounts, with a focus on retirees and those planning for retirement. The firm uses a modified value-focused, bottom-up investment approach combining equity, fixed income, and ETFs, and emphasizes long-term holdings based on valuation metrics and dividend history.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
user avatar
firm logo

Denise R

Series 65

Lexington, KY

Dupree Financial Group, LLC

Denise Rodriguez is a financial advisor with Dupree Financial Group, LLC in Lexington, KY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Dupree Financial Group, she worked at Peoples Exchange Bank for seven years and was involved in the restaurant industry at Tolly Ho Restaurant for seven years. Dupree Financial Group is a seven-advisor team that manages discretionary portfolios and asset-management services for individuals, including high-net-worth clients, and institutional accounts, with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining equity and fixed-income selection with ETFs and emphasizes valuation metrics and dividend history for long-term holdings.

General retirement planning Retirement income strategy Passive / index investing Active portfolio management
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")