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William H

CFP®, Series 63

Ironton, OH

Creative Financial Solutions, LLC

William Hensley is a CFP® with 30 years of industry experience and is a financial advisor at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2014. Hensley serves as a board member of Young Life Huntington and is involved with the Rotary Club of Barboursville, WV, where he has held the position of past president. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm focuses on planning and fee-for-service models and utilizes third-party custodians and research to support investment recommendations.

General retirement planning Income planning General tax planning Life insurance needs analysis
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Leif C

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 30 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and investment professional for Ramey Estep Homes, Inc., a nonprofit organization serving troubled youth. Leif Clarke Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax situation.

Options & derivatives strategies Annuities Real estate investing
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Anthony P

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Anthony Park is an advisor at Leif Clarke Wealth Management, Inc. with Series 63 and Series 65 credentials. He has worked in financial services roles at firms including Baird and Kentucky Farmers Bank, and has experience in health department administration. Leif Clarke Wealth Management provides investment management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax considerations.

Options & derivatives strategies Annuities Real estate investing
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Chandis F

Series 63, Series 65

Russell, KY

International Assets Investment Management, LLC

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Tamara W

CFP®, Series 63

Grayson, KY

Archer Investment Corporation

Tamara Williams is a CFP® with 27 years of industry experience, currently serving as an advisor at Archer Investment Corporation since 2018. She previously worked at HD Vest for 15 years and has operated her own accounting and tax preparation business as a CPA since 2002. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction across multiple asset classes.

Active portfolio management Options & derivatives strategies
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Christopher H

Series 63, Series 65

Flatwoods, KY

Sequent Planning, LLC

Christopher Hamm is a financial advisor at Sequent Planning, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Western & Southern Financial Group for 19 years. Outside of his advisory work, he owns and operates The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Robert B

Series 66

Ceredo, WV

United Brokerage Services, INC

Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Tax-loss harvesting Wealth management
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Dennis B

Series 63, Series 66

Ashland, KY

FIFTH THIRD SECURITIES, Inc.

Dennis Bearce is a financial advisor at Fifth Third Securities, Inc. in Huntington, WV, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Timothy R

Series 63, Series 65

Grayson, KY

Money Concepts Capital Corp

Timothy Rayburn is a financial advisor with Money Concepts Capital Corp in Grayson, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked concurrently since 2011 at Whitley Gahm & Rayburn CPAs PLLC and is involved with Growing Lucasville Opportunities Inc., a charitable organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven, asset-allocation strategies and collaborates with third-party managers and service providers to support its programs.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Christen H

Series 63, Series 66

Kitts Hills, OH

Empower Advisory Group

Christen Harper is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Empower Financial Services and with Dr. Mark Hickman prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Barbra K

Series 66

Russell, KY

Robert Baird & Co.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mark C

Series 66

Ironton, OH

LPL Financial

Mark Compston is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, Wells Fargo Advisors, PNC Wealth Management, and Wells Fargo Clearing. Outside of his advisory role, he serves as treasurer on the board of the nonprofit Third and Center in Ironton, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining a broad platform with technological tools to support its network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David T

Series 63, Series 65, Series 66

Ashland, KY

Raymond James & Associates

David Thompson Jr. is a financial advisor with Raymond James & Associates in Ashland, KY, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has worked at Raymond James since 2007 and previously spent six years at Merrill. Outside of his advisory role, he is a partner in Lightning Properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James N

Series 63, Series 65

Ashland, KY

Robert Baird & Co.

James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years. Outside of his advisory role, he serves on the Investment Committee of First Presbyterian Church and participates in several local organizations including a community investment club and the board of a country club. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Stephanie M

Series 63, Series 65

Ashland, KY

Robert Baird & Co.

Stephanie Mc Knight is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019. Prior to that, she was with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons from 1997 onward. She serves as a trustee of two family-related trusts, overseeing assets and assisting with distribution decisions. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and brokerage services to individuals, corporate clients, pensions, and charitable organizations. The firm utilizes a range of investment strategies and internal research, including artificial intelligence, and has approximately $394 billion in regulatory assets under management as of December 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Peter D

Series 63, Series 65

Huntington, WV

Raymond James & Associates

Peter Dewald is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew B

Series 66

Huntington, WV

Raymond James & Associates

Andrew Burns is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, Burns serves on the board of Ronald McDonald House Charities in Huntington, WV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tanner L

Series 63, Series 65

Ashland, KY

Raymond James & Associates

Tanner Locey is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank, and has a background that includes experience in the banking sector and lawn care. Locey holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Noel R

CFP®, ChFC®, Series 66

Ashland, KY

Edward Jones

Noel Rigsby is a CFP®, ChFC®, and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2016 and has longstanding involvement with Vanguard Solutions, Inc. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other fiduciary services.

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

Series 66

Worthington, KY

Raymond James & Associates

Brian Salters is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 14 years of industry experience and is based in Worthington, KY. Outside of his advisory role, Salters owns Salty's BBQ and Catering, a smoking and grilling business for events. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supported by comprehensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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