Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

51 advisors near
40444

Out of 400,000+ nationwide

user avatar
firm logo

Amara F

Series 63, Series 66

Richmond, KY

J.P. Morgan Securities

Amara Ferguson is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, Ferguson is a co-owner of Galo Combatives Group, a defensive training business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
firm logo

Heidi C

CFP®, Series 66

Danville, KY

Edward Jones

Heidi Crutchfield is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Danville, Kentucky. 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 with approximately $1.01 trillion in assets under management. The firm operates a large network of financial advisors and branch offices and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive Women Professionals
user avatar
firm logo

Michael E

Series 63, Series 66

Rcihmond, KY

Raymond James Financial

Michael Estes is a financial advisor with Raymond James Financial in Richmond, KY, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes positions at Ameriprise Financial Services, Kentucky Bank, and Investment Professionals, Inc. He is also involved with Stock Yards Financial Services and Stock Yards Investment Services, providing advice and investment products to bank customers. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, supporting clients through advisory programs and affiliated advisory firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Amy N

Series 66

Danville, KY

Raymond James Financial

Amy Newell is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked with Raymond James and Farmers National Bank since 2006. At Farmers National Bank, she serves as a registered sales assistant and licensed assistant, supporting financial advisors through administrative and investment-related roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored planning and risk profiling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Justin M

Series 66

Richmond, KY

Edward Jones

Justin Moore is a financial advisor with Edward Jones in Richmond, KY, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones for his entire career since 2009. Outside of his advisory role, Moore is involved in several community organizations, including serving as vice president of The Daniel Ellis Foundation and as a board member of Baptist Health Systems and the Madison County Youth Football League. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Real estate investing Founder/Business Owner
user avatar
firm logo

Derek S

Series 66

Richmond, KY

Edward Jones

Derek Stivers is a financial advisor at Edward Jones in Richmond, KY, holding a Series 66 designation with over six years of industry experience across firms including Community Trust and Investment Company and PNC Bank. He joined Edward Jones in 2026 and previously worked at Soft Shoe. Edward Jones is a full-service wealth management firm serving more than four million 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 under management and operates a large nationwide network of financial advisors and branch offices.

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

Alex W

Series 63, Series 65

Danville, KY

J.P. Morgan Securities

Alex Wagner is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019. His prior experience includes roles at H.D. Vest Advisory Services, McDaniel Wealth Management, and H.D. Vest Investment Services. Wagner also has a background in education, having worked at Boyle County High School for 14 years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
firm logo

Jared L

Series 66

Harrodsburg, KY

Edward Jones

Jared Long is a Series 66-licensed financial advisor with Edward Jones in Harrodsburg, KY, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advising, he owns and manages a commercial rental property in Harrodsburg. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

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.

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

Jeremiah M

Series 66

Richmond, KY

Edward Jones

Jeremiah Mc Alister is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for eight years at Jacksonville North Pulaski Schools. He holds the Series 66 designation. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)