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Peter G

Series 66

Paducah, KY

Cetera

Peter Gardner is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera since 2018 and previously held positions at Bank of America, Merrill, and Fifth Third Bank. Gardner volunteers with Murray State University on their Stock Market Game. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tyler P

Series 63, Series 65

Paducah, KY

Robert Baird & Co.

Tyler Pittman is a financial advisor at Robert W. Baird & Co. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2020 following 13 years with Woodmen Financial Services and Woodmen of the World Life Insurance Society. Outside of his advisory role, he is the owner of Pittman Farms and serves as a co-op board member at Ballard Telephone Corporation. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm uses a variety of investment strategies, including separately managed accounts and tax-management techniques, supported by internal research and ongoing manager monitoring.

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

Series 66

Metropolis, IL

Edward Jones

Timothy Milano is a Series 66 licensed financial advisor with Edward Jones in Metropolis, IL, where he has worked since 2017. He has a total of eight years of industry experience, including a prior role at Southern Illinois University Carbondale. Outside of his advisory work, he is involved as a co-owner and landlord in local rental property businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and overseeing approximately $1.01 trillion in assets under management.

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

CFP®, Series 66

Paducah, KY

Edward Jones

Andrew Collins is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he worked in positions at Texas Roadhouse, Slumberland Furniture, and Southeast Missouri State University’s Office of Residence Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, 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
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Bobbie W

Series 66

Paducah, KY

Robert Baird & Co.

Bobbie Wiseman is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and has also been affiliated with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with strategies encompassing traditional and non-traditional investments and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Riley S

Series 66

Benton, KY

LPL Financial

Riley Solomon is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation and has been involved with CFSB Investments since 2016. Outside of his advisory role, he serves as an assistant soccer coach for Paducah Tilghman High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 65, Series 63

Paducah, KY

Cetera

Jared Street is a financial advisor with Cetera in Paducah, KY, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at multiple firms, including Avantax Advisory Services and Jennings & Associates Financial Advisors. Outside of advisory activities, he serves as an educator at West Kentucky Technical and Community College, delivering presentations on financial planning basics. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management services and employs a multi-manager approach that includes affiliated and third-party model portfolios, with more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Blake S

CFP®, Series 66

Paducah, KY

Edward Jones

Blake Summarell is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011, working out of Paducah, KY. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Rhett S

Series 66

Paducah, KY

Raymond James Financial

Rhett Sutton is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions in education and financial services, including at Edward Jones and the University of Kentucky. He is also an associate at Sutton Investment & Retirement Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports a wide range of advisory programs and institutional portfolio management.

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

CFP®, Series 63, Series 65

Paducah, KY

Cetera

Mark Joyner is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera in 2023, he spent over two decades at U.S. Bancorp Investments, Inc. He is also involved as an owner of multiple financial services firms and serves as a board member of AdvisorNet. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides multiple program options, including model portfolios and bespoke strategies, with over $256 billion in assets managed across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brad K

CFP®, Series 66

Paducah, KY

LPL Financial

Brad Knight is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Raymond James Financial Services Advisors Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he is involved with several business entities including KWA LLC and an insurance agency under KWA Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

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

Series 66

Metropolis, IL

Edward Jones

Justin Farris is a financial advisor with Edward Jones in Metropolis, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Triangle Enterprises, Inc. and Nucor Steel in Memphis and Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Adrienne Y

Series 66

Paducah, KY

Morgan Stanley

Adrienne Yeager is a financial advisor with Morgan Stanley in Paducah, KY, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services, Inc. for eight years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Brent D

CFP®, Series 63, Series 65

Paducah, KY

Robert Baird & Co.

Brent Denker is a CFP®-designated financial advisor with Robert W. Baird & Co. who has 32 years of industry experience. He has been with Baird since 2019 and previously worked at Hilliard Lyons for 19 years. Denker serves as Finance Chair on the Board of Directors for the Country Club of Paducah. He is part of the DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by in-house research and strategic partnerships.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jeremy W

Series 63

Paducah, KY

Cambridge Investment Research Advisors

Jeremy White is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Cetera and Blythe White. Outside of advising, he owns and operates a CPA firm specializing in tax preparation and serves as a director and owner of Arisen Technology Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jeffrey T

Series 63, Series 66

Benton, KY

Edward Jones

Jeffrey Thompson is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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, operating under a fiduciary standard.

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

Series 63, Series 66

Paducah, KY

Robert Baird & Co.

Darrin Rudolph is a financial advisor with Robert Baird & Co. in Paducah, KY, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons LLC since 2009. Outside of advising, he is a member and manager of the Crawford Lake Hunt Club. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a range of investment strategies including traditional and non-traditional asset allocations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Thomas S

Series 66

Benton, KY

Edward Jones

Thomas Simpson is a Series 66-licensed financial advisor with Edward Jones, based in Benton, KY, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Securian Financial Services, Regions Bank, and other firms. Outside of his advisory role, he has experience managing a restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions, supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx
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Ryan M

Series 66

Benton, KY

Edward Jones

Ryan Murphy is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Alexander & James Tea Co., a business he has participated in since 2015. 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 strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations General estate planning guidance Founder/Business Owner
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Travis T

Series 66

Benton, KY

Raymond James Financial

Travis Thompson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Benton, KY, holding a Series 66 designation and three years of industry experience. He has worked at Raymond James Financial Services Advisors, Hendrickson Wealth and Retirement, and Raymond James Financial Services, Inc. since 2023. Outside of his advisory role, Thompson serves as President of the Marshall County Rotary Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to align recommendations with client goals, supporting implementation through various advisory programs.

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