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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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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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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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Andrew D

CFP®, Series 66

Paducah, KY

Cetera

Andrew Duperrieu is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera in Paducah, KY. He has held roles at Cetera and Blythe CPAs, LLC, where he is co-owner and manages accounting, HR, operations, and IT. Additionally, he serves as a trustee for various trusts for long-standing CPA firm clients. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple portfolio management and financial planning options, operating as a multi-manager platform with access to affiliated and third-party 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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Zackary S

Series 66

Paducah, KY

Robert Baird & Co.

Zackary Smith is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, following prior roles at Hilliard Lyons and Invest Financial. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to complex non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Elliot T

Series 66

Paducah, KY

STIFEL

Elliot Treece is a financial advisor with Stifel in Paducah, KY, holding a Series 66 designation and 13 years of industry experience. Prior to joining Stifel in 2018, he spent six years with Edward Jones. Outside of his advisory role, he owns West Kentucky Tennis, a tennis racquet stringing business. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Patrick M

Series 66

Paducah, KY

Edward Jones

Patrick Malone is a financial advisor at Edward Jones in Paducah, KY, with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed with Perry Farm Supply Inc and Garrigan Farms. 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.

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

Series 66

Paducah, KY

Robert Baird & Co.

Landon Rudolph is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at the University of Kentucky and Ballard County Country Club. Outside of finance, his background includes involvement with Cunningham Golf Cart and Utility Vehicle and Parlor Donuts. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored consulting and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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David R

Series 63, Series 66

Paducah, KY

LPL Financial

David Roberson is a financial advisor with LPL Financial in Paducah, KY, holding Series 63 and Series 66 designations and possessing 27 years of industry experience. His prior roles include positions at Raymond James & Associates and Morgan Keegan & Company, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial 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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Talon G

Series 66

Paducah, KY

Edward Jones

Talon Garman is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Independence Bank of Kentucky, Fedex Ground, and Aflac Insurance Company, as well as various positions in hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, managing approximately $1.01 trillion in assets and 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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Benjamin B

CFA®, Series 66

Paducah, KY

Edward Jones

Benjamin Brazzell is a CFA® charterholder with 16 years of industry experience. He has been with Edward Jones since 2013 and holds a Series 66 designation. He is based in Paducah, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachary H

Series 66

Paducah, KY

Robert Baird & Co.

Zachary Hosman is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Paducah Bank and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

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

Series 63, Series 66

Paducah, KY

STIFEL

Adam Chustz is a financial advisor with Stifel in Paducah, KY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at Edward Jones from 2000 to 2018 before joining Stifel in 2018. He serves as a board member of the Family Service Society, participating in meetings and fundraisers. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Barton R

Series 63, Series 66

Paducah, KY

Robert Baird & Co.

Barton Rudolph is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He has worked at Robert Baird since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons LLC since 2009. Outside of his advisory role, he owns and manages cattle feedlots and farms in Kentucky. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Magen T

Series 66

Paducah, KY

Edward Jones

Magen Tinsley is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Magen worked at Paducah Bank and Trust, Independence Bank of Kentucky, and First Kentucky Bank, Inc. Outside of financial services, Magen is a volunteer group fitness instructor, teaching a weekly class in Paducah, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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

Series 63, Series 66

Paducah, KY

Robert Baird & Co.

David Glass is a financial advisor with Robert Baird & Co. in Paducah, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has also been associated with J.J.B. Hilliard W.L. Lyons, LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized advice and a range of portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies that incorporate traditional and alternative investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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