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Matthew T
Series 63, Series 66
Elizabethtown, KY
Raymond James Financial
Matthew Tyler is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2014. Tyler is also the owner of a business that supports his Raymond James branch and has invested in a medical practice founded by his sister. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.
Quenton F
Series 66
Elizabethtown, KY
J.P. Morgan Securities
Quenton Ford is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Thrivent Financial, Taylor County Bank, and Campbellsville University. He has also been involved with community organizations such as Broadway United Methodist Church and WKU Wesley Foundation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
James S
Series 66
Elizabethtown, KY
Edward Jones
James Spears is a financial advisor at Edward Jones in Elizabethtown, KY, with two years of industry experience. Prior to his advisory role, he was involved in the Spears Cattle Company and Professional Embryo Services from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.
James C
CFP®, Series 63, Series 66
Elizabethtown, KY
Edward Jones
James Carroll is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds the Series 63 and Series 66 licenses. Outside of his advisory role, Carroll is involved in mental health counseling through The Next Step Counseling LLC and participates in sharecropping activities at a family farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated offerings. The firm manages over $1 trillion in assets through a network of more than 23,000 advisors and provides both discretionary and non-discretionary advisory services under a fiduciary standard.
Leslie H
Series 66
Elizabethtown, KY
Edward Jones
Leslie Hockman is a financial advisor with Edward Jones in Elizabethtown, KY, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2019, Leslie worked in dental offices from 2014 to 2019. Outside of advising, Leslie has performed clerical work for a local counseling service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors.
Patricia G
Series 63, Series 65, Series 66
Elizabethtown, KY
J.P. Morgan Securities
Patricia Gilland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has eight years at JPMorgan Chase Bank, N.A. Outside of finance, she co-owns Gilland's German Shepherds, a business focused on breeding and training German Shepherds for obedience and service animal certification. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.
Alyssa S
Series 66
Elizabethtown, KY
Edward Jones
Alyssa Spears is a financial advisor with Edward Jones in Elizabethtown, KY, holding a Series 66 designation and four years of industry experience. She joined Edward Jones in 2019 after working in full-time education and has also been involved with The Next Step Counseling Services since 2017, where she performs administrative duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of advisors and branch offices.
James K
Series 63, Series 66
Elizabethtown, KY
Edward Jones
James Kaster is a financial advisor at Edward Jones in Elizabethtown, KY, with 18 years of industry experience. He has held his current position at Edward Jones since 2015 and previously worked at Twin Maples LLC from 2014 to 2022. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices and offers a range of advisory programs, overlay and tax-efficient services, and affiliated investment options.
Kevin R
Series 63, Series 66
Elizabethtown, KY
Edward Jones
Kevin Ryan is a financial advisor at Edward Jones in Elizabethtown, KY, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is a partner in small aviation partnerships involving vintage aircraft. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Lane B
Series 66
Elizabethtown, KY
Edward Jones
Lane Bowen is a financial advisor at Edward Jones in Elizabethtown, KY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Edward Jones Investments, the Kentucky Department of Agriculture, and Red Nucleus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.
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