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James K
Series 63, Series 66
Kenova, WV
LPL Financial
James Kent is a financial advisor with LPL Financial in Kenova, WV, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked previously at firms including Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and Merrill. Outside of his advisory work, he coaches tennis and is involved in related sports activities. 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 supported by model portfolios, third-party asset managers, and institutional platforms.
David H
Series 63, Series 66
Ashland, KY
Edward Jones
David Hanzel II is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. 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.
Edward K
Series 66
Huntington, WV
Cetera
Edward Kingery is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and WesBanco Securities, Inc. Outside of his advisory work, he serves as an NCAA football official, a high school basketball and football official for the WVSSAC, and volunteers on the board of directors for the West Virginia State Bar Client Protection Fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a broad network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers, operating multiple program structures and custodial relationships.
Gene R
Series 63, Series 65
Ashland, KY
Cetera
Gene Rhoades II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 37 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of advising, he is a joint owner of RRK Holdings, a corporation that manages an office building. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options, including model portfolios and bespoke strategies.
Kelsey P
Series 63, Series 66
Huntington, WV
Raymond James & Associates
Kelsey Patterson is a financial advisor at Raymond James & Associates with 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 12 years before joining his current firm. He holds the Series 63 and Series 66 licenses and serves as a trustee and co-trustee in an investment-related trust in Greenup, Kentucky. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by in-house research and affiliate partnerships.
Colby W
Series 66
Ashland, KY
Raymond James & Associates
Colby Wright is a financial advisor with Raymond James & Associates in Ashland, KY, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 14 years. Outside of advising, he is involved in agriculture and construction/engineering as a sole proprietor in Louisa, Kentucky. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Paul J
Series 63, Series 66
Huntington, WV
Raymond James & Associates
Paul Jacobson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Raymond James since 2019 and previously spent four years with Capital Fiduciary Advisors. Jacobson serves on the finance and investment committee of the St. Mary’s Medical Center Foundation. 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, institutions, and municipal entities with a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.
Paula B
Series 66
Huntington, WV
RBC Capital Markets
Paula Bonk is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and previously worked at RBC Royal Bank for eleven years. Bonk serves as Treasurer for Jubilee Family Ranch, a charitable foundation, where she assists with financial compliance and coordination with the organization’s CPA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.
John P
Series 66
Flatwoods, KY
Edward Jones
John Perry is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at the Social Security Administration and the Russell Independent School System. Outside of his advisory role, he serves as a varsity soccer head coach for the Russell Independent School System and also coaches youth players at the Easter Elite Soccer Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies alongside affiliated investment products.
Jacob R
Series 63, Series 65
Huntington, WV
Ameriprise
Jacob Roberts is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at several Huntington-based firms, including The Huntington Investment Company and Huntington National Bank, before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.
Nathan H
Series 66
Ironton, OH
LPL Financial
Nathan Harmon is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Lincoln Financial Services and Compston Wealth Management, and has also devoted time to full-time education. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Jeffrey F
Series 66
Huntington, WV
Raymond James & Associates
Jeffrey Faucette is a financial advisor with Raymond James & Associates in Huntington, WV, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2012. He serves as a committee member on the investment committee of the Cabell Huntington Hospital Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.
Rebecca T
Series 66
Huntington, WV
Edward Jones
Rebecca Tanner is a financial advisor at Edward Jones in Huntington, WV, holding a Series 66 designation with 13 years at the firm and three years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.
Terresa P
Series 66
Huntingron, WV
Ameriprise
Terresa Pratt is a Series 66-licensed financial advisor with Ameriprise, based in Huntington, WV, and has 25 years of experience in the industry. Her prior experience includes roles at The Huntington Investment Company, J.P. Morgan Securities, and Banc One Securities Corporation. She serves as a board member for the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs in the Tri-State area, and has held leadership roles with the Greater Huntington Estate Planning Council. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines written recommendation reports with ongoing advice focused on income stability and tax-aware withdrawal strategies.
Ryan R
Series 63, Series 66
Ashland, KY
Robert Baird & Co.
Ryan Reames is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, following earlier experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as mayor of Bellefonte, Kentucky, and is a board member of the Ashland Alliance, a local chamber of commerce chapter. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized portfolio and consulting services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays.
Eric B
Series 66
Ashland, KY
Edward Jones
Eric Baker is a financial advisor at Edward Jones in Ashland, KY, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.
James G
Series 63, Series 65
Ashland, KY
Cetera
James Gibbs is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Cetera since 2019 and previously spent over a decade with Summit Financial Group and Summit Brokerage Services. Outside of advisory work, he has a 50% ownership interest in a local restaurant and coin-operated laundry business in Ashland, Kentucky. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Jefferey B
Series 63, Series 65
Huntington, WV
Raymond James & Associates
Jefferey Biederman Jr. is a financial advisor with Raymond James & Associates in Huntington, WV, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2025. He is an officer and vice president of Emandel Realty, where he manages an investment account. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.
James P
Series 63, Series 65
Huntington, WV
Raymond James & Associates
James Perry Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has held positions at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Raymond James in 2017. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Andrew H
Series 66
Russell, KY
Robert Baird & Co.
Andrew Hughes is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Lawrence and Associates and has a background in law, including positions at Reed Law Firm and Bailey Law Firm. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and provides financial planning, consulting, and brokerage services.
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