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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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Bradley C

CFP®, Series 66

Paducah, KY

Edward Jones

Bradley Clark is a CFP® professional with nine years of industry experience, currently with Edward Jones since 2018. He previously worked at Keystone Financial Group, LPL Financial, and U.S. Bank. Outside of his advisory role, he co-founded Bluegrass Toggery, an online clothing business started with his sister. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates 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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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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Sherry M

Series 63, Series 66

Paducah, KY

LPL Financial

Sherry Mcglenon is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She previously worked at Raymond James Financial Services from 2017 to 2025. Mcglenon is also a commissioned notary in the state of Kentucky. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, 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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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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Deborah B

CFP®, Series 63

Benton, KY

OSAIC

Deborah Blankenship is a CFP® with 25 years of industry experience. She is affiliated with Osaic Wealth, Inc. since 2024 and has been president of The Life Associates, Inc., an S Corporation focused on health and life insurance products, since 2001. She retains her property and casualty license but is not actively selling those products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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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Richard H

Series 63, Series 66

Benton, KY

Raymond James Financial

Richard Hendrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 20 years before joining Raymond James in 2018. Hendrickson is also a licensed CPA since 1992. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 66

Paducah, KY

Edward Jones

Christopher Sims is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he serves as a minority owner and board member of Superior Care Home Inc and participates on the Endowment Fund Committee at St Mary High School in Paducah, KY. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

CFP®, Series 66

Paducah, KY

UBS Financial Services

John Daly Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at UBS Financial Services in Paducah, KY with 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Daly is involved with Project Latin America, a nonprofit that builds homes for impoverished families, and serves as an advisory member of the finance committee for St. Joseph Children’s Home in Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Deborah T

Series 63, Series 66

Paducah, KY

Cetera

Deborah Terry is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. Her prior roles include 16 years at U.S. Bancorp Investments, Inc., and she currently supports clients through The Wealth Management Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies 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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