Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Jonathan K
CFP®, ChFC®, Series 63
Calvert City, KY
Edward Jones
Jonathan King is a financial advisor with Edward Jones in Calvert City, KY, holding CFP® and ChFC® designations and possessing 22 years of industry experience. He has been with Edward Jones since 2009. King serves as a board member of the Kentucky Financial Institutions Board, attending an annual meeting to discuss the state of financial institutions in Kentucky. 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 large nationwide network of financial advisors and branch offices.
Mike S
Series 66
Paducah, KY
Edward Jones
Mike Sims is a financial advisor at Edward Jones in Paducah, KY, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Superior Care Home Inc. for over two decades as a minority owner and board member. He also serves as an owner and board member of Superior Care Home Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of investment advisory programs and affiliated financial services.
Bryan S
Series 66
Paducah, KY
Edward Jones
Bryan Shumate is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Zackary B
Series 66
Paducah, KY
Wells Fargo Clearing
Zackary Blackwell is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at The Paducah Bank & Trust Company and Action Sports of Paducah, Inc., with additional work at Murray State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles to provide both brokerage and advisory solutions across a broad range of financial products.
Jason S
CFP®, Series 66
Paducah, KY
Morgan Stanley
Jason Straub is a Certified Financial Planner (CFP®) with five years of experience in financial services. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2024, following three years at UBS Financial Services. Prior to his financial career, he held roles in healthcare and medical sales, including positions at Baptist Health Paducah and Straub Medical Sales, LLC. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.
Melissa B
Series 63, Series 66
Paducah, KY
Morgan Stanley
Melissa Breeden is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 28 years of industry experience. She previously worked at UBS Financial Services for 26 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including personalized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.
Jane M
Series 63
Paducah, KY
Raymond James Financial
Jane Martin is a financial advisor with Raymond James Financial in Paducah, KY, holding a Series 63 designation and over 37 years of industry experience. She is the president and owner of Investment Center Inc., a support company, and also serves as president of Jalusian, LLC. Martin has been with Raymond James Financial since 2009 and has additional experience dating back to 1990. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Crissy B
CFP®, ChFC®, Series 66
Paducah, KY
Edward Jones
Crissy Bundren is a financial advisor at Edward Jones in Paducah, KY, holding the CFP® and ChFC® designations with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Travis T
Series 66
Paducah, KY
Wells Fargo Clearing
Travis Taylor is a financial advisor with Wells Fargo Clearing in Paducah, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Rotary Club of Paducah. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide