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Marsha A

Series 63, Series 66

Huntington, WV

Raymond James & Associates

Marsha Adkins is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James & Associates since 2014. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sean H

Series 66

Huntington, WV

Edward Jones

Sean Hornbuckle is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a delegate in the West Virginia Legislature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Ashland, KY

OSAIC

Gregory Rankin is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he owns a sole proprietorship involved in managing short-term vacation rentals. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers brokerage, investment advisory, financial planning, and managed account services that utilize firm-provided asset allocation tools and third-party 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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Ryan R

Series 66

Flatwoods, KY

Edward Jones

Ryan Rice is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business Financial Management Founder/Business Owner
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Charles M

Series 63, Series 65

Huntington, WV

Raymond James & Associates

Charles Music is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisers and affiliated specialists.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Steven S

Series 63, Series 65

Ashland, KY

Raymond James & Associates

Steven Simmerman is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James for 19 years. Outside of his advisory role, Simmerman is a partner at Lightning Properties LLC, where he participates in real estate leasing decisions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Carla A

Series 63, Series 65

Ashland, KY

OSAIC

Carla Adkins is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of her advisory work, she serves as Treasurer on the Board of the Kings Daughters Medical Center volunteer organization in Ashland, KY. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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Jonda L

Series 63, Series 66, Series 65

Huntinton, WV

Jondaknows Financial Group, Inc.

Jonda Lowe is a financial advisor at Jondaknows Financial Group, Inc. in Huntington, WV, with four years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Federal Benefit Consulting, LLC and Freedom Financial Insurance Group. In addition to her advisory role, she is the managing partner of Federal Benefit Consulting LLC, an education company focused on informing federal employees about their benefits. Jondaknows Financial Group, Inc. operates as an independent firm serving clients individually, with Jonda Lowe as its sole advisor.

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