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Kristen H

Series 66

Mt Washington, KY

Edward Jones

Kristen Hammack is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of a nonprofit networking group focused on connecting and empowering women business leaders in Mt Washington, 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 investment advisory programs and maintains a large national network of financial advisors and branch offices.

Retirement income strategy Divorce financial planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Camden G

Series 66

Louisville, KY

Equitable Advisors

Camden Grandstaff is a financial advisor with Equitable Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, Camden worked in various roles including positions at the University of Southern Indiana and French Lick Resort. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kevin W

Series 63, Series 65

Louisville, KY

Merrill

Kevin Wheeler is a financial advisor at Merrill with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Merrill in 2026, he worked at Fifth Third Securities and Fifth Third Bank and held teaching roles at Bellarmine University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Hilary P

CFP®, Series 63, Series 66

Louisville, KY

Edward Jones

Hilary Persley is a CFP®-certified financial advisor with 25 years of industry experience, currently serving clients at Edward Jones in Louisville, KY since 2010. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Richard S

Series 63, Series 66

Louisville, KY

Ameriprise

Richard Sandman is a financial advisor with Ameriprise in Louisville, KY, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes roles at Edward Jones, Silver Oak Securities Inc, and Humana Inc, as well as a period of self-employment. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher M

Series 66

Louisville, KY

Raymond James Financial

Christopher Mcrae is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at various divisions within Raymond James since 2013. Outside of his advisory role, Mcrae serves on the Tennis Committee board at Big Spring Country Club and is an owner and financial advisor at Clearpath Financial LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary consulting approaches supported by advanced analytical tools and maintains specialized offerings, including a SIMPLE IRA Employer Advisory program and municipal advisory services.

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

Series 66

Jeffersontown, KY

Edward Jones

Michael Simpson is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked for the Jeffersontown Police Department and the Louisville Metro Police Department. In addition to his advisory role, he operates a custom woodworking business. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Series 63, Series 65

Louisville, KY

LPL Financial

Robert Allison Jr. is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Waddell & Reed and various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting diverse investment strategies and leveraging operational technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jason B

Series 66

Shepherdsville, KY

Edward Jones

Jason Brumley is a financial advisor with Edward Jones, holding a Series 66 designation and having eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Aflac and Meijer. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and overlay tax-efficient services.

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

Series 66

Shepherdsville, KY

Edward Jones

Daniel Sargent is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Best Buy Inc. for six years and Meijer Inc. for two years. He holds the Series 66 designation. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 66

Louisville, KY

Edward Jones

Joshua Stewart is a Series 66-credentialed financial advisor with Edward Jones in Louisville, KY, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves on the board of the Fern Creek Chamber of Commerce and currently holds the position of Board President, assisting with planning community events. 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 offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

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

Series 66

Louisville, KY

Equitable Advisors

Seth Smith is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. His recent work history includes roles at Equitable Advisors and Encore Wealth Management, alongside positions outside the financial industry. He has been affiliated with the University of Kentucky for four years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a broad range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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