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Phillip S

Series 63, Series 66

Paducah, KY

Raymond James Financial

Phillip Sutton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Paducah, KY, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Edward Jones for 22 years before joining Raymond James in 2022. Sutton is involved in a financial planning business under the name Sutton Investment and Retirement Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and encourages implementation through its advisory programs or other providers.

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

Series 65, Series 63

Paducah, KY

Cetera

Priya Ragnauth James is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has four years of industry experience. She has previously worked with Avantax Advisory Services and M. Dean Owen, CPA PSC, where she managed client relations and advisory services. In addition to her advisory role, she serves as a registered agent for a rental property management business. Cetera Investment Advisers LLC is a large SEC-registered firm with over 10,000 advisors, serving individual, corporate, charitable, and retirement plan clients. The firm offers a range of investment management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

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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Riley T

Series 66

Benton, KY

Edward Jones

Riley Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The Murray Bank and Quest Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Paducah, KY

Edward Jones

Adam Whiteside is a financial advisor with Edward Jones in Paducah, KY, holding a Series 66 designation and eight years of industry experience. He worked at Kentucky Farm Bureau from 2011 to 2017 before joining Edward Jones, where he has been since 2017. 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 nationwide network of approximately 23,701 financial advisors. The firm manages about $1.01 trillion in assets under management and provides both discretionary and non-discretionary strategies, along with affiliated mutual funds and other specialized services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Larry H

Series 63

Paducah, KY

Robert Baird & Co.

Larry Housman is a financial advisor with Robert Baird & Co. based in Paducah, KY, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. since 1991. Outside of his advisory role, he serves on the supervisory committee of a federal credit union and holds trustee responsibilities for family trusts, in addition to serving as a deacon and finance committee chair at Lone Oak First Baptist Church. Robert Baird & Co. is an institutional firm that provides wealth management services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of portfolio management strategies and incorporates internal research, including artificial intelligence tools, to deliver advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Mickey O

PFS™, Series 63, Series 65

Paducah, KY

Cetera

Mickey Owen Jr. is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 25 years of industry experience. His background includes over two decades at Avantax Advisory Services and related entities, as well as leadership roles in accounting and tax preparation at M. Dean Owen, CPA, PSC. Outside of financial advising, he is involved in managing a business focused on hydrogen engine carbon cleaning technologies and serves as an officer on a condominium association board. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and an extensive selection of model portfolios, third-party managers, and bespoke strategies.

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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Daniel B

CFP®, Series 66

Paducah, KY

Morgan Stanley

Daniel Brown is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 17 years. Outside of his advisory work, he serves as a trustee for Twelve Oaks Baptist Church in Paducah, KY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning through structured discovery conversations and firm-approved planning tools.

General estate planning guidance
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Cameron M

Series 66

Calvert City, KY

Edward Jones

Cameron Mc Manus is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his career in the industry in 2023. Prior to joining Edward Jones, he worked at Community Financial Services Bank and held positions in various other industries, including retail and funeral services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of advisory programs and investment solutions.

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

CFP®, Series 66

Paducah, KY

Morgan Stanley

Jamey Brown is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Paducah, KY. Prior to joining Morgan Stanley, he worked for over two decades at UBS Financial Services. Outside of his advisory role, Brown is involved with B&S Enterprises LLC, a limo rental business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that emphasize structured discovery and modeling of financial outcomes.

General estate planning guidance
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