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Charles W

Series 63, Series 66

Maysville, KY

Empower Advisory Group

Charles Wamsley II is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked at Fidelity Brokerage Services, Inc. and Fidelity Personal and Workplace Advisors before joining his current roles at Advised Assets Groups, LLC and GWFS Equities, Inc. His practice is based in Maysville, KY. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated service model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Christopher H

Series 63, Series 66

Maysville, KY

Edward Jones

Christopher Haney is a financial advisor at Edward Jones in Maysville, Kentucky, with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Haney serves on the board of the Limestone Family YMCA and is involved as a partner in a real estate development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm supports over 23,700 financial advisors nationwide and manages approximately $1.01 trillion in assets.

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

Series 66

Maysville, KY

Edward Jones

Ronald Lynch is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2007, totaling 18 years of industry experience. He serves as Board President for Hope House Christian Counseling Center in Sinking Spring, OH, and coaches varsity boys golf at Eastern Brown Local Schools in Winchester, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Inheritance planning Retired Founder/Business Owner Executive
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Anthony M

CFP®, Series 63, Series 66

Flemingsburg, KY

Edward Jones

Anthony Mc Glone Jr. is a CFP®-designated financial advisor with Edward Jones in Flemingsburg, KY, where he has worked since 2001, totaling 25 years of industry experience. His credentials include Series 63 and Series 66 licenses. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Titus B

Series 66

Maysville, KY

Edward Jones

Titus Burns is a financial advisor at Edward Jones in Maysville, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated Beacluer Basketball Training for three years and managed Mikes Lawn Care for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, offering a wide range of advisory services through a large national 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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John B

CFP®, Series 66

Maysville, KY

Edward Jones

John Buchanan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior experience includes a brief period at Centre College and a return to Edward Jones following a short unemployment interval. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering a range of advisory programs including discretionary and non-discretionary strategies, 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 nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Tyler H

Series 66

Maysville, KY

Edward Jones

Tyler Hawk is a financial advisor with Edward Jones in Maysville, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is involved with BNI Cincinnati, a networking group, and participates in business strategy decisions for Hawk Brothers LLC, an indoor playground in Cincinnati. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a large network of advisors and branch offices.

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

Series 66

Flemingsburg, KY

Edward Jones

Rhonda Curran Koth is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and previously worked for the Nicholas County Board of Education for 21 years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of more than 23,000 advisors.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Military & Veterans
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Brendan B

CFP®, ChFC®, Series 66

Maysville, KY

Edward Jones

Brendan Bussell is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones in Maysville, KY since 2013. He holds a Series 66 license and is involved with the Lighthouse Farm Corporation as a director, as well as providing caretaker services through the Buffalo Trace Area Development District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Allison A

Series 66

Maysville, KY

Edward Jones

Allison Adkins is a Series 66-licensed financial advisor with Edward Jones in Maysville, KY, with one year of industry experience. Prior to joining Edward Jones, she worked at Comprehend, Inc. and spent eleven years at Anderson Jones CPAs, PSC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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