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Julie S

Series 66

Prestonsburg, KY

Edward Jones

Julie Smith is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Community Trust Bank and held various roles in healthcare and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies 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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Michael C

CFP®, Series 66

Paintsville, KY

Cambridge Investment Research Advisors

Michael Caudill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at LPL Financial LLC and Citizens National Bank. He is also an author of the "Show Me My Money Guide." Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm supports its network of independent Financial Professionals with multiple platform options and proprietary as well as third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Sarah H

Series 66

Prestonsburg, KY

Edward Jones

Sarah Hyden is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and eight years of industry experience. She was previously with Steptoe & Johnson PLLC before joining Edward Jones in 2017. Hyden serves on the boards of the Big Sandy Community & Technical College Foundation and the United Way of Eastern Kentucky, contributing to scholarship fundraising and charitable event coordination. 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 manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Divorce financial planning Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Byron A

Series 66

Prestonsburg, KY

LPL Financial

Byron Akers is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Edward Jones. He serves as a board member for the Allen Fire Protection Tax District, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm provides a range of financial planning and asset management solutions to individuals, retirement participants, banks, trust companies, and institutions.

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

Series 66

Paintsville, KY

Edward Jones

Kisha Burchett is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2016, including a prior role at Morehead State University College of Business and Technology. Outside of her advisory work, she is a co-owner of a residential rental property. Edward Jones is a full-service wealth management firm serving more than 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.

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Retired Founder/Business Owner Executive
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Gregory D

Series 66

Paintsville, KY

Ameriprise

Gregory Dempsey is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, First Guard Fence Company, Amwins, Community Trust & Investment Company, and Peoples Insurance Agency. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

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