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Aaron S

Series 66

Hopkinsville, KY

Van Clemens Wealth Management, LLC

Aaron Shanklin is a financial advisor at Van Clemens Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc. and The Prudential Insurance Company of America. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios based on clients’ objectives, risk tolerance, and time horizon, utilizing modern portfolio theory, fundamental and technical analysis, and employing numerous third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Bethany R

Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Bethany Rogers is a financial advisor with Robert Baird & Co. in Hopkinsville, KY. She holds Series 63 and Series 65 licenses and has over 7 years of experience at Robert Baird, following 15 years at Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual and institutional clients. The firm offers a range of financial planning and portfolio management services, employing a mix of manager-traded and model-traded strategies with ongoing manager selection and internal research support.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Larry L

CFP®, Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Larry Landrum is a CFP® professional with 40 years of industry experience. He has worked at Robert Baird & Co. since 2019 and at J.J.B. Hilliard, W.L. Lyons, Inc. since 1986. In addition to his financial advisory work, he serves as treasurer for both The Horseshoe, Inc., a family-owned restaurant, and St John United Methodist Church in Hopkinsville, KY. Larry is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporations, pensions, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies along with ongoing research and oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Holly B

Series 66

Hopkinsville, KY

Edward Jones

Holly Bivins is a financial advisor with Edward Jones in Hopkinsville, KY, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering various advisory strategies and affiliated investment products.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Cary Cowan is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2019 and J.J.B. Hilliard, W.L. Lyons, Inc. since 2000. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and monitoring.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jacob W

Series 66

Hopkinsville, KY

Edward Jones

Jacob Williams is a financial advisor at Edward Jones in Hopkinsville, KY, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as treasurer for the Rotary Club of Hopkinsville, where he helps prepare and present financial statements. 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 affiliated investment products. The firm is known for its extensive retail advisor and branch network as well as its integrated capabilities beyond advisory services.

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

Series 63, Series 65

Hopkinsville, KY

LPL Financial

Jeannette Williams is a financial advisor with LPL Financial based in Hopkinsville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial and United Southern Bank since 2015 and was previously with Invest Financial Corporation from 2007 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational resources.

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

Series 66

Hopkinsville, KY

Raymond James Financial

William Colburn is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has been affiliated with Peay and Co. and Raymond James Financial Services Advisors, Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm delivers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Andrew Wilson is a financial advisor with Robert W. Baird & Co. in Hopkinsville, KY. He holds the Series 66 designation and has been with Baird since 2025. Prior to joining Baird, he worked at Dreamfield Lending, where he was owner of a mortgage broker company, and held positions at United Southern Bank and BB&T. Outside of his advisory role, he is involved in several non-investment-related business activities including ownership and partnership in multiple residential and commercial rental property LLCs. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized consulting and portfolio management services, utilizing a variety of in-house and third-party managers and offering both traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Keila S

Series 66

Hopkinsville, KY

Robert Baird & Co.

Keila Scott is a financial advisor with Robert Baird & Co., holding a Series 66 designation and seven years of industry experience. She previously worked at Hilliard Lyons and Heritage Bank. Robert Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing internal research, manager selection, and advanced strategies such as overlay management and tax management.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Philip F

Series 63

Hopkinsville, KY

Robert Baird & Co.

Philip Faulkner is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird & Co. since 2019, following a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of finance, he owns a taxidermy business. Robert Baird & Co.’s DDK Group serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Abigail L

Series 63, Series 65

Hopkinsville, KY

Robert Baird & Co.

Abigail Landrum is a financial advisor with Robert Baird & Co. in Hopkinsville, KY, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include work at Hilliard Lyons, CCBOE, and Grupo. Outside of finance, she serves as a bookkeeper for the Spirits Society of Hopkinsville and the Horseshoe Restaurant. Robert Baird & Co. is a large institution with extensive advisory services through its Private Wealth Management department, including financial planning, portfolio management, and specialized managed account programs. The firm combines manager‑traded and model‑traded SMA strategies, tax management, and research tools, serving individuals, corporate clients, pensions, and charitable organizations.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Robert S

CFP®, Series 66

Hopkinsville, KY

Edward Jones

Robert Sipes is a CFP® and holds a Series 66 license with Edward Jones in Hopkinsville, KY. He has 15 years of industry experience, all of which have been with Edward Jones since 2011. 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 proprietary funds, operating under a fiduciary standard.

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

Series 63

Hopkinsville, KY

Robert Baird & Co.

Sue Badgett is a financial advisor at Robert Baird & Co. with 57 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1965. Outside of her advisory role, she is president of SBS Enterprises, a corporation that functions as a conduit for her investment activities. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, with a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Matthew K

ChFC®, Series 63

Hopkinsville, KY

OSAIC

Matthew Kem is a financial advisor at OSAIC with 19 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior work history includes 16 years at Lincoln Financial Securities Corp and ongoing roles at Metlife Securities, Inc and Metropolitan Life Insurance Co. He is also involved with KEM, DUGUID AND ASSOCIATES, PSC, which he has been affiliated with for over 20 years. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and advisory services through a large network of financial advisers. The firm employs asset-allocation tools and offers a variety of investment options and third-party managed account 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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Mattison O

Series 66

Hopkinsville, KY

Edward Jones

Mattison Oden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Republic National Distributing Company and Planters Bank Inc, among other firms. Outside of her advisory role, she is co-owner of a storage unit facility through Oden Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a broad network of financial advisors and branch offices nationwide.

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

Series 66

Hopkinsville, KY

Robert Baird & Co.

Chase Thomas is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He previously worked at Money Concepts Capital Corp and Heritage Bank. Outside of his advisory role, he is a board member and treasurer for the Pennyrile Children’s Advocacy Center and directs an annual off-road motorcycle event through Thomas Brothers Promotions, LLC. He is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and other institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Tyler J

ChFC®, Series 66

Hopkinsville, KY

Edward Jones

Tyler Jones is a ChFC® and Series 66 licensed financial advisor with Edward Jones in Hopkinsville, KY, where he has worked since 2015. He has 10 years of industry experience. 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 offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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