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Quentin K

Series 65

Campbellsville, KY

R.D. Smothers Wealth Management

Quentin Knifley is a Series 65-licensed advisor at R.D. Smothers Wealth Management with three years of industry experience. Before joining the firm, he worked for over a decade at Taylor County Tire Sales. Outside of his advisory role, he owns and manages a rental property and operates an insurance agency specializing in life insurance and annuities. R.D. Smothers Wealth Management serves individuals, families, trusts, estates, retirement plans, corporations, and nonprofits by providing portfolio management, financial planning, and consulting. The firm uses a combination of model portfolios and customized allocations to implement client investment plans and offers access to third-party money managers and model portfolios through sub-advisory relationships.

Options & derivatives strategies Real estate investing
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Dalton H

Series 66

Campbellsville, KY

R.D. Smothers Wealth Management

Dalton Harris is a financial advisor at R.D. Smothers Wealth Management in Campbellsville, KY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Sanford C. Bernstein & Co., Edward Jones, Raymond James Financial Services, and Wealth Strategies Partners. R.D. Smothers Wealth Management serves individuals, families, trusts, estates, retirement plans, corporations, and nonprofit clients, offering portfolio management, financial planning, and consulting services. The firm uses a client-focused approach, developing financial profiles and investment plans implemented through model portfolios, customized allocations, and recommended third-party managers.

Options & derivatives strategies Real estate investing
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Roger S

Series 66

Campbellsville, KY

R.D. Smothers Wealth Management

Roger Smothers Jr. is a financial advisor with R.D. Smothers Wealth Management in Campbellsville, KY, holding a Series 66 designation and 10 years of industry experience. He has previously worked at AE Wealth Management, Stratford Group, and Transamerica Financial Advisors among others. Smothers is the chapter president of the American Financial Education Alliance’s Cumberland Chapter, where he speaks at educational seminars on taxes and social security. R.D. Smothers Wealth Management serves individuals, families, trusts, estates, retirement plans, corporations, and nonprofit clients, offering portfolio management, financial planning, and consulting services. The firm uses customized investment plans incorporating model portfolios and third-party managers, employing a range of strategies including equities, ETFs, options, and private placements.

Options & derivatives strategies Real estate investing
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Christopher M

CFA®, Series 63

Lebanon, KY

Chadds Ford Wealth Partners, LLC

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Wealth management Private / alternative investments ESG / Sustainable investing Founder/Business Owner Retired
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Charles W

Series 63, Series 66

Lebanon, KY

Creative Financial Designs, Inc.

Charles White is a financial advisor at Creative Financial Designs, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Financial Designs since 2008. Additionally, he serves as a consultant-CPA with White and Company PSC, providing support on an as-needed basis. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm utilizes asset-class model allocations across five risk objectives and offers Biblically Responsible Investing strategies alongside various implementation features.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Walter J

Series 65

Campbellsville, KY

Transamerica Financial Advisors

Walter Jones is a Series 65-credentialed advisor with Transamerica Financial Advisors, bringing two years of industry experience. Prior to joining Transamerica, his background includes roles at First Savings Bank and Magnolia Bank. He is also involved in sales of insurance and annuity products affiliated with Transamerica’s network. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, supporting diverse investment and retirement solutions.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Aaron S

Series 66

Campbellsville, KY

Edward Jones

Aaron Sharlow is a financial advisor at Edward Jones in Campbellsville, KY, holding a Series 66 designation. He has been with Edward Jones since 2025 and previously spent 13 years at Sharlow & Associates CPA PLLC. Outside of his advisory role, he serves as a board member of GCHC Kid Properties, LLC, a nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing Inheritance planning Retired Founder/Business Owner Executive
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Micah P

Series 63, Series 66

Campbellsville, KY

Edward Jones

Micah Parish is a financial advisor at Edward Jones in Campbellsville, KY, with 17 years of industry experience. He has been with Edward Jones since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner of JKL Holdings LLC, a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by 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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Sarah H

Series 66

Campbellsville, KY

Edward Jones

Sarah Hall is a financial advisor with Edward Jones in Campbellsville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked in various pharmacy roles and held positions at the University of the Cumberlands. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with a nationwide presence supported by over 23,000 financial advisors.

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

CFP®, Series 63, Series 66

Lebanon, KY

Edward Jones

Adam Poff is a financial advisor with Edward Jones in Lebanon, KY, holding CFP®, Series 63, and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Poff manages a farming business raising sheep, cattle, and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning Retired Founder/Business Owner Executive
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David W

Series 66, Series 65

Lebanon, KY

LPL Financial

David Winebrenner Jr. is a financial advisor with LPL Financial based in Lebanon, KY. He holds Series 65 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC from 2013 to 2018. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research purposes.

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

Series 66, Series 65

Lebanon, KY

LPL Financial

Dylan Cambron is a financial advisor with LPL Financial in Lebanon, Kentucky. He holds Series 65 and Series 66 licenses and has been in the industry since 2023. His prior experience includes roles at Winebrenner Financial Services and self-employment, as well as positions at Western Kentucky University and the University of Kentucky. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 66

Lebanon, KY

Edward Jones

Bradford Cox is a financial advisor with Edward Jones in Lebanon, KY, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked at Edward Jones since 2009. Cox serves as a director of the Marion County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

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

Series 66

Lebanon, KY

Edward Jones

Kalei Cox is a financial advisor at Edward Jones in Lebanon, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Kalei worked in a variety of roles including at Parker Industrial Supply and Central Kentucky Optometric Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and managed solutions, 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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Abby W

Series 66, Series 65

Lebanon, KY

Edward Jones

Abby Wiser is a financial advisor at Edward Jones with three years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Cerity Partners and ARGI Investment Services. Before entering the financial sector, she was involved with the WKU Center for Financial Success and taught at Marion County High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Larry B

Series 63, Series 66

Campbellsville, KY

Edward Jones

Larry Bowen is a financial advisor with Edward Jones in Campbellsville, KY, holding Series 63 and Series 66 designations and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Bowen serves as a deacon at Campbellsville Baptist Church, is president of the Campbellsville University Athletic Boosters Club, and sits on the board of Trail Town Campbellsville, which develops bicycle trails for recreation and tourism. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and a nationwide network of over 23,000 advisors. The firm offers advisory programs under a fiduciary standard and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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