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Michelle N

CFP®, Series 65

Mayfield, KY

Fire Wealth Management, LLC

Michelle Neiswender is a CFP® and Series 65-licensed advisor with 14 years of industry experience. She is the principal of Fire Wealth Management, LLC and also operates Focused Tax Partners, LLC, a tax preparation business. Her prior work includes over a decade at Fox & Company Wealth Management. Fire Wealth Management, LLC is a fee-only advisory serving individuals, pension and profit-sharing plans, corporations, and business entities, with a focus on medical professional families. The firm emphasizes long-term, passive investment strategies primarily using mutual funds and ETFs, and offers specialized 401(k) liaison services for small business clients.

Retirement income strategy Roth conversion strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Doctor or Medical Professional Established Professionals
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Jamison I

Series 63, Series 65

Mayfield, KY

HBW Advisory Services LLC

Jamison Imhoff is a financial advisor at HBW Advisory Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Elite Marketing Group and Cetera Advisor Networks. Outside of his advisory roles, he is the owner and creator of an internet podcast focused on gaming and entertainment called URGE (Under Raided Gaming Entertainment). HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers, model portfolios, and AI tools for operational efficiency, serving a diverse client base including institutional and intermediary relationships.

College savings (529s, UTMA, etc.)
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Pamela T

Series 66

Mayfield, KY

Edward Jones

Pamela Towery is a financial advisor with Edward Jones in Mayfield, KY, holding a Series 66 designation and 26 years of experience at the firm. Outside of her advisory role, she has been involved with a yoga and activewear business under Towery Enterprises LLC, though she has not started teaching yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large national network of financial advisors.

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

Series 63, Series 66

Mayfield, KY

Edward Jones

Edward Fitz Gerald is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he has ownership interests in a farm and an aviation business in Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large 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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Rodney N

Series 63, Series 66

Mayfield, KY

Edward Jones

Rodney Nance is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory work, he is a musician who sings and plays guitar in a local band in Springville, KY. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Attorney
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Jordan W

Series 66

Mayfield, KY

Edward Jones

Jordan Windhorst is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services, Stifel, and J.W. Cole Advisors, Inc./Metro Financial Group. Outside of finance, he owns a landscaping company and serves as a director on the board of a nonprofit developing an app to support church discipleship and organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages over $1 trillion in assets and is known for its extensive advisor and branch network as well as its affiliated capabilities beyond traditional advisory services.

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

Series 66

Mayfield, KY

Edward Jones

Justin Ray is a Series 66 licensed financial advisor with Edward Jones in Mayfield, KY, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, he owns Spring Ray Farm, LLC, where he maintains a farm and cares for livestock, and he is a 25% owner of a plane through Stellar Aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers various advisory strategies and maintains a large nationwide network of advisors and branch offices.

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