Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Chase B

Series 66

Benton, KY

OSAIC

Chase Buchanan is a financial advisor at Osaic with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and is currently an insurance agent with The Life Associates. Buchanan serves on the Board of Directors for the Kentucky Lake Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a large network of affiliated advisors, offering brokerage, investment advisory, and retirement plan consulting services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including 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
user avatar
firm logo

Patrick F

Series 66

Benton, KY

LPL Financial

Patrick Flanary is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2018 and previously was with INVEST Financial Corp. from 2016 to 2018. In addition to his advisory role, he is involved with Community Financial Services Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven solutions.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Raymond James since 2000. Berry has also been associated with Iroquois Federal and Iroquois Insurance, where she serves as an agent. Raymond James Financial Services Advisors provides financial planning and investment consulting services to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities. The firm offers tailored advisory solutions and specialized programs like the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
user avatar
firm logo

Kayla B

Series 66

Benton, KY

Raymond James Financial

Kayla Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, Barrett owns an LLC that leases a former office property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
user avatar
firm logo

Riley S

Series 66

Benton, KY

LPL Financial

Riley Solomon is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at INVEST Financial Corporation and CFSB Investments. Outside of his advisory role, he serves as an assistant soccer coach at Paducah Tilghman High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Cullen P

Series 66

Eddyville, KY

Ameriprise

Cullen Pope is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Robert Baird & Co., Jjb Hilliard Wl Lyons LLC, and LPL Financial. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Jeffrey T

Series 63, Series 66

Benton, KY

Edward Jones

Jeffrey Thompson is a financial advisor with Edward Jones in Benton, KY, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a national network of more than 23,700 advisors. The firm offers a range of advisory programs, 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
firm logo

Thomas S

Series 66

Benton, KY

Edward Jones

Thomas Simpson is a Series 66-licensed financial advisor with Edward Jones, based in Benton, KY, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Securian Financial Services, Regions Bank, and other firms. Outside of his advisory role, he has experience managing a restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions, supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx
firm logo

Ryan M

Series 66

Benton, KY

Edward Jones

Ryan Murphy is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Alexander & James Tea Co., a business he has participated in since 2015. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner
user avatar
firm logo

Travis T

Series 66

Benton, KY

Raymond James Financial

Travis Thompson is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He previously worked in education at the University of the Cumberlands and local public schools before joining Raymond James Financial Services Advisors. Thompson serves as president of the Marshall County Rotary Club, where he manages club operations and finances. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and charitable organizations. The firm offers tailored, risk-based advisory solutions and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
user avatar
firm logo

Deborah B

CFP®, Series 63

Benton, KY

OSAIC

Deborah Blankenship is a CFP® with 25 years of industry experience. She is affiliated with Osaic Wealth, Inc. since 2024 and has been president of The Life Associates, Inc., an S Corporation focused on health and life insurance products, since 2001. She retains her property and casualty license but is not actively selling those products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Richard H

Series 63, Series 66

Benton, KY

Raymond James Financial

Richard Hendrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 20 years before joining Raymond James in 2018. Hendrickson is also a licensed CPA since 1992, although he does not actively practice separately. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to tailor plans, while maintaining a distinctive advisory approach with a significant portion of assets managed on a non-discretionary basis.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
user avatar
firm logo

Jonathan K

CFP®, ChFC®, Series 63

Calvert City, KY

Edward Jones

Jonathan King is a financial advisor with Edward Jones in Calvert City, KY, holding CFP® and ChFC® designations and possessing 22 years of industry experience. He has been with Edward Jones since 2009. King serves as a board member of the Kentucky Financial Institutions Board, attending an annual meeting to discuss the state of financial institutions in Kentucky. 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 and investment 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
user avatar
firm logo

Cayce G

Series 66

Benton, KY

Raymond James Financial

Cayce Griffith is a financial advisor with Raymond James Financial in Benton, KY, holding a Series 66 designation and six years of industry experience. His career includes positions at Raymond James Financial Services and Edward Jones Investments. Outside of his primary role, he is also an associate at Hendrickson Wealth and Retirement, where he assists with financial advising and client meetings. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities, offering tailored, non-discretionary advisory services supported by extensive institutional resources.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
firm logo

Crissy B

CFP®, ChFC®, Series 66

Paducah, KY

Edward Jones

Crissy Bundren is a financial advisor at Edward Jones in Paducah, KY, holding the CFP® and ChFC® designations with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over 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 nationwide.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
user avatar
firm logo

Riley T

Series 66

Benton, KY

Edward Jones

Riley Thompson is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The Murray Bank and Quest Pharmaceuticals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Cameron M

Series 66

Calvert City, KY

Edward Jones

Cameron Mc Manus is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his career in the industry in 2023. Prior to joining Edward Jones, he worked at Community Financial Services Bank and held positions in various other industries, including retail and funeral services. 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 operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of advisory programs and investment solutions.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")