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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.
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.
Charles C
Series 66
Springfield, KY
Truist Advisory Services
Charles Curtsinger is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and previously worked at KT Black Services for seventeen years before joining Truist Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.
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.
David W
Series 65, Series 66
Lebanon, KY
LPL Financial
David Winebrenner Jr. is a financial advisor with LPL Financial in Lebanon, KY, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of strategies implemented by its network of investment adviser representatives.
Brandon T
Series 66
Springfield, KY
Edward Jones
Brandon Taylor is a financial advisor at Edward Jones in Springfield, KY, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Marriott for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supporting approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.
Dylan C
Series 65, Series 66
Lebanon, KY
LPL Financial
Dylan Cambron is an advisor with LPL Financial holding Series 65 and Series 66 credentials. He has been in the industry since 2025, with prior experience including self-employment and roles at Winebrenner Financial Services and Meadowlark Outdoor Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.
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.
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.
Abby W
Series 65, Series 66
Lebanon, KY
Edward Jones
Abby Wiser is a financial advisor at Edward Jones with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Edward Jones, she worked at Cerity Partners and ARGI Investment Services, and held roles at the WKU Center for Financial Success and WKU. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. 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 advisors and branch offices.
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