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Jimmy B

ChFC®, Series 63

Belfry, KY

First Financial Coaching, Inc.

Jimmy Bevins Jr. is a financial advisor at First Financial Coaching, Inc. with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in coaching and officiating sporting events through his business, Magic Mountain Outfitters. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm delivers primarily non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, emphasizing client education and financial analysis.

Founder/Business Owner
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Oliver W

Series 63, Series 65

Pikeville, KY

Calton & Associates, Inc.

Oliver Williamson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Calton & Associates since 2003 and has a prior career at Childers & Venters dating back to 1990. Outside of his advisory role, he owns and directs a frozen yogurt business, Orange Leaf, and manages a property management and handyman services company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines brokerage, insurance, and advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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William B

Series 66

Pikeville, KY

Calton & Associates, Inc.

William Branham IV is a financial advisor with Calton & Associates, Inc. in Pikeville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Calton & Associates in 2017, he worked as a professional golfer for one year. Outside of his advisory role, he volunteers as an assistant coach for boys' golf and basketball at Pikeville Independent Schools. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both fee-based and commissionable products and employs various investment strategies tailored to clients’ goals, risk tolerance, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Aubrey O

Series 63, Series 66

Pikeville, KY

Edward Jones

Aubrey Onkst II is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Series 66

Pikeville, KY

LPL Financial

Sean Hurley is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Landrum & Shouse LLP, and the University of Kentucky. He is also involved with Community Trust Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

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