CFP®-certified financial advisors in Berea, KY

Rachel Miracle is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she worked at Walmart and Red Lobster. She is also a published author with BookLeaf Publishing. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Harvey Little Jr. is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He is the principal of WH Wealth Management LLC, an independent firm he founded in 2021, following 15 years operating his own financial services firm. Outside of advisory work, he maintains an insurance producer license and engages in residential and commercial real estate management. WH Wealth Management serves individuals, families, and small business owners, providing investment advisory services, financial consultation, and comprehensive planning including retirement, tax, estate, insurance, and college funding. The firm manages approximately $8.0 million in discretionary assets and typically invests using mutual funds, low-cost index funds, and ETFs, applying both fundamental and technical analysis.

Erik Flaig is a financial advisor with LPL Financial in Berea, KY, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, he worked at J.P. Morgan Securities from 2014 to 2018 and has been associated with Community Trust Bank since 2018. Outside of his advisory role, he operates Flaig Farm, where he farms cattle and breeds dogs on a nine-acre property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Daniel Prevett is a financial advisor at Stirlingshire Investments with six years of industry experience and holds a Series 65 designation. He previously worked at Prevett Financial, Midway University, and Brewton-Parker Christian University. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models.

David Johns is a financial advisor with Edward Jones in Berea, Kentucky, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as President and Director of the Madison County Bombers, Inc., where he participates in decision-making and oversight without involvement in financial handling. 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 strategies supported by a large nationwide network of advisors and branch offices.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.