Top financial advisors working with clients approaching retirement in Bowling Green, KY

Benjamin Campbell is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at J.P. Morgan Securities, LLC and J.P. Morgan Chase Bank, N.A. since 2020, following four years at Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Cary Page is a financial advisor at Edward Jones in Bowling Green, KY, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2024 and is also the owner of CDP, Inc, a medical device consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Jacob Cooley is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC in Bowling Green, KY, and has four years of industry experience. He has worked at Ameriprise since 2022 and previously held roles at Taylor Polson & Co, PSC, and Larry C. Howlett, CPA. Cooley is co-owner of several business ventures related to managing his advisory practice and maintains a financing option with a local CPA firm. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and annual reviews. The firm utilizes proprietary research and third-party data to advise on income strategies and asset allocation, operating within a defined investment framework that includes affiliated product offerings.

Kevin Counts is a financial advisor with LPL Financial in Bowling Green, KY, holding CFP® and PFS™ designations and over 27 years of industry experience. His prior roles include positions at Harbor Financial Services, Level Four Advisory Services, and 1st Global Advisors. Outside of his advisory work, he is involved with a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Michael Newton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Investment Planners, Inc. for 24 years before joining Cambridge in 2024. In addition to his advisory role, he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of implementation options through proprietary and third-party strategies, with advisory services tailored to client objectives across multiple platform arrangements.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.