Top debt management financial advisors in Frankfort, KY

John Kline is a financial advisor at Cambridge Investment Research Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2023, following four years at Money Concepts Capital Corp. Outside of his advisory roles, he serves as president of Advanced Financial Solutions Group, focusing on tax services, and Azure Advisory, which provides financial coaching. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals using various portfolio management and model-based solutions.

Kyle Sanders is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Bryan Jackson State Farm Insurance, Kroger Corporation, and Regal Cinemas. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Michael Wilkerson II is a CFP® professional with 26 years of experience in financial advising, currently with OSAIC Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, LPL Financial, and Commonwealth Financial Network. Beyond his advisory work, Wilkerson serves as the Mayor of Frankfort, KY, and is a board member of the Kentucky League of Cities Investment Pool. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse clientele ranging from individuals to municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models with custody arrangements primarily via Schwab and Fidelity.

Geoffrey Smarte is a Series 66-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2020. He has 18 years of industry experience, including nine years at Fisher Investments. Beyond his advisory role, he serves as chairman of Smarte Investments, a charitable organization that provides donations and scholarships to students and families. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied securities and investment strategies tailored to client objectives and risk tolerances.

James Mc Gary is a financial advisor with LPL Financial based in Frankfort, KY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at German American Bank, CUNA Mutual Group, Allstate Insurance Company, and Mass Mutual. 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 advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary portfolio management supported by research and a variety of investment strategies.

Timothy Coyne is the sole advisor at Coyne Capital Management, LLC in Westlake, Ohio, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Coyne Capital Management since 2010. Coyne Capital Management provides discretionary investment management and standalone financial planning services to individuals, trusts, estates, and charitable organizations, typically serving clients with at least $500,000 in investable assets. The firm emphasizes asset-class diversification, utilizes both fundamental and technical analysis, and offers tailored Investment Policy Statements to align with clients’ goals and risk tolerance.

Jorden Bastien is a financial advisor at LifeSteps Financial with 13 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial (formerly Foothill Financial Advisors, Inc.) since 2012. The firm serves individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. LifeSteps Financial employs an ETF-centric investment approach based on Modern Portfolio Theory, offering discretionary and non-discretionary advisory services combined with integrated financial planning and a hands-on bill-payment and reconciliation service.

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Marilynne Shadow is a financial advisor with Empower Advisory Group in Canton, GA, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.