Top social Security optimization 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.

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 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.