Independent financial advisors in Glasgow, KY

Sheila Perkins is a financial advisor with Edward Jones in Glasgow, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Ross is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes eight years at Edward Jones and roles in the pharmaceutical sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with a variety of investment platforms, including model portfolios, third-party subadvisors, and customized strategies.

Daniel Klein is a financial advisor at Lockshield Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Uvest Financial Services Group. Klein is also an author. Lockshield Partners serves individual and high-net-worth clients, offering portfolio management alongside financial planning and consulting. The firm uses a fee-based, asset-under-management model and employs fundamental analysis with a combination of long- and short-term strategies, including options and margin, primarily providing non-discretionary management with client trade approval.

Oscar Bates is a financial advisor with Cetera in Glasgow, KY, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience and previously worked at Avantax Advisory Services and Commonwealth Tax Professionals, where he provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Barrett Metzger is a financial advisor with Robert Baird & Co. in Glasgow, KY, holding a Series 66 designation and 12 years of industry experience. He has worked at Robert Baird since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2014. Outside of his advisory role, Metzger is involved with the Falls City Soccer Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm uses a combination of manager-traded and model-traded SMA strategies, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.