Top annuities financial advisors in Henderson, KY

Brice Marsh is a financial advisor with Edward Jones in Henderson, Kentucky, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Marsh manages a commercial building investment in Henderson. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Yvette Turnbaugh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has held roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, and previously worked with Valic Financial Advisors from 2012 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach emphasizes asset allocation and retirement guidance supported by proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Erick Dalton is a CFP® and Series 66-registered financial advisor with Ameriprise, based in Henderson, KY, with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Dalton serves on the boards of Farmers Bank & Trust Co. of Marion, the Salvation Army of Henderson advisory board, and the Henderson County Riverport Authority, and is involved in several business entities related to his practice and community. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research-based modeling and tax-efficient withdrawal strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ryan Monroe is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years. Monroe serves as Vice President of the Bluegrass Youth Soccer Foundation and is a local board member of the Kentucky Selective Service System. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Matthew Giles is a financial advisor with LPL Financial, holding a Series 66 designation and over 24 years of industry experience. He has been with LPL Financial Services since 2009 and has also been associated with Onb Investment Services since 2002. Outside of advisory work, he is involved with NexWave E-commerce LLC and is a published author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

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.

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.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.