CFP®-certified financial advisors working with professional athletes in Kentucky

Julie Smith is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Community Trust Bank and held various roles in healthcare and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jordan Pruden is a Series 66-licensed financial advisor with Morgan Stanley in Bowling Green, KY, and has eight years of industry experience. He has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A., and previously spent two years at Merrill and one year at Service One Credit Union. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Tyler Peter is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked in various roles within Fidelity since 2016, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Marcia Lewis is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at Avantax Planning Partners, Blue & Co, LLC, and Trustee Empowerment & Protection, Inc. Outside of her advisory role, she serves as Director Emeritus at Blue & Co., a regional CPA firm, where she provides tax, consulting, and business valuation services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs tailored to client goals and risk tolerance, and provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions through third-party providers.

Michael Dawahare is a financial advisor at Dupree Financial Group, LLC in Lexington, KY, holding a Series 65 designation with two years of industry experience. Prior to joining Dupree Financial Group, he spent ten years as a senior consultant. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts, focusing on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining individual securities and ETFs, emphasizing valuation metrics and dividend history for long-term holdings.

David Sadler is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Outside of his advisory work, he is involved with Mallard Point Farms, LLC in St. Charles, MO. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations with ongoing monitoring.

Lisa Dugan is a CFP® with 28 years of experience in the financial industry. She has been with Secure Planning, LLC since 1998. In addition to her advisory role, she is also licensed as an insurance agent, providing insurance planning as part of the firm's comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary and non-discretionary portfolios using Modern Portfolio Theory and an efficient market approach, offering financial planning, consulting, and access to third-party asset allocation programs.

Gabriel Willis is a financial advisor with Edward Jones in Acworth, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he operated a window treatment business, EG Willis, Inc., from 2021 to 2024, which he has since turned over to his spouse. Before that, he worked at American States Utility Services, Inc. for ten years. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Jesse Sigrist is a financial advisor at Coldstream Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Cable Hill Partners. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm employs a team-based investment approach supported by an internal strategy group and offers a range of portfolio management, financial planning, and wealth transfer services.

Jontue Long is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in 2001, he has developed a client base that includes professional athletes, entrepreneurs, and senior-level corporate executives, providing specialized financial guidance tailored to their unique circumstances. Jontue’s experience includes founding his own firm and advising clients across more than 15 states. He focuses on areas such as executive compensation, family wealth management, retirement planning, portfolio management, business strategies, and socially responsible investing. His approach emphasizes disciplined, planning-based processes with frequent client engagement to align strategies with personal values and financial goals. Jontue holds a Bachelor’s degree from Bucknell University and an MBA from the Fuqua School of Business at Duke University. He is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Private Wealth Advisor®, and holds additional credentials including Personal Investment Advisor and Sports & Entertainment Accredited Wealth Management Advisor. His background includes firsthand knowledge of the financial challenges faced by professional athletes, having grown up with a close family member in the NBA, as well as entrepreneurial experience from running a business for ten years. This diverse expertise enables him to serve clients with tailored insights, particularly in managing wealth transitions and liquidity events. Residing in Narberth, Pennsylvania, Jontue spends time with his family and enjoys basketball and football. He also participates in community volunteer activities aligned with Merrill Lynch’s tradition of community involvement. Jontue encourages clients to consider him their primary resource for a wide range of financial decisions, supported by Merrill’s integrated wealth management, banking, and lending services.

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.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.