Top financial advisors working with retirees in Madisonville, KY

Seth Franklin is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. He is also an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm offers a range of asset management, financial planning, and consulting services through both advisor-led and model-based platforms, including tax-overlay and outsourced CIO services.

Joseph Collins is a financial advisor with LPL Financial in Madisonville, KY, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked with LPL Financial since 2009 and has been affiliated with ONB Investment Services since 1994. Outside of his advisory role, he also performs financial institution duties for Old National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Tara Edwards is a CFP® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2010, totaling 16 years of industry experience. She serves as President Elect of the Madisonville Noon Kiwanis and is a board member of the Community Improvement Foundation in Madisonville, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Harris Terry is a Series 66-licensed financial advisor with Robert Baird & Co., where he has worked since 2019, and has 11 years of industry experience including prior work at JJB Hilliard W.L. Lyons LLC. He is involved in the operation of a fast food franchise business that has shifted focus toward leasing fast food properties and serves as a trustee and beneficiary of family trusts managing property and coal assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers customized consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex alternatives, alongside municipal advisory and public finance services.

Jacob Holland is a financial advisor with Ameriprise Financial Services, LLC in Madisonville, KY, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. from 2014 to 2020. Outside of his advisory role, Holland serves as President of the Madisonville Noon Kiwanis Club and Vice President of Habitat for Humanity Pennyrile Region. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.