Top financial advisors working with executives in Martin, TN

Robert Voegeli is a financial advisor affiliated with Silver Oak Securities, Inc., holding the ChFC® designation and Series 63 license with 50 years of industry experience. He has worked at Silver Oak Securities since 2006 and has a long tenure with Connecticut Mutual Life Insurance dating back to 1976. Outside of his advisory role, Voegeli operates a financial services business focused on insurance and investment products. Silver Oak Securities serves a broad range of clients, including individuals, pension plans, corporations, and trusts, through over 100 financial professionals. The firm offers various advisory programs featuring discretionary, customized investment management tailored to client objectives and risk tolerances.

Glen Kavanagh is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eagle Strategies, New York Life, Encompass More Asset Management LLC, and Fidelity Investments. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation process and offers discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services.

Michael Hampton is a financial advisor with Edward Jones in Martin, Tennessee. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including over two decades at Edward Jones. Outside of his advisory role, he serves as a substitute preacher at the Lebanon Church of Christ and is a financial partner in a women’s and children’s clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Ryan Stover is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Stover is a co-owner of Blue Horseshoe LLC, through which he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2017 and concurrently with Investment Centers of America and Leaders Credit Union since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of financial planning and investment management services.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.