Top financial advisors working with retirees in Mayfield, KY

Patrick Flanary is a financial advisor with LPL Financial in Benton, KY, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. from 2016 to 2018. Flanary is also associated with Community Financial Services Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services including financial planning, asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Kayla Barrett is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 13 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, she owns an LLC that holds a property she leases, previously used as her office at Edward Jones. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses advanced analytical tools to support client goals, while also engaging in specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Edward Fitz Gerald is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he has ownership interests in a farm and an aviation business in Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Michelle Neiswender is a CFP® and Series 65-licensed advisor with 15 years of industry experience. She is currently with Fire Wealth Management, LLC and is also the sole member of Focused Tax Partners, LLC, a tax preparation business. Prior to joining Fire Wealth Management, she worked for Fox & Company Wealth Management for 13 years. Fire Wealth Management serves individual clients including high-net-worth households, medical professional families, small businesses, and certain retirement plans. The firm offers fee-only comprehensive financial planning and discretionary investment management with an emphasis on passive, plan-driven strategies supported by ongoing reviews and implementation.

Jamison Imhoff is a financial advisor at HBW Advisory Services LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms including Elite Marketing Group and Cetera Advisor Networks. Outside of his advisory roles, he is the owner and creator of an internet podcast focused on gaming and entertainment. HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using risk tolerance assessments, third-party money managers, and multi-manager diversification, and serves a high volume of clients across retail, institutional, and intermediary channels.

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, 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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.