Top general retirement planning financial advisors in McMinnville, TN

Dawn Hoover is a financial advisor with LPL Financial in McMinnville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has previously worked at firms including Ameritas Investment Company, Concorde Asset Management, and National Planning Holdings. Outside of financial advisory, she is involved with Flat Foot Vinyl, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing multiple investment platforms and tools across a large network of advisers.

Wendy Kell is a financial advisor at OSAIC Institutions, INC. with seven years of industry experience. She holds a Series 66 designation and has worked with Infinex Investments, Inc. since 2015. In addition to her advisory role, Kell serves as a board member and backup bookkeeper for Covenant Academy, a private children’s school, and volunteers as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of advisors. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary accounts.

Kelvin Douglas is a financial advisor at DMK Advisor Group, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance and Douglas & Lanier Agency, where he serves as Vice President. In addition to his advisory role, Douglas manages operations at Douglas & Lanier Agency, a property, casualty, life, and health insurance provider. DMK Advisor Group offers portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm employs a blend of technical and fundamental analysis in managing discretionary and non-discretionary accounts, and uniquely combines registered broker-dealer activities with investment advisory services and insurance product offerings.

Andy Knowles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 12 years of industry experience. He previously worked at LPL Financial and First National Bank of McMinnville for 11 years. He is also the CEO of Knowles Private Wealth, a support company affiliated with his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique advisory affiliation.

Jeremy Richey is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Sharecare Inc for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

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.

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.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.