Large-firm, divorce financial planning financial advisors in Mount Sterling, KY

Melody Townsend is a CFP® professional with 15 years of experience, currently serving as an advisor at Townsend Financial Planning since 2006. She is the managing member of Mountain Sage Holdings, LLC, a commercial property management business in Mt. Sterling, Kentucky. Townsend Financial Planning is an SEC-registered, fee-only fiduciary firm that provides financial planning and investment management services to individuals, families, and small businesses. The firm employs a long-term, buy-and-hold investment strategy using diversified, low-cost mutual funds and ETFs, and offers a range of engagement types including trustee services and retirement-plan consulting.

Farley Stephenson serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Senior Portfolio Specialist, and Portfolio Specialist. His career reflects extensive experience in financial and investment solutions as well as retirement planning. Stephenson emphasizes a collaborative approach to financial strategies, aiming to simplify complex topics into actionable steps to empower his clients. His work is grounded in building trust and designing personalized plans that adapt to the evolving needs of individuals and families. Outside of his professional responsibilities, Farley Stephenson engages in activities such as camping, fishing, hiking, running, and volunteering.

John Saunier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 11 years of industry experience and holds the Series 66 designation. He has worked at Edward Jones and has been with Raymond James since 2018. Saunier is also involved with Central Bank & Trust and Central Investment Center Inc., where he sells and services investment clients and supports investment-related activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Robert Becker Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Transamerica Financial Advisors, Inc., and United Financial Services. Becker also serves as a notary and independent sales agent outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities, using model-driven portfolio management and access to third-party asset managers.

Lindsay Rice is a financial advisor with Edward Jones in Mt Sterling, KY. She holds the ChFC® designation and Series 66 license, and has nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for Clark County Public Schools from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, managed strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

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.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

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.