Seasoned 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 at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Transamerica Financial Advisors, Pruco Securities LLC, and The Prudential Insurance Company of America. Becker is also a notary and operates a wealth management business as a sole owner. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

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.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.