Top financial advisors working with mid-career professionals in Owensboro, KY

Cindi Bosley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with MML Investors Services Inc and Mass Mutual since 2009. Outside of her advisory role, she is a partner in Ashley-Worth, LLC, a life and health insurance sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual financial planning engagements using advanced analysis tools and supports implementation through separate brokerage or insurance arrangements.

Tycen Brock is a financial advisor with Edward Jones in Owensboro, KY, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he also works as a pickleball instructor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large national network of advisors and branch offices.

Rohnn Sanderson is a financial advisor with Advisory Services Network who holds Series 65 and Series 66 credentials and has 12 years of industry experience. His prior experience includes seven years at Waddell & Reed. Outside of advisory work, he is an economics instructor at Brescia University and Owensboro Community and Technical College and owns Econ-Logic, an economic consulting business focusing on regional economic impact studies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

James Ivey III is a financial advisor with Robert Baird & Co. in Owensboro, KY, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Jjb Hilliard Wl Lyons LLC and Joshua Miller. Outside of his advisory role, he serves as President of the Owensboro Estate Planning Council and is the Board Chair and a member of the Investment/Finance Committee at the local YMCA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients, utilizing a variety of investment strategies and offering both discretionary and non-discretionary management options.

Reid Davenport is a financial advisor at Ameriprise in Henderson, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked for Independence Bank and spent twelve years with the Webster County School District. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored advice, focusing on assets held in Ameriprise-managed accounts.

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.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.