Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

19 advisors near 42431

Out of 400,000+ nationwide

user avatar
firm logo

Seth F

Series 66

Madisonville, KY

OneAscent Financial Services LLC

Seth Franklin is a financial advisor at OneAscent Financial Services LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Private Advisor Group, Franklin Financial Group, LPL Financial, and US Bank. Outside of his role at OneAscent, Franklin is an insurance agent and a registered representative of Purshe Kaplan Sterling Investments, Inc. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
user avatar
firm logo

Randall F

CFP®, PFS™, Series 63

Madisonville, KY

OneAscent Financial Services LLC

Randall Franklin is a CFP® and PFS™ with 20 years of experience in financial advising and accounting. He is currently with OneAscent Financial Services LLC and Purshe Kaplan Sterling Investments, having previously worked at Private Advisor Group, LLC and LPL Financial. Franklin is also the owner of Franklin Certified Public Accountants, Inc., and serves as treasurer for Immanuel Baptist Church as well as a board member of the KY Society CPA PAC Committee. OneAscent Financial Services LLC manages approximately $2.61 billion through a team of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including asset management, financial planning, ERISA fiduciary services, and tax preparation, utilizing both direct management and third-party managers to implement customized portfolios.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
user avatar
firm logo

Joseph S

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Joseph Singer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Singer has been with Fifth Third Securities since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs that include third-party portfolio managers, strategist portfolios, and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Ryan O

Series 63, Series 65

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Ryan Oberhausen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Owensboro, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a vice president and owner of a rental property business, Candy Cane Properties LLC, located in Santa Claus, IN. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity Institutional Wealth Adviser platforms.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Robert P

CFP®, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Robert Pierce is a CFP® and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account programs, including advisor-directed models and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Brittany H

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Brittany Hester is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Wells Fargo Clearing, and Wells Fargo Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and investment options, including direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar
firm logo

Joseph C

Series 63, Series 65

Madisonville, KY

LPL Financial

Joseph Collins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with LPL Financial Services since 2009 and has been associated with ONB Investment Services since 1994. Outside of his advisory roles, Collins has a financial institution duty with Old National Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Clayton B

Series 66

Dixon, KY

LPL Financial

Clayton Buchanan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at United Community Bank and Northwestern Mutual Investment Services LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

James P

Series 66

Providence, KY

Thrivent Investment Management

James Palmer is a financial advisor with Thrivent Investment Management in Providence, KY, holding a Series 66 designation and three years of industry experience. He has worked within various Thrivent entities since 2022 and previously spent 14 years associated with Sulphur Well Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

William Y

CFP®, Series 66

Madisonville, KY

Edward Jones

William Young is a CFP® with 24 years of industry experience and has been with Edward Jones in Madisonville, KY, since 2003. He holds a Series 66 license and co-owns a property business unrelated to his advisory work. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with a broad range of advisory programs and investment solutions supported by a large network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Tara E

CFP®, Series 66

Madisonville, KY

Edward Jones

Tara Edwards is a CFP® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2010, totaling 16 years of industry experience. She serves as President Elect of the Madisonville Noon Kiwanis and is a board member of the Community Improvement Foundation in Madisonville, KY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
firm logo

Stephanie B

CFP®, Series 66

Madisonville, KY

Edward Jones

Stephanie Bowles is a financial advisor with Edward Jones in Madisonville, KY, holding CFP® and Series 66 designations and bringing four years of industry experience. She worked at Tungco Inc from 2015 to 2021 before joining Edward Jones. She serves as a board member on the City of Madisonville Board of Adjustments. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of managed solutions and advisory programs, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Founder/Business Owner
firm logo

Barry H

Series 63, Series 66

Madisonville, KY

Edward Jones

Barry Hill is a financial advisor with Edward Jones in Madisonville, KY, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and manages farmland in Slaughters, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
firm logo

Jordan C

Series 66

Madisonville, KY

Edward Jones

Jordan Coomes is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of his advisory role, he is an owner-partner of a real estate business in Madisonville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business exit / sale strategy Founder/Business Owner
firm logo

Micah D

Series 66

Madisonville, KY

Edward Jones

Micah Dunn is a financial advisor at Edward Jones in Madisonville, KY, holding a Series 66 credential with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for Alliance Coal for ten years. Outside of his advisory role, Dunn coaches youth baseball with the Madisonville Miners Youth Baseball nonprofit organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Harris T

Series 66

Madisonville, KY

Robert Baird & Co.

Harris Terry is a Series 66-licensed financial advisor with Robert Baird & Co., where he has worked since 2019, and has 11 years of industry experience including prior work at JJB Hilliard W.L. Lyons LLC. He is involved in the operation of a fast food franchise business that has shifted focus toward leasing fast food properties and serves as a trustee and beneficiary of family trusts managing property and coal assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers customized consulting and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex alternatives, alongside municipal advisory and public finance services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Brian W

Series 66

Madisonville, KY

Edward Jones

Brian Webb is a financial advisor with Edward Jones in Madisonville, KY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jacob H

Series 63, Series 65

Madisonville, KY

Ameriprise

Jacob Holland is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, Holland serves as president of the Madisonville Noon Kiwanis Club and vice president of Habitat for Humanity Pennyrile Region. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Brandon L

Series 66

Madisonville, KY

Edward Jones

Brandon La Mond is a financial advisor at Edward Jones in Madisonville, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Hopkins County Coal LLC, Elk Creek Mine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")