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Ethan L
Series 65
Barboursville, WV
Layne Financial Group
Ethan Layne is the sole advisor at Layne Financial Group, an independent registered investment adviser based in Barboursville, WV. He holds a Series 65 designation and has worked in financial and accounting roles since 2020, including running his own tax and accounting firm, Layne Tax Solutions. Outside of advisory services, he is involved in a printing company and was previously associated with a video advertising business. Layne Financial Group provides discretionary asset management and wealth planning for individual clients and institutional sponsors, including corporate retirement plans and nonprofit organizations. The firm employs a factor-based, academic evidence approach to dynamic asset allocation and offers pension and nonprofit consulting alongside standalone financial planning.
William H
CFP®, Series 63
Ironton, OH
Creative Financial Solutions, LLC
William Hensley is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a principal at Creative Financial Solutions, LLC, where he has worked since 2001, and has held roles with Cambridge Investment Research Advisors Inc. since 2014. Hensley serves as a board member for Young Life Huntington and has been involved with the Rotary Club of Barboursville, including a past presidency. Creative Financial Solutions, LLC provides customized financial planning and advisory services for individuals, families, small businesses, and trusts, focusing on retirement, tax, insurance, and estate planning. The firm emphasizes individualized planning supported by financial software and third-party research, while investment management is conducted through dual registrations with Cambridge Investment Research and custodial platforms.
Steven S
Series 63
Barboursville, WV
Creative Financial Solutions, LLC
Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.
Leif C
Series 63, Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and designated investment professional for Ramey Estep Homes, Inc., a charitable organization serving troubled youth. Leif Clarke Wealth Management, Inc. is an independent, state-registered investment adviser managing approximately $57.2 million across 161 clients. The firm provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates, following a value-oriented investment approach tailored to client-specific risk tolerance and income needs.
Anthony P
Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Malcolm M
Series 65
Huntington, WV
Global Value Investment Corporation
Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 designation and has a background that includes legal and compliance roles, such as positions at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of his advisory role, he is a co-member of Machair, LLC, a commercial real estate business. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm emphasizes fundamental research to identify undervalued securities and employs both short- and long-term investment strategies, including activist and concentrated positions.
Chandis F
Series 63, Series 65
Russell, KY
International Assets Investment Management, LLC
Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.
Michael H
CFP®, Series 66
Lexington, KY
Keystone Financial Group, LLC
Michael Hobbs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Keystone Financial Group, LLC since 2019. He has previously worked with LPL Financial and Kentucky Trust Company and maintains a legal practice through Webb and Hobbs PSC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementation across multiple platforms to manage approximately $1.86 billion in assets.
Joseph U
Series 63, Series 65
Huntington, WV
Foundations Investment Advisors LLC
Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also licensed as an insurance agent, handling life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory services through a large network of affiliated offices and utilizes model allocations and third-party sub-advisers.
Christopher H
Series 63, Series 65
Flatwoods, KY
Sequent Planning, LLC
Christopher Hamm is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western & Southern Financial Group for 19 years. Outside of his advisory role, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing ETF-based strategic models and third-party administrative platforms.
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Advisors near 25507
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