ADVISOR BIO

Carl Campbell is a registered representative with Edward Jones, holding both Broker-Dealer and Investment Advisor licenses. Carl is licensed in Arkansas, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Michigan, Mississippi, Ohio, Oklahoma, Pennsylvania, and Texas. Carl has been in the financial services industry since August 2018. Carl has passed the Series 66, Series 7TO, and SIE exams. Carl has specialized in helping individual and business clients with financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Carl Lee Jinright is a financial advisor with Avantax Advisory Services. Carl has been working in the financial services industry since December 2011 and holds a Series 7, Series 66, and SIE license. He is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) with the state of Kentucky. Carl is a Certified Financial Planner™ (CFP®) professional. Carl specializes in retirement planning, investment planning, and tax planning. Carl provides financial services to individuals, families, and small businesses.

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ADVISOR BIO

Carl Wilfred Hafele is a financial advisor registered in Florida and Kentucky. Carl is a Chartered Financial Analyst and has been in the industry since June 2014. Carl currently works at Private Client Services, LLC. Carl has a background in education and has worked as an instructor at Bellarmine University for over 20 years. In addition to working at Private Client Services, LLC, Carl is also involved in several other business ventures. Carl has experience providing financial planning, portfolio management and educational seminars for individuals, businesses and pension plans. Carl has been recognized for his expertise in investments and has been featured in several publications. Carl is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Carl Davey is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Carl has been in the securities industry since March 26, 2018. Carl is registered with FINRA and holds Series 7, 63 and 66 securities licenses. Carl is also registered in several states as an investment advisor. Carl has been associated with Fidelity Brokerage Services LLC since February 2018.

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ADVISOR BIO

Carl Mchenry Thomas is a financial advisor at Robert W. Baird & Co. Inc. with over 15 years of experience in the industry. Carl Mchenry Thomas is registered in 24 states for both securities and investment advisory services. Carl Mchenry Thomas specializes in a variety of services including portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Carl Mchenry Thomas is also a Certified Financial Planner.

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ADVISOR BIO

Carl Jurgens is an investment advisor representative with Tony Walker Financial. Carl has been in the industry since 2013. Carl holds a Series 65 license and is registered with the state of Indiana, Kentucky, and Texas. Carl specializes in providing financial planning and portfolio management services to individuals. Carl is also a licensed life and health insurance agent.

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ADVISOR BIO

Carl Moller is a financial professional with over 10 years of experience in the financial services industry. Carl is currently registered with ADP Broker-Dealer, Inc. Previously, Carl was registered with Ameriprise Financial Services, LLC in Minneapolis, Minnesota. Carl holds Series 7, Series 63, and Series 6TO securities licenses and has been registered to sell securities in all 50 states, the District of Columbia, and the Virgin Islands. Carl is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Carla Hogan Adkins is a financial advisor who has been in the industry since 2003. Carla is currently registered with Osaic Wealth, Inc. and has previously been employed by Woodbury Financial Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., and Princor Financial Services Corporation. Carla is licensed in Kentucky and has passed the Series 6, Series 63, Series 65, and SIE exams. She is also a volunteer Board Member and Treasurer for the Kings Daughters Medical Center.

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ADVISOR BIO

Carla Renee Rice is an investment advisor representative, licensed and registered in a number of states. Carla has been in the financial services industry since January 1994, and has worked for both J.J.B. Hilliard, W.L. Lyons, LLC and Robert W. Baird & Co. Inc. Currently, Carla is registered with Robert W. Baird & Co. Inc., and works in their Louisville, KY office. Carla is a securities professional with broad experience in both investment advisory and brokerage services.

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ADVISOR BIO

Carli McPherson is a financial professional with Fidelity Brokerage Services LLC. Carli McPherson is licensed to conduct business in Kentucky. Carli McPherson has passed the Series 63, Series 7TO, Series 9, Series 10 and SIE exams.

SPECIALIZATIONS