ADVISOR BIO

Joseph Willis is a financial advisor currently registered with Edward Jones. Joseph has been in the industry since 2006. Joseph has a strong track record of providing financial advice to individuals and families. Joseph is committed to helping his clients achieve their financial goals. Joseph is also registered with the following states: Alabama, Arizona, Arkansas, Georgia, Indiana, Kentucky, Maryland, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Joseph has worked for Chase Investment Services Corp. and previously for Edward Jones prior to his current role.

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ADVISOR BIO

Joseph Wayne Huff is a registered representative with Fidelity Brokerage Services LLC. Joseph is licensed to sell securities in 53 states and the District of Columbia. Joseph has passed the Series 7, Series 63 and SIE exams. Joseph Wayne Huff has been in the securities industry since March 2024.

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ADVISOR BIO

Joseph David Wilcox is a financial professional with over 15 years of experience in the industry. Joseph has a strong track record of success in the financial services industry, with experience at several prominent firms including J.P. Morgan Securities LLC, PNC Investments, and Citizens Securities, Inc. Joseph is currently registered with Ascensus Investment Advisors, LLC and is licensed to provide financial advice in Kentucky and Massachusetts. He is dedicated to providing personalized financial advice to his clients and helping them achieve their financial goals. Joseph also has experience in portfolio management for pooled investment vehicles and provides educational seminars on topics related to finance. Joseph is a published author for Rowman & Littlefield Publishing and has a passion for helping others understand financial concepts. Joseph's expertise and experience make him a valuable resource for individuals and families looking for financial guidance.

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ADVISOR BIO

Joseph William Jones is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets and serves over 168,000 clients. Joseph William Jones has been in the industry since 1988. Joseph William Jones is registered with the state of Kentucky as a registered representative and investment advisor. Joseph William Jones is also registered as a registered representative in the states of Florida, Illinois, Louisiana, Missouri, Ohio, and Tennessee. Joseph William Jones has Series 6, 7, 22, and 63 licenses as well as the SIE license. Joseph William Jones is a Certified Financial Planner. Joseph William Jones' previous employers include INVEST FINANCIAL CORPORATION, ONB INVESTMENT SERVICES, INC., JEFFERSON PILOT SECURITIES CORPORATION, FIFTH THIRD SECURITIES, INC., and NEW ENGLAND SECURITIES. Joseph William Jones has experience providing financial advice to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Joseph Patrick Lewis is a financial professional registered with National Financial Services LLC. Joseph has been in the industry since March 13, 2022, and is registered with the Financial Industry Regulatory Authority (FINRA). He holds the Series 99TO and SIE exams. The advisor's office is located in Covington, KY.

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ADVISOR BIO

Joseph Burke is a registered representative with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Joseph has been in the financial services industry since June 2018. Joseph specializes in providing financial advice and investment management services for individuals, businesses, and retirement plans. Joseph is also registered as an Investment Advisor Representative in Kentucky and Ohio.

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Joseph Troy Schmeing is a financial advisor with over 30 years of experience in the industry. Joseph is a registered representative with Robert W. Baird & Co. Inc. He is also registered with the following states: District of Columbia, Florida, Indiana, Kentucky, Maine, Missouri, New Mexico, North Carolina, Ohio, South Carolina, Tennessee, and Texas. Prior to joining Robert W. Baird & Co. Inc., Joseph worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and FIFTH THIRD SECURITIES, INC. Joseph's experience and qualifications make him a valuable resource for investors seeking guidance on their financial journey.

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ADVISOR BIO

Joseph Cochran is a financial advisor with State Farm VP Management Corp. in Lexington, Kentucky. Joseph has over 25 years of experience in the financial industry, and holds a Series 6 and SIE license. Joseph is registered with the state of Kentucky. Joseph was previously registered with Mutual of Omaha Investor Services, Inc., and Allstate Financial Services, LLC.

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ADVISOR BIO

Joseph John Tarditi is a financial advisor with Academy Securities, Inc. Joseph has been in the industry since November 8, 1997. Joseph is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Virginia, and Washington.

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ADVISOR BIO

Joseph Taylor Wood is a financial advisor with Fidelity Personal and Workplace Advisors. Joseph has been in the industry since August 5, 2021. Joseph is registered in Kentucky and Texas. Joseph is a registered representative and investment advisor representative. Joseph has passed the Series 63, Series 66, Series 7 and the SIE exams. Joseph provides services in financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors.

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