ADVISOR BIO

Robert Wrinkle is a financial advisor with Northwestern Mutual Investment Services, LLC. Robert has been in the industry since 1984 and is registered to provide investment advice in several states, including Kentucky, Florida, Illinois, Indiana, Minnesota, Missouri, Nevada, North Carolina, Tennessee and Texas. Robert holds the Series 6, Series 7 and Series 63 licenses, as well as the SIE exam. He has earned the Certified Financial Planner designation. In addition to working as an advisor, Robert is also a 50% owner of BC Properties LLC. Robert is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Robert Herbert is a financial advisor who has been working in the financial industry since 2008. Robert has a Series 6, 7, 63 and 66 licenses and has been registered with Fidelity Personal And Workplace Advisors since 2008. Robert has experience in providing financial planning, investment management, and educational seminars.

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ADVISOR BIO

Robert T. Sipes is a financial advisor who has been in the industry for 12 years. He has a Series 7, Series 66, and SIE license and is registered to provide investment advice in 28 states, including Kentucky, Texas, and California. Robert T. Sipes is affiliated with Edward Jones, a firm that manages over $800 billion in assets. Edward Jones provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

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ADVISOR BIO

Robert Wilkerson is a financial advisor at Robert W. Baird & Co. Inc., and has been in the industry since 2013. Robert has a CFP® designation and is registered with FINRA and several states including Kentucky, Texas, and others. Robert has passed the Series 7, Series 66, and SIE exams.

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ADVISOR BIO

Robert Schenkenfelder is a financial advisor with Morgan Stanley. Robert has been working in the financial industry since October 24, 2010. Robert is registered with the Securities and Exchange Commission and several state regulatory authorities. Previously, Robert was employed by UBS Financial Services Inc. and holds several securities licenses. Morgan Stanley is a large, well-established financial firm that provides a wide range of investment products and services.

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ADVISOR BIO

Robert Dale Phelps is a financial advisor with Morgan Stanley. Robert has been in the financial services industry since 1984. Robert holds a Series 7, Series 6, Series 22, Series 63, and Series 65 licenses. Robert is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Prior to joining Morgan Stanley, Robert worked at UBS Financial Services Inc., J.C. Bradford & Co., and Advantage Capital Corporation.

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ADVISOR BIO

Robert Brett Horn is a financial advisor at Fidelity Personal And Workplace Advisors. Robert is licensed to offer investment advice in Kentucky, Ohio and Texas. He has over 20 years of experience in the financial services industry. Robert has earned the Series 7, Series 62, Series 66 and SIE licenses. He has been with Fidelity Personal And Workplace Advisors since April 2024. Prior to that, Robert worked at W&S Brokerage Services, INC. and LPL Financial LLC.

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ADVISOR BIO

Robert Shannon is a financial professional with over 20 years of experience in the financial services industry. Robert has worked for Ameriprise Financial Services, LLC since July 2011. Robert has a strong track record of helping clients achieve their financial goals, including providing asset allocation services, financial planning, pension consulting, and educational seminars. Previously, Robert worked for AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, MONY Securities Corporation, and RISE, Inc. Robert is registered with the state of Kentucky and holds Series 6, 63, and SIE licenses.

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ADVISOR BIO

Robert Melillo is a financial advisor with Edward Jones. Robert has been in the securities industry since August 2021. Robert holds Series 7, 66, and SIE licenses and is registered in Colorado, Indiana, Kentucky, Maryland, Michigan, Ohio, Tennessee, Texas, and Wyoming. Robert specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.

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ADVISOR BIO

Robert Allison is an investment advisor representative with LPL Financial LLC in Louisville, KY. Robert is a licensed investment advisor representative in Kansas, Kentucky, and Texas. Robert's background includes previous roles at Waddell & Reed in Louisville, KY and State Farm VP Management Corp. in Tylertown, MS. Robert is a Series 6, Series 63, and Series 65 licensed professional with over seven years of experience in the financial services industry.

SPECIALIZATIONS