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Reid P
Series 65
Conroe, TX
Fmsa
Reid Pierson is a Series 65-licensed advisor with FMSA in Conroe, TX, and has two years of industry experience. He previously worked at World Financial Group, Inc. and has provided accounting and bookkeeping services on a contract basis for a nonprofit Baptist church. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.
Hector V
Series 65
Brownsville, TX
Fmsa
Hector Valdez is a financial advisor at FMSA with one year of industry experience. He holds a Series 65 designation and has prior work history with HSO, SAGlobal, and XAPT Corporation. Outside of his advisory role, he serves as CEO of Aetherworks Inc, a company focused on carbon capture technology. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.
Bradford S
CFA®
Delray Beach, FL
Fmsa
Bradford Smith is a CFA® charterholder currently with FMSA, bringing experience from several prior roles including Northwestern Mutual, Sierra Global Management, and Wilmington Trust. He also provides insurance-related services as part of his comprehensive financial planning. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management across a broad range of securities and products.
Maurice C
Series 65
Delray Beach, FL
Fmsa
Maurice Clarke is a financial advisor at FMSA with a Series 65 license and no prior industry experience. Before joining FMSA, he worked at Health Compass Consulting, focusing on employee benefits consulting and management, and has held roles as an insurance advisor providing life insurance solutions and handling property and casualty claims. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a research-driven investment approach centered on company financials and SEC filings, offering discretionary portfolio management and comprehensive financial planning across a wide range of securities and products.
Russell T
Series 63, Series 65
Delray Beach, FL
Fmsa
Russell Thompson is a financial advisor at Fmsa with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regal Investment Advisors, Regulus Financial Group, and The Prudential Insurance Company of America. Outside of his advisory role, he is a partner at H&R Insurance and Financial Services LLC, which provides commercial liability and property insurance. Fmsa is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients through a multi-advisor team, offering comprehensive financial planning and discretionary portfolio management based on a fundamental, research-driven investment approach.
Michael M
Series 63
Clive, IA
Fmsa
Michael Mcclimon is a financial advisor at FMSA with 29 years of industry experience. He holds a Series 63 designation and has previously worked at GWN Securities Inc. Mcclimon also owns and operates a tax services business that prepares tax returns and assists with FAFSA applications for college students. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trusts. The firm provides discretionary portfolio management and financial planning using a fundamental, research-driven investment approach.
Brandon V
Series 65
Lafayette, LA
Fmsa
Brandon Varisco is a financial advisor at FMSA with 17 years of industry experience. He holds a Series 65 designation and has worked at FMSA since 2017. Prior to that, he was with Oxford Asset Management for nine years and also operates the Brandon Varisco Insurance Agency. He is licensed to sell life and health insurance products. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach that emphasizes company financials and SEC filings.
Richard W
Series 65
Knoxville, TN
Fmsa
Richard Williamson is a financial advisor at FMSA in Knoxville, TN, holding a Series 65 designation. He began his advisory career in 2025 and previously worked in corporate roles at Vulcan Materials and International Paper for over 30 years. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach with discretionary portfolio management and comprehensive financial planning services.
Jacques S
Series 65
Delray Beach, FL
Fmsa
Jacques Sonnier is a financial advisor at FMSA with two years of industry experience. He holds a Series 65 designation and is based in Delray Beach, Florida. Prior to his advisory role, he has been a student since 2009. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning, following a fundamental, research-driven investment approach focused on company financials and SEC filings.
David V
Series 63
Delray Beach, FL
Fmsa
David Vela is a financial advisor at FMSA with 23 years of industry experience. He has been with FMSA since 2011 and holds a Series 63 designation. Outside of his advisory role, he is a partner in a property management business. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension plans, municipalities, and trust programs. The firm uses a fundamental, research-driven investment approach and offers discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.
David V
Series 66
Lafayette, LA
Fmsa
David Varisco is a financial advisor at FMSA with 23 years of industry experience. He holds a Series 66 designation and has worked at FMSA since 2017, following an 11-year tenure at Oxford Asset Management. In addition to his advisory work, he owns MobileMyApp.com, a web-based mobile website generator company, and performs as a drummer with other musicians. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm offers discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach focused on company financials and SEC filings.
Jacob C
Series 65
Delray Beach, FL
Fmsa
Jacob Couch is an advisor at FMSA with a Series 65 designation and no prior industry experience. Before joining FMSA, he was owner and principal broker at Porchlight Life & Legacy LLC, a fixed insurance business. He has also worked with Resonate Church Network and Home Depot. FMSA is a privately owned registered investment adviser serving individuals, corporate pension plans, municipalities, and trusts with approximately $216 million under management. The firm employs a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management through a multi-advisor team.
Mark C
Series 63, Series 65
Overland Park, KS
Fmsa
Mark Cussen is a financial advisor at FMSA with Series 63 and Series 65 credentials and three years of industry experience. His work background includes roles at Outlier AI, Inc., Intuit, Selectquote, and Jackson Hewitt Tax Service. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach focused on company financials and intrinsic value.
Dynah S
Series 65
Delray Beach, FL
Fmsa
Dynah Sistrunk is a financial advisor at FMSA with one year of industry experience. She holds a Series 65 credential and previously worked in various healthcare and retail roles. Outside of her advisory role, she is self-employed as an independent insurance agent specializing in fixed insurance sales for risk management purposes. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts, managing approximately $216 million across more than 1,200 clients. The firm employs a fundamental, research-driven investment approach and offers comprehensive financial planning and discretionary portfolio management through a multi-advisor team.
Victoria D
Series 63, Series 66
Lafayette, LA
Fmsa
Victoria Dickerson is a financial advisor at FMSA with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LSA Securities LLC, Allstate Insurance Company, and N.I.S. Financial Services, Inc. In addition to her advisory role, she sells fixed insurance products as an agent. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning.
Michael S
Series 63, Series 65
Delray Beach, FL
Fmsa
Michael Sloan is a financial advisor with FMSA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Portfolio Medics, Elite Investment Team, and Brookstone Capital Management. Outside of advising, he works as an independent insurance agent and is involved with Legalshield, selling personal and small business legal plans. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a variety of securities and products.
Victor S
Series 65
Delray Beach, FL
Fmsa
Victor Sonnier is a financial advisor with FMSA in Delray Beach, FL, holding a Series 65 designation and 24 years of industry experience. He has been with FMSA since 2004 and previously worked at American General Securities Incorporated from 2002 to 2007. Outside of advising, he is involved in independent insurance sales through a company he owns. FMSA is a privately owned registered investment adviser that manages approximately $216 million for over 1,200 clients, including individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm follows a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management through a team of advisors.
James D
Series 63
French Settlement, LA
Fmsa
James Dickerson is a financial advisor at FMSA with 14 years of industry experience. He holds a Series 63 designation and has worked at firms including Allstate Insurance Co, LSA Securities LLC, Physicians Mutual, Royal Alliance Associates, and N.I.S. Financial Services, Inc. Outside of his advisory work, he is involved in delivering pharmaceuticals for Louisiana Wholesale Drugs. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.
Jimmy R
Series 66
Louisville, KY
Fmsa
Jimmy Ray III is a financial advisor at FMSA with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Core Planning, Thrivent Financial, Fidelity Investments, and Bank of America. Outside of his advisory role, he serves as an independent agent with various outside fixed insurance appointments. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach.
Tiffany G
Series 63, Series 65
Lafayette, LA
Fmsa
Tiffany Grayson Tauzin is a financial advisor at FMSA with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with FMSA since 2015. Tauzin is also the owner of Tauzin Financial Group, a fixed insurance advisory business. FMSA is a privately owned registered investment adviser managing approximately $216 million for over 1,200 clients. The firm serves individuals, corporate pension and profit-sharing plans, municipalities, and trusts, employing a fundamental, research-driven investment approach with comprehensive financial planning and discretionary portfolio management.
Jonathan E
Series 65
Lafayette, LA
Fmsa
Jonathan Eleser is a financial advisor at FMSA with a Series 65 credential and 10 years of industry experience. He has worked at FMSA since 2019 and has also operated Eleser Financial since 2018, where he provides insurance brokerage and business consulting services. Additionally, he offers tax preparation and advisory services. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management across a broad range of investments.
Patrick J
Series 65
Delray Beach, FL
Fmsa
Patrick Jordan is a financial advisor at FMSA with 15 years of industry experience. He holds a Series 65 designation and has worked at Compass Insurance Advisors and State Farm VP Management Corp. He is also a soldier in the Louisiana Army National Guard. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and offers discretionary portfolio management alongside comprehensive financial planning.
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