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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

10 advisors near 38732

Out of 400,000+ nationwide

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Gary G

Series 63

Cleveland, MS

Gainspoletti Wealth Planners

Gary Gainspoletti is a financial advisor with Gainspoletti Wealth Planners in Cleveland, MS, holding a Series 63 designation and 29 years of industry experience. He has worked at Raymond James Financial Services Advisors and operates Gainspoletti and Associates, CPA, LLC, a public accounting and tax planning firm. Gainspoletti serves as an Alderman at Large for the City of Cleveland, Mississippi, an elected position with policy-making responsibilities. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and Efficient Market Hypothesis, utilizing strategic asset allocations and third-party model managers, along with customized client reporting and participant education services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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James G

CFP®, Series 63, Series 66

Cleveland, MS

Gainspoletti Wealth Planners

James Gainspoletti is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Gainspoletti Wealth Planners. His prior roles include positions at Raymond James Financial Services and Gainspoletti & Associates. He is also a CPA providing tax and accounting services outside of his advisory work. Gainspoletti Wealth Planners offers personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios based on Modern Portfolio Theory and other financial principles, utilizing strategic asset allocations and third-party model managers, with a focus on tailored client service and periodic performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Brandyn S

CFP®, Series 63, Series 66

Cleveland, MS

Gainspoletti Wealth Planners

Brandyn Skeen is a CFP® professional with 14 years of industry experience, currently serving at Gainspoletti Wealth Planners in Cleveland, MS. He has held roles at Raymond James Financial Services Advisors Inc. and Gainspoletti Financial Services, among others. Outside of his advisory work, he is also employed in an accounting/CPA capacity with Gainspoletti & Associates. Gainspoletti Wealth Planners provides personalized, fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, small businesses, and retirement plan sponsors. The firm employs diversified, long-term portfolios guided by Modern Portfolio Theory and factor-model principles, frequently using co-advisory arrangements and third-party managers to tailor strategies to client objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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Peyton C

Series 66

Cleveland, MS

LPL Financial

Peyton Chambers is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Investacorp Inc., and served in roles at Delta State University and Mississippi Delta Community College. Outside of his advisory work, he operated C&C Lawn Care LLC for seven years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Dena W

Series 63, Series 65

Cleveland, MS

Raymond James Financial

Dena Weeks is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cleveland, MS, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Raymond James since 2015 and is also an associate at Barfield Salley and Associates, PLLC, where she is involved in tax return preparation. Additionally, she owns Golden Harvest Financial Services, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting, with a notable emphasis on non-discretionary advisory services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michelle B

Series 63, Series 65

Cleveland, MS

LPL Financial

Michelle Bailey is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and Investacorp. Outside of her advisory role, she is involved in tax preparation and accounting through a CPA firm in Cleveland, MS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a broad range of financial planning and investment management solutions supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Henry N

Series 63, Series 66

Cleveland, MS

Edward Jones

Henry Nohsey Jr. is a financial advisor with Edward Jones in Cleveland, MS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advising, he is involved in thoroughbred racehorse ownership and operates a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David P

CFP®

Cleveland, MS

LPL Financial

David Putman is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial. His prior experience includes long tenures at Investacorp, Inc., Securities America Advisors, Inc., and OSAIC. In addition to his advisory role, he is also commissioned as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Danny B

Series 63, Series 65

Cleveland, MS

Raymond James Financial

Danny Barfield is a financial advisor with Raymond James Financial Services Advisors, Inc. in Cleveland, MS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He is also a partner at Barfield, Salley and Associates PLLC, where he practices as a CPA, and holds ownership interests in Golden Harvest Financial Services and Horton Waste Services, Inc., where he participates in board meetings and provides business advice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed client risk profiles and firm research to tailor recommendations across brokerage and advisory accounts, supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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James O

Series 63, Series 65

Cleveland, MS

LPL Financial

James Otts is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Investacorp, Inc. He is involved in managing JWalton Otts Investment Firm LLC, a business entity used for tax and investment purposes. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its investment advice with an in-house Research team and provides a variety of delivery options from financial planning to third-party asset management, accommodating customized client needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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