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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

18 advisors near 39440

Out of 400,000+ nationwide

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Laura C

Series 65

Laurel, MS

Element Wealth, LLC

Laura Cerra is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and is the owner of Laura Brame Cerra CPA, an accounting firm providing services to individuals and businesses. Element Wealth, LLC manages approximately $642 million and serves a diverse client base including individuals, retirement plans, trusts, and nonprofit organizations. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using a mix of relative strength, fundamental, and technical analysis to guide investment decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Michael A

ChFC®, Series 63

Laurel, MS

CreativeOne Securities, LLC

Michael Axton is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with CreativeOne Securities, LLC and has previously worked at Client One Securities, Ameritas Investment Corp, and LPL Financial Corporation. In addition to his advisory work, he is involved in selling and servicing fixed insurance products and life insurance through independent representative roles. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm employs a range of portfolio management strategies and offers access to proprietary model portfolios and third-party investment advisers.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Timothy P

Series 66

Ellisville, MS

Valic Financial Advisors

Timothy Perry is a financial advisor at Valic Financial Advisors with a Series 66 designation and approximately two years of industry experience, including roles at Inman Jager Wealth Management and the University of Mississippi. He is based in Ellisville, MS. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Casey B

Series 65, Series 66

Laurel, MS

Newedge Advisors

Casey Butts Sr. is a financial advisor with NewEdge Advisors holding Series 65 and Series 66 credentials and one year of industry experience. Before joining NewEdge Advisors, he worked at Sanderson Farms for nine years and has been associated with Merrill since 2011. Outside of his advisory role, he is a member and manager of two law firms, Wells Butts Law, PLLC and Casey L. Butts, Attorney at Law, PLLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Retirement plans for business owners (SEP, solo 401k)
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Stephen M

Series 63, Series 65

Laurel, MS

Centaurus Financial, Inc.

Stephen McCraw is a financial advisor with Centaurus Financial, Inc. in Laurel, MS, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Centaurus Financial since 2015 and has also been self-employed since 1978. Outside of his advisory role, he is involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm employs a variety of investment strategies and serves clients with both discretionary and non-discretionary advisory relationships.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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John M

Series 66

Laurel, MS

Edward Jones

John Mitchell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles in education at several universities and employment in fields such as trailer manufacturing and landscaping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Laurel, MS

Cetera

Coty Primeaux is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2015. Primeaux serves as a board member for Methodist Senior Services, where he participates in overseeing the operations of the retirement community. Cetera Investment Advisers provides investment management, financial planning, and fiduciary services to individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of advisor-managed and third-party managed solutions along with retirement and fiduciary capabilities integrated into its institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Harmon C

Series 63, Series 66

Laurel, MS

Raymond James Financial

Harmon Callen III is a financial advisor with Raymond James Financial in Laurel, MS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at LPL Financial for 14 years and Trustmark Bank for 15 years. Outside of his advisory work, he is involved with TeenPact Leadership Schools. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling.

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

Series 66

Laurel, MS

Edward Jones

James Elders is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in various school districts, including Newton County and Quitman Public School Districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Laurel, MS

Raymond James Financial

William Wansley is a financial advisor with Raymond James Financial in Laurel, MS, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1985 and Raymond James Financial since 2009. In addition to his advisory role, Wansley is also licensed as a life insurance agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, retirement plans, corporations, charitable organizations, and institutional clients. The firm provides non-discretionary financial planning and investment consulting supported by research, portfolio analysis tools, and offers specialized municipal and institutional advisory capabilities.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Mallory Y

Series 66

Laurel, MS

Edward Jones

Mallory Yoder is a Series 66 credentialed financial advisor at Edward Jones in Laurel, Mississippi, with 12 years of industry experience. She has worked with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

CFP®, Series 63

Laurel, MS

Edward Jones

Marion Geer is a CFP®-designated financial advisor with Edward Jones, based in Laurel, MS, and has 38 years of experience in the industry. She has been with Edward Jones since 2014. Outside of financial advising, Geer is involved with NatureQuest LLC, a tree farm, and serves as a director for Freedom Living, a nonprofit ministry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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

Series 65, Series 66

Laurel, MS

LPL Enterprise

Prosper Johnikin is a financial advisor with LPL Enterprise holding Series 65 and Series 66 licenses and over six years of experience in the financial services industry. His prior roles include positions at Persea Capital Management, LLC and RWM Capital, LLC, as well as experience at Ford Motor Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to third-party asset management programs, and managed account strategies through its ModelWealth Portfolios.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Johnson M

CFP®, Series 66

Laurel, MS

Raymond James Financial

Johnson Marcellino is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at LPL Financial for 12 years. Marcellino serves on the board and financial subcommittee of Laurel Christian School, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary advisory services and offers access to a broad affiliate network to support municipal and institutional clients.

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

Series 66

Laurel, MS

Raymond James Financial

Jessica Bilbo is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial and Trustmark Bank, where she currently holds a role as a bank associate. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes a collaborative approach with clients to develop tailored financial plans and investment recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Lee M

CFP®, Series 63, Series 66

Laurel, MS

Edward Jones

Lee Mitchell is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also the owner of Falcon Asset Management, an LLC, and is involved in aviation activities through The Bird Aviation, where he is president and a flight trainee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Michael C

Series 66

Laurel, MS

Edward Jones

Michael Cudworth is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory work, he is the owner of BMG Properties LLC, a rental property business in Inlet Beach, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Matthew W

Series 63, Series 65

Laurel, MS

Raymond James Financial

Matthew Witbeck is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and LPL Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations while generally leaving final decision authority with clients.

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