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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

24 advisors near 39563

Out of 400,000+ nationwide

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Ryan E

Series 65

Vancleave, MS

Pers Pro

Ryan Earley is a financial advisor at PERS Pro with a Series 65 designation and one year of experience. His prior roles include positions at the University of Georgia's Terry School of Business, Catona Climate, and a decade with the Jackson County School District. PERS Pro provides fee-only financial planning and implementation services primarily to mid- to late-career state employee professionals. The firm emphasizes a passive, long-term buy-and-hold investment approach using low-cost index funds and ETFs, offers tailored financial plans, and operates on a fixed-fee model rather than percentage-based fees.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General tax planning Government Employee Mid-Career Professionals
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William B

Series 66

Ocean Springs, MS

Wealthharbor Capital Group, LLC

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Mark H

Series 63, Series 65

Ocean Springs, MS

Wealthharbor Capital Group, LLC

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Lance M

Series 63, Series 65

Gautier, MS

CreativeOne Securities, LLC

Lance Monk is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, Monk works as a freelance singer and serves as a bookkeeper for Gulf Coast Custom Enclosure. 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 offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios.

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

Series 65

Gautier, MS

Osaic Advisory Services, LLC

Garrett Malone is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 designation. He has been with Osaic since 2025 and has prior work experience at United Parcel Service and GM Resale. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed accounts, financial planning, third-party consulting, and lending solutions through a representative-driven advisory model.

Annuities
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Victor A

Series 66

Ocean Springs, MS

Edward Jones

Victor Abendano Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Range Resources for 12 years. He is involved with the Mississippi Song Writer's Association as an Ambassador Coordinator, where he co-writes with local songwriters and organizes songwriting rounds throughout the year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust company and securities-based lending options.

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

Series 66

Pascagoula, MS

Edward Jones

Wesley Williams is a financial advisor at Edward Jones in Pascagoula, MS, holding a Series 66 credential. He has one year of industry experience, including prior roles at The American Equity Underwriters, Inc. and Jason Keenum, CPA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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Jeffrey H

Series 63, Series 66

Moss Point, MS

LPL Financial

Jeffrey Hamm is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for 17 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services 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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Michael O

Series 63, Series 65

Pascagoula, MS

Edward Jones

Michael Odom is a financial advisor at Edward Jones in Pascagoula, MS, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products, supported by a nationwide network of approximately 23,701 advisors.

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

Series 63, Series 65

Ocean Springs, MS

LPL Financial

George Cumbest is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors and Sii Investments. Outside of his advisory work, he is involved in music through Cumbest Music Group and owns a business called Narra Trip. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a range of delivery options, from financial planning and model portfolios to third-party asset management and participant-directed retirement advice.

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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Jada E

Series 63, Series 66

Gautier, MS

OSAIC

Jada Edwards is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at Securities America Advisors and LPL Financial. Edwards is also an insurance agent specializing in fixed and hybrid life and long-term care policies. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk tolerance assessments with advanced portfolio optimization tools and offers a broad range of investment and advisory solutions.

Annuities Founder/Business Owner Executive Retired
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Lloyd B

Series 63, Series 65

Ocean Springs, MS

LPL Financial

Lloyd Baxter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term roles at Thompson, Diaz, Baxter, Byrne & Assoc., P.A., and several other firms prior to joining LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and 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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Jon R

Series 63, Series 66

Pascagoula, MS

LPL Financial

Jon Reynolds is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory role, he is involved in radio broadcasting in Pascagoula, MS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and 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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Kimberlee A

Series 66

Pascagoula, MS

Edward Jones

Kimberlee Alexander is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by 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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Matthew L

Series 63, Series 65

Pascagoula, MS

Cetera

Matthew Loomis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as a long tenure at Signet Jewelers Inc. He is based in Pascagoula, Mississippi. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, employing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

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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Daniel F

Series 66

Ocean Springs, MS

Edward Jones

Daniel Flanders Jr. is a financial advisor at Edward Jones in Ocean Springs, MS, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Sanofi Pharmaceuticals from 1995 to 2017. Outside of advising, he has interests in rental property management alongside his wife, who is a real estate professional. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of advisory programs and investment strategies. The firm is notable for its large network of financial advisors and branch offices and offers capabilities including discretionary and non-discretionary wrap fee 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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Andrea M

Series 66

Gautier, MS

Edward Jones

Andrea May is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Edward Jones and has also held roles at First Command Insurance Services and First Command Advisory Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory offerings.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner Military & Veterans
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Douglas D

Series 66

Gautier, MS

Cetera

Douglas Duke Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors. Outside of his advisory role, he is involved as an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

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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Timothy T

Series 63, Series 66

Ocean Springs, MS

LPL Financial

Timothy Taranto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, VOYA Financial Advisors, and Balance Financial, PLLC. He also operates as an independent insurance agent in Ocean Springs, MS. 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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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Ronald S

Series 63, Series 66

Pascagoula, MS

Edward Jones

Ronald Simmons Jr. is a financial advisor with Edward Jones in Pascagoula, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a partner in Planet Beach tanning salons located in Mississippi and Louisiana, where he provides general business oversight. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. 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 proprietary mutual funds.

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

Series 63, Series 65

Pascagoula, MS

LPL Financial

Martha Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services for a combined total of 17 years before joining LPL Financial in 2023. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering services 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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Darryl M

Series 66

Ocean Springs, MS

LPL Financial

Darryl Meadows is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with LPL Financial and has prior experience at Securities America Advisors and OSAIC. Meadows is also a business owner of Camolot, a non-investment-related venture based in Ocean Springs, MS. 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 range of financial planning and asset management solutions supported by an in-house research team and 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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Paul B

Series 66

Pascagoula, MS

Edward Jones

Paul Blackwell is a financial advisor at Edward Jones in Pascagoula, MS, with two years of industry experience. He holds a Series 66 designation and has prior work experience at Blackwell Distribution LLC and Chevron Corporation. Outside of finance, he was involved with Gulf Breeze Landscaping for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jenna R

Series 66

Moss Point, MS

LPL Financial

Jenna Richardson is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at firms including CUNA Brokerage Services, Navigator Credit Union, and Merchants & Marine Bank. In addition to her advisory role, she serves as a licensed sales assistant at Navigator Credit Union and is commissioned as a notary. 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 a variety of investment solutions supported by an in-house research team and a broad 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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