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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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