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Andrew M
Series 66
Ridgeland, MS
OSAIC
Andrew Middleton is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Securities America Advisors and Voya Financial Advisors. Outside of his advisory work, he serves as Council Commissioner for the Boy Scouts of America, Andrew Jackson Council, where he trains scoutmasters. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.
Archie M
Series 63, Series 65
Flowood, MS
Primerica Advisors
Archie Magee is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Magee also worked at Millsaps College from 1995 to 2018. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.
Louis F
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Louis Frascogna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent eight years at Stephens. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Willard W
Series 63
Jackson, MS
OSAIC
Willard Wood Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 33 years. In addition to his advisory role, he is an insurance agent involved in the sales and service of disability insurance, fixed and indexed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.
La Vander L
ChFC®, Series 63, Series 65
Clinton, MS
Edward Jones
La Vander Landowski is a financial advisor at Edward Jones with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at Empower Retirement, Dollar Tree, CUNA Brokerage Services, CUNA Mutual Group, and Transamerica Investors Securities Corporation prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices, offering a broad range of advisory programs, separately managed accounts, and integrated investment solutions.
William M
Series 63, Series 66
Jackson, MS
Raymond James & Associates
William Morris is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.
Edwin E
Series 66
Jackson, MS
LPL Financial
Edwin Egger is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and BankPlus Bank since 2009, following six years at Merrill. He is also a trust administrator with BankPlus Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.
Curtis S
ChFC®, Series 63
Jackson, MS
LPL Financial
Curtis Seale is a financial advisor with LPL Financial based in Jackson, MS. He holds the ChFC® designation and Series 63 license, and has 42 years of industry experience. Prior to joining LPL Financial in 2004, he worked at WS Griffith Securities, Inc. Seale is also involved in bass fishing and operates a fishing school on weekends to teach others this hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Justin W
CFP®, Series 66
Brandon, MS
Raymond James Financial
Justin Wilkerson is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial in Brandon, MS. His career includes roles at LPL Financial and Trustmark Bank. He is also involved with Trustmark Financial Services in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support its advisory programs and institutional consulting.
Kayla S
Series 66
Jackson, MS
Raymond James & Associates
Kayla Soukup is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has worked in educational and nonprofit settings, including Southern Christian Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.
Katherine B
Series 66
Brandon, MS
Raymond James & Associates
Katherine Brian is a financial advisor with Raymond James & Associates in Brandon, Mississippi. She holds a Series 66 designation and has been with Raymond James since 2024. Prior to her current role, she worked at the Walt Disney Company and was involved with the Rankin County Chamber of Commerce. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services that are typically non-discretionary.
Ladd S
Series 66
Jackson, MS
Edward Jones
Ladd Sanderson is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, JP Morgan Chase Bank, Guardian Life Insurance, Raymond James, and Northwestern Mutual. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.
Kade C
Series 66
Flowood, MS
LPL Financial
Kade Clinton is a financial advisor with LPL Financial in Flowood, MS, holding a Series 66 credential and three years of industry experience. He has worked at Power Financial Group since 2021 and has additional experience in various roles including at Mississippi State University and Holmes Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing both proprietary and third-party strategies.
Ronald C
Series 66
Flowood, MS
LPL Financial
Ronald Clark is a financial advisor with LPL Financial based in Flowood, MS. He holds a Series 66 designation and has five years of industry experience, including roles at Hartfield Academy and Southstone Properties, Inc. Outside of his advisory work, he serves as an independent agent for non-variable insurance with Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Dennis W
Series 63, Series 66
Jackson, MS
Raymond James Financial
Dennis Watkins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Prior to joining Raymond James in 2020, he worked at Nautlis Asset Management. He is also an associate and operations manager at Williams Weiss Hester and has been involved with On Board Creations since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a municipal advisor affiliation.
Wendell G
Series 63, Series 66
Florence, MS
Edward Jones
Wendell Godfrey is a financial advisor with Edward Jones in Florence, MS, holding Series 63 and Series 66 designations and with 35 years of industry experience. He has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gregory B
Series 63, Series 65
Jackson, MS
LPL Financial
Gregory Breland is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he teaches continuing education courses on CFP Ethics and provides basic financial education to Veterans Administration employees and veterans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.
Selena R
Series 63, Series 65
Brandon, MS
LPL Financial
Selena Richardson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group and CUNA Brokerage Services, where she has been employed since 2017, as well as a position at Kestra Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of portfolios and strategies supported by advanced operational tools.
Julie S
Series 63, Series 65
Jackson, MS
Raymond James & Associates
Julie Smith is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she assists in a family-owned business by helping with merchandise ordering and stocking in a voluntary capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services with a non-discretionary approach and a range of portfolio management styles.
Richard A
Series 63, Series 65
Ridgeland, MS
Primerica Advisors
Richard Adair is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with PFS Investments Inc. since 2007 and Primerica Financial Services since 1987. His other business activities include compensation from affiliated companies for sales of loan products and referrals for home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation managed by BNY Mellon Advisors.
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