Overwhelmed by options?
Answer a few questions to see advisors matched to you.
495 advisors near
39157
within the area shown on the map
Out of 400,000+ nationwide
Thomas H
Series 63, Series 66
Madison, MS
LPL Financial
Thomas Hickman is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
Andrew T
Series 66
Brandon, MS
J.P. Morgan Securities
Andrew Tillett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, LPL/Community Wealth Management, and Ameriprise Financial Services. He is based in Brandon, Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.
Billy D
Series 63, Series 66
Ridgeland, MS
LPL Enterprise
Billy Dixon II is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, having previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, OSAIC, and Signator Investors, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.
Benjamin L
Series 66
Ridgeland, MS
Merrill
Benjamin Lane is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill after eight years at C Spire, where he served as Director of Government and Business Wireless, managing a sales team focused on growing and maintaining the company's position within public and private sector accounts. Lane recently passed the Series 7 and Series 66 exams, registering as a financial advisor, and works alongside his father-in-law and the Fenelon-Mobley Group. Lane's professional expertise includes areas such as college education planning, tax minimization, retirement income, and sports and entertainment. He holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He is active in the community, serving as President of the Jackson Prep Alumni Council and on the boards of the Mississippi Sports Hall of Fame and the Madison County Business League and Foundation. Lane resides in Jackson with his wife, Walton, their two daughters, Kelley and Mills Fenly, and their dog, Axel.
Christopher N
CFP®, ChFC®, Series 66
Jackson, MS
LPL Financial
Christopher Noone is a CFP® and ChFC® with 26 years of experience in the financial services industry. He has been with LPL Financial since 2008. Outside of his advisory work, he is part-owner and agent of Martin Noone Agency, a property and casualty insurance agency selling home and auto coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of representatives.
Gary S
Series 66
Ridgeland, MS
Raymond James & Associates
Gary Schaffhauser is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates is a large, dually registered 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 financial planning, investment consulting, and institutional fiduciary services.
Hance M
Series 63, Series 66
Ridgeland, MS
Raymond James & Associates
Hance Mc Kenzie Jr. is a financial advisor with Raymond James & Associates in Ridgeland, MS, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he serves as a director on the Heatherstone Homeowners Association board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting primarily through non-discretionary relationships, supported by diverse portfolio management styles and affiliated research.
Frank G
Series 66
Jackson, MS
Raymond James & Associates
Frank Geary is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at The Barber Companies for four years. Outside of his advisory role, he is a partner in White River Refuge LLC, a personal investment venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a diverse set of portfolio management styles and affiliated research.
Quinn C
Series 66, Series 63
Ridgeland, MS
Morgan Stanley
Quinn Crothers is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Principal Securities, Principal Life Insurance, and Northwestern Mutual in various roles. Outside of finance, he is the CEO of FITNESS FIGURE LLC, a company developing a mobile app for exercise tracking. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services. The firm uses structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.
Joseph P
Series 63, Series 65
Ridgeland, MS
Merrill
Joseph Parker III is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Bank of America and Merrill since 1988. Outside of his advisory role, Parker is involved in several family business ventures, including managing family mineral interests and participation in a conservation partnership. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection, tax-efficient strategies, and integration with Bank of America's broader financial platform.
Patrick B
Series 63, Series 66
Flowood, MS
LPL Financial
Patrick Broome is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2017, also serving at National Planning Corporation since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.
Adam N
Series 66
Jackson, MS
LPL Financial
Adam Noone is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he was associated with Martin Noone Agency, LLC and Mylo, A Lockton Company. He has also worked in various roles outside financial services, including at Lakeland Yard and Garden and Crechale's Cafe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.
Christina S
Series 66
Madison, MS
Raymond James Financial
Christina Siddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked with Gallery 905, In Shape Fitness, USTA - Alabama, and Queen City Market. Outside of her advisory role, she is involved as an associate at a support company in Madison, MS. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver customized, non-discretionary planning and supports a broad advisor network with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Scott H
Series 66
Ridgleland, MS
Cetera
Scott Hutchison is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to his current role at Cetera, he worked at Wells Fargo for eleven years. He serves as a board member for Habitat for Humanity, where he is involved in decisions on policy changes, finances, and home-building projects. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and custodial relationships.
Ronald K
Series 63, Series 65
Clinton, MS
OSAIC
Ronald Kyzar is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Securities, Parkland Securities, and operated his own firm, Ronald Kyzar Financial Services, for 20 years. He is also the owner of Mississippi Affordable Properties, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.
Elisse E
Series 63
Ridgeland, MS
Wells Fargo Clearing
Elisse Ewing is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Kevin B
Series 63, Series 66
Ridgeland, MS
Cambridge Investment Research Advisors
Kevin Bingham is a financial advisor with Cambridge Investment Research Advisors in Ridgeland, MS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Cambridge since 2009 and serves as president of Brigham Capital Strategies. Bingham is also a board member of the FBI Jackson Citizens' Academy Alumni Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
John N
Series 63, Series 65
Madison, MS
Raymond James Financial
John Nowell is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. He is also employed at Trustmark Bank, a position related to Trustmark Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Weldon B
Series 63, Series 65
Ridgeland, MS
Merrill
Weldon Boyles is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial guidance to a diverse clientele since 1985. He has developed expertise in managing complex wealth strategies for self-made individuals across Mississippi, the southeast, and nationwide. His approach to wealth management emphasizes understanding clients' personal goals, values, and concerns through detailed conversations and personalized planning. Over his career, Weldon has helped clients enhance their lifestyles, retirement years, and legacies through customized strategies involving investment and liability management, retirement income planning, tax minimization, and estate planning. He has been recognized as part of the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Weldon holds a Bachelor's degree from the University of Mississippi and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also actively involved in his community, serving as a board member for the Andrew Jackson Council of the Boy Scouts of America and as Episcopal Build Committee Chair for Habitat for Humanity in Mississippi. Weldon values his family and church, and enjoys woodworking, playing guitar, and metal detecting.
Jake P
Series 66
Ridgeland, MS
Merrill
Jake Ponder is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing personalized wealth management strategies that align with his clients' individual financial goals and adapt to changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial objectives. Jake holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Tulane University. He is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of engaging with the communities it serves.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
495 advisors near
39157
within the area shown on the map
Out of 400,000+ nationwide