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Richard M

Series 63, Series 65

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Richard Moore is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a variety of advisory programs and investment management services, combining proprietary strategies and third-party models, including equity and fixed income portfolios supported by quantitative and fundamental research.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Howell T

CFP®, Series 63

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Howell Taylor is a CFP® with 39 years of industry experience currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He has worked at the firm since 2015, following seven years at Wells Fargo Clearing and five years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as co-trustee for his mother's trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, and institutional entities. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies with a quantitative approach to equity and fixed income portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Dustin A

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Dustin Autry is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Citizens National Bank. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, employing both proprietary and third-party investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Charles D

CFP®, Series 66

Hattiesburg, MS

Empower Advisory Group

Charles Dawkins is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. His prior experience includes roles at Transamerica Life Insurance Company, TIAA-CREF, and Fidelity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Joseph H

Series 63, Series 65

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Joseph Hurston Sr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 designations and over 30 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. He is based in Hattiesburg, MS. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, and certain M&A advisory services, combining proprietary strategies with third-party model providers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Robert S

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Robert Simmons is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Simmons has a minority ownership interest in family-funded oil and gas investments. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services such as advisory programs, financial planning, retirement consulting, and investment management that utilize proprietary strategies alongside third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Mark J

Series 63, Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Mark Jackson is a financial advisor with Benjamin F. Edwards & Company, Inc. in Hattiesburg, MS, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He is also a 50% owner of Bright Child, LLC, a toy and doll store managed by his wife. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors, offering a range of advisory, brokerage, insurance, and M&A services with both discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Ryan P

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Ryan Pollacci is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and nine years of industry experience. He previously worked at Wells Fargo Clearing and spent a decade at Taylor Farms before joining his current firm. Outside of his advisory role, he is involved as a co-trustee of a revocable trust and manages short-term rental properties in Oxford, Mississippi. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management combining proprietary strategies with third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Forrest H

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Forrest Hartel is a Series 66 credentialed advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, he was involved with Yak Access, LLC for 15 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Carroll S

Series 63, Series 65

Hattiesburg, MS

Independent Financial Partners

Carroll Sanderson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His work history includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Level Four Advisory Services. Outside of financial advising, he is involved in a CPA affiliate program providing accounting and tax services and operates a tree farm focused on timber growth and harvesting. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm employs a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities, serving a broad client base including individual, charitable, corporate, and high-net-worth clients.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Jason H

Series 66

Hattiesburg, MS

Concurrent Investment Advisors, LLC

Jason Hudson is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 13 years of industry experience, including roles at Edward Jones Investments from 2013 to 2024 and Purshe Kaplan Sterling Investments from 2024 to 2025. Hudson is also involved in the sale of fixed/traditional insurance products. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios that use ETFs, mutual funds, and other securities.

Wealth management Founder/Business Owner
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Hunter F

CFP®, Series 66

Hattiesburg, MS

Edward Jones

Hunter Ford is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2018. Prior to that, he worked at Factory on Main and was briefly unemployed in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Robert C

Series 63, Series 65

Hattiesburg, MS

Mass Mutual Investors Services

Robert Cornett is a financial advisor with Mass Mutual Investors Services in Hattiesburg, MS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Cornett is also president and owner of Cornett Group, Inc., a firm specializing in life, health, disability, long-term care insurance, and fixed annuities, and serves as a trustee of an educational trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, along with educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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William H

Series 63, Series 65, Series 66

Petal, MS

LPL Financial

William Hartfield is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 16 years of industry experience. His prior experience includes roles at Primerica Financial Services and Wells Fargo Clearing. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph R

Series 66

Hattiesburg, MS

Edward Jones

Joseph Rivers is a financial advisor with Edward Jones in Hattiesburg, MS. He holds a Series 66 designation and has 15 years of industry experience, including 16 years with Edward Jones. Outside of his advisory role, he owns a beachfront condominium in Orange Beach, AL, which is managed by a rental company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Series 63, Series 66

Hattiesburg, MS

Raymond James Financial

Christopher Watts is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He operates out of Hattiesburg, MS, and is involved in related business activities including insurance sales through Buckhead Brokerage Group and MSIS Inc., as well as managing Knight Watts Investment Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized offerings including municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thomas S

Series 63, Series 65

Hattiesburg, MS

Primerica Advisors

Thomas Smith II is a financial advisor with Primerica Advisors in Hattiesburg, MS, holding Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Primerica Advisors since 2007. Outside of his advisory work, Smith is president of R3SM and owns TT&T Properties. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies overseen by third-party managers and delivers services through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Myrissa N

Series 63, Series 66

Hattiesburg, MS

Cetera

Myrissa Nearman is a financial advisor at Cetera with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Cetera, she held roles at TD Ameritrade and Regions Bank. Outside of her advisory work, she owns and operates an Etsy print-on-demand shop, maintains a travel blog, and is an Amazon affiliate influencer. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Scott S

Series 63, Series 66

Petal, MS

Edward Jones

Scott Stover is a financial advisor with Edward Jones in Petal, MS, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001 and has also worked with Financial Network Inv. Corp., First Tennessee Brokerage Inc, and CITIZENS Bank since 2000. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Scott M

Series 66

Hattiesburg, MS

Edward Jones

Scott Miller is a Series 66-licensed financial advisor with Edward Jones, based in Hattiesburg, Mississippi. He has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he is also a chemistry consultant. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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