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Richard M

Series 63, Series 65

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Richard Moore is a financial advisor at Benjamin F. Edwards & Company, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with Benjamin F. Edwards since 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services through a range of strategies monitored and rebalanced regularly.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) 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®-certified financial advisor with 39 years of industry experience, currently practicing at Benjamin F. Edwards & Company, Inc. since 2015. He serves as co-trustee for his mother's investment trust in Atlanta, Georgia. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers comprehensive fee-based wrap programs, financial planning, and investment management services, utilizing both in-house and third-party managed strategies.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) 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 with Benjamin F. Edwards & Company, Inc. in Hattiesburg, MS, holding a Series 66 designation and four years of industry experience. He previously worked at Citizens National Bank from 2013 to 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, using a range of model portfolios managed internally and by third parties.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) 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 credentials and bringing 30 years of industry experience. He has been with Benjamin F. Edwards since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs and consulting, utilizing a variety of model portfolios and strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) 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 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2019. Simmons has minority ownership interests in oil and gas investments through TRI-D LLC and mineral rights via Mineral Resources Inc., though he does not actively manage these holdings. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both discretionary and non-discretionary strategies managed internally and by third parties.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) 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., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior positions include roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he holds a 50% ownership interest in a toy and doll store managed by his wife. Benjamin F. Edwards & Company is a large SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through a range of services including financial planning, investment management, and wrap-fee programs. The firm combines discretionary and non-discretionary strategies managed internally and by third parties, supported by an in-house trading desk and a multi-disciplinary approach to portfolio management.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) 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 at Benjamin F. Edwards & Company, Inc. with nine years of industry experience. He holds a Series 66 credential and has been with Benjamin F. Edwards since 2017, following a brief tenure at Wells Fargo Clearing and a decade at Taylor Farms. Outside of advising, he is involved in managing personal short-term rental properties in Oxford, MS. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies, combining discretionary and non-discretionary management with in-house trading and custody services.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Forrest H

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Forrest Hartel is a financial 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. He holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary management with multiple portfolio options monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) 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 credentials and 21 years of industry experience. He has worked with multiple firms, including IFP Securities, LLC, Level Four Advisory Services, LPL Financial, and his own CPA affiliate program, Keene, Bourne & Sanderson. In addition to financial advising, he operates a tree farm focused on timber production. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with a range of investment options, notable retirement-plan advisory capabilities, and partnerships for trustee services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Christopher L

Series 63, Series 65

Lumberton, MS

Valic Financial Advisors

Christopher Logan is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Valic Financial Advisors since 2009 and also serves as an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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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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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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Justin E

ChFC®, Series 63

Hattiesburg, MS

Mass Mutual Investors Services

Justin Elliott is a financial advisor with Mass Mutual Investors Services in Hattiesburg, MS, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with MassMutual and its subsidiary MML Investors Services since 2016. Outside of his advisory role, he participates in amateur golf tournaments. Mass Mutual Investors Services 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 emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized planning programs such as divorce planning, estate settlement, and employer-sponsored plans.

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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Thomas S

Series 65, Series 63

Hattiesburg, MS

Primerica Advisors

Thomas Smith II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 2006. Outside of his advisory role, he is president of R3SM and owns Tom Smith & Associates, P.C., an investment-related business. Primerica Advisors operates a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody services through established partners.

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 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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