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Natalie S

Series 66

Long Beach, MS

PNC Wealth Management

Natalie Smith is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank for ten years. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment strategies implemented with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Marci W

Series 63, Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

Marci Wilson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her prior roles include positions at Hancock Bank, Morgan Keegan & Company, UBS Financial Services, and BancorpSouth. Outside of advising, she serves as Chief Operating Officer of MSCO Development, a real estate development firm, and owns an interior design company, Seventh A LLC. She is also involved with the City of Gulfport Election Commission and is a notary. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, model portfolios, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Ethan S

Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

Ethan Smith is a financial advisor with Stratos Wealth Partners, Ltd. in Gulfport, MS, holding a Series 66 designation and over 18 years of industry experience. He previously worked with Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. from 2009 to 2017. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting, leveraging both proprietary and third-party strategies through a broad network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Thomas S

CFP®, PFS™, Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Thomas Schmidt Sr. is a CFP® and PFS™ with 26 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Avl/Wealthcare, LLC and operates a business consulting firm, Velocity Business Advisors, alongside his advisory role. He also provides tax preparation and consulting services through his own business. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Todd C

Series 63, Series 65

Diamondhead, MS

Eagle Strategies (NY Life)

Todd Cobena is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company. His business activities include brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individuals, institutions, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations delivered primarily through non-discretionary asset management, operating within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ulysses C

Series 65, Series 63

Biloxi, MS

First Command Advisory Services

Ulysses Chavez is a financial advisor at First Command Advisory Services in Biloxi, MS, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining First Command, he served in the United States Air Force for 23 years and worked at Tyonek Services Group. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Donald F

Series 63, Series 65

Ocean Springs, MS

Empower Advisory Group

Donald Finn is a financial advisor with Empower Advisory Group in Ocean Springs, MS, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Gwfs Equities, Inc. since 2015. 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. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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

Series 66

Biloxi, MS

First Command Advisory Services

Rebecca Jarrell is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked primarily within First Command’s affiliated entities since 2022. Outside of her advisory role, she serves as an ombudsman for the U.S. Navy’s NMCB 11, acting as a liaison between the military command and families. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Timothy R

Series 65, Series 63

Gulfport, MS

VOYA Financial Advisors, Inc.

Timothy Roling is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 credentials and 18 years of industry experience. He has been with VOYA Financial and VOYA Financial Advisors since 2014. Outside of advising, he is involved in independent insurance sales and owns rental property, including a condo in Medellin, Colombia. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, offering a variety of financial planning and portfolio management services through multiple program structures. The firm combines SEC-registered advisory and broker-dealer activities and primarily provides non-discretionary recommendations to its clients.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Joshua T

Series 66

Biloxi, MS

Centaurus Financial, Inc.

Joshua Tootle is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Valic Financial Advisors, Agia, Questar Capital Corporation, and Ameritas Investment Corp. Outside of his advisory role, he serves in multiple leadership positions at Vancleave United Methodist Church and participates as a committeeman for New Prospect Methodist Campground. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a mix of discretionary and non-discretionary arrangements, employing fundamental, technical, bottom-up, and top-down analysis methods.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Brett W

Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Brett Walker is a financial advisor with Stratos Wealth Partners, Ltd. in Gulfport, MS, holding Series 63 and Series 65 credentials. He has 17 years of industry experience, having worked previously at Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. He also operates advisory services under Van Kirk Wealth Advisors and Harbor Wealth Advisors. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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David B

Series 66

Biloxi, MS

First Command Advisory Services

David Belcher is a Series 66-licensed financial advisor with First Command Advisory Services, bringing nine years of experience in financial planning and advisory roles. Prior to his current position, he served 25 years in the United States Air Force. Outside of his advisory work, he serves as a Second Year Trustee and member of VFW Post 5699, where he audits financial statements and participates in community and fundraising activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Kimberly M

Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Kimberly Marmalich is a Series 65-licensed advisor with Stratos Wealth Partners, Ltd and has three years of industry experience. She is also a partner and CPA at Alexander, Van Loon, Sloan, Levens & Farve PLLC, where she has worked for over two decades. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed portfolios, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Percy K

CFP®, Series 63, Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Percy Kaigler is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. He is based in Gulfport, MS, and holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of model and custom portfolios 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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Eric B

Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Eric Bland is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. He holds a Series 65 designation and has been with Stratos Wealth Partners since 2014. Bland is also a partner involved in financial duties and tax preparation for two private property management entities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Paul S

Series 66, Series 63

Gulfport, MS

Stratos Wealth Partners, Ltd

Paul Sala Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who provide both discretionary and non-discretionary management using proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Bridget W

CFP®, Series 63, Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Bridget Weatherly is a CFP®-certified financial advisor with 29 years of industry experience, currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2016. She serves as secretary for the Gulfport School District and is a board member of the Mississippi Tennis Association Junior Tennis Council. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs and a range of investment 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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Michael V

Series 65, Series 63

Biloxi, MS

First Command Advisory Services

Michael Venning is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and served in the United States Air Force for 25 years prior to his current role. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs featuring model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Amber P

Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Amber Pfarrer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience with the University of Southern Mississippi Foundation, Eley Guild Hardy Architects, and Zender Communications. Benjamin F. Edwards & Company, Inc. 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 management and financial planning services through fee-based wrap programs that utilize strategies managed internally, by advisors, and third-party managers, supported by a firm-wide 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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Frank V

Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Frank Van Kirk Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His prior experience includes roles at Stifel and UBS Financial Services. He serves as trustee for multiple family trusts. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, model portfolios, third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management, with a platform that includes affiliations to SEI-affiliated entities and specialized services such as OCIO and executive planning.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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