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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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Michael P

Series 63, Series 65

Ocean Springs, MS

Commonwealth Financial Network

Michael Pasvantis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nine years and is the owner and president of Gulf Coast Financial Consultants, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management while offering discretionary model portfolios and multiple program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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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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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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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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Thomas W

Series 63, Series 65

Biloxi, MS

Centaurus Financial, Inc.

Thomas Wiltz III is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Woodbury Financial Services and Ameritas Investment Corp. He is also the owner and advisor of Platinum Capital Advisors, where he places clients in life insurance and annuity products. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management, and retirement-plan consulting using a combination of fundamental and technical analysis, offering both discretionary and non-discretionary arrangements.

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

Series 66

Biloxi, MS

First Command Advisory Services

Jillian Echang is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked at multiple First Command entities since 2022. Her prior work includes a role at Dynatest and a decade as a stay-at-home mom. 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 featuring model portfolios managed by an internal Investment Management Team.

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

Series 65

Gautier, MS

Osaic Advisory Services, LLC

Garrett Malone is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at United Parcel Service, GM Resale, Francis Marion School, and Foot Locker. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Annuities
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Pierce W

Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Pierce Weatherly is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has professional experience including roles at Community Bank, The First ANBA, and Bancorp South. Outside the financial sector, he has worked with Lee's Detailing, LLC and at Mississippi State University. 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 fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of managed strategies and an internal trading desk.

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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Angela W

Series 63, Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Angela Wolfe is a financial advisor with Benjamin F. Edwards & Company, Inc. in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Benjamin F. Edwards since 2016. 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 fee-based wrap programs, financial planning, retirement consulting, and investment management services supported by several hundred advisors and tens of billions in assets under 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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