Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
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.
Timothy R
Series 63, Series 65
Gulfport, MS
VOYA Financial Advisors, Inc.
Timothy Roling is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Outside of his advisory role, he works as an independent insurance agent and owns rental properties, including a condo unit in Medellin, Colombia. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs both discretionary and non-discretionary management approaches, utilizing model portfolios and technology-enabled tools to implement client recommendations.
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.
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 and bringing 17 years of industry experience. He has worked with Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. prior to joining Stratos and LPL Financial in 2017. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering financial planning, advisor-managed programs, and outsourced CIO solutions through an IAR-driven, open-architecture platform that integrates multiple third-party managers and includes tax-management and overlay features.
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.
Kimberly M
Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Kimberly Marmalich is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 credential and 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 is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment advisory and planning services through an IAR-driven, open-architecture model integrating multiple third-party platforms and managers.
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. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2016. Prior to that, he held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company serves 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 financial planning, investment management, brokerage, and M&A advisory, with investment solutions combining proprietary strategies and third-party models supported by an internal trading desk and custody services.
Eric B
Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Eric Bland is a Series 65-licensed financial advisor with Stratos Wealth Partners, Ltd, based in Gulfport, MS. He has 11 years of industry experience and has been with Stratos since 2014. Prior to this, he worked at Piltz, Williams, LaRosa & Co. since 2000. Outside of his advisory role, Bland is a partner involved in financial duties and tax preparation for local property-related businesses. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture, IAR-driven model offering customized portfolio management through multiple third-party platforms and affiliated sub-advisors.
Paul S
Series 63, Series 66
Gulfport, MS
Stratos Wealth Partners, Ltd
Paul Sala Jr. is a financial advisor at Stratos Wealth Partners, Ltd. based in Gulfport, MS, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs an independent advisor-driven model with an open-architecture approach, integrating multiple third-party platforms and managers to offer customized portfolio management and financial planning solutions.
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 practicing at Benjamin F. Edwards & Company, Inc. since 2016. Her prior work includes tenures at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, and investment management with discretionary and non-discretionary solutions combining proprietary strategies and third-party models.
Michael V
Series 63, Series 65
Biloxi, MS
First Command Advisory Services
Michael Venning is a financial advisor with First Command Advisory Services in Biloxi, MS, holding Series 63 and Series 65 licenses. He has one year of industry experience following a 25-year career in the United States Air Force. Venning’s prior work includes roles across various First Command entities since 2025. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.
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 based in Gulfport, Mississippi. She joined the firm in 2026 and has prior work experience in nonprofit and communications organizations, including five years with the University of Southern Mississippi Foundation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, featuring proprietary strategies alongside third-party models.
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 bringing 45 years of industry experience. He previously worked at UBS Financial Services and Stifel before joining Stratos and LPL Financial in 2014. His outside activities include acting in a fiduciary capacity for several family trusts. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals—including high-net-worth clients—retirement plans, corporations, nonprofits, and institutional clients, using an open-architecture investment approach and a model that supports independent advisory representatives with discretionary and non-discretionary portfolio management.
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.
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.
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 that includes roles at Community Bank and The First, ANBA, prior to joining his current firm. He also has experience with Lee's Detailing, LLC and Mississippi State University. 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 a network of more than 500 advisors. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing both proprietary and third-party strategies.
Angela W
Series 63, Series 66
Gulfport, MS
Benjamin F. Edwards & Company, Inc.
Angela Wolfe is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Benjamin F. Edwards since 2016, following nine years at Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves 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 advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance, and M&A advisory services.
Heidi A
Series 63, Series 65
Biloxi, MS
AE Wealth Management, LLC
Heidi Ardis is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at multiple firms including Foundations Investment Advisors LLC and Roberts Wealth Management. Outside of her advisory role, she serves as treasurer for the nonprofit organization For The Coast. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients.
Stephen B
CFP®, Series 63, Series 66
Gulfport, MS
Stratos Wealth Partners, Ltd
Stephen Byrne is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at LPL Financial for 18 years and at Thompson, Diaz, Baxter and Associates for six years. Byrne is also involved in writing life, disability, and fixed annuity insurance business with various outside insurance companies. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering investment management, financial planning, and outsourced CIO solutions through an open-architecture platform that integrates multiple third-party managers and specialized services.
Timothy P
Series 66
Biloxi, MS
Valic Financial Advisors
Timothy Perry is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He has one year of industry experience and previously worked at Inman Jager Wealth Management and the University of Mississippi. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven investment approach.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide