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Amon H
Series 63, Series 65
Ocean Springs, MS
Verus Capital Partners, LLC
Amon Holcomb is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes significant tenures at Avantax entities and LPL Financial. He serves as treasurer on the boards of both the Arbor Homeowners Association and the Rotary Club in Ocean Springs, MS. Verus Capital Partners is a fee-based advisory firm serving individuals, trusts, pension plans, and estates with customized portfolio management and financial planning. The firm employs both fundamental and technical analysis to tailor investment strategies and offers additional services through affiliated operational and estate-document guidance entities.
Brandon B
Series 65
Gulfport, MS
AE Wealth Management, LLC
Brandon Blanchard is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at AE Wealth Management since 2019 and has prior experience with J.W. Cole Advisors, INC., Global Financial Private Capital, LLC, Postlethwaite & Netterville, and other firms. Blanchard is also involved with Gregory Ricks & Associates as an insurance producer. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion across more than 127,000 clients.
David N
Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
David Neumann is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. He holds a Series 65 designation and has been associated with Piltz, Williams, LaRosa & Company since 2008. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, delivering services through affiliated and independent adviser representatives using an open-architecture approach that integrates multiple third-party platforms and managers.
Emile K
CFP®, Series 63
Gulfport, MS
Stratos Wealth Partners, Ltd
Emile Koury Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has held advisory roles at LPL Financial and Hancock Investment Services, Inc. Prior to his current position, he worked at Hancock Bank. 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 customized portfolio management through an open-architecture platform that incorporates multiple third-party managers and a range of financial planning services.
Daryl B
Series 66
Biloxi, MS
Centaurus Financial, Inc.
Daryl Bush is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and UBS Financial Services. Outside of his advisory work, he is involved in selling Medicare supplements and fixed annuities through Platinum Capital Advisors. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting using a variety of analytical approaches and flexible management options.
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.
Marci W
Series 63, Series 66
Gulfport, MS
Stratos Wealth Partners, Ltd
Marci Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Hancock Bank, UBS Financial Services, and Morgan Keegan & Company. Outside of her advisory role, she serves as Chief Operating Officer of MSCO Development, a residential and commercial real estate development company, and is the owner of Seventh A LLC, an interior design business. She is also involved with the City of Gulfport Election Commission. 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 institutions, offering a range of portfolio management and financial planning services through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.
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 18 years of industry experience. He previously worked at Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. from 2009 to 2017. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advising a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with open architecture, integrating multiple third-party platforms and managers to offer customized portfolio management, financial planning, and outsourced CIO solutions.
Michael P
Series 63, Series 65
Ocean Springs, MS
Commonwealth Financial Network
Michael Pasvantis is a financial advisor with Commonwealth Financial Network and Gulf Coast Financial Consultants, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Next Financial Group, FSC Securities Corporation, and PRUCO Securities. He is the owner and president of Gulf Coast Financial Consultants, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Thomas S
CFP®, PFS™, Series 63, Series 65
Gulfport, MS
Stratos Wealth Partners, Ltd
Thomas Schmidt Sr. is a CFP® and PFS™ credentialed advisor with 26 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2022. His prior experience includes roles at AVL/Wealthcare, LLC, Velocity Business Advisors, and Heritage Financial Group. Outside of his advisory work, Schmidt is involved in business consulting and tax preparation through non-investment-related activities. 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, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions using an open-architecture platform and multiple third-party managers.
Ulysses C
Series 63, Series 65
Biloxi, MS
First Command Advisory Services
Ulysses Chavez is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory roles, he served in the United States Air Force for 23 years. 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, using a centralized Investment Management Team to design and monitor model portfolios and selected third-party managers.
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.
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. in Biloxi, MS, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, Questar Asset Management, Questar Capital Corporation, and Platinum Capital Advisors. Outside of his advisory work, he holds several leadership roles at Vancleave United Methodist Church, including Administrative Council Chair, Communications Committee Chair, and Trustee, and is a committeeman for the New Prospect Methodist Campground. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, and retirement-plan consulting through discretionary and non-discretionary arrangements, utilizing a mix of fundamental, technical, bottom-up, and top-down analysis.
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.
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