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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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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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Connor B

Series 63, Series 65

Biloxi, MS

First Command Advisory Services

Connor Bashaw is a financial advisor with First Command Advisory Services in Biloxi, MS. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served in the United States Navy from 2019 to 2024. 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, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

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

Series 66

D'Iberville, MS

Valic Financial Advisors

Cole Radzewicz is a financial advisor with Valic Financial Advisors who holds a Series 66 designation and has three years of industry experience. Prior to joining Valic, he has held roles at AGIA, Acara Solutions Inc., Lowe's, and Aflac. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Douglas H

Series 63, Series 65

Biloxi, MS

First Command Advisory Services

Douglas Harrison is a financial advisor with First Command Advisory Services in Biloxi, MS. He holds Series 63 and Series 65 designations and has recently transitioned to the financial services industry following a 30-year career in the U.S. Coast Guard. Prior to joining First Command, he worked in construction and took time in retirement before starting his advisory role. 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 using a disciplined, model-based investment approach.

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

Series 66

Ocean Springs, MS

Edward Jones

Regina Wood is a financial advisor with Edward Jones in Ocean Springs, MS, holding a Series 66 designation. She has 13 years of industry experience, including 12 years at Cadence Bank, a division of Huntington National Bank, prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bryant H

Series 63, Series 65

Pascagoula, MS

Wells Fargo Clearing

Bryant Harvey is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Cetera Investment Services in various roles since 2012. Outside of his advisory work, he is a joint owner of an educational learning and intervention business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Jennifer M

CFP®, Series 63, Series 66

Diberville, MS

Cetera

Jennifer Milligan is a CFP® with 28 years of industry experience, currently affiliated with Cetera. She has held multiple roles in tax advisory and accounting services, including ownership positions in several related entities. Additionally, Milligan is the sole owner of Revitalize Coaching, where she provides career and life coaching services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

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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Brian H

ChFC®, Series 63

Ocean Springs, MS

Cetera

Brian Hermetz is a financial advisor with Cetera who holds a ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at Cetera since 2022 and previously at Hancock Whitney Bank and Hancock Investment Services for over 20 years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

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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Anthony E

Series 63, Series 65

Ocean Springs, MS

Wells Fargo Clearing

Anthony Echang is a financial advisor with Wells Fargo Clearing in Ocean Springs, MS, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo, he served 20 years in the US Navy and worked with several firms including First Command Advisory Services and Memorial Asset Protection Plan. Outside of his advisory role, he is a registered insurance agent providing personal asset protection and management products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, utilizing research and analytics to support its investment approach.

Retired Founder/Business Owner
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Victoria M

Series 63, Series 65

Biloxi, MS

Cetera

Victoria Molino is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. before joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates 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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Wesley W

Series 66

Pascagoula, MS

Edward Jones

Wesley Williams is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at The American Equity Underwriters, Inc. and with CPA Jason Keenum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient portfolio management and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Mahalie M

Series 63, Series 65

D'Iberville, MS

Primerica Advisors

Mahalie Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services. She is also involved in the sale of home-related products and services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kade C

Series 66

Diberville, MS

Cetera

Kade Carpenter is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and owns GCMC, a tax and accounting firm. Carpenter also serves as a tax advisor and administrative assistant at related financial services firms, where he assists with tax preparation and financial planning activities. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

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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Jeffrey H

Series 63, Series 66

Moss Point, MS

LPL Financial

Jeffrey Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Slay W

Series 66

Ocean Springs, MS

LPL Financial

Slay Wagoner is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He also has experience running The Cornerstone Group LLC and has previously worked with Tallahatchie Hunts and Pennington Acres Fallow Deer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael O

Series 63, Series 65

Pascagoula, MS

Edward Jones

Michael Odom is a financial advisor at Edward Jones in Pascagoula, Mississippi, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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George C

Series 63, Series 65

Ocean Springs, MS

LPL Financial

George Cumbest is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. His prior roles include positions at Securities America Advisors, Sii Investments, and Morgan Keegan & Company. Outside of his advisory work, he is involved in a music group and owns a business named Narra Trip. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, leveraging a large network of investment adviser representatives and various portfolio management options.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andre' G

Series 66

Biloxi, MS

Edward Jones

Andre' Gautier Jr. is a financial advisor at Edward Jones in Biloxi, MS, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously operated Gautier Processors, LLC from 2012 to 2019. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services and investment strategies through a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) Early retirement planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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