Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

153 advisors near
39532

Out of 400,000+ nationwide

user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar
firm logo

Stephen B

CFP®, Series 63, Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

Stephen Byrne is a CFP® with 42 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd. and has previously worked at LPL Financial and Thompson, Diaz, Baxter and Associates. Byrne holds Series 63 and Series 66 licenses. Stratos Wealth Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, 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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Matthew L

Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Matthew Lawing is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Lawing serves as a finance committee member for the Southern Miss Alumni Association. 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 various investment strategies and managed portfolios through fee-based wrap programs, supported by an in-house trading desk and a committee that oversees portfolio monitoring and rebalancing.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Douglas H

Series 65, Series 63

Biloxi, MS

First Command Advisory Services

Douglas Harrison is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, having previously served 30 years in the U.S. Coast Guard and four years at Wilco Construction. 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 a range of wrap-fee asset management programs, utilizing a centralized investment management team to select and oversee model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Frank V

Series 63, Series 65

Gulfport, MS

Stratos Wealth Partners, Ltd

Frank Van Kirk III is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 registrations, and has 12 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2014. Van Kirk serves as a trustee for multiple trusts, acting in a fiduciary capacity outside his advisory role. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, third-party manager solutions, 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
user avatar
firm logo

James L

Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

James Luffey is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Financial and Apple Guerin Company, and he has worked in finance-related activities since 2019. 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, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives using 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
user avatar
firm logo

Suzie S

Series 63, Series 65

Gulfport, MS

LPL Financial

Suzie Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her prior roles include 20 years at Stifel Independent Advisors and earlier positions at STIFEL and Merrill. Sawyer also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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

Wendy R

ChFC®, Series 66

Gulfport, MS

Edward Jones

Wendy Roper is a financial advisor with Edward Jones in Gulfport, MS, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

Brian E

Series 66

Gulfport, MS

Cetera

Brian Ellerman is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Cetera since 2022 and previously spent six years with Hancock Investment Services, Inc. He is based in Gulfport, Mississippi. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party strategies and multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")