Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

72 advisors near
39553

Out of 400,000+ nationwide

user avatar
firm logo

Mark L

Series 63, Series 65

D'Iberville, MS

Primerica Advisors

Mark Laville is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been affiliated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Nathan R

Series 63, Series 65

Pascagoula, MS

Cetera

Nathan Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Wells Fargo Clearing Services, and AXA Advisors. He is also a business owner of E & B Enterprise, LLC and Primary Properties, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options 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
user avatar
firm logo

Jada E

Series 63, Series 66

Gautier, MS

OSAIC

Jada Edwards is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and LPL Financial. Edwards also operates a business under the DBA Edwards & Company and holds a non-variable insurance agent license. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisors and offers integrated brokerage and advisory services, including financial planning and managed accounts. The firm employs advanced portfolio construction tools and supports various investment platforms and third-party solutions.

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

Mark S

Series 66

Ocean Springs, MS

LPL Financial

Mark Simpson is a financial advisor with LPL Financial in Ocean Springs, MS, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at BancorpSouth Bank, Infinex Investments, and Hancock/Whitney Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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
user avatar
firm logo

Lloyd B

Series 63, Series 65

Ocean Springs, MS

LPL Financial

Lloyd Baxter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes previous roles at OSAIC, Securities America Advisors, and National Planning Corporation, as well as over two decades at Thompson, Diaz, Baxter, Byrne & Associates. Baxter is also involved with Coastal Wealth Management Group, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using a combination of in-house research and third-party asset managers.

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

Jon R

Series 63, Series 66

Pascagoula, MS

LPL Financial

Jon Reynolds is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Wells Fargo Clearing. Outside of advising, he is involved in radio broadcasting in Pascagoula, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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

Thomas W

Series 66

Biloxi, MS

LPL Financial

Thomas Walker is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Community Bank of Mississippi for ten years and Hancock Whitney for five years. Outside of his advisory role, he is involved with Community Wealth Management, a business related to his activities at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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

Charles G

CFP®, Series 66

Ocean Springs, MS

Edward Jones

Charles Galle is a CFP®-designated financial advisor with Edward Jones in Ocean Springs, MS, where he has worked since 2019. He has five years of industry experience and previously worked for Huntington Ingalls Shipbuilding for 19 years. Outside of his advisory role, he is involved with Natural Born Traveller, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Stewart K

Series 66

Ocean Springs, MS

Edward Jones

Stewart Keene is a Series 66-licensed financial advisor with Edward Jones in Ocean Springs, Mississippi, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner of Keene Concepts LLC, a rental property business. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Kimberlee A

Series 66

Pascagoula, MS

Edward Jones

Kimberlee Alexander is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Charles B

Series 63, Series 65

Ocean Springs, MS

LPL Financial

Charles Boyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client needs.

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

Stephen D

Series 63, Series 65

Ocean Springs, MS

Cambridge Investment Research Advisors

Stephen Daigle is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including roles at LPL Financial and GWN Securities. Daigle is the founder of Bidmoni Inc., a technology services firm, and is involved in several other business activities including insurance, tax referrals, and travel services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with services tailored to client objectives across multiple custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Edward C

Series 66

Biloxi, MS

Edward Jones

Edward Cantrell is a financial advisor at Edward Jones in Biloxi, MS, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. He is active in community organizations, serving as President of the Ohr Okeefe Museum of Art, Vice President of the Harrison County Republican Club, and President-Elect/Secretary of the Biloxi Rotary Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Daniel F

Series 66

Ocean Springs, MS

Edward Jones

Daniel Flanders Jr. is a financial advisor at Edward Jones in Ocean Springs, MS, with nine years of industry experience. He holds a Series 66 designation and previously worked for Sanofi Pharmaceuticals for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and supports clients through a large network of financial advisors and branch offices.

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

Andrea M

Series 66

Gautier, MS

Edward Jones

Andrea May is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Edward Jones and has also held roles at First Command Insurance Services and First Command Advisory Services. 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 supported by a nationwide network of approximately 23,701 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory offerings.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner Military & Veterans
user avatar
firm logo

Douglas D

Series 66

Gautier, MS

Cetera

Douglas Duke Jr. is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and oversight.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jimmy N

Series 65, Series 63

D'Iberville, MS

Primerica Advisors

Jimmy Nguyen is a financial advisor with Primerica Advisors holding Series 65 and Series 63 credentials and has two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has been involved in the hospitality and beauty sectors, including ownership or management of Izakaya Sushi Pub and The Next Generation Hair and Nails Salon. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies and supports account execution and custody through third-party providers, with approximately $15.5 billion in assets under management across nearly 3,700 advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Timothy T

Series 63, Series 66

Ocean Springs, MS

LPL Financial

Timothy Taranto is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at VOYA Financial Advisors, Securities America Advisors, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

Robert D

Series 63, Series 65

Biloxi, MS

LPL Financial

Robert Dienelt Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked at firms including Raymond James Financial Services Advisors, Inc. and Dienelt Financial Services. He is currently also affiliated with Community Bank of Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

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

Ronald S

Series 63, Series 66

Pascagoula, MS

Edward Jones

Ronald Simmons Jr. is a financial advisor with Edward Jones in Pascagoula, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a partner in Planet Beach tanning salons located in Mississippi and Louisiana, where he provides general business oversight. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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 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”)