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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.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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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.

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

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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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.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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Thomas W

Series 63, Series 65

Biloxi, MS

Centaurus Financial, Inc.

Thomas Wiltz III is a financial advisor with Centaurus Financial, Inc. in Biloxi, MS, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Centaurus Financial since 2022, following prior roles at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and has operated Platinum Capital Advisors since 2000. Outside of his advisory work, he manages life insurance and annuity placements 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 a range of financial planning and portfolio management strategies, with assets managed under both discretionary and non-discretionary arrangements, utilizing fundamental and technical analysis alongside third-party manager options.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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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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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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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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
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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.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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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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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 a Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He serves on the finance committee of the Southern Miss Alumni Association. 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 more than 500 advisors. The firm offers a range of advisory and brokerage services, combining proprietary strategies with third-party models and operating an internal equity and fixed-income trading desk.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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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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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 licenses and 12 years of industry experience. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2014. Van Kirk serves as a trustee 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 a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions. Its open-architecture investment approach integrates multiple third-party platforms and managers, including affiliated sub-advisors and major custodians, with a model that supports independent contractors and employees providing discretionary and non-discretionary portfolio management tailored to client goals.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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James L

Series 66

Gulfport, MS

Stratos Wealth Partners, Ltd

James Luffey is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at LPL Financial and Apple Guerin Company. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm utilizes an open-architecture investment approach, offering discretionary and non-discretionary portfolio management through a network of affiliated and independent advisors.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
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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
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