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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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Bogdan G

Series 63, Series 65

Gulfport, MS

Wells Fargo Clearing

Bogdan Gard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and previously at Stratos Wealth Partners and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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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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Crystal B

Series 66

Gulfport, MS

STIFEL

Crystal Broadus is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2009, with prior experience at UBS Financial Services. Broadus is also commissioned as a notary in Gulfport, Mississippi. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling. The firm provides fee-based financial planning and other services designed to support client decision-making.

General retirement planning Income planning
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Effie S

Biloxi, MS

Cetera

Effie Strojny is a financial advisor with Cetera in Biloxi, MS, with 39 years of industry experience. Prior to joining Cetera in 2025, she worked for Avantax Advisory Services and Avantax Investment Services, Inc. for several decades. She also manages a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers across a range of 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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Connie K

Series 66

Biloxi, MS

Ameriprise

Connie Kittrell is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved with Kevin L. Murphy LLC, managing an advisory business in Biloxi, MS. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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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Jonah M

Series 65, Series 63

Biloxi, MS

Cetera

Jonah Monson is a financial advisor with Cetera in Biloxi, MS, holding Series 63 and Series 65 licenses and having four years of industry experience. He also serves as a tax advisor with Strojny Financial Services and SFS of Biloxi LLC, providing tax advice and preparation. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. 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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George B

Series 66

Biloxi, MS

LPL Financial

George Birdrow III is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. He serves as a commissioner for the City of Biloxi Housing Authority and operates a golf mat distribution business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

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

Series 63, Series 66

Gulfport, MS

LPL Financial

Cindy Carraway is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2016. 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, including financial planning, model portfolio programs, and institutional platforms, supported by technology and access to third-party asset managers.

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

CFP®, Series 66

Ocean Springs, MS

Edward Jones

Lisa Sigworth is a CFP® and Series 66 professional with 18 years of experience in financial advising. She has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Patrick K

Series 63, Series 65

Biloxi, MS

Merrill

Patrick Kergosien serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He has developed a holistic approach to constructing and managing wealth over more than 35 years of experience. Patrick works closely with clients to create personalized financial strategies that address their full financial picture and adapt to changing market conditions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Patrick follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Patrick holds a Bachelor's Degree from the University of Southern Mississippi and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys fishing, gardening, and hunting.

Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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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
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James D

CFP®, Series 66

Gulfport, MS

Edward Jones

James Davis is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Gulfport, MS. Outside of his advisory role, Davis serves as an Associate Pastor at Michael Memorial Baptist Church, where he assists with preaching and teaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a broad network of over 23,700 advisors and more than 15,000 branch offices nationwide.

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

Series 63, Series 66

Gulfport, MS

STIFEL

Starlitte Townsend is a financial advisor with Stifel in Gulfport, MS, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, Townsend serves as a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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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
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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
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