Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Robin I

Series 66

Slidell, LA

Edward Jones

Robin Inman is a Series 66-licensed financial advisor with Edward Jones in Slidell, LA, and has 10 years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Mark K

Series 63, Series 65

Slidell, LA

Thrivent Investment Management

Mark Kingsbery is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Kingsbery handmakes and sells rosaries as a hobby and is involved in breeding and selling Goldendoodle puppies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. Clients can combine these planning services with managed accounts under a consolidated billing option, while planning and portfolio management remain separate.

Business ownership considerations
user avatar
firm logo

Anthony B

Series 66

Slidell, LA

LPL Financial

Anthony Bird is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at MML Investors Services, MassMutual Life Insurance, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios and third-party asset management.

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

Jeffrey G

Series 66

Slidell, LA

Edward Jones

Jeffrey Guillot is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at New York Life, Symmetry Financial Group, LLOG Exploration Company, Mesa Gulfcoast LLC, and Saratoga/ERG/Lobo. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business Financial Management Wealth management Founder/Business Owner
user avatar
firm logo

Alan K

Series 63, Series 65

Slidell, LA

Raymond James Financial

Alan Knight is a financial advisor with Raymond James Financial in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James Financial Services since 2005 and Raymond James Financial since 2009. Outside of his advisory role, he owns ARJD Knight Properties, which manages the building housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and maintains a unique municipal advisory affiliation alongside specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
firm logo

Jason N

Series 66

Slidell, LA

Edward Jones

Jason Navarre is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase, Vertical Anchor, and NorthWestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Inheritance planning Retired Founder/Business Owner Executive
user avatar
firm logo

Michael R

Series 66

Slidell, LA

LPL Financial

Michael Rich is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and previously worked for Republic National Distributing Co for eleven years. 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 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
firm logo

Ovid D

CFP®, Series 66

Slidell, LA

Edward Jones

Ovid Davis III is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked for six years at Liberty Mutual Insurance. He is also involved with ADLD Consulting, LLC, a family-run consulting business. 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 solutions supported by a nationwide network of over 23,000 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

William P

CFP®, CFA®, Series 63

Slidell, LA

Edward Jones

William Petersen III is a CFP® and CFA® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He formed an LLC in 2014 related to a land and building purchase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and maintains affiliated capabilities including a trust company and proprietary mutual funds.

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

Timothy M

Series 66

Slidell, LA

Edward Jones

Timothy Mc Kinley is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for ten years at Crescent Crown Distributing. Based in Slidell, LA, Mc Kinley focuses on serving clients through Edward Jones’ offerings. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and branch offices, providing a range of advisory programs, tax-efficient strategies, and affiliated investment products under a fiduciary standard.

Retirement income strategy General retirement planning Charitable giving & philanthropy Inheritance planning Retired Founder/Business Owner Executive
user avatar
firm logo

Maurice R

Series 63, Series 66

Slidell, LA

Cetera

Maurice Rouquette is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Western & Southern Life. Outside of his advisory work, he coaches soccer for Mandeville High School and the Mandeville Soccer Club. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and custodial relationships.

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

Thomas V

Series 63

Slidell, LA

LPL Financial

Thomas Vangeffen Sr. is a financial advisor with LPL Financial in Slidell, Louisiana, holding a Series 63 designation and having 40 years of industry experience. He previously worked at Raymond James Financial for nine years and has operated his own entities, including Van Geffen Group LLC and V G Properties LLC, since 2006 and 2013, respectively. Outside of his advisory work, he is a part owner of a restaurant business in Rosemary Beach, Florida. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered 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
user avatar
firm logo

Thomas P

CFP®, ChFC®, Series 63, Series 65

Slidell, LA

LPL Financial

Thomas Prude is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He worked at Merrill from 2000 to 2009 before joining LPL Financial in 2009. 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, including access to 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
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”)