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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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Larry F

Series 63, Series 65

Biloxi, MS

Cetera

Larry Farish is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with firms such as Avantax Advisory Services and has maintained a separate business, Strojny and Strojny Financial Services, specializing in tax preparation and accounting. Based in Biloxi, MS, Farish has been with Cetera since 2025. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party 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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Harry H

Series 66

Gulfport, MS

Wells Fargo Clearing

Harry Hewes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cetera and Regions Bank for 11 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Jennifer G

Series 66

Biloxi, MS

Merrill

Jennifer Gates is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she focuses on helping high net worth families accomplish their financial goals. She utilizes investment and banking solutions tailored to each client's risk tolerance, time horizon, liquidity needs, investment objectives, and associated costs. Jennifer also provides access to banking services through Bank of America, including home financing, residential lending, merchant services, and business loans. Jennifer has been working in the investing industry on the Gulf Coast since 2007. Her areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds multiple professional designations including Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jennifer received her bachelor's degree in International Business from the University of Southern Mississippi and earned a master's degree from the College for Financial Planning. She is actively involved in her community, serving with organizations such as Catholic Charities of South Mississippi, First Methodist Church Long Beach, and previously as president of the Kiwanis International Club. In her personal life, Jennifer enjoys reading, running, and yoga, and spends time with her husband and two children.

Wealth management Private / alternative investments General retirement planning Retirement income strategy General estate planning guidance Women Professionals
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Jonathan F

Series 66

Bay St Louis, MS

Edward Jones

Jonathan Foster is a Series 66 licensed financial advisor with Edward Jones in Bay St Louis, MS, where he has worked since 2013. He has 12 years of industry experience. Outside of advisory work, he is involved in commercial rental property ownership and recreational land maintenance through partnerships with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors and branch offices.

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

Series 66

Bay St Louis, MS

Thrivent Investment Management

Terry King is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2002, totaling 23 years in the industry. He is involved in several community organizations in Slidell, Louisiana, including serving as a board member of Rotary Rebuilds Slidell and the Concerned Citizens of St. Tammany, and as Foundation Chair for the Rotary Club of Slidell. King is also an author working on books and media projects related to historical accounts of public corruption in Louisiana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analysis and planning without portfolio management or institutional advisory roles.

Business ownership considerations
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Stephen A. E

Series 66, Series 65

Pass Christian, MS

Morgan Stanley

Stephen A. Ethridge is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 12 years at Guardian Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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John G

Series 63, Series 65

Gulfport, MS

Raymond James Financial

John Glicco is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at Commonwealth Financial Network and WBR Investment Services, among others. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary advice aligned with client goals, supporting implementation through various advisory programs.

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

Series 66

Long Beach, MS

LPL Financial

Jason Lindholm is a financial advisor with LPL Financial in Long Beach, MS, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, Lindholm is the owner of Prancing Poodle Pepper Company, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with various investment programs supported by research and technology.

College savings (529s, UTMA, etc.)
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Jason S

Series 66

Biloxi, MS

Cetera

Jason Salminen is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His background includes roles at Avantax Advisory Services and Avantax Investment Services, as well as experience in the plumbing industry. Outside of his advisory work, he serves as an administrative assistant for Strojny Financial Services and Strojny Tax Partners, supporting retirement planning and tax preparation activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party 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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Maurita R

Series 66

Gulfport, MS

Edward Jones

Maurita Richards is a Series 66 licensed financial advisor with Edward Jones, based in Gulfport, MS. She has two years of experience at Edward Jones and previously worked at Tinker Federal Credit Union and Infuze Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.

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

Series 66

Gulfport, MS

Edward Jones

Joshua Mc Niel is a financial advisor with Edward Jones in Gulfport, MS, holding a Series 66 designation. He has one year of experience at Edward Jones and prior work history in healthcare, including roles at MEDS and several hospitals. Outside of financial advising, he works as a PRN emergency room physician assistant. 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, and operates under a fiduciary standard with a large national network of advisors and branch offices.

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

Series 63, Series 66

Gulfport, MS

LPL Financial

Charles Hawkins III is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, Valic Financial Advisors, and AIG. Outside of his advisory role, he is the owner of Stir Spirits and Fine Wines, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary portfolio management options supported by model portfolios, research, and various specialized programs.

College savings (529s, UTMA, etc.)
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Charlene M

Series 66

St Louis, MS

Raymond James Financial

Charlene Murphy is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2017. Outside of her advisory role, she owns a small business focused on thrifting and reselling preowned clothing, music memorabilia, and household goods. Murphy also serves on the board of the Saint Stanislaus Booster Club, where she supports local sports fundraising and volunteer coordination. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to guide client decisions and supports its advisors through a broad network and specialized programs.

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

Series 63

Pass Christian, MS

LPL Financial

James Field Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Linsco / Private Ledger since 2003. Outside of advisory work, he is involved with Field Equine LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios, serving both discretionary and non-discretionary management needs.

College savings (529s, UTMA, etc.)
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Kerry M

CFP®, Series 63, Series 66

Gulfport, MS

Cetera

Kerry Milligan is a CFP® professional at Cetera with 26 years of industry experience. He has held positions at various Avantax entities and operates several tax and accounting advisory businesses, including Strojny & Milligan LLC and related companies. Milligan is involved in managing multiple tax and accounting firms where he oversees financial management and employee training. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diversified range of portfolio management and financial consulting services, utilizing a multi-manager platform that includes affiliated and third-party 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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Richard M

Series 66

Biloxi, MS

Merrill

Richard Mustered is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop strategies aligned with their financial goals. Holding the Professional Investment Advisor (PIA) designation, he supports clients in uncovering their priorities and creating tailored financial plans. Mr. Mustered earned his High School Diploma from Mississippi Gulf Coast Community College.

Wealth management Financial Professional
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Dennis L

Series 63, Series 65

Gulfport, MS

LPL Financial

Dennis Liverett is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Prior to joining LPL Financial in 2022, he was associated with CUNA Brokerage Services, Inc. and Cuna Mutual Group starting in 2015. He also serves as the executor and trustee for The James A Liverett, Jr Testamentary Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Janet B

Series 63, Series 65

Gulfport, MS

Cetera

Janet Baker is a financial advisor with Cetera who holds the Series 63 and Series 65 licenses and has 25 years of industry experience. She has worked at Cetera since 2022 and previously spent over 17 years at Hancock Investment Services and more than 21 years at Hancock Whitney Bank. Outside of her advisory role, she is a 50% owner of Blue Skies Consulting LLC, New South Materials Corp, and Skywriting. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform that provides access to affiliated and 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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Adam W

Series 66

Gulfport, MS

Cetera

Adam Wood is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2022 and previously held roles at Hancock Whitney Bank and Hancock Investment Services. Outside of his advisory work, he serves on the board of Family Fortress Ministries and acts as treasurer for Transition Blvd, Inc. and PARA Ministries. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a large 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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