Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

83 advisors near
39402

Out of 400,000+ nationwide

user avatar
firm logo

Dorian B

Series 63, Series 65

Hattiesburg, MS

Cetera

Dorian Black is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with Cetera Investment Advisers, LLC since 2017 and has operated his own financial services and insurance businesses since 2006. Outside of financial advising, he is involved in a marriage podcast called Marriage Matters with PB & J LLC and operates a trucking business delivering materials across the US. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes 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
user avatar
firm logo

Kirkland M

Series 66

Hattiesburg, MS

Raymond James Financial

Kirkland Mc Carty is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Prior to joining Raymond James in 2025, he worked in various roles related to professional baseball teams, including the Cleveland Guardians and Baltimore Orioles. He is also involved with Raanes & Oliver Capital Advisors, a non-investment-related business in Hattiesburg, MS. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, pension plans, and institutional clients. The firm uses a non-discretionary approach tailored to client goals and supports its advisory services with advanced analytical tools and a range of specialized programs.

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

Charles L

CFP®, Series 66

Hattiesburg, MS

Edward Jones

Charles Legg II is a CFP® with 18 years of industry experience, currently serving at Edward Jones since 2007. He is based in Hattiesburg, MS, and holds the Series 66 designation. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")