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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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Robert F

Series 66

Gulfport, MS

Edward Jones

Robert Flowers II is a financial advisor at Edward Jones in Gulfport, MS, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ingalls Shipbuilding for 18 years and has been involved with the City of Gulfport since 2009. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Gulfport, MS

LPL Enterprise

Ralph Lunt is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 credentials and has 33 years of industry experience. His prior roles include positions at MassMutual, Thrivent Financial, and FSC Securities Corporation. Outside of his advisory work, he serves as a personal financial consultant providing counseling to military service members and families, and also works as a substitute teacher. LPL Enterprise offers investment advisory and brokerage services to a diverse clientele including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and various financial planning services.

Tax-loss harvesting
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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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Mary G

Series 63, Series 66

Gulfport, MS

Cetera

Mary Gilfoil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked with Hancock Bank since 2013 and was affiliated with Hancock Investment Services, Inc. from 2015 to 2022. In addition to her advisory role, she serves as a private banker for Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 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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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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Cheri E

Series 66

Gulfport, MS

LPL Financial

Cheri Evans is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Forrest County Sheriff's Office and Jackson Tullos & Rogers. Outside of advising, she owns Charles G Evans Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by technology and a large network of over 22,800 advisors.

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

Series 66

Ocean Springs, MS

LPL Financial

Mark Simpson is a financial advisor with LPL Financial in Ocean Springs, MS, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at BancorpSouth Bank, Infinex Investments, and Hancock/Whitney Investment Services. 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 portfolios, 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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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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Lloyd B

Series 63, Series 65

Ocean Springs, MS

LPL Financial

Lloyd Baxter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes previous roles at OSAIC, Securities America Advisors, and National Planning Corporation, as well as over two decades at Thompson, Diaz, Baxter, Byrne & Associates. Baxter is also involved with Coastal Wealth Management Group, a business affiliated with his LPL practice. 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 services including financial planning, model portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using a combination of in-house research and 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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Thad R

Series 66

Biloxi, MS

Edward Jones

Thad Rhodes is a Series 66-registered financial advisor with Edward Jones in Biloxi, MS, where he has 19 years of industry experience, all with the same firm since 2007. Outside of advising, he pursues painting as a hobby and has sold art through a local consignment shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

Retirement income strategy Liquidity event planning Business exit / sale strategy Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive
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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, Mississippi, holding a Series 66 designation and 24 years of industry experience. He previously worked at Edward Jones from 2007 to 2014 before joining LPL Financial in 2014. Outside of his advisory work, he owns the Prancing Poodle Pepper Company, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment options and platforms, supporting over 22,800 advisors and managing over $819 billion in 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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