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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 at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked as a physician assistant providing emergency room services on a PRN basis. He has held positions in healthcare and community organizations, including roles at Mississippi Emergency Department Services and Memorial Hospital at Gulfport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive network of financial advisors and branch offices, offering discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.

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 with LPL Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, Valic Financial Advisors, AIG, and Edward Jones. Outside of financial advising, he is a business owner of Stir Spirits and Fine Wines, LLC in Biloxi, MS. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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 who holds a Series 63 designation and has 40 years of industry experience. He has worked with Linsco / Private Ledger since 2003. In addition to his advisory role, he operates FIELD EQUINE LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions 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
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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 and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, having previously worked at CUNA Brokerage Services, Cuna Mutual Group, and National Planning Corporation. He also serves as an executor and trustee for a testamentary trust. 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 institutions. The firm offers a range of financial planning and investment management solutions, including 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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Kevin O

Series 66

Biloxi, MS

Edward Jones

Kevin O'Connell is a financial advisor at Edward Jones in Biloxi, MS, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he served 20 years in the United States Army. Outside of advising, he manages a rental property in Columbia, SC. 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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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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Greg F

Series 66

Gulfport, MS

Cetera

Greg Fahey is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JP Morgan Securities LLC and JP Morgan Chase. Fahey also serves as Head of Retail Banking for Hancock Whitney, managing financial centers across their network. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a broad range of portfolio management and financial planning services.

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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Matthew L

Series 63, Series 65

Gulfport, MS

Cetera

Matthew Loomis is a financial advisor with Cetera in Gulfport, MS, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Cetera, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and spent over two decades at Signet Jewelers Inc. Cetera Investment Advisers LLC distributes its services through a large network of independent advisors and serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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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Mary B

Series 66

Biloxi, MS

Merrill

Mary Baccich is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at Merrill since 2019. Prior to joining Merrill, she worked for Tar Heel Basement Systems from 2011 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Jacob W

Series 66

Gulfport, MS

STIFEL

Jacob Wilczynski is a financial advisor at Stifel with a Series 66 designation and has one year of industry experience. Prior to joining Stifel, he was self-employed for several years and worked at ALON Medical. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology supports its financial planning and asset allocation guidance, which clients use as a basis for their decisions.

General retirement planning Income planning
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Ronald W

Series 66

Waveland, MS

LPL Financial

Ronald Weatherly Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Cuna Mutual Group, and Edward Jones. He serves on the board of the Hancock County Port and Harbor Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

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

Series 63, Series 66

Gulfport, MS

Cetera

David Fayard is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Cetera and Hancock Whitney Bank since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party strategies across multiple 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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Karen H

Series 66

Biloxi, MS

Merrill

Karen Howell is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Merrill since 2022 and previously spent five years with Stratos Wealth Partners, LTD. Karen also has two years of experience working at Diberville Middle School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Sarah R

Series 66

Biloxi, MS

Edward Jones

Sarah Rhodes is a financial advisor with Edward Jones in Biloxi, MS, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, she worked as a fitness instructor at Rhodes Club Fitness for eight years and currently teaches Confirmation classes at Saint James Catholic Church. She also operates The Yoga Barre. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management ESG / Sustainable investing Doctor or Medical Professional Values-based investing Religious/faith focused
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Joseph P

Series 63, Series 66

Gulfport, MS

Cetera

Joseph Pringle is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Hancock Bank since 2008 and served with Hancock Investment Services, Inc. before joining Cetera. He is also a private banker for Hancock Whitney and serves as a Leadership Gulf Coast Board member for the Gulf Coast Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of investment services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm employs a multi-manager platform providing various program structures, including model portfolios, third-party managers, and bespoke strategies, supported by a large network of advisors and significant assets under management.

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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