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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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Jon R

Series 63, Series 66

Pascagoula, MS

LPL Financial

Jon Reynolds is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Wells Fargo Clearing. Outside of advising, he is involved in radio broadcasting in Pascagoula, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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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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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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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Thomas W

Series 66

Biloxi, MS

LPL Financial

Thomas Walker is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Community Bank of Mississippi for ten years and Hancock Whitney for five years. Outside of his advisory role, he is involved with Community Wealth Management, a business related to his activities at LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors 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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Charles G

CFP®, Series 66

Ocean Springs, MS

Edward Jones

Charles Galle is a CFP®-designated financial advisor with Edward Jones in Ocean Springs, MS, where he has worked since 2019. He has five years of industry experience and previously worked for Huntington Ingalls Shipbuilding for 19 years. Outside of his advisory role, he is involved with Natural Born Traveller, an entrepreneurial venture. 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 discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Ocean Springs, MS

Edward Jones

Stewart Keene is a Series 66-licensed financial advisor with Edward Jones in Ocean Springs, Mississippi, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner of Keene Concepts LLC, a rental property business. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kimberlee A

Series 66

Pascagoula, MS

Edward Jones

Kimberlee Alexander is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2011. 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 options supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Charles B

Series 63, Series 65

Ocean Springs, MS

LPL Financial

Charles Boyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 1998. 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 through a large network of advisors, utilizing various portfolio strategies and technology tools to support client needs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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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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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Stephen D

Series 63, Series 65

Ocean Springs, MS

Cambridge Investment Research Advisors

Stephen Daigle is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including roles at LPL Financial and GWN Securities. Daigle is the founder of Bidmoni Inc., a technology services firm, and is involved in several other business activities including insurance, tax referrals, and travel services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with services tailored to client objectives across multiple custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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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