Overwhelmed by options?
Answer a few questions to see advisors matched to you.
315 advisors near
70460
within the area shown on the map
Out of 400,000+ nationwide
Paul H
Series 63, Series 65
Mandeville, LA
Meridian Wealth Management, LLC
Paul Hodge is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Northwestern Mutual and its affiliated companies for over 15 years. Hodge serves as a director for The Nehemiah Project, a nonprofit organization based in Mandeville, Louisiana. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning services, emphasizing IPS-driven, tailored advice primarily through equities, ETFs, mutual funds, fixed income, and selective alternative strategies.
Joseph P
Series 63, Series 65
Slidell, LA
SPC
Joseph Pearson is a financial advisor with SPC in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Sigma Planning Corporation and Sigma Financial Corporation since 2009. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, allowing for a broad range of fiduciary and non-fiduciary retirement services.
Philbert D
ChFC®, Series 63
Mandeville, LA
Eagle Strategies (NY Life)
Philbert Demarie III is a financial advisor at Eagle Strategies (NY Life) with over 37 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes ownership and advisory roles at Demarie Wealth Strategies Group, DeMarie & Timmerman, LLC, and P.J. DeMarie III & Associates Inc, along with longstanding affiliations with New York Life and Nylife Securities. He serves as a board member for Land Trust for Louisiana, a nonprofit land conservation organization. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored solutions delivered through multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Kevin V
Series 66
Mandeville, LA
Hightower Advisors
Kevin Vidrine is a financial advisor with Hightower Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Brian Low Financial Group, LLC and Diversified Investment Strategies. Hightower Advisors serves a diverse client base including individuals and institutions such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.
Jennifer C
CFP®, Series 66
Mandeville, LA
Principal Financial Services
Jennifer Craddock is a CFP® professional with six years of industry experience, currently serving at Principal Financial Services. Her work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Kropog Financial Group, and LPL Financial LLC. She is active in community organizations, including serving as local chapter secretary for La Societe de Femmes and as Membership Director for the Louisiana chapter of Women in Manufacturing. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Davis S
Series 66
Slidell, LA
Sanctuary Advisors, LLC
Davis Scharp is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Sanctuary Advisors, he held roles at Sanctuary Securities, Inc., the United States Marine Inc., and The Lyric. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and maintains a range of investment platform affiliations.
Joseph Morgan M
Series 63, Series 65
Mandeville, LA
Eagle Strategies (NY Life)
Joseph Morgan Mitchell is a financial advisor with Eagle Strategies (NY Life) based in Mandeville, LA. He holds Series 63 and Series 65 licenses and has four years of industry experience. He is also the owner of an insurance brokering business specializing in non-registered products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial amount of assets on a non-discretionary basis.
Larry W
ChFC®, Series 63
Mandeville, LA
Ameritas Advisory Services, LLC
Larry Ward is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has held roles within affiliated Ameritas entities since 1989. In addition to his advisory work, he serves as president of Advantage Network, Inc., where he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial and execution platforms, supporting advisory relationships on both discretionary and non-discretionary bases.
Tracy C
Series 66
Slidell, LA
Sanctuary Advisors, LLC
Tracy Clanton is a Series 66-registered financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She has worked at Sanctuary Advisors since 2020, and previously held roles at Bank of America and Merrill Lynch. Clanton serves as a member of the Slidell Civil Service Board, an independent board that oversees personnel-related appeals and rulemaking for the City of Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers various portfolio management options through a network of more than 400 independent advisers and employs multiple analytical approaches, acting as a fiduciary where advisory agreements exist.
James D
CFP®, Series 63, Series 65
Mandeville, LA
Benjamin F. Edwards & Company, Inc.
James Dombrowski is a CFP®-certified financial advisor with 26 years of industry experience, currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He is also a trustee for siblings, a role involving investment responsibilities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a range of strategies that include mutual funds, ETFs, separately managed accounts, and custom portfolios.
Henry A
Series 63, Series 66
Mandeville, LA
Hightower Advisors
Henry Adams Jr. is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Frontier Investment Management Co for 12 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Nicholas R
Series 65
Mandeville, LA
AE Wealth Management, LLC
Nicholas Rohde is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience and holds a Series 65 designation. He has worked at AE Wealth Management since 2019 and previously held roles at J.W. Cole Advisors, Global Financial Private Capital, and Gregory Ricks & Associates. Outside of advising, he was involved in photography through Rohde Photography, LLC and has experience with insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages discretionary model portfolios using various investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.
Leroy S
Series 65, Series 63
Mandeville, LA
Hornor, Townsend & Kent, LLC
Leroy Simpson III is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Before joining Hornor, Townsend & Kent in 2025, he worked at Consortium Private Wealth, LLC and held teaching roles at multiple universities including the University of Arizona Global Campus, Bellevue University, and Maryville University. He serves as board vice president for Northshore Robotics, an organization providing STEM and art education for children, and is vice president of business for Men of St. Tammany, a social-business group collaborating on financial advising services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment adviser and broker-dealer, providing custody, execution, and brokerage services alongside its investment advice.
Steven L
Series 66
Slidell, LA
Sanctuary Advisors, LLC
Steven Longo is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He has been with Sanctuary Wealth since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, financial planning, retirement plan consulting, and other services using various investment approaches and platforms.
Allen C
Series 63, Series 65
Mandeville, LA
Benjamin F. Edwards & Company, Inc.
Allen Catalanotto is a financial advisor at Benjamin F. Edwards & Company, Inc. with 51 years of industry experience. He has been with Benjamin F. Edwards since 2013 and previously worked at Wells Fargo Clearing for five years. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of strategies managed internally and by third-party managers.
Chris C
Series 66
Slidell, LA
Sanctuary Advisors, LLC
Chris Collins is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His previous roles include positions at Bank of America, N.A. and Merrill. He is based in Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies under firm supervision and offers a range of portfolio management options along with fiduciary services.
Theodore L
Series 63, Series 65
Slidell, LA
Sanctuary Advisors, LLC
Theodore Longo is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, where he worked for over three decades combined. Longo serves on the executive board of the Pine Burr Area Council for the Boy Scouts of America and is a board member of the Brothers of the Sacred Heart Foundation, a Catholic charitable and educational organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers offering portfolio management, retirement plan consulting, and access to various managed account platforms, delivering advice with a range of analytical approaches while acting as a fiduciary under written agreements.
Jennifer T
ChFC®, Series 63
Slidell, LA
Eagle Strategies (NY Life)
Jennifer Taranto is a ChFC® professional with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2017, and prior to that, she was involved with Plexus Worldwide and Absolute Pressure Washing, LLC. Taranto is the president of Professional Women of St. Tammany, an organization that supports women through networking, education, and scholarships. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm operates within the New York Life affiliate network and emphasizes tailored recommendations for clients and plan sponsors.
Wayne S
Mandeville, LA
Ameritas Advisory Services, LLC
Wayne Schmidt is a financial advisor with Ameritas Advisory Services, LLC, holding 39 years of industry experience. He has held roles at various firms including Ameritas Investment Company, LLC and Capital Management Group LLC, where he serves as managing partner. Schmidt is also licensed as an independent insurance agent and is involved in multiple business ventures related to insurance and investment services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.
Charlotte G
Series 65, Series 63
Covington, LA
Independent Financial Group, LLC
Charlotte Guinot is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and bringing four years of industry experience. Her prior work includes roles at Cetera Advisor Networks, Palm Village Mandeville, and NBCUniversal. She serves as a board member of The University of Southern Mississippi Alumni Association and has founded Finfluence, a brand coaching business helping financial advisors with social media, website design, and brand storytelling. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a model-based investment approach combining strategic asset allocation and multi-manager portfolios with both passive and active exposures.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
315 advisors near
70460
within the area shown on the map
Out of 400,000+ nationwide