Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

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
user avatar
firm logo

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, including roles at Cuna Mutual Group, CUNA Brokerage Services, and National Planning Corporation. Liverett also serves as executor and trustee for a testamentary trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management solutions, with a platform that supports both discretionary and non-discretionary strategies.

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

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Edward C

Series 66

Biloxi, MS

Edward Jones

Edward Cantrell is a financial advisor at Edward Jones in Biloxi, MS, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. He is active in community organizations, serving as President of the Ohr Okeefe Museum of Art, Vice President of the Harrison County Republican Club, and President-Elect/Secretary of the Biloxi Rotary Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

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
firm logo

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
user avatar
firm logo

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
user avatar
firm logo

Jimmy N

Series 63, Series 65

D'Iberville, MS

Primerica Advisors

Jimmy Nguyen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with long-term involvement in small business ownership in the food and beauty sectors. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Robert D

Series 63, Series 65

Biloxi, MS

LPL Financial

Robert Dienelt Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 registrations and has worked at firms including Raymond James Financial Services Advisors, Inc. and Dienelt Financial Services. He is currently also affiliated with Community Bank of Mississippi. 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 services, including access to model portfolios, third-party asset managers, and institutional platforms.

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

Robert E

Series 63, Series 65, Series 66

Pass Christian, MS

LPL Financial

Robert Edgecombe is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Next Financial Group, Grove Point Investments, Gunnallen Financial, and SII Investments. In addition to his advisory work, he has longstanding involvement in non-variable insurance activities. 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 services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a broad selection of customizable strategies and operational tools.

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

Nicholas C

Series 66

Biloxi, MS

Cetera

Nicholas Clark is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. He has held roles at multiple firms, including Avantax Advisory Services and Strojny Financial Services, which he continues to operate. Outside of advisory work, he is involved in software development through Nimic Technologies LLC and owns several business ventures including a tax and accounting practice and an online retail company. He also serves as treasurer for the First Presbyterian Church of Biloxi. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and advisory services, supported by a large nationwide network of advisors.

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

Patrick M

Series 66

Bay St. Louis, MS

Raymond James Financial

Patrick Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2017 and also serves as president of Martinez Wealth Management Inc., a company he owns and operates. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools to support client goal achievement and maintains specialized municipal advisory and SIMPLE IRA consulting services.

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

Justin J

Series 66

Gulfport, MS

Edward Jones

Justin Jones is a financial advisor with Edward Jones in Gulfport, MS, holding a Series 66 designation and 9 years of industry experience. He worked at Chiquita from 2004 to 2016 before joining Edward Jones in 2016. Outside of his advisory role, he is involved in residential real estate development as an operation manager for JNS Builders in Pass Christian, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Divorce financial planning 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 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”)