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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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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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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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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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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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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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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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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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