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Robin H

CFP®, Series 63, Series 65

Tupelo, MS

Haire Wealth Management, Inc.

Robin Haire is a CFP® professional with 26 years of experience in the financial services industry. He is the principal advisor at Haire Wealth Management, Inc., an independent firm based in Tupelo, MS, and previously spent over 22 years with LPL Financial. Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, and plan sponsors. The firm offers both nondiscretionary and discretionary portfolio management, beginning client engagements with a written financial plan and employing strategic and tactical asset allocation with risk management tools such as options and warrants.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing General retirement planning
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Samuel W

Series 65

Tupelo, MS

Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
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Ryan K

Series 65

Tupelo, MS

Addicus Advisory, LLC

Ryan Kelly is a Series 65-licensed financial advisor with Addicus Advisory, LLC, where he has worked since 2015. He has nine years of industry experience. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals—including high net worth clients—as well as corporations and business entities. The firm customizes investment strategies using model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory, while managing both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
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Andrew A

Series 63, Series 65

Tupelo, MS

Addicus Advisory, LLC

Andrew Adams is a financial advisor with Addicus Advisory, LLC in Tupelo, MS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Addicus Advisory since 2015 and previously worked at Invest Financial Corp. Adams is involved in managing several affiliated entities, including family office services and private pooled investment vehicles. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, and selection and oversight of third-party money managers, tailoring investment strategies to clients’ objectives and risk tolerance.

Private / alternative investments General retirement planning
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Stephen M

CFP®, ChFC®, Series 63

Tupelo, MS

Addicus Advisory, LLC

Stephen Miles is a CFP® and ChFC® with 26 years of experience in the financial industry. He is a principal at Addicus Advisory, LLC in Tupelo, MS, where he has worked since 2015. Miles has additional experience with related entities within the Addicus network and has involvement in private pooled investment vehicles. Outside of his advisory work, he is also the owner of a business that sells and transfers custom firearms to a select clientele. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory.

Private / alternative investments General retirement planning
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Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he worked at Renovations of Mississippi and Response Services. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities, with a focus on discretionary portfolios, fundamental analysis, and long-term investment strategies.

Wealth management
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Steven Paul H

Series 65

Tupelo, MS

Hardy Reed, LLC

Steven Paul Hyland is a financial advisor with Hardy Reed, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he held various roles including positions at several Methodist churches and academic institutions. Outside of his advisory work, he is a limited partner in a farming venture. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable entities. The firm emphasizes discretionary portfolios focused on mutual funds and ETFs, employs fundamental analysis, and offers fiduciary consulting alongside traditional portfolio management.

Wealth management
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George R

Series 63, Series 65

Tupelo, MS

Hardy Reed, LLC

George Reed is a financial advisor at Hardy Reed, LLC with 23 years of industry experience. He has been with Hardy Reed since 2011. Outside of advising, he serves as Treasurer on the Board of Directors for RW Reed Co., is a board member of Reed Manufacturing Co., and chairs the board of the Stonewater Adolescent Recovery Center. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable entities. The firm emphasizes discretionary portfolios mainly in mutual funds and ETFs, employs fundamental analysis, and integrates fiduciary consulting and CEFEX® certification as part of its offerings.

Wealth management
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Grantham H

Series 65

Tupelo, MS

Hardy Reed, LLC

Grantham Hill is a financial advisor at Hardy Reed, LLC with the Series 65 designation and one year of industry experience. Prior to joining Hardy Reed, he worked at Renasant Bank and Cadence Bank. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm employs a long-term investment approach centered on discretionary portfolios of mutual funds and ETFs, supplemented by tailored financial plans and fiduciary consulting.

Wealth management
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Brandy S

Series 65

Tupelo, MS

Hardy Reed, LLC

Brandy Stanford is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, she worked at Renasant Corp for 13 years. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm focuses on discretionary portfolios primarily composed of mutual funds and ETFs, employs fundamental analysis, and often utilizes Separate Account Managers, while supplementing portfolio management with tailored financial plans and fiduciary consulting.

Wealth management
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Anita G

Series 63, Series 65

Tupelo, MS

Hardy Reed, LLC

Anita Giglio is a financial advisor at Hardy Reed, LLC in Tupelo, MS, with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm emphasizes fundamental analysis, employs a long-term investment horizon using mutual funds and ETFs, and offers fiduciary consulting alongside portfolio management.

Wealth management
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Frank R

Series 65

Tupelo, MS

Hardy Reed, LLC

Frank Riley Jr. is a Series 65-licensed advisor at Hardy Reed, LLC with five years of industry experience. He has been with Hardy Reed since 2020 and is also a Research Associate III at Mississippi State University’s John C. Stennis Institute of Government and Community Development, where he engages in business development activities. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm utilizes fundamental analysis to construct discretionary portfolios primarily composed of mutual funds and ETFs, emphasizing long-term investment strategies and fiduciary consulting.

Wealth management
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Richard H

CFP®, Series 63, Series 66

Tupelo, MS

Hardy Reed, LLC

Richard Hill is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Hardy Reed, LLC since 2011. Outside of his advisory work, he serves as a high school football official. Hardy Reed, LLC provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable and corporate entities. The firm employs a long-term, fundamental analysis approach and offers fiduciary consulting along with traditional portfolio management.

Wealth management
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John L

Series 63, Series 66

Pontotoc, MS

First Heartland Consultants, Inc.

John Ligon is a financial advisor with First Heartland Consultants, Inc. in Pontotoc, MS, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society. He is also an owner of Covenant Financial Group, which markets insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Scottie C

Series 63, Series 65

Saltillo, MS

First Heartland Consultants, Inc.

Scottie Clark is an investment adviser representative at First Heartland Consultants, Inc. with 20 years of industry experience. He has worked at Covenant Financial Group since 2018 and previously held roles at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. Clark serves as Vice Mayor and Alderman in Saltillo, Mississippi. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Johnny L

Series 63, Series 66

Tupelo, MS

Tlg Advisors, Inc.

Johnny Leech is a financial advisor with TLG Advisors, Inc. in Tupelo, MS, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior work includes roles at The Leaders Group Inc, SGC Financial, MML Investor Services Inc, and MassMutual Life Insurance Company. Outside of advisory services, he is involved in multiple insurance sales and business consulting activities, including life insurance product sales, advanced market case design, and tax planning assistance. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and comprehensive financial planning. The firm uses a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory, and offers a digital investment program called Starlight Portfolios with diversified risk-based allocations and quarterly reviews.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Paul F

Series 63, Series 66

Tupelo, MS

Transamerica Financial Advisors

Paul Flatt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Mass Mutual and multiple Transamerica-affiliated entities. He also owns Creative Financial Solutions, LLC, which provides insurance-related consulting services. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Ashley S

Series 66

Tupelo, MS

Ameriprise

Ashley Shurden is a financial advisor at Ameriprise in Tupelo, MS, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, Shurden's work history includes roles in healthcare, real estate, education, and staffing agencies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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William H

Series 63, Series 66

Tupelo, MS

Mass Mutual Investors Services

William Holmes III is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2010. Holmes serves as a board member of Parkgate Health Services, Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software tools and also provides specialized programs such as estate settlement and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Katherine T

Series 66

Tupelo, MS

LPL Financial

Katherine Thornton is a financial advisor with LPL Financial in Tupelo, MS, holding a Series 66 designation and six years of industry experience. Prior to her advisory role, she worked as a meteorologist at WTVA-TV for several years. She is also a yoga instructor and coach at HerGym, combining her background in fitness with her professional career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage solutions, supported by research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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