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Brian L

Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Brian Langley is an investment advisor with Langley Wealth Management, LLC in Corinth, MS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Allen C. Ewing & Co., American Wealth Management, Inc., and Hayden Royal, LLC. Outside of advisory work, he is involved in agricultural ventures as a limited partner in farming and cattle operations and is an organizer of an Arkansas land leasing company. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $297 million in assets using ETFs, mutual funds, stocks, bonds, covered options, and limited partnerships, combining fundamental and technical analysis within a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Zeb T

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Zeb Taylor is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments, Hayden Royal, LLC, MWA Financial Services Inc., and Modern Woodmen Of America. Outside of his advisory role, Taylor is president of the boards for both the Northeast Mississippi Community College Foundation and Crosswind Ministries. Langley Wealth Management is an SEC-registered adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets and uses a combination of fundamental and technical analysis with a long-term investment orientation, supported by continuous monitoring and formal annual reviews.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Aaron H

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Aaron Hight is a CFP® professional with eight years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. His prior roles include positions at Haire Wealth Management, LPL Financial LLC, and MML Investors Services, LLC. Outside of advising, he teaches business courses at Blue Mountain College and coaches cross-country at Northeast Mississippi Community College. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a combination of fundamental and technical analysis, with a focus on long-term investment strategies and continuous portfolio monitoring.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Pierce L

Series 65

Corinth, MS

Langley Wealth Management, LLC

Pierce Langley is a financial advisor at Langley Wealth Management, LLC in Corinth, MS, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Atmos Energy, Rackley Oil, and Mississippi State University. Langley Wealth Management offers wealth management, investment management, and financial planning services primarily to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $370.6 million in client assets with a long-term investment approach that combines fundamental and technical analysis across a range of securities.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Timothy C

ChFC®, Series 63

Corinth, MS

Nfsg Corporation

Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
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Kimberly W

Series 63, Series 66

Guys, TN

VOYA Financial Advisors, Inc.

Kimberly Weston is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Jessica H

Series 66

Corinth, MS

Edward Jones

Jessica Hefner is a financial advisor at Edward Jones in Corinth, MS, holding a Series 66 credential. She has worked at Edward Jones since 2023 and has prior experience at several firms including Veritas HHS and Joyce, Meredith, Flitcroft & Normand. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network and offers integrated services such as tax-efficient management and securities-based lending.

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

CFP®, Series 66

Rienzi, MS

Ameriprise

Victor Phillips is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Blumark Financial and has experience outside finance, including landscape design and retail. Phillips is also involved in independent insurance brokering with a focus on disability income. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to generate personalized recommendations delivered through a centralized consulting team.

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

CFP®, Series 63, Series 66

Corinth, MS

Edward Jones

Steven Hefner is a CFP®-certified financial advisor with Edward Jones in Corinth, MS, with 27 years of industry experience—all spent at Edward Jones since 1999. Outside of his advisory role, he manages a small cattle and hay farming business in partnership with his brother. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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John B

Series 66

Corinth, MS

Edward Jones

John Butler Jr. is a Series 66 credentialed financial advisor with Edward Jones, based in Corinth, MS, and has four years of industry experience. Prior to joining Edward Jones in 2022, he was involved with L Properties LLC for seven years. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 66

Corinth, MS

Edward Jones

Eric Rutledge is a CFP® with over 20 years of experience in financial advising. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Business exit / sale strategy Military & Veterans Founder/Business Owner
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Daniel C

Series 65, Series 63

Corinth, MS

LPL Financial

Daniel Crozier is a financial advisor with LPL Financial in Corinth, MS, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. His career includes eight years at Invest Financial Corporation and earlier roles at Amsouth Investment Management Company and MSI Financial Services. He has been with LPL Financial since 2018. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 66

Corinth, MS

Edward Jones

Christopher Marshall is a Series 66-credentialed financial advisor with Edward Jones, based in Corinth, MS. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 66

Corinth, MS

Cetera

Charles Counce Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cetera and affiliated entities since 2013. Counce serves as a board member for the Tennessee Valley Regional Housing Authority, which provides oversight and advisory support to the executive director of the regional governmental housing program. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets through more than 10,000 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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