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Henry S

Brandon, MS

Woodmont Advisory Group, Inc.

Henry Stephenson Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS. He holds 29 years of industry experience and has been with Woodmont Advisory Group since 1986. His career as a financial advisor began in 1975. Woodmont Advisory Group provides discretionary portfolio management to individual investors across various wealth levels as well as institutional retirement and corporate plans. The firm employs a strategic asset allocation process based on market probability indicators and uses both fundamental and technical analysis to manage portfolios emphasizing equity exposure and ongoing risk monitoring.

Passive / index investing Wealth management Private / alternative investments
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Thomas B

Brandon, MS

Woodmont Advisory Group, Inc.

Thomas Billups Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS, holding 23 years of industry experience. He has been associated with Woodmont Advisory Group since 1991 and with Carleton Billups & Associates since 1986. Woodmont Advisory Group provides discretionary portfolio management to a diverse client base, including individual investors across various net worth levels and institutional retirement and corporate plans. The firm employs a strategic asset allocation process grounded in market probability indicators and combines fundamental and technical analysis to manage portfolios with an emphasis on equity exposure and risk monitoring.

Passive / index investing Wealth management Private / alternative investments
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Darren B

Series 65

Brandon, MS

Lasting Mark Retirement Group LLC

Darren Butler is a Series 65-licensed advisor at Lasting Mark Retirement Group LLC with over a decade of experience in financial services. He has been associated with Lasting Mark Retirement Group since 2014 and Butler Financial since 2018, and has worked with Mutual of Omaha Insurance Company since 2013. Lasting Mark Retirement Group LLC provides ongoing portfolio management and integrated financial planning primarily to individual and high-net-worth clients nearing retirement. The firm’s investment approach is based on Modern Portfolio Theory and long-term trading, offering both discretionary and non-discretionary management while emphasizing documented client goals and regular portfolio reviews.

Retirement income strategy Income planning General retirement planning Medicare planning Approaching retirement
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Lance H

Series 63, Series 65

Brandon, MS

Gateway Wealth Partners, LLC

Lance Henley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Gateway in 2025, he spent nine years at Householder Group Estate & Retirement Specialists and has been affiliated with LPL Financial LLC dba Gateway Financial Partners since 2009. He is also an agent representing fixed insurance companies. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically allocating assets among diversified mutual funds and ETFs while incorporating individual securities and independent managers using both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k)
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Jimmy W

Series 63, Series 65

Jackson, MS

Calton & Associates, Inc.

Jimmy White is a financial advisor at Calton & Associates, Inc. in Jackson, MS, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Calton & Associates since 2001. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a range of analytic approaches tailored to client goals, risk tolerance, time horizon, and liquidity needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Shannon D

Series 63, Series 65

Brandon, MS

Empower Advisory Group

Shannon Dyse is a financial advisor at Empower Advisory Group with 10 years of experience in the industry. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2015. Outside of advising, she is the owner of Wood Squared LLC, a real estate investing business focused on purchasing, rehabilitating, and selling homes in underserved communities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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La Taura W

Series 63, Series 65

Pearl, MS

Empower Advisory Group

La Taura Wilson is a financial advisor with Empower Advisory Group in Pearl, MS, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Empower Financial Services in 2018, she spent eleven years at the Public Employees' Retirement System of Mississippi. Outside of advisory work, Wilson prepares and files tax returns as a tax professional for H&R Block. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain individual account holders. The firm delivers services through an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Weldon D

Series 63, Series 65

Jackson, MS

Tlg Advisors, Inc.

Weldon Doe IV is a financial advisor with TLG Advisors, Inc. in Jackson, MS. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His work history includes roles at The Leaders Group Inc and Strategic Planning. Outside of his advisory work, he serves as president and trustee of a family-owned corporation managing a grandchildren’s trust. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis with Modern Portfolio Theory and includes a direct-to-consumer program called Starlight Portfolios.

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

Series 63, Series 66

Brandon, MS

Empower Advisory Group

Hillman Mc Cann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Charles Schwab, LPL Financial, and Countiss Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients, using an integrated service model aligned with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael C

Series 63, Series 65

Pearl, MS

LPL Financial

Michael Chandler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His work history includes roles at Cadence Bank, Infinex Investments, BancorpSouth Investment Services, Raymond James Financial, The Strategic Financial Alliance, and Cetera Advisors. He currently holds a dual employment position as Vice President and financial advisor at Cadence Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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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William C

Series 63, Series 65

Brandon, MS

Cetera

William Conerly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 15 years before joining Cetera in 2025. In addition to his advisory role, he acts as an insurance agent representing annuity and life insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management options, financial planning, and access to both affiliated and third-party money managers, managing over $256 billion in assets.

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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Dennis M

Series 63, Series 65

Richland, MS

Cetera

Dennis Meek Jr. is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and operates out of Richland, MS. In addition to his advisory work, Meek serves on the board of Hope House of Hospitality, a nonprofit supporting out-patient cancer patients, where he handles accounting and tax-related responsibilities. He is also the owner of Dennis Meek & Company, P.A., a CPA firm providing tax preparation and outsourced CFO services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 advisors, serving individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services and enables advisors to implement diverse investment strategies through 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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Jack G

Series 66

Byram, MS

Cetera

Jack Griffith III is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Janney Montgomery Scott for five years before joining Cetera in 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures 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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Andrew T

Series 66

Brandon, MS

J.P. Morgan Securities

Andrew Tillett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, LPL/Community Wealth Management, and Ameriprise Financial Services. He is based in Brandon, Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Andrew C

Series 66

Brandon, MS

Raymond James & Associates

Andrew Comans is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2024, he worked at LPL Financial and Trustmark National Bank. Outside of his advisory role, he owns a business reselling trading cards and coins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Douglas L

Series 63

Richland, MS

Cambridge Investment Research Advisors

Douglas Lemon is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 51 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers a range of investment strategies across multiple platforms, including proprietary models and access to unaffiliated strategists, and maintains institutional features such as advisor transition support and compliance processes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Charles G

Series 66

Brandon, MS

Raymond James & Associates

Charles Gualano is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 28 years of industry experience. Prior to joining Raymond James in 2024, he spent 13 years at LPL Financial. Outside of his advisory role, he is a partner in real estate brokerage and development firms and is involved in managing rental real estate properties. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Katherine B

Series 66

Brandon, MS

Raymond James & Associates

Katherine Brian is a financial advisor with Raymond James & Associates in Brandon, Mississippi. She holds a Series 66 designation and has been with Raymond James since 2024. Prior to her current role, she worked at the Walt Disney Company and was involved with the Rankin County Chamber of Commerce. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services that are typically non-discretionary.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Wendell G

Series 63, Series 66

Florence, MS

Edward Jones

Wendell Godfrey is a financial advisor with Edward Jones in Florence, MS, holding Series 63 and Series 66 designations and with 35 years of industry experience. He has been with Edward Jones since 2012. 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.

General retirement planning Retired Founder/Business Owner Executive
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Selena R

Series 63, Series 65

Brandon, MS

LPL Financial

Selena Richardson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group and CUNA Brokerage Services, where she has been employed since 2017, as well as a position at Kestra 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 financial planning and investment management services, utilizing a variety of portfolios and strategies supported by 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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Robert L

Series 63, Series 65

Richland, MS

OSAIC

Robert Lyle is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Woodbury Financial Services, Inc. for 18 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Lyle serves as an associate board director of Lyle Machinery and has been involved in the sale of fixed life insurance products since 1983. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising a wide range of securities and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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