Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

24 advisors near
39563

Out of 400,000+ nationwide

user avatar
firm logo

Ryan E

Series 65

Vancleave, MS

Pers Pro

Ryan Earley is the sole principal of PERS Pro LLC, a fee-only independent advisory firm. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding the firm, Earley worked for ten years with the Jackson County School District and has experience at Catona Climate and the University of Georgia's Terry School of Business. PERS Pro LLC provides comprehensive financial planning services primarily to mid- to late-career state employees and public pension participants. The firm employs a client-driven planning process with a focus on passive, index-based investment advice, and offers services including pension decision coaching, retirement checkups, and tax preparation.

Retirement income strategy General retirement planning Cash flow / budgeting Government Employee Mid-Career Professionals Approaching retirement
user avatar
firm logo

William B

Series 66

Ocean Springs, MS

Wealthharbor Capital Group, LLC

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
user avatar
firm logo

Mark H

Series 63, Series 65

Ocean Springs, MS

Wealthharbor Capital Group, LLC

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
user avatar
firm logo

Lance M

Series 63, Series 65

Gautier, MS

CreativeOne Securities, LLC

Lance Monk is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, Lance works as a freelance singer and serves as a bookkeeper for Gulf Coast Custom Enclosure. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Garrett M

Series 65

Gautier, MS

Osaic Advisory Services, LLC

Garrett Malone is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at United Parcel Service, GM Resale, Francis Marion School, and Foot Locker. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Annuities
user avatar
firm logo

Bryant H

Series 63, Series 65

Pascagoula, MS

Wells Fargo Clearing

Bryant Harvey is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Cetera Investment Services in various roles since 2012. Outside of his advisory work, he is a joint owner of an educational learning and intervention business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
firm logo

Wesley W

Series 66

Pascagoula, MS

Edward Jones

Wesley Williams is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at The American Equity Underwriters, Inc. and with CPA Jason Keenum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient portfolio management and securities-based lending.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Jeffrey H

Series 63, Series 66

Moss Point, MS

LPL Financial

Jeffrey Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Waddell & Reed. 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 portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

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

Michael O

Series 63, Series 65

Pascagoula, MS

Edward Jones

Michael Odom is a financial advisor at Edward Jones in Pascagoula, Mississippi, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

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

George C

Series 63, Series 65

Ocean Springs, MS

LPL Financial

George Cumbest is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. His prior roles include positions at Securities America Advisors, Sii Investments, and Morgan Keegan & Company. Outside of his advisory work, he is involved in a music group and owns a business named Narra Trip. 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 and third-party asset management, leveraging a large network of investment adviser representatives and various portfolio management options.

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

Nathan R

Series 63, Series 65

Pascagoula, MS

Cetera

Nathan Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Wells Fargo Clearing Services, and AXA Advisors. He is also a business owner of E & B Enterprise, LLC and Primary Properties, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various 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

Jada E

Series 63, Series 66

Gautier, MS

OSAIC

Jada Edwards is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and LPL Financial. Edwards also operates a business under the DBA Edwards & Company and holds a non-variable insurance agent license. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisors and offers integrated brokerage and advisory services, including financial planning and managed accounts. The firm employs advanced portfolio construction tools and supports various investment platforms and third-party solutions.

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

Lloyd B

Series 63, Series 65

Ocean Springs, MS

LPL Financial

Lloyd Baxter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes previous roles at OSAIC, Securities America Advisors, and National Planning Corporation, as well as over two decades at Thompson, Diaz, Baxter, Byrne & Associates. Baxter is also involved with Coastal Wealth Management Group, a business affiliated with his LPL practice. 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 services including financial planning, model portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using a combination of in-house research and third-party asset managers.

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

Jon R

Series 63, Series 66

Pascagoula, MS

LPL Financial

Jon Reynolds is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Wells Fargo Clearing. Outside of advising, he is involved in radio broadcasting in Pascagoula, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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

Kimberlee A

Series 66

Pascagoula, MS

Edward Jones

Kimberlee Alexander is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
firm logo

Daniel F

Series 66

Ocean Springs, MS

Edward Jones

Daniel Flanders Jr. is a financial advisor at Edward Jones in Ocean Springs, MS, with nine years of industry experience. He holds a Series 66 designation and previously worked for Sanofi Pharmaceuticals for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and supports clients through a large network of financial advisors and branch offices.

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

Andrea M

Series 66

Gautier, MS

Edward Jones

Andrea May is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Edward Jones and has also held roles at First Command Insurance Services and First Command Advisory Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory offerings.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner Military & Veterans
user avatar
firm logo

Douglas D

Series 66

Gautier, MS

Cetera

Douglas Duke Jr. is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and oversight.

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

Timothy T

Series 63, Series 66

Ocean Springs, MS

LPL Financial

Timothy Taranto is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at VOYA Financial Advisors, Securities America Advisors, and Edward Jones. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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

Ronald S

Series 63, Series 66

Pascagoula, MS

Edward Jones

Ronald Simmons Jr. is a financial advisor with Edward Jones in Pascagoula, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a partner in Planet Beach tanning salons located in Mississippi and Louisiana, where he provides general business oversight. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

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

Martha W

Series 63, Series 65

Pascagoula, MS

LPL Financial

Martha Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, Wells Fargo Clearing, A. G. Edwards & Sons, Citigroup Global Markets, and Morgan Stanley DW Inc. 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 financial planning, model portfolio programs, and institutional platforms, combining advisory services with a range of non-advisory financial products.

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

Darryl M

Series 66

Ocean Springs, MS

LPL Financial

Darryl Meadows is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., with over three decades as owner of Meadows Industries Inc. He is also a business owner of Camolot in Ocean Springs, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services delivered through 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
firm logo

Paul B

Series 66

Pascagoula, MS

Edward Jones

Paul Blackwell is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Blackwell Distribution LLC and Chevron Corporation. Outside of finance, he was involved in Gulf Breeze Landscaping for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Jenna R

Series 66

Moss Point, MS

LPL Financial

Jenna Richardson is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022, previously affiliated with CUNA Brokerage Services and Navigator Credit Union. In addition to her advisory role, she serves as a licensed sales assistant at Navigator Credit Union and is a commissioned notary. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives employing various discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities 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”)