Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Jimmy L

Series 65

Natchitoches, LA

Ignite Planners LLC

Jimmy Long Jr. is a Series 65-licensed advisor at Ignite Planners LLC with seven years of industry experience. His prior experience includes roles at Caitlin John, LLC, Armis Advisers, LLC, and Gradient Advisors LLC. Outside of his advisory work, he operates a law practice through Jimmy D. Long, Jr., LLC. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm provides discretionary asset management, financial planning, third-party manager referrals, and acts as adviser and sponsor to private funds, employing strategies that include volatility-responsive approaches, derivative overlays, and tax-efficient management.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management
user avatar
firm logo

David K

Series 63, Series 65

Natchitoches, LA

Kovack Advisors, Inc.

David Kees Sr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., OSAIC, and Sunamerica Securities, Inc. Outside of his advisory work, he operates Kees Financial Services, where he sells fixed insurance products and provides employee benefits services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing both internal and third-party managers to construct and monitor client portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
firm logo

Aaron J

Series 66

Natchitoches, LA

Edward Jones

Aaron Johnson is a financial advisor with Edward Jones in Natchitoches, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a business related to real estate holdings from a grocery store he previously operated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, 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 estate planning guidance Retirement income strategy General retirement planning Wealth management Inheritance planning Retired Founder/Business Owner Executive
user avatar
firm logo

Felix P

Series 63, Series 66

Natchitoches, LA

Edward Jones

Felix Perot III is a financial advisor at Edward Jones in Natchitoches, LA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates a large nationwide network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

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

William A

Series 66

Natchitoches, LA

Edward Jones

William Adams is a Series 66 credentialed financial advisor with 15 years of experience at Edward Jones, where he has worked since 2011. He is based in Natchitoches, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tailored tax-efficient services.

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

Joseph C

CFP®, Series 63, Series 65

Natchitoches, LA

LPL Financial

Joseph Cunningham Jr. is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for seven years and held roles at OSAIC Services, Inc. and Sunamerica Securities, Inc. He is involved in managing Cunningham Wealth Management Group and Cunningham Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, supported by a network of over 22,800 advisors and a broad platform that includes advisory, brokerage, insurance, and banking solutions.

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

William C

Series 63, Series 66

Natchitoches, LA

OSAIC

William Cross is a financial advisor at Osaic with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for FSC Securities for 13 years before joining Osaic in 2023. Cross is also an insurance agent offering fixed annuities and various life insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of advisors and multiple advisory platforms, providing services including brokerage, investment advisory, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

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

Brandon D

Series 66

Natchitoches, LA

LPL Financial

Brandon Donahue is a financial advisor with LPL Financial in Natchitoches, LA, holding a Series 66 designation and one year of industry experience. He has a background that includes roles in real estate and sales, with ongoing involvement in House Donahue, LLC, which provides mortgage, real estate, and bookkeeping services. 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 asset management solutions, utilizing model portfolios, third-party subadvisors, and customized 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
user avatar
firm logo

Benjamin S

Series 63, Series 65

Natchitoches, LA

Cambridge Investment Research Advisors

Benjamin Stevens is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 23 years at Linsco/Private Ledger Corp. Stevens also operates Stevens Financial LLC as a business entity for tax and investment purposes. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers various investment solutions with discretionary and non-discretionary options, proprietary and third-party strategies, and features designed to support advisors and clients alike.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

William C

CFP®, Series 63

Natchitoches, LA

OSAIC

William Cross is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with OSAIC since 2023. Prior to joining OSAIC, he worked at FSC Securities for 13 years. He serves as a board member of the Louisiana Sports Hall of Fame Foundation. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include various asset classes and third-party managed accounts.

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

Chad P

Series 63, Series 66

Natchitoches, LA

Cetera

Chad Pugh is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Mass Mutual Investors Services and Hancock Whitney Bank. Pugh is based in Natchitoches, Louisiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts 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 various program structures and custodial relationships.

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

Donovan O

Series 66

Natchitoches, LA

Edward Jones

Donovan Ohnoutka is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He previously worked at Ameriprise and BOM Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Terms of Service and Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")