Seasoned financial advisors in Brookhaven, MS

Carl Aycock is a financial advisor at Pathway Planning Inc. with 21 years of experience at the firm and over 30 years in the industry. He holds a Series 65 designation and has served as a director of the Bank of Brookhaven since its inception in 2000. Pathway Planning Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on portfolio management for individual clients. The firm employs various analysis methods and offers discretionary investment strategies with regular client reviews.

Mindy Smith is a financial advisor with Ameriprise in Brookhaven, MS, holding a Series 66 designation and five years of industry experience. She has worked exclusively with Ameriprise and its affiliates since 2013. Outside of her advisory role, she is involved with Kevin L Murphy, LLC, managing an advisory business as a Franchise Advisor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Glenn Driskell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves on the board of Moonlight Media, Inc., an internet application company based in Jackson, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including managed solutions and separately managed accounts, operating under a fiduciary standard.

John Lynch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James since 2009 and is involved in multiple business ventures in Brookhaven, MS, including ownership and management roles in local businesses and investment entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools, and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Korey White is a financial advisor with Core Advisory Group in Brookhaven, MS, holding a Series 66 credential and nine years of industry experience. He has worked at White & Associates LLC, LPL Financial, INVEST Financial Corporation, and Miller & White Inc. White is also involved in tax preparation and accounting services through White and Associates LLC. Core Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and portfolio management solutions tailored to client objectives.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.