Top annuities financial advisors in Hattiesburg, MS

Joshua Daye is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and is based in Hattiesburg, Mississippi. Prior to joining Edward Jones, his work background includes roles in education and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a national network of more than 23,700 advisors.

Kayla Norris is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 license and has previously worked at LPL Financial, LLC and Hancock Whitney Bank. Outside of her advisory role, she serves as a trustee for the Robert and Melissa Morgan Living Trust. Cetera Investment Advisers LLC is an SEC-registered firm 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 and financial planning services and operates a multi-manager platform featuring affiliated and third-party model portfolios.

Jill Wiest is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Charter Financial and Valic Financial Advisors. Prior to her advisory career, she spent several years at Sacred Heart Catholic School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory and brokerage services through a national network of representatives, employing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Carroll Sanderson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at IFP Securities, LPL Financial, and Level Four Advisory Services, alongside operating the CPA affiliate firm Keene, Bourne & Sanderson and managing a tree farm. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and is noted for its retirement-plan advisory and pension consulting capabilities.

Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.