Top general retirement planning financial advisors in Laurel, MS

Laura Cerra is a financial advisor at Element Wealth, LLC with 13 years of industry experience and holds a Series 65 designation. She has worked at Element Wealth since 2020 and previously at Raymond James Financial Services Advisors Inc. and Raymond James Financial. Cerra is also the owner of Laura Brame Cerra CPA, an accounting firm in Laurel, MS, where she provides accounting services to individuals and businesses. Element Wealth offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of mutual funds, ETFs, individual securities, and model portfolios, incorporating intermediate-term relative strength and technical analysis in its asset allocation decisions.

Coty Primeaux is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has been with Cetera since 2015. Primeaux serves on the board of Methodist Senior Services, where he participates in reviewing and approving the operations of the retirement community's management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

Michael Axton is a financial advisor at CreativeOne Securities, LLC with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Client One Securities, LLC and Ameritas Investment Corp, as well as maintaining his own firm, Michael J Axton CLU, ChFC and Associates, since 1983. Outside of his advisory work, he is involved in selling and servicing fixed insurance and life insurance products through separate independent business activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering discretionary and non-discretionary portfolio management alongside retirement-plan fiduciary services.

Matthew Witbeck is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank, LPL Financial, and Northwestern Mutual Investment Management. Outside of advising, he has involvement with Trustmark Bank as a bank associate. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through unique affiliations.

Stephen Mccraw is a financial advisor with Centaurus Financial, Inc. in Laurel, MS, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Centaurus Financial since 2015 and has operated as a self-employed advisor since 1978. Outside of his advisory role, he is also licensed as an insurance agent, involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a range of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and third-party resources.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.