Top advisors focused on retired in Mississippi

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Marcus Kincaid is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he serves on the board of directors for the Winston County Medical Foundation and is involved in broadcasting high school football games. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs featuring model portfolios and manager-driven sleeves, with a significant focus on non-discretionary assets alongside discretionary offerings.

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Thomas Booker is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Woodstock Furniture and Wal-Mart, as well as serving in the Mississippi Army National Guard for over 30 years. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management based on fundamental manager analysis and modern portfolio principles.

Omar Esparza is a financial advisor with VOYA Financial Advisors, Inc. in Saginaw, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs that combine model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary investment approaches.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.

William Hurt is a financial advisor at U.S. Capital Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with U.S. Capital Wealth Advisors since 2021. Prior to that, he was associated with USCA Securities LLC and USCA RIA LLC. U.S. Capital Wealth Advisors, LLC provides wealth management and financial planning to individual investors, family offices, institutions, charitable organizations, and businesses. The firm manages approximately $7.28 billion in assets and employs a combination of fundamental, technical, and quantitative analysis, utilizing external managers and various investment vehicles to serve a diverse client base.

Jeffrey Meenes is a CFP® and Series 66-registered advisor with 14 years of industry experience. He is the sole advisor at Meenes Wealth Partners and has been involved with Blueprint Financial Planning, LLC since 2010. Meenes Wealth Partners is an independent firm offering flat-fee, fiduciary wealth management and comprehensive financial planning to individuals and families without a net-worth minimum. The firm emphasizes asset allocation based on Modern Portfolio Theory and employs a primarily non-discretionary approach, using retainer and project-based pricing instead of percentage-of-assets fees.

Scott Pinheiro is a Senior Consultant with Merrill Lynch Wealth Management, bringing extensive experience to his role since joining the firm in 2015. He has been involved in the financial services industry since 1979. Scott holds a Bachelor of Science degree in Business Administration from Thomas Edison State University and professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Plan Fiduciary Advisor (CPFA) from the American College of Financial Services. Scott specializes in working with executives and retirees from major banks and insurance companies, managing client accounts typically ranging from $500,000 to $5,000,000. His expertise encompasses a disciplined financial process tailored to clients’ unique situations, including college education planning, family wealth management, retirement income, tax minimization, and socially responsible investing. As a Senior Portfolio Advisor, he also builds and manages customized investment strategies utilizing Merrill model portfolios and third-party investments. In addition to his professional work, Scott is committed to community involvement through his participation with the local Optimist Club. He resides near Princeton, New Jersey with his wife of 40 years and their Yorkshire terrier. Personal interests include cooking, fishing, golfing, reading, and traveling.