CFP®-certified financial advisors in Starkville, MS

Lynn Phillips Gaines is a CFP® with 44 years of industry experience, currently serving at Phillips Wealth Planners LLC since 2022. She previously worked at Raymond James Financial Services Advisors, Inc. for 13 years and operated Phillips Financial and Lynn Phillips Inc. for over a decade. Outside of advisory work, she owns and partners in several businesses, including Early Building Construction, LLC and Endeavour Enterprises, LLC. Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach tailored to client goals, utilizing fundamental and technical analysis, and offers customized portfolios including equities, ETFs, bonds, and mutual funds.

Lawrence Mullins is a financial advisor with LPL Financial in Starkville, MS, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with LPL Financial since 2003. Mullins serves on the board of Mississippi Home Corporation, a nonprofit involved in residential and rental housing for low- to moderate-income residents. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a nationwide network of investment adviser representatives.

Carrie Beth Randall is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2005. She holds Series 66 registration and is based in Starkville, MS. Randall is president of C.B. Randall Management, LLC, overseeing business administration, and serves on the boards of the SOAR Community Foundation and the Financial Planning Association of Mississippi. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Douglas Davis is a financial advisor with Wells Fargo Advisors in Starkville, Mississippi, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his primary role, he owns and operates Davis Investment Strategies, LLC, an investment-related business based in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products through a network of over 3,700 advisors.

Katrina Yarbrough is a financial advisor with Empower Advisory Group in Starkville, MS, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She previously worked for ET George Investment Management, LLC for five years before joining Ameriprise Financial Services, Inc., where she spent eight years. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Shockwave Starkville Swim Team. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

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.

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.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.