Top financial advisors working with clients approaching retirement in Vicksburg, MS

Daniel Daily is a financial advisor at Edward Jones in Vicksburg, MS, holding a Series 66 designation. He began his career at Edward Jones in 2025. Prior to this, he gained experience working in educational roles at Mississippi State University and Warren Central High School, among other positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Francis Biedenharn is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves on the board of trustees for the Junius Ward Johnson YMCA and is involved with St. Alban's Episcopal Church’s finance and endowment committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and consulting.

Huiming Sun is a CFA® charterholder and Series 65 licensed financial advisor with 10 years of industry experience. Since 2015, Sun has been the sole advisor at Wealth Management, LLC in Clinton, MS. Outside of advisory work, Sun provides tax preparation services for a small number of individuals annually. Wealth Management, LLC offers discretionary investment management and advisory services primarily to affluent individuals, as well as select institutional and charitable clients. The firm focuses on client-specific investment policies, strategic asset allocation, and manager/security selection, utilizing both active and passive funds, with regular portfolio reviews and formal board-level engagement for institutional clients.

Brian West is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and affiliated entities since 2022 and previously spent 11 years with LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple custodial relationships.

Matthew Brown is a CFP® with 29 years of industry experience. He has worked at Mascagni Wealth Management, Inc. since 2010 and previously spent over two decades at Investacorp, Inc. Brown serves as an elder at Morrison Heights Baptist Church in Clinton, MS. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and non-profit organizations. The firm employs both fundamental and technical security analysis and manages accounts primarily on a non-discretionary basis, with a discretionary wrap-fee program and a reported $424.5 million in discretionary assets under management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.