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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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Brian L

Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Brian Langley is an investment advisor with Langley Wealth Management, LLC in Corinth, MS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Allen C. Ewing & Co., American Wealth Management, Inc., and Hayden Royal, LLC. Outside of advisory work, he is involved in agricultural ventures as a limited partner in farming and cattle operations and is an organizer of an Arkansas land leasing company. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $297 million in assets using ETFs, mutual funds, stocks, bonds, covered options, and limited partnerships, combining fundamental and technical analysis within a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Zeb T

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Zeb Taylor is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments, Hayden Royal, LLC, MWA Financial Services Inc., and Modern Woodmen Of America. Outside of his advisory role, Taylor is president of the boards for both the Northeast Mississippi Community College Foundation and Crosswind Ministries. Langley Wealth Management is an SEC-registered adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets and uses a combination of fundamental and technical analysis with a long-term investment orientation, supported by continuous monitoring and formal annual reviews.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Aaron H

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Aaron Hight is a CFP® professional with eight years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. His prior roles include positions at Haire Wealth Management, LPL Financial LLC, and MML Investors Services, LLC. Outside of advising, he teaches business courses at Blue Mountain College and coaches cross-country at Northeast Mississippi Community College. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a combination of fundamental and technical analysis, with a focus on long-term investment strategies and continuous portfolio monitoring.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Pierce L

Series 65

Corinth, MS

Langley Wealth Management, LLC

Pierce Langley is a Series 65-licensed financial advisor at Langley Wealth Management, LLC with one year of industry experience. Prior to joining Langley Wealth Management in 2024, he held positions at Atmos Energy, Rackley Oil, Mississippi State University, First American National Bank, and Pittman Construction. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a mix of ETFs, mutual funds, stocks, bonds, and other instruments, combining fundamental and technical analysis with a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Timothy C

ChFC®, Series 63

Corinth, MS

Nfsg Corporation

Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
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Amy E

Series 66

Booneville, MS

Edward Jones

Amy Essary is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at First American National Bank and BancorpSouth Bank before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Victor P

Series 66

Rienzi, MS

Ameriprise

Victor Phillips is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Blumark Financial and has experience outside finance, including landscape design and retail. Phillips is also involved in independent insurance brokering with a focus on disability income. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to generate personalized recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Steven H

CFP®, Series 63, Series 66

Corinth, MS

Edward Jones

Steven Hefner is a CFP® professional with 26 years of industry experience, currently serving at Edward Jones since 1999. He is based in Corinth, MS, and holds Series 63 and Series 66 licenses. Outside of financial advising, he operates a farming business focused on hay and cattle in partnership with his brother. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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John B

Series 66

Corinth, MS

Edward Jones

John Butler Jr. is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously was involved with L Properties LLC. for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon M

Series 66

Booneville, MS

LPL Financial

Brandon McAnally is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Caterpillar Inc., and the Mississippi Office of the State Auditor. Outside of his advisory role, he operates Brandon McAnally LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Eric R

CFP®, Series 63, Series 66

Corinth, MS

Edward Jones

Eric Rutledge is a CFP® with over 20 years of experience in financial advising. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Joshua M

Series 66

Booneville, MS

LPL Financial

Joshua McAnally is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in managing a personal business entity, Joshua McAnally, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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John M

Series 63, Series 66

Booneville, MS

LPL Financial

John McAnally is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2024. Outside of his advisory work, he owns Charlotte Lakeside Pottery, a business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an internal research team and a broad platform that combines advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jeffrey M

Series 66

Booneville, MS

Edward Jones

Jeffrey Moyers is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher M

Series 66

Corinth, MS

Edward Jones

Christopher Marshall is a Series 66-credentialed financial advisor with Edward Jones, based in Corinth, MS. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Charles C

Series 63, Series 66

Corinth, MS

Cetera

Charles Counce Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Counce serves as a board member for the Tennessee Valley Regional Housing Authority, providing general oversight and advisory support. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jonathan M

Series 63, Series 66

Corinth, MS

MWA Financial Services Inc.

Jonathan Marsh is a financial advisor at MWA Financial Services Inc. with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with MWA Financial Services since 2008. Outside of advisory work, he is involved in residential home building through his role as president of Jonathan Marsh Properties and serves as a coaching leader and facilitator with the John Maxwell Team. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products, primarily providing services on a non-discretionary basis.

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