Kory Waller is the principal of Waller Wealth Management, LLC, an independent advisory firm based in Magnolia, Arkansas. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including a long tenure with LPL Financial, LLC. Waller Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and supervisory management of held-away retirement accounts. The firm employs a range of investment strategies and analytical methods to create tailored plans based on client goals, risk tolerances, and time horizons.

Angela Glass is a Series 65 licensed financial advisor with Mustard Seed Wealth Management in Monroe, LA, where she has worked since 2005. She has 17 years of industry experience. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using low-expense mutual funds, ETFs, and individual bonds.

James Ashby is a CFP® professional with 23 years of industry experience, currently serving at Mustard Seed Wealth Management since 2003. He also operates a sole proprietorship, J. David Ashby, which he has maintained since 1997. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm emphasizes long-term, asset-allocation strategies supported by low-expense mutual funds, ETFs, and individual bonds, managing over $413 million in regulatory assets.

Kirk Reardon is a financial advisor at Mustard Seed Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked for Mayo Manufacturing Corp. for nine years. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory and manages over $413 million in assets.

Zachary Talley is a financial advisor at Mustard Seed Wealth Management in Magnolia, AR, holding a Series 65 designation with 18 years of industry experience. He has been with Mustard Seed Wealth Management since 2008. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds.

Laurie Pinner is a financial advisor at Mustard Seed Wealth Management with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Mustard Seed Wealth Management since 2013. Outside of her advisory role, she is a 50% owner of a commercial rental business in Hope, Arkansas. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in regulatory assets.

Jonathan Baird is a CFP® professional with 20 years of experience in financial advising. He is a team member at Mustard Seed Wealth Management, where he has worked since 2013, and also serves as Chief Financial Officer at Peoples Bank, overseeing risk management and the bank’s bond investment portfolio. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individuals, pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation approach rooted in Modern Portfolio Theory, utilizing low-expense mutual funds, ETFs, and individual bonds, and offers both discretionary and non-discretionary management alongside written financial plans.

Ashton Yarbrough is a financial advisor at Mustard Seed Wealth Management in El Dorado, Arkansas. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining the firm, Ashton worked in student affairs at Southern Arkansas University and has experience with Murphy USA and Southern Turf Co. He is also currently affiliated with Southern Arkansas University. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach using low-expense mutual funds, ETFs, and individual bonds, managing over $413 million in regulatory assets.

Minna Green is a financial advisor at Mustard Seed Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mustard Seed Wealth Management since 2014. The firm provides portfolio management and comprehensive financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and businesses. Mustard Seed Wealth Management employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, using low-expense mutual funds, ETFs, and individual bonds.

Jennifer Schuster is a financial advisor with Ameriprise in El Dorado, Arkansas, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Whitehead is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Equitable Advisors in 2025. Whitehead serves as a board member of Whitehead Constructions Magnolia. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates with a hybrid referral and implementation model, emphasizing tailored client services and a combination of advisory and brokerage channels.

Mark Woods is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he owns and manages an agricultural and hunting-related farm business in Texarkana, Arkansas. 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, supported by a nationwide network of more than 23,700 advisors.

William Nolte is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 27 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Nolte serves on a local board of directors in Taylor, Arkansas. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax efficiency and asset management strategies.

Megan Whitehead is a financial advisor with LPL Financial in Magnolia, AR, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior work includes roles at Cetera Advisors, FIRST Allied Securities, and Farmers Bank and Trust. She also serves as South Arkansas Director for Forge, Inc., a non-investment-related position she has held since 2018. 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.

Sherry Whittington is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation. 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 through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Patrick Dodd is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2016, with a brief tenure at United Rentals and Lawson Products prior to his current role. Outside of advising, he co-owns a resale business with his wife aimed at teaching their children business responsibilities, and manages a local rental inventory business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory strategies and investment options supported by a large nationwide network of advisors and branch offices.

Matthew Morris is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.

Laura Crowell is a financial advisor with Edward Jones in Magnolia, Arkansas, holding Series 63 and Series 65 licenses. She has 26 years of industry experience, including over 27 years with Edward Jones. Outside of her advisory role, she serves as an instructor at Cossatot Community College in Nashville, Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barbarella Bailey is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007 and has 19 years of industry experience. She is based in Magnolia, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.