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 with a Series 65 credential and one year of industry experience. His work history includes roles at Mustard Seed Wealth Management and Murphy USA, as well as involvement with Southern Arkansas University in both academic and student affairs capacities. Mustard Seed Wealth Management provides investment advisory and comprehensive financial planning services to individuals, businesses, and retirement plans. The firm manages approximately $449 million in assets and employs a team of nine advisors, utilizing a long-term, asset allocation approach grounded in Modern Portfolio Theory with a focus on low-cost investment options.

Minna Green is a financial advisor at Mustard Seed Wealth Management with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mustard Seed Wealth Management since 2014. Mustard Seed Wealth Management provides investment advisory and financial planning services to individuals, businesses, and retirement plans. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, and bonds, and offers both discretionary management and model-portfolio solutions through a nine-advisor team.

Stephen Hardy is a CFP® with 17 years of industry experience and has been with Edward Jones since 2008. He is based in Magnolia, Arkansas. Outside of advising, he manages mineral rights royalties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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.

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.

Megan Whitehead is a financial advisor with LPL Financial based in Magnolia, Arkansas, holding Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at Farmers Bank and Trust, Cetera Advisors LLC, Cetera Investment Advisers, and FIRST Allied Securities, in addition to her ongoing involvement with Forge Fund and Southern Arkansas University. Outside of advisory work, she serves as the South Arkansas Director for Forge, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Tyler Martin is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Farmers Bank and Trust, McKinnon Contractors, and Sewell Oil. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and investment platforms, supporting advisors with model portfolios, third-party subadvisors, and various operational tools.

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 seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following roles at United Rentals and Lawson Products. Outside of his advisory work, he co-owns a resale business on eBay with his wife, which they use to teach their children about running a business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.