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.

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 12 years of industry experience. His prior roles include ten years at Edward Jones and one year at LPL Financial. Outside of advising, he serves as a board member for Whitehead Constructions Magnolia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s services involve matching clients to program models or discretionary managers, utilizing third-party advisory programs and a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 at LPL Financial with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Farmers Bank and Trust, Cetera Advisors LLC, and FIRST Allied Securities, Inc. Outside of her advisory role, she serves as the South Arkansas Director for Forge, Inc., a non-investment related position. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research 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.

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.