Seasoned financial advisors in Kingman, AZ

David Ingram is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, he owns and manages a small portfolio of residential rental properties. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs and financial planning services, using both in-house and third-party model portfolios, and operates as both a registered investment adviser and an active broker-dealer.

Frank Vestal is a financial advisor at Core Planning with one year of industry experience. He holds a Series 65 credential and has prior experience with 11 Financial and as a firefighter with the Kingman and Mohave Valley Fire Departments. Outside of finance, he works as an occupational health technician providing basic life support medical services. Core Planning offers fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Kelly Shuffler is a financial advisor at Preston Investments with four years of industry experience. She holds a Series 65 designation and previously worked at Aspire Medical Centers and Cerbat Chiropractic. Preston Advisory Services provides discretionary portfolio management and investment advice primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers tailored portfolio management, model portfolios, and guidance on ETFs and mutual funds, managing client accounts on a discretionary basis with a combination of fundamental analysis and both long- and short-term trading strategies.

Ricky Carroll is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm uses algorithmic assessments to recommend investment strategies executed via mutual funds and ETFs with annual rebalancing.

Lawrence Carver is a financial advisor at Edward Jones with 26 years of industry experience, including 24 years at Edward Jones. He holds a Series 66 designation and is based in Kingman, AZ. Outside of his advisory role, he serves as a district deputy for the Benevolent and Protective Order of Elks and works as a high school sports official for the Arizona Interscholastic Association. 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 and maintains a large national network of financial advisors and branch offices.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.