Seasoned financial advisors in Magnolia, AR

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.

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.

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.

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.

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 with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. 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 financial planning and portfolio management solutions, integrating proprietary research and third-party 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.