Seasoned financial advisors in Ozark, AL

Jennilene Guico is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Wells Fargo Bank since 2013 and at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics from its investment institute alongside third-party data to inform its investment approach.

Derek Dickens is a financial advisor with Edward Jones in Ozark, AL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as president of the Ozark Chamber of Commerce, president-elect of the Ozark Rotary Club, and as a reserve deputy with the Dale County Sheriff Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mark Krystyn is a Certified Financial Planner (CFP®) with four years of industry experience. He is currently an advisor at Facet and previously worked at Edward Jones for four years. Prior to his financial services career, he was involved in several entrepreneurial ventures including Veterans Cleaning Solutions LLC and Tartan Pines Development Company. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through its Total Financial Life Resources framework and primarily utilizes ETF-based discretionary asset-allocation programs without charging percentage-of-assets-under-management fees.

William Haskins is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. His background includes roles at LPL Financial, RFG Advisory, and Private Client Services. Outside of his advisory work, he serves as president of a local youth baseball league, organizing schedules and supervising team activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized investment plans and multiple managed account options. The firm offers portfolio reporting and integrates an in-house portfolio team that supports advisors with models, strategies, and trade execution across various asset classes.

Jonathan Cook is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Thrivent since 2014 and Thrivent Financial since 2015. Outside of his advisory role, Cook serves as a council member for the town of Ariton, AL, participates as a board member of the Ozark Heritage Association and the Dale County Pregnancy Center, and holds a leadership position at Glory to Him Church. He is also a member of the Mississippi Army National Guard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option known as “WealthPlan.”

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.