Joe Stephen Selby II

Lanita Wheetley is a CFP® and holds a Series 66 license, with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has previous experience at firms including Morgan Stanley, Cogent Private Wealth, and LPL Financial LLC. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ objectives and risk tolerance using various investment techniques and offers fiduciary services, estate-planning facilitation, and model allocation for qualified plans.

Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

John Gay is a financial advisor at Stephens with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stephens since 2008. Prior to that, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gay serves as a board member of First National Bank in Paragould, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients using a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience and holds a Series 66 credential. Her prior work includes positions at Bank of America, Merrill, and Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

John Gay Jr. is a financial advisor at Stephens with 10 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit focused on cemetery maintenance. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering both discretionary and non-discretionary management across various advisory and wrap programs.