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Michael S
Series 65, Series 66
Castle Rock, CO
Stephens
Michael Scialla is a financial advisor at Stephens with 25 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Stifel Nicolas for 12 years and A. G. Edwards & Sons, Inc. for one year. 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 broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Julie S
Series 66
Hot Springs, AR
Stephens
Julie Sanders is a financial advisor at Stephens with 18 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2013, following five years at Wells Fargo Clearing. 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 a range of advisory and brokerage services alongside investment banking and research capabilities.
Ashley P
Series 63, Series 65
Little Rock, AR
Stephens
Ashley Palermo is a financial advisor at Stephens with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2000. 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 provides unique offerings such as municipal advisory services and private equity guidance.
Dino C
Series 63, Series 65
Columbia, SC
Stephens
Dino Corontzes is a financial advisor at Stephens with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup Global Markets and Morgan Stanley. Corontzes has been with Stephens since 2010. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm combines bottom-up equity research with committee-driven asset allocation and offers a wide range of investment management programs along with brokerage, investment banking, and municipal advisory services.
Henry D
CFA®, Series 66
Winston-Salem, NC
Stephens
Henry De Noble is a CFA® charterholder with seven years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2019. Prior to that, he held positions at Northwestern Mutual and the Barn Baseball Academy. 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 a range of discretionary and non-discretionary management strategies alongside brokerage, investment banking, custody, and research services.
Brady L
Series 66
Chicago, IL
Stephens
Brady Lierz is a financial advisor at Stephens with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Renaissance Financial and Ascensus, as well as experience at the University of Arkansas and Blue Valley School District. 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 a range of advisory, brokerage, investment banking, and research services.
Andrew C
Series 63, Series 65
Little Rock, AR
Stephens
Andrew Christian is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and with 27 years of industry experience, all at Stephens since 1999. Outside of his advisory work, he is a member of the Art Lab of Arkansas, a studio that teaches art, drawing, and painting to children. 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 institutional clients. The firm offers discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation, and also provides brokerage, investment banking, custody, and other financial services.
Arthur B
Series 63, Series 65
Memphis, TN
Stephens
Arthur Buring is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. 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 institutional clients. The firm offers both discretionary and non-discretionary management across various advisory programs and integrates bottom-up equity research with committee-driven asset allocation and fixed-income management.
Dustin J
Series 66
Little Rock, AR
Stephens
Dustin Jenkins is a financial advisor at Stephens with 18 years of industry experience and holds a Series 66 designation. His prior work history includes positions at Edward Jones and Hutchinson Financial, Inc. He has been with Stephens since 2014. 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 services, including discretionary and non-discretionary management, and integrates bottom-up equity research with committee-driven asset allocation and fixed-income management.
Katrina M
Series 66
Henderson, NV
Stephens
Katrina Magee is a financial advisor at Stephens with 12 years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2013. 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 a broad range of advisory, brokerage, investment banking, and research services.
Amy K
Series 63, Series 65
Fayetteville, AR
Stephens
Amy Knight is a financial advisor at Stephens with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stephens since 2002. 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 institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation, and also provides municipal advisory services and investment banking.
Melissa W
Series 63, Series 65
Little Rock, AR
Stephens
Melissa Wiencek is a financial advisor at Stephens with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2018, following six years at Raymond James & Associates. 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 institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and providing access to private equity and alternative investments.
Joshua P
Series 66
Winston-Salem, NC
Stephens
Joshua Parrish is a financial advisor at Stephens in Winston-Salem, NC, with six years of industry experience. He holds a Series 66 designation and previously worked at BB&T for seven years before joining Stephens. Outside of his advisory role, he is a 50% owner in an investment related to raw land in downtown Mocksville, NC. 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.
Carter L
Series 63, Series 65
Little Rock, AR
Stephens
Carter Lowe is a financial advisor at Stephens with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Crews & Associates, Inc. and Arvest Bank. 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 discretionary and non-discretionary management strategies and combines bottom-up equity research with committee-driven asset allocation and fixed-income duration management.
Richard R
Series 63, Series 65
Winston-Salem, NC
Stephens
Richard Rogers III is a financial advisor at Stephens in Winston-Salem, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as an investment committee member for St. Pauls Episcopal Church and is a partner in Stellie Partners, LLC, a personal financial and estate planning entity. Stephens is a multi-team investment advisory firm with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients through a range of discretionary and non-discretionary investment management programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.
Luke R
Series 66
Rogers, AR
Stephens
Luke Raiford is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Stephens Inc., BOK Financial, and the University of Arkansas. Stephens is a multi-team investment adviser with about 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and integrates bottom-up equity research with committee-driven asset allocation, while also providing brokerage, investment banking, custody, and municipal advisory services.
Louis W
Series 63, Series 65
Little Rock, AR
Stephens
Louis Wilson is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes over two decades at Stephens, preceded by a tenure at Wells Fargo Clearing. Outside of advisory work, he manages a business related to mineral interests and is a passive investor in a technology-enabled mortgage loan provider focused on first-time homebuyers. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across various programs, combines bottom-up equity research with committee-driven asset allocation, and also provides brokerage, investment banking, custody, and other financial services.
James T
CFA®, Series 63, Series 65, Series 66
Charlotte, NC
Stephens
James Thompson Jr. is a CFA charterholder with 16 years of industry experience, currently serving as an advisor at Stephens. He previously worked at Sallux Investments, LLC, Prodeo Asset Management, Inc., and has held a senior managing director role at Elevation LLC. He is a member of the Board of Governors of Charlotte Country Club. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individual, institutional, and retirement plan clients. The firm offers a range of discretionary and non-discretionary management programs, combining bottom-up equity research with committee-driven asset allocation, and also provides brokerage, investment banking, custody, and other financial services.
William C
Series 66
Conway, AR
Stephens
William Cole is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Stephens and Merrill during his career. 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 broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Miles M
Series 66
Little Rock, AR
Stephens
Miles Montgomery is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. His prior work includes roles at First National Bank - Paragould, Dave Grundfest Co., and the University of 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, offering discretionary and non-discretionary management across various advisory programs supported by bottom-up equity research and committee-driven asset allocation.
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