Nicholas Beare is a CFA® charterholder based in Dallas, TX, with 37 years of industry experience. He has been with Stephens since 2005. 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 broad range of advisory services, brokerage, investment banking, and research, combining bottom-up equity analysis with committee-driven asset allocation and alternative investments.

Terra Snider is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stephens since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. 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 custody services supported by equity research and multiple investment programs.

Jason Fair is a financial advisor at Stephens with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, Stanford Group Company, and UBS Financial Services. He has been with Stephens since 2023. 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, custody, and wrap program services supported by in-house equity research and committee-driven investment management.