William Covington III is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He has worked at Stephens since 2021 and previously worked at FTB Advisors, Inc. from 2016 to 2021. 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 services, brokerage, investment banking, research, and other financial solutions.

Steven Middleton is a financial advisor at Stephens with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Stephens since 1990. Outside of his advisory role, Middleton serves on the board of the Baptist Medical Foundation, where he is involved in hospital fundraising efforts. 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 multiple advisory programs, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments as appropriate.

William James is a financial advisor at Stephens with 18 years of industry experience. He holds a Series 66 designation 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 managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of discretionary and non-discretionary management services supported by bottom-up equity research and committee-driven asset allocation.

Preston Yates is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2017. Prior to Stephens, he held roles at Bb&T Investment Services and Bb&T Bank from 2015 to 2017. 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 other institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by research from its Equity Research group.

Oscar Nieves Santana is a CFA® charterholder and holds a Series 66 license with two years of experience in the financial industry. He is currently with Stephens in Little Rock, AR, where he has worked since 2024. His prior experience includes roles at Global Impact Assets and AFP Siembra. 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 services, brokerage, investment banking, custody, and wrap program platforms, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Wendy Martin is a financial advisor at Stephens with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 1998. Outside of her advisory work, she is co-owner of a family farm involved in livestock, farming, and timber. 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 through a range of advisory, brokerage, investment banking, and research services.

Austin Cook is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021. Prior to his advisory career, Cook was involved with Willow Springs Cattle Co. and Arkansas Earthworks. 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.

Harrison Parsons is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. Prior to joining Stephens in 2026, he worked as a research associate for four years and has a background in education and nonprofit work with DO College Better. 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 in-house equity research and investment committees.

Samuel Dunkum is a financial advisor with Stephens based in Conway, Arkansas. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Harris Ford and several academic institutions before joining Stephens, where he has worked since 2022. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals—including high-net-worth clients—retirement plans, foundations, corporations, and other institutional clients through a range of advisory, brokerage, investment banking, and research services.

Debbie Lilley is a financial advisor at Stephens with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stephens since 1998. 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 provides a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and offering both discretionary and non-discretionary management across multiple investment programs.

Jarrod Giroue is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Stephens, where he has worked since 2023. His prior experience includes roles at Citizen Energy Partners, Stifel, Pioneer Energy, and the University of Colorado - Denver. 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.

Matthew Olney is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2004. 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, using a combination of bottom-up equity research and committee-driven portfolio management.

Brenda Goudeau is a financial advisor with Stephens, holding Series 63 and Series 65 designations and having 38 years of industry experience. Her prior work includes four years at Morgan Stanley before joining Stephens in 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 and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory services and investment banking.

Robert Terrell is a Series 66-licensed financial advisor at Stephens with eight years of industry experience. He has worked with Stephens since 2017, with prior experience at Silver Oak Securities and the University of Tennessee at Martin. 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.

Cheryl Daughenbaugh is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Voya Financial Advisors and The Agency, Inc. Outside of finance, she is a boxing instructor at Clique Cycle, a spin and boxing studio. 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 through a variety of advisory programs supported by equity research and committee-driven asset allocation.

Tracy Tanner is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. Prior to joining Stephens, Tracy’s work experience includes roles at Tyson Foods, Bank OZK, and the University of Arkansas. Outside of finance, Tracy is involved in private tutoring, providing ACT preparation for high school students through Insight Tutoring. 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 other institutional clients, combining bottom-up equity research with committee-driven asset allocation and offering a range of advisory and brokerage services.

Jonny Waddle Jr. is a financial advisor at Stephens with 38 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Stephens since 2004, following two years at 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 provides a range of services including advisory, brokerage, investment banking, custody, and research, utilizing both discretionary and non-discretionary management approaches supported by committees and investment adviser representatives.

James Jett is a Series 66-licensed advisor at Stephens in Little Rock, AR, with one year of industry experience. His prior work includes roles at Encore Bank, Metova, and other organizations, as well as five years affiliated with the University of Arkansas. 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 provides a broad range of advisory services, brokerage, investment banking, and research, utilizing bottom-up equity research alongside committee-driven asset allocation and fixed-income management.

Andrew Glaze is a financial advisor at Stephens with nine years of industry experience. He holds a Series 66 designation and has been with Stephens and its predecessor entities since 2016. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and diversified investment strategies.

Christopher Wiltse is a financial advisor at Stephens with Series 63 and Series 65 licenses and 45 years of industry experience. His prior experience includes roles at Morgan Stanley from 1997 to 2011. 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 wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides investment banking and municipal advisory services.