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Sterling B

Series 66

Little Rock, AR

Stephens

Sterling Burns is a Series 66-licensed financial advisor at Stephens with three years of industry experience. He previously worked for Jamey South State Farm from 2015 to 2022 before joining Stephens. 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 through a range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Hillman J

Series 63, Series 65

Rogers, AR

Stephens

Hillman Jones is a financial advisor with Stephens in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include multiple tenures at Arvest Wealth Management and Raymond James Financial Services. Outside of advising, he serves on the board of Infinity Headwear & Apparel, a company that sells apparel to mass retailers. 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 discretionary and non-discretionary management across various programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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John K

Series 63, Series 65

Memphis, TN

Stephens

John Kimbrough IV is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Morgan Stanley and UBS Financial Services, with continuous tenure at Stephens since 2012. Outside of advisory work, he owns and manages four single-family rental dwellings. 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 wrap and advisory programs while combining equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Kesav C

Series 66

Little Rock, AR

Stephens

Kesav Chandrasekhar is a Series 66-licensed advisor at Stephens with one year of industry experience. His background includes roles at Forest Hill Capital LLC, the Arkansas Department of Finance and Administration, and the University of Arkansas at Fayetteville. 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 discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Terral G

Series 63, Series 65

Little Rock, AR

Stephens

Terral Gammill is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Stephens since 1991. 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 combines bottom-up equity research with committee-driven asset allocation and offers a broad range of advisory and brokerage services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Michael H

Series 63, Series 65

Shreveport, LA

Stephens

Michael Hardison is a financial advisor at Stephens in Shreveport, LA, with 51 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2014, following four years at Morgan Stanley. Hardison also serves as an advisor for the student-managed investment fund at Louisiana Tech College of Business. 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, brokerage, investment banking, and custody services, combining bottom-up equity research and committee-driven asset allocation across multiple portfolio strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Justin P

Series 66

Little Rock, AR

Stephens

Justin Perez is a financial advisor at Stephens in Little Rock, AR with two years of industry experience. He holds a Series 66 designation and previously worked at Wake Forest University and Island Watersports. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, and investment banking services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Daniel B

Series 63, Series 65

Hot Springs, AR

Stephens

Daniel Belz is a financial advisor at Stephens with 45 years of industry experience. He has held his current position since 2006. He holds Series 63 and Series 65 licenses and is based in Hot Springs, 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 other institutional clients, offering a range of advisory and brokerage services supported by in-depth equity research and a comprehensive suite of investment strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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John L

Series 63, Series 66

Little Rock, AR

Stephens

John Leake is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stephens since 1997. He serves as an executor and trustee for a family trust outside of his advisory role. 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 discretionary and non-discretionary management strategies, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Gary P

Series 63, Series 65

Winston-Salem, NC

Stephens

Gary Pendry is a financial advisor at Stephens with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012, following a nine-year tenure at Wells Fargo Clearing. He serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. 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 and brokerage services, including equity research, investment banking, and municipal advisory.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Brian B

Series 63, Series 65

Lakeland, TN

Stephens

Brian Baumeister is a financial advisor with Stephens in Lakeland, Tennessee, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Stephens since 2015, totaling over eight years in his current firm. 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 advisory services alongside brokerage, investment banking, custody, and wrap program platforms, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Leon L

CFA®, Series 63

Little Rock, AR

Stephens

Leon Lants III is a CFA® charterholder with 38 years of industry experience. He has been with Stephens since 1996, serving the firm in various roles for over 27 years. 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, utilizes a combination of bottom-up equity research and committee-driven asset allocation, and is notable for also operating as a broker-dealer and investment bank.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Samuel E

Series 66

Little Rock, AR

Stephens

Samuel Edwards is a Series 66 credentialed advisor at Stephens with five years of industry experience. His background includes roles at Stephens since 2021, a position with the United States Senate in 2020, and work at Stanley and Woodard Law Firm in 2019. 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, brokerage, investment banking, and research services, utilizing both discretionary and non-discretionary management across diverse investment strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Benjamin M

Series 66

Dousman, WI

Stephens

Benjamin Mee is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He has worked at Stephens since 2021 and previously held roles at Generac Holdings, Inc. Outside of his advisory career, Mee was involved with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. 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 supported by equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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George C

Series 66

Memphis, TN

Stephens

George Coors II is a financial advisor at Stephens with 12 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015, following a year at First Horizon Advisors. Outside of his advisory role, he serves as Treasurer for the Delta Waterfowl Memphis Chapter, a nonprofit focused on fundraising for waterfowl conservation. 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 both discretionary and non-discretionary management across a range of advisory programs. Stephens combines bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Robert G

Series 63, Series 66

Little Rock, AR

Stephens

Robert Gant is a financial advisor at Stephens with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stephens since 2017, following roles at United Capital Financial Advisers, Hutchinson Financial, and Edward Jones. 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, brokerage, investment banking, and custody services, employing a combination of bottom-up equity research and committee-driven asset allocation across various investment strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Charles V

Series 66

Little Rock, AR

Stephens

Charles Van Order is a financial advisor at Stephens in Little Rock, Arkansas, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors, among others, with a background that includes work in education at Harding University and Jacksonville Christian Academy. 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, brokerage, investment banking, and custody services alongside research-driven investment management, employing both discretionary and non-discretionary strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Brian B

Series 63, Series 65

Little Rock, AR

Stephens

Brian Bush is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Stephens since 1989. 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Craig L

Series 63, Series 65

Houston, TX

Stephens

Craig Lang is a financial advisor with Stephens in Houston, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked at Stephens since 2014 and previously spent four years at Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals including high-net-worth clients, retirement plans, foundations, corporations, and other institutional clients. The firm offers both discretionary and non-discretionary management across various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Kyle E

Series 63, Series 65

Little Rock, AR

Stephens

Kyle Evans is a financial advisor at Stephens with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens in various capacities 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 and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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