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Robert F
Series 66
Nashville, TN
Stephens
Robert Farnsworth III is a financial advisor at Stephens in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at BDO, USA and Umansky Motor Cars, as well as experience in education at the University of Mississippi and the University of Tennessee, Knoxville. 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 services, brokerage, investment banking, and research capabilities.
Gabriel B
Series 63, Series 66
Houston, TX
Stephens
Gabriel Berger is a financial advisor at Stephens with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. Inc and Sanford C. Bernstein & Co, LLC. He serves on the Board of Governors of Touro University in an advisory role focused on alumni events. 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 managing both discretionary and non-discretionary portfolios.
Michele R
Series 63, Series 65
Little Rock, AR
Stephens
Michele Rook is a financial advisor at Stephens in Little Rock, AR, with 24 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Merrill (2001–2016), Morgan Stanley (2016), FINRA (2022–2024), and Stephens since 2016. 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 fixed-income management.
Joel A
Series 66
Rogers, AR
Stephens
Joel Akers is a financial advisor with Stephens in Rogers, Arkansas, holding a Series 66 designation and 26 years of industry experience. His career includes positions at Raymond James Financial Services, Arvest Wealth Management, and Stephens, where he has worked since 2013. Outside of financial advising, he serves as a director of Infinity Headwear, an apparel sales 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 offers both discretionary and non-discretionary management across a range of advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.
Marshall W
Series 66
Little Rock, AR
Stephens
Marshall Wesel is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Stephens, he held various roles including positions at Wells Fargo and Carolina Acquisition Partners and has been involved with multiple lacrosse organizations. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets, 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 across diverse investment strategies.
John E
Series 66
Winston-Salem, NC
Stephens
John Elster III is a Series 66 designated advisor at Stephens in Winston-Salem, NC, with eight years of industry experience. He has worked at Stephens since 2017 and previously was employed by Southern Valet and the University of South Carolina. 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 advisory services, financial planning, brokerage, investment banking, custody, and wrap program platforms.
William H
Series 63, Series 65
Memphis, TN
Stephens
William Hogue is a financial advisor at Stephens with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 18 years 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, offering a range of advisory, brokerage, investment banking, and custody services, supported by in-depth equity research and committee-driven asset allocation.
Michael H
Series 66
Houston, TX
Stephens
Michael Hardison Jr. is a financial advisor at Stephens with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. 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 institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custodial services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Christopher C
CFA®, Series 63
Little Rock, AR
Stephens
Christopher Cooley is a CFA® charterholder and Series 63 licensee with 29 years of industry experience. He has been with Stephens since 2010 and is based in Little Rock, AR. Outside of his advisory role, he is a 50% owner of FOUR DUCKS LLC, a rice and soybean farm and duck hunting club. 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 range of advisory programs, supported by bottom-up equity research and committee-driven asset allocation.
Pooran S
CFA®, Series 63
New York, NY
Stephens
Pooran Sharma is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He is currently an advisor at Stephens and has previously worked at Epoch Investment Partners and ICR. 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 diverse investment strategies.
Alberto N
Series 66
Little Rock, AR
Stephens
Alberto Nunez Garcia is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill, Advisor Group, and Arvest Wealth Management. Outside of his advisory work, he is a member and creator of Imagine That AI LLC, an app development venture focused on generating art using artificial intelligence. 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 advisory services, brokerage, investment banking, and research-driven investment strategies.
Seth M
Series 63, Series 65
Little Rock, AR
Stephens
Seth Middleton is a financial advisor at Stephens with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily at Stephens since 2020, with prior experience at Colliers, Splash, Vector Marketing, and in education. Outside of his advisory role, he is a limited partner in an investment-related venture focused on both public and private investments. 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 and investment banking services.
John G
Series 63, Series 66
Jonesboro, AR
Stephens
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.
Fletcher M
CFA®, Series 63
Atlanta, GA
Stephens
Fletcher Majors is a CFA® charterholder based in Atlanta, GA, with 18 years of industry experience. He has worked at Stephens since 2026 and previously spent 16 years at Susquehanna Financial Group, LLP. 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, combining bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.
Andrew C
Series 66
Little Rock, AR
Stephens
Andrew Calvert is a financial advisor at Stephens with seven years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Carr, Riggs & Ingram, LLC and Grant Thornton LLP. 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 range of advisory programs supported by bottom-up equity research and committee-driven asset allocation.
Ryan C
Series 66
Nashville, TN
Stephens
Ryan Cernoch is a financial advisor at Stephens with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Outside of his advisory work, he serves in the Tennessee Army National Guard. 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 with an investment approach that combines bottom-up equity research and committee-driven asset allocation.
Stewart H
Series 63, Series 65
Winston-Salem, NC
Stephens
Stewart Hiatt is a financial advisor at Stephens with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities from 2001 to 2017 prior to joining Stephens. 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 advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven investment strategies.
Kimberley C
Series 66
Rogers, AR
Stephens
Kimberley Carter is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2013, previously spending six years with Arvest Wealth Management. 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 and fixed-income strategies.
Jack K
Series 63, Series 65
Little Rock, AR
Stephens
Jack Kincannon is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with three years of industry experience. His career includes roles at Arvest Wealth Management, Arvest Bank, and prior work involving the U.S. Senate and the University of Arkansas. He is dually employed by Arvest Bank’s Trust Department, dividing his time equally between Arvest Bank and Arvest Wealth Management. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, high-net-worth clients, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory services, brokerage, investment banking, and custody platforms, combining research-driven equity strategies with committee-led asset allocation and advising on private equity and alternative investments when appropriate.
Aaron H
Series 66
Winston-Salem, NC
Stephens
Aaron Hiatt is a Series 66-licensed financial advisor at Stephens with four years of industry experience. He has worked at Stephens since 2022 and previously held positions at Clicklease LLC and Snap Advances. 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-depth equity research and committee-driven investment processes.
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