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Giles C
Series 63
Memphis, TN
Stephens
Giles Coors III is a financial advisor at Stephens with 45 years of industry experience. He holds the Series 63 designation and has been with Stephens since 2004, following a brief tenure at UBS Financial Services. Outside of his advisory work, he serves as treasurer for the Duck Club/Lone Cypress Hunting Club. 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 advisory, brokerage, investment banking, and other financial services supported by an in-house Equity Research group and a committee-driven investment approach.
Davis B
Series 66
Austin, TX
Stephens
Davis Blake is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has previously worked at Plains Capital Bank and Texas Tech University. 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 providing access to private equity and alternative investments.
Megan G
ChFC®, Series 66
Fayetteville, AR
Stephens
Megan Gray is a financial advisor with Stephens in Fayetteville, AR, holding the ChFC® designation and Series 66 license. She has 10 years of industry experience, including seven years at Edward Jones prior to joining Stephens in 2023. 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 programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.
Brandon R
Series 66
Bayport, MN
Stephens
Brandon Rud is a financial advisor at Stephens with five years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2021, with prior experience at Tigress Financial Partners and the University of Minnesota. 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 along with investment banking and research capabilities.
Richard W
Series 66
Hot Springs, AR
Stephens
Richard Wethington is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Stephens, having joined the firm in 2025. His prior experience includes roles at Sowell Management, LPL Financial, and Morgan Stanley, among others. Outside of his advisory work, Wethington serves as Treasurer of the HOPE WORKS Job Experience Program and Secretary of the Humane Society of Garland County, both nonprofit organizations in Hot Springs, 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 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 diverse investment strategies.
Maxwell N
CFA®, Series 63
Ridgeland, MS
Stephens
Maxwell Neely is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Stephens since 2015. He holds a Series 63 license and is based in Ridgeland, Mississippi. Outside of his advisory role, he owns a business focused on developing websites and providing online marketing and search engine optimization services. 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. Stephens employs a combination of bottom-up equity research and committee-driven asset allocation and also provides municipal advisory and pension trust services.
Logan O
Series 66
Fayetteville, AR
Stephens
Logan Orr is a financial advisor at Stephens in Fayetteville, AR, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked at Taylor Farms, Strategic Financial Partners, Ben and Jerry's, Stout Executive Search, LLC, National MedTest Inc., and spent four years at 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 offers a broad range of services including discretionary and non-discretionary management, brokerage, investment banking, custody, and publishes research through its Equity Research group.
Andrew M
Series 66
Little Rock, AR
Stephens
Andrew Miller 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 worked at Morgan Stanley and has multiple years associated with the University of the South in various roles. 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 and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.
James H
Series 63, Series 65
Charlotte, NC
Stephens
James Hardison IV is a financial advisor at Stephens with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 2010. Prior to that, he spent 30 years at Citigroup Global Markets and 17 years at Morgan Stanley Smith Barney. Hardison serves on the board and finance committee of the Ronald McDonald House of Winston Salem. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management. The firm serves individuals—including high-net-worth clients—retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.
Leigh B
Series 63, Series 65
Little Rock, AR
Stephens
Leigh Biernat is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 designations with 11 years of industry experience. Biernat has been with Stephens since 2015. 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 a range of advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.
William P
Series 63, Series 66
Little Rock, AR
Stephens
William Pollock is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Stephens Inc. and JPMS, as well as five years at 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 offers a range of discretionary and non-discretionary management programs, combining bottom-up equity research with committee-driven asset allocation, and provides brokerage, investment banking, municipal advisory, and other financial services.
Kelle P
Series 66
Little Rock, AR
Stephens
Kelle Parton is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with 13 years of industry experience. She has been with Stephens since 2011, working continuously across multiple roles within the 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 offers both discretionary and non-discretionary management through a variety of advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.
Charles H
Series 66
Little Rock, AR
Stephens
Charles Huitt is a financial advisor at Stephens with 20 years of industry experience. He holds the Series 66 designation and has been with Stephens since 2011, having previously worked there from 2000 to 2006. The firm 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. Stephens offers a broad range of advisory, brokerage, and investment banking services, combining equity research with committee-driven asset allocation and also provides municipal advisory and pension trust programs.
Anne T
Series 63, Series 65
Winston-Salem, NC
Stephens
Anne Thornton is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She also serves as co-executor of her father's estate. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves a range of clients including individuals, retirement plans, foundations, corporations, and institutions, offering a variety of advisory and brokerage services supported by in-depth equity research and committee-driven investment management.
Michael G
Series 66
Memphis, TN
Stephens
Michael Glaser is a financial advisor at Stephens with 15 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2018, previously spending nine years at Wells Fargo advisors LLC and two years at Wells Fargo Clearing. 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 both discretionary and non-discretionary management through a variety of advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income strategies.
William P
Series 66
Little Rock, AR
Stephens
William Prause is a financial advisor at Stephens with a Series 66 designation and 10 years of industry experience. He joined Stephens in 2021 and previously worked at National Securities Corp and WFG Advisors. 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 with committee-driven asset allocation and fixed-income management.
Heather V
Series 66
Jonesboro, AR
Stephens
Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience and holds a Series 66 credential. Her prior work includes positions at Bank of America, Merrill, and Morgan Stanley. 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.
Donald L
Series 63
Memphis, TN
Stephens
Donald Levy is a financial advisor with Stephens in Memphis, TN, holding a Series 63 designation and over 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in property management through separate LLCs. 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 combines bottom-up equity research with committee-driven asset allocation and offers a broad range of advisory and brokerage services, including private equity and alternative investments.
Michael C
Series 66
Little Rock, AR
Stephens
Michael Cronkhite is a financial advisor at Stephens with 23 years of industry experience. He holds a Series 66 designation and has worked with Stephens since 2002 in various capacities. Outside of his advisory role, he serves as Senior Vice President, CFO, Treasurer, and Board Member of Stephens Wealth Planning and Strategy Group Inc., an insurance agency. 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.
Mark D
CFP®, Series 63, Series 65
Fayetteville, AR
Stephens
Mark Dutton is a CFP® professional with 42 years of experience in the financial industry. He currently serves as an advisor at Stephens, where he has worked since 2009. Outside of his advisory role, he is a 50% owner of R & B Aviation LLC, which holds a Cessna 182 aircraft. 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 advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven portfolio management.
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