Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

James E

Series 66

Little Rock, AR

Stephens

James Eichler is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation and with two years of industry experience. His background includes multiple roles at Stephens and academic positions 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 other institutional clients. The firm provides advisory and financial planning 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
user avatar
firm logo

Connor M

Series 66

Little Rock, AR

Stephens

Connor Mcclanahan is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Harvest Group, Westrock Coffee Company, Walmart, and State Farm. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets, 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 operates as both a broker-dealer and investment bank with additional municipal advisory and pension program services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Noah M

Series 66

Little Rock, AR

Stephens

Noah Merkousko is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Wake Forest University School of Business and Campbell University before joining Stephens in 2018. 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 discretionary and non-discretionary management across diverse 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
user avatar
firm logo

Evelyn G

Series 66

Memphis, TN

Stephens

Evelyn Griffith is a financial advisor at Stephens with a Series 66 credential and two years of industry experience. Prior to joining Stephens, she has worked at Link University and has experience in various roles including assistant coaching for a volleyball club, Eckart Volleyball Enterprises LLC. 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 discretionary and non-discretionary management strategies supported by equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Ethan R

Series 66

Rogers, AR

Stephens

Ethan Roberts is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles in education and a family center prior to joining Stephens. 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 provides a broad range of services including advisory, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across various investment programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Conrad L

Series 66

Little Rock, AR

Stephens

Conrad Lax is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with five years of industry experience. His work history includes roles at Stephens Inc., Sphere Wealth Management, Cushman & Wakefield Sage Partners, Smoothie King, Hot Springs First Baptist Church, and 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 other institutional clients. The firm provides a range of advisory, brokerage, investment banking, and custody services, utilizing both discretionary and non-discretionary management strategies supported by bottom-up equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Ashley M

Series 66

Nashville, TN

Stephens

Ashley Mcanulty is a financial advisor at Stephens with 23 years of industry experience. She holds the Series 66 designation and has been with Stephens since 2016. 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, custody, and wrap program services supported by equity research and committee-driven asset management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Sarah Z

Series 66

Memphis, TN

Stephens

Sarah Zuckerman is a financial advisor at Stephens with one year of industry experience. She holds a Series 66 designation and previously worked at Commercial Bank and Trust Company and the University of Memphis. 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Olivia W

Series 66

Little Rock, AR

Stephens

Olivia Wham is a financial advisor at Stephens in Little Rock, AR, with one year of industry experience. She holds a Series 66 designation. Prior to her current role, her work history includes positions in both academic and engineering environments. 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Todd W

Series 63, Series 66

Ocean City, MD

Stephens

Todd Weller is a financial advisor at Stephens with 15 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including ZeroFox Inc and Threater Inc. Todd is based in Ocean City, MD. 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

John G

Series 66

Jonesboro, AR

Stephens

John Gay Jr. is a financial advisor at Stephens with 10 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit focused on cemetery maintenance. 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 both discretionary and non-discretionary management across various advisory and wrap programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Jackie S

Series 66

Little Rock, AR

Stephens

Jackie Sublett III is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022, following roles at Apptegy Inc., Lucidworks Inc., and Transitions Wealth Management, as well as time at the University of Virginia. 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 investment and advisory services combined with brokerage, investment banking, and research capabilities.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Robert F

Series 63, Series 66

Little Rock, AR

Stephens

Robert Feltus is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he is a passive investor in the American farmhouse brewery Oxbow Brewing Company. 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Carlton F

Series 65, Series 66

Atlanta, GA

Stephens

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, UBS Financial Services, Credit Suisse Securities, and Edge Advisors, LLC. He is based in Atlanta, GA. 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, combining bottom-up equity research with committee-driven asset allocation and also advising on private equity and alternative investments when appropriate.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Brian F

Series 63, Series 65

Columbia, SC

Stephens

Brian Frerichs is a financial advisor at Stephens with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stephens since 2010. His prior experience includes positions 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 a diverse client base including individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by equity research and a variety of investment strategies.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Adam S

Series 66

Little Rock, AR

Stephens

Adam Shepherd is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. Prior to joining Stephens, he worked at Valet Resource Group and spent four years at Harvard 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 broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Henry G

Series 63, Series 65

Memphis, TN

Stephens

Henry Groves is a financial advisor at Stephens with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Groves has minor involvement in family agricultural and residential real estate ventures. 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 discretionary and non-discretionary management through 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
user avatar
firm logo

Amy J

Series 63

Shreveport, LA

Stephens

Amy Jacobs is a financial advisor with Stephens in Shreveport, LA, holding a Series 63 designation and 19 years of industry experience. She has worked at Stephens since 2014 and previously spent four years with Morgan Stanley. Outside of her advisory role, Jacobs is a licensed notary and has worked as a delivery driver for a food delivery service. 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 services including advisory, brokerage, investment banking, and custody, with a focus on combining bottom-up equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Jordan G

Series 66

Little Rock, AR

Stephens

Jordan Ghent is a financial advisor at Stephens with five years of industry experience. He holds the Series 66 designation and has worked previously at Zions Bank, Morgan Stanley, Pitney Bowes Industrial Bank, and NeighborWorks. Ghent is based in Little Rock, 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, offering a range of advisory and financial services that include brokerage, investment banking, custody, and research.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
user avatar
firm logo

Robert J

Series 63, Series 66

Memphis, TN

Stephens

Robert Johnston Jr. is a financial advisor at Stephens with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc., FirstBank Insurance Group, and LPL Financial. Johnston is based in Memphis, TN. 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 both discretionary and non-discretionary management across a range of wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)