Brete Garland is a financial advisor at Stephens with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, Voya Financial, and Morgan Keegan prior to joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, corporations, and government entities. The firm’s investment approach incorporates both bottom-up security selection and top-down fixed-income management across multiple sponsored programs and investment committees.

Keith Westmoreland is a financial advisor at Stephens with 22 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes four years at Merrill before joining Stephens in 2009. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and municipal entities. The firm utilizes multiple investment committees and programs, combining bottom-up and top-down strategies with integrated broker-dealer and investment banking capabilities.

Megan Gray is a financial advisor at Stephens with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Stephens in 2023, she worked for Edward Jones from 2016 to 2023. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up and top-down investment strategies across various programs and offers integrated broker-dealer and investment banking services.

Amy Knight is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2002. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up and top-down investment strategies.