Louis Cacciatori is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens in 2024, he worked at American Management Corp for one year and spent nine years in education. 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, leveraging bottom-up equity research and committee-driven asset allocation, while also providing investment banking and municipal advisory services.

Connor Overbay is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, he worked at the South Carolina Department of Revenue and Abacus Planning Group. Outside of finance, he has experience in catering and camp administration roles. 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, and investment banking services with a focus on equity research and committee-driven asset allocation.

James Mitchell Jr. is a CFP® with 37 years of industry experience and has been with Stephens Inc. in Little Rock, AR, for 26 years. His professional background is focused on his long tenure at Stephens. Outside of his advisory role, he serves as a trustee and partial owner of a family trust that manages farmland and related assets. 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 research services, employing a combination of bottom-up equity research and committee-driven asset allocation.

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. Prior to joining Stephens in 2021, she held roles at AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. 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, and investment banking services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Carter Gobel is a Series 66-licensed financial advisor with Stephens in Little Rock, AR, and has two years of industry experience. His prior work includes roles at Garrison Asset Management and Giltner Logistics, as well as a period of employment while attending 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 offers discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management, alongside municipal advisory and investment banking services.

Jacob Stone is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He previously worked at Fidelity Information Services and First National Bank of Paragould. Outside of his advisory role, he is the owner and landlord of a rental home in Little Rock, AR. 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 investment management programs and integrates bottom-up equity research with committee-driven asset allocation and fixed-income management.

Clarence Pollock III is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stephens since 1998. Pollock serves on the Board of Governors and as Secretary of the Country Club of Little Rock. 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 services, brokerage, investment banking, and research-driven investment strategies.

Phyllis Achor is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at BOKF, NA and associated firms for 15 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, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Thomas Wendler is a Series 66-registered financial advisor at Stephens in Little Rock, Arkansas, with six years of industry experience. His prior roles include positions at Associated Bank and Gehl's Food, as well as a period of employment connected to the University of Wisconsin-Milwaukee. 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, incorporating bottom-up equity research and committee-driven asset allocation, and provides unique capabilities as a dually registered broker-dealer and investment bank.

Steven Middleton is a financial advisor at Stephens with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Stephens since 1990. Outside of his advisory role, Middleton serves on the board of the Baptist Medical Foundation, where he is involved in hospital fundraising efforts. 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 multiple advisory programs, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments as appropriate.

Oscar Nieves Santana is a CFA® charterholder and holds a Series 66 license with two years of experience in the financial industry. He is currently with Stephens in Little Rock, AR, where he has worked since 2024. His prior experience includes roles at Global Impact Assets and AFP Siembra. 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 services, brokerage, investment banking, custody, and wrap program platforms, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Harrison Parsons is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. Prior to joining Stephens in 2026, he worked as a research associate for four years and has a background in education and nonprofit work with DO College Better. 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-house equity research and investment committees.

Matthew Olney is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2004. 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, using a combination of bottom-up equity research and committee-driven portfolio management.

Robert Terrell is a Series 66-licensed financial advisor at Stephens with eight years of industry experience. He has worked with Stephens since 2017, with prior experience at Silver Oak Securities and the University of Tennessee at Martin. 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.

Cheryl Daughenbaugh is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Voya Financial Advisors and The Agency, Inc. Outside of finance, she is a boxing instructor at Clique Cycle, a spin and boxing studio. 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 variety of advisory programs supported by equity research and committee-driven asset allocation.

James Jett is a Series 66-licensed advisor at Stephens in Little Rock, AR, with one year of industry experience. His prior work includes roles at Encore Bank, Metova, and other organizations, as well as five years affiliated with 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 provides a broad range of advisory services, brokerage, investment banking, and research, utilizing bottom-up equity research alongside committee-driven asset allocation and fixed-income management.

Brooks Mcrae is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. 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 other institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Saul Rousseau is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Stephens since 1992. Outside of his advisory role, he serves as a member and secretary of the Argenta City Club, an organization focused on making charitable gifts to groups in North Little Rock. 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.

Phillip Butterfield III is a CFP® with 11 years of experience currently affiliated with Stephens. He has been with Stephens since 2016. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients, managing approximately $18 billion in assets. The firm offers both discretionary and non-discretionary management across various advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Marion Fulk is a financial advisor with Stephens in Little Rock, AR, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at Stephens since 2004 and previously spent 10 years with Morgan Stanley DW Inc. 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 wide range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and offering access to private equity and alternative investments.