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

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.

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

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.

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

Joseph S

Series 63

Little Rock, AR

Stephens

Joseph Simpson is a financial advisor with Stephens in Little Rock, Arkansas, holding a Series 63 designation and 44 years of industry experience. He has worked at Stephens Inc. since 1987. Outside of his advisory role, he is a member of TUF NUT LOFTS LLC, which manages loft apartments, and a limited partner in the Arkansas Times, a weekly alternative newspaper. Stephens is a multi-team investment adviser with roughly 243 advisors and approximately $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

Catherine H

Series 66

Little Rock, AR

Stephens

Catherine Hopper is a financial advisor at Stephens with five years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2021. Prior to her advisory career, she was employed at the University of Arkansas and operated a boutique retail 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 a wide 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

Robert R

Series 63, Series 65

Little Rock, AR

Stephens

Robert Raney Jr. is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with Stephens since 1989. 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 research services, combining bottom-up equity research with committee-driven asset allocation and managing both discretionary and non-discretionary portfolios.

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

Sasha O

Series 66

Little Rock, AR

Stephens

Sasha Oquin is a financial advisor at Stephens with 11 years of industry experience and a Series 66 designation. Prior to joining Stephens, Sasha worked at Wells Fargo Clearing Services and Merrill. 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

Robert R

Series 66

Little Rock, AR

Stephens

Robert Ransdell is a financial advisor at Stephens with 24 years of industry experience and holds a Series 66 designation. He has worked with firms including Morgan Stanley Dw Inc. and Investment Professionals Inc. 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 advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation across a range of investment strategies.

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

Brennan M

Series 66

Little Rock, AR

Stephens

Brennan Mitchell is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior work includes roles at Sooner Valet and various positions within municipal and educational organizations. 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, and research services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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

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

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

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

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

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

Ashley P

Series 63, Series 65

Little Rock, AR

Stephens

Ashley Palermo is a financial advisor at Stephens with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2000. 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 provides unique offerings such as municipal advisory services and private equity guidance.

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

Andrew C

Series 63, Series 65

Little Rock, AR

Stephens

Andrew Christian is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and with 27 years of industry experience, all at Stephens since 1999. Outside of his advisory work, he is a member of the Art Lab of Arkansas, a studio that teaches art, drawing, and painting to children. 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 various advisory programs, combining bottom-up equity research with committee-driven asset allocation, and also provides brokerage, investment banking, custody, and other financial services.

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

Dustin J

Series 66

Little Rock, AR

Stephens

Dustin Jenkins is a financial advisor at Stephens with 18 years of industry experience and holds a Series 66 designation. His prior work history includes positions at Edward Jones and Hutchinson Financial, Inc. 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 integrates bottom-up equity research with committee-driven asset allocation and fixed-income management.

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”)