Jerry Glaze is a financial advisor with Stephens, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes long tenures at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc., before 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 institutional clients. The firm offers a range of advisory and brokerage services, utilizing bottom-up equity research and committee-driven asset allocation to manage investments across various strategies.

Andrew Glaze is a financial advisor at Stephens with nine years of industry experience. He holds a Series 66 designation and has been with Stephens and its predecessor entities since 2016. 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 a range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and diversified investment strategies.

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.