Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

629 advisors near
72022

Out of 400,000+ nationwide

user avatar
firm logo

Briant N

CFP®, Series 63, Series 65

Little Rock, AR

Stephens

Briant Noland is a CFP® professional with 39 years of industry experience, currently serving at Stephens since 2016. Prior to this, he worked at Merrill for 16 years. Stephens provides investment advisory and wealth management services to a diverse client base that includes individuals, pension plans, foundations, and government entities, offering a range of portfolio management and financial planning solutions. The firm combines bottom-up and top-down investment approaches and benefits from an integrated broker-dealer and investment banking platform.

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

Mary H

Series 66

Little Rock, AR

Stephens

Mary Hargrove is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at Plato's Closet, Auto Owners Insurance Company, and multiple positions at Mississippi State University. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers diverse investment programs and integrates broker-dealer and investment banking capabilities alongside in-house equity research.

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

Sterling B

Series 66

Little Rock, AR

Stephens

Sterling Burns is a financial advisor at Stephens with three years of industry experience. He holds the Series 66 designation and previously worked at Jamey South State Farm for seven years before joining Stephens in 2022. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm combines bottom-up security selection and top-down fixed-income management through multiple sponsored programs and internal investment committees.

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

Tara G

Series 65

Little Rock, AR

Forvis Mazars Wealth Advisors, LLC

Tara Grogan is a financial advisor at Forvis Mazars Wealth Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at BKD Wealth Advisors from 2011 to 2022 before joining Forvis Mazars Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, offering financial planning, investment management, and retirement plan consulting to individuals, families, institutions, and nonprofits. The firm manages approximately $12.0 billion in assets and integrates wealth management with coordinated tax and accounting services through its affiliation with a national accounting and professional services parent.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar
firm logo

Kesav C

Series 66

Little Rock, AR

Stephens

Kesav Chandrasekhar is a financial advisor at Stephens with one year of industry experience. He holds the Series 66 designation and has worked at Stephens since 2024. Prior to joining Stephens, he was employed at Forest Hill Capital LLC and the Department of Finance and Administration for the State of Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies across various sponsored programs and investment committees.

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

Terral G

Series 63, Series 65

Little Rock, AR

Stephens

Terral Gammill is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, all with Stephens since 1991. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

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

Justin P

Series 66

Little Rock, AR

Stephens

Justin Perez is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles at Wake Forest University and Furman University, as well as a position at Island Watersports. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm offers a range of solutions such as portfolio management, financial planning, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies.

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

John L

Series 63, Series 66

Little Rock, AR

Stephens

John Leake is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stephens since 1997. He serves as executor and trustee for the Luis & Emma Iravedra Trust. 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 offers a range of services from financial planning to portfolio management and utilizes both bottom-up and top-down investment strategies supported by in-house equity research and multiple investment committees.

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

Leon L

CFA®, Series 63

Little Rock, AR

Stephens

Leon Lants III is a CFA® charterholder with 38 years of industry experience. He has worked at Stephens Inc. since 1996, including nine years in his current role. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and governmental entities. The firm employs a range of investment strategies and offers integrated broker-dealer and investment banking services alongside its advisory solutions.

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

Samuel E

Series 66

Little Rock, AR

Stephens

Samuel Edwards is a Series 66-licensed financial advisor with five years of industry experience, currently serving at Stephens in Little Rock, AR. His prior roles include work with the United States Senate and the Stanley and Woodard Law Firm. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm offers a wide range of financial planning and portfolio management solutions supported by integrated broker-dealer and investment banking capabilities.

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

Michael L

Series 63, Series 65

Little Rock, AR

Mutual Of Omaha Investor Services, Inc.

Michael Linn is a financial advisor with Mutual Of Omaha Investor Services, Inc. based in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having been with Mutual of Omaha since 2010. Outside of his advisory role, he is a freelance writer of memoirs and short stories and operates an insurance agency offering health, life, annuity, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet while working alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

Robert G

Series 66, Series 63

Little Rock, AR

Stephens

Robert Gant is a financial advisor at Stephens with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at United Capital Financial Advisers, Hutchinson Financial, and Edward Jones. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services including financial planning, portfolio management, private equity, and institutional equity research, delivering advice through multiple sponsored programs and investment committees.

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

Phillip B

Series 63, Series 65

Little Rock, AR

BOK Financial Securities, Inc.

Phillip Bailey is a financial advisor with BOK Financial Securities, Inc. in Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has been with BOK Financial since 2008. Outside of his advisory work, he is a co-owner of Languille River Hunting and Timber, LLC, a recreational hunting and timber management venture. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting. The firm combines in-house investment research and asset allocation with advisor-led client interaction.

Wealth management Retirement income strategy Income planning Real estate investing
user avatar
firm logo

Charles V

Series 66

Little Rock, AR

Stephens

Charles Van Order is a financial advisor at Stephens with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and other firms. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and corporations. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, supported by integrated broker-dealer and investment banking operations.

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

Brian B

Series 63, Series 65

Little Rock, AR

Stephens

Brian Bush is a financial advisor at Stephens with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Stephens since 1989. 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 offers a range of solutions such as financial planning, portfolio management, private equity, and institutional equity research, employing both bottom-up and top-down investment strategies.

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

Daniel O

Series 63, Series 65

Little Rock, AR

First Heartland Consultants, Inc.

Daniel Orellano Jr. is a financial advisor with First Heartland Consultants, Inc. in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Since 2012, he has been associated with First Heartland Capital Inc. Outside of his advisory role, he is involved with Dorel LLC, an S-corp structured for managing business expenses. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for 401(k) accounts, and asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
user avatar
firm logo

Kyle E

Series 63, Series 65

Little Rock, AR

Stephens

Kyle Evans is a financial advisor at Stephens with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2014. 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 offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

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

Michele R

Series 63, Series 65

Little Rock, AR

Stephens

Michele Rook is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and FINRA before returning to Stephens where she has worked since 2016. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and institutional entities. The firm employs a combination of bottom-up and top-down investment strategies and offers a range of platforms and alternative investments supported by an integrated broker-dealer and investment banking presence.

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

Marshall W

Series 66

Little Rock, AR

Stephens

Marshall Wesel is a financial advisor at Stephens with one year of industry experience. He holds the Series 66 designation. Prior to joining Stephens, he held various positions including roles at Wells Fargo and Liberty Mutual Insurance, and has been involved with several lacrosse organizations. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm utilizes both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

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

Christopher C

CFA®, Series 63

Little Rock, AR

Stephens

Christopher Cooley is a CFA® charterholder with 29 years of industry experience, currently serving at Stephens in Little Rock, AR. He has been with Stephens since 2010. Outside of his financial advisory role, Cooley is a 50% owner of Four Ducks LLC, a rice and soybean farm and duck hunting club in Altheimer, AR. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across a range of programs and maintains an integrated broker-dealer and investment banking presence.

Private / alternative investments Wealth management Founder/Business Owner Executive
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")