John Davis Jr. is a financial advisor with Integrated Advisors Network LLC in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Raymond James and Associates and Purshe Kaplan Sterling Investments. Davis is also the owner and financial advisor for Family First Wealth Management, a DBA under Integrated Advisors Network. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, uses third-party sub-advisers, and offers services including portfolio management, financial planning, wrap-fee programs, and educational seminars.

Oscar Nieves Santana is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. He currently works at Stephens in Little Rock, AR, where he has been since 2024. Prior to this, he was employed by Global Impact Assets and AFP Siembra. 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.

Harrison Parsons is a financial advisor at Stephens with three years of industry experience. He holds the Series 66 designation and previously worked as a research associate before joining Stephens. 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, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

Adrian Raney is a financial advisor at Altitude Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Northwestern Mutual, Prudential, and Allstate. Outside of advisory work, he is also a loan originator with Loan Factory Inc., focusing on mortgage loans and refinancing. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs with a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Matthew Freed is a financial advisor at Arvest Wealth Management in Little Rock, AR, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Carlson Funds Enterprise and PCL Construction, as well as academic positions at the University of Minnesota and teaching roles at Byron Nelson High School and Medlin Middle School. Arvest Wealth Management serves individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients by providing investment advisory and financial planning services. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with client teams tailoring recommendations based on Investment Policy Statements.

Matthew Olney is a financial advisor at Stephens with 21 years of industry experience. He holds the CFA® designation and Series 63 license and has been with Stephens since 2004. 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 with both discretionary and non-discretionary programs, supported by in-house equity research and integrated broker-dealer and investment banking capabilities.

Robert Terrell is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. He has worked at Stephens continuously since 2017, with prior experience at Silver Oak Securities Inc. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a variety of investment approaches, including discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

Cheryl Daughenbaugh is a financial advisor at Stephens with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2019, following roles at Voya Financial Advisors and The Agency, Inc. Outside of finance, she is a boxing instructor at Clique Cycle, a spin and boxing studio in Little Rock, AR. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers diverse investment programs supported by integrated broker-dealer and investment banking operations.

James Jett is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation. He has been with Stephens since 2025 and has prior experience at Encore Bank, Metova, Green Bay Packaging Inc., Prospect Steel, and various other roles including at the University of Arkansas and Pleasant Valley Country Club. 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 multiple investment committees and strategies tailored to client mandates.

Brandon Grable is a CFP® with 11 years of industry experience, currently affiliated with Sowell Management. His prior roles include positions at Mass Mutual Investors Services and GenWealth Financial Advisors. Outside of his financial advisory work, he serves as a worship pastor at New Life Church in Saline County, Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.

Brooks Mcrae is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with nine years of industry experience. He has been with Stephens since 2014. Stephens provides investment advisory and wealth management services to individual investors, institutions, and government entities, offering a range of strategies including financial planning, portfolio management, private equity, and institutional equity research. The firm combines bottom-up security selection and top-down fixed-income management supported by internal investment committees and has an integrated broker-dealer and investment banking presence.

Saul Rousseau is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 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, a charitable organization in North Little Rock. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up and top-down investment approaches and features integrated broker-dealer and investment banking operations.

Phillip Butterfield III is a CFP®-certified financial advisor with 11 years of industry experience, currently with Stephens in Little Rock, AR. He has worked at Stephens since 2016. Outside of advisory work, he is a member of TANFIELD HOLDINGS LLC, a real estate investment entity. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of portfolio management, financial planning, and alternative investment services through multiple sponsored programs and internal investment committees.

Marion Fulk is a financial advisor at Stephens with 36 years of industry experience. She holds a Series 63 designation and has worked at Stephens since 2004, following a decade at Morgan Stanley DW Inc. Stephens provides investment advisory and wealth management services to a wide variety of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm’s investment approach combines bottom-up security selection and top-down fixed-income management, supported by in-house equity research and multiple sponsored programs.

Matthew Smith is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas. He holds the Series 66 designation and has 11 years of industry experience, all with BOKF, NA and BOK Financial Securities since 2015. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, municipalities, and government agencies. The firm offers fee-based, non-discretionary investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-driven investment research, asset allocation, and manager selection.

Cory Willett is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. He has been with BOK Financial since 2015. Outside of his advisory role, he is a 50% owner of a retail stationery store in Little Rock, which he co-manages with his wife. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities such as municipalities and government agencies. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining advisor contact with firm-provided investment research, asset allocation, and manager selection.

Zachary Marriott is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles at Healthy Planet and multiple positions at Hendrix College. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities, offering a range of financial planning, portfolio management, and alternative investment solutions. The firm employs both bottom-up and top-down investment strategies and integrates broker-dealer and investment banking services.

William Somers is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BRS Financial LLC and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment platforms and conducts due diligence on private market opportunities.

Robert Jones is a financial advisor at Stephens with 34 years of industry experience. He has held his current position since 2004. Jones holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs both bottom-up and top-down investment approaches and offers a range of programs from portfolio management to private equity and institutional equity research.

Troy Clark is a CFA® charterholder with 34 years of industry experience and has been with Stephens Inc. in Little Rock, AR since 2001. He holds the Series 63 and Series 65 licenses and has served as a CFA Institute grader for Level III exams. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and institutional investors, offering a range of solutions from financial planning to private equity and alternative investments. The firm employs both bottom-up and top-down investment strategies and integrates broker-dealer and investment banking services within its advisory platform.