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Cheryl D

Series 63, Series 65

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Timothy L

CFP®, Series 63, Series 65

Little Rock, AR

United Capital Financial Advisors

Timothy Long is a CFP® with 18 years of industry experience and has been with United Capital Financial Advisors since 2015. He holds Series 63 and Series 65 licenses and is based in Little Rock, AR. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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James J

Series 66

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Brandon G

CFP®, Series 66

North Little Rock, AR

Sowell Management

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.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Brooks M

Series 66

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Saul R

Series 63, Series 65

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Phillip B

CFP®, Series 66

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Eric H

CFP®, ChFC®, Series 63

Little Rock, AR

United Capital Financial Advisors

Eric Hutchinson is a financial advisor with United Capital Financial Advisors in Little Rock, AR, holding CFP® and ChFC® designations and 34 years of industry experience. He has been with United Capital Financial Advisors since 2015. Outside of his advisory role, he serves as a trustee for a complex grantor trust and is the author of *The Financial Briefing - Answers to Life's Most Important Questions*. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers and alternative investments.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Asa C

CFP®, Series 63, Series 65

Little Rock, AR

Arvest Wealth management

Asa Cottrell is a CFP® professional with 31 years of industry experience, currently serving at Arvest Wealth Management in Little Rock, AR. He has worked at Arvest Wealth Management and Arvest Bank since 2009. Cottrell serves as an advisory board member for the Arkansas Bankers Association, focusing on bank-related legislation. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client service model guided by Investment Policy Statements and a mix of discretionary and non-discretionary asset management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Marion F

Series 63

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Matthew S

Series 66

Little Rock, AR

BOK Financial Securities, Inc.

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.

Wealth management Retirement income strategy Income planning Real estate investing
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Cory W

Series 66

Little Rock, AR

BOK Financial Securities, Inc.

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.

Wealth management Retirement income strategy Income planning Real estate investing
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Zachary M

Series 66

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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William S

Series 65

Little Rock, AR

Eversource Wealth Advisors, LLC

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.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Robert J

Series 63, Series 65

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Troy C

CFA®, Series 63, Series 65

Little Rock, AR

Stephens

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.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Douglas S

Series 63, Series 65

Little Rock, AR

Stephens

Douglas Seelicke is a financial advisor at Stephens with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2004. 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 comprehensive financial planning and portfolio management through multiple programs, combining bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking operation.

Private / alternative investments Wealth management Founder/Business Owner Executive
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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
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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
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Christopher M

Series 65, Series 66

Little Rock, AR

Nfsg Corporation

Christopher Mccrillis is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Newbridge Financial Services Group Inc., Newbridge Securities Corporation, Ameriprise Financial Services Inc., and SII. In addition to his advisory role, he operates as a licensed insurance agent in Little Rock, AR, offering life, health, disability, and long-term care policies. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Wealth management
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