Jacob Stone is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Information Services and First National Bank of Paragould. Jacob also has experience outside finance, including a role at Smoothie King earlier in his career. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm’s investment approach combines bottom-up security selection and top-down fixed-income management through various sponsored programs and internal committees.

Clarence Pollock III is a financial advisor at Stephens with 33 years of industry experience, including 28 years at Stephens. He holds the Series 63 and Series 65 designations. He serves on the Board of Governors and acts as Secretary for the Country Club of 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 security selection and top-down fixed-income duration management across a range of programs, supported by an integrated broker-dealer and investment banking platform.

Phyllis Achor is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BOK Financial Securities, Inc. and SWBC Investment Company. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities, offering services across financial planning, portfolio management, private equity, and institutional equity research.

Thomas Wendler is a financial advisor with Stephens in Little Rock, AR. He holds a Series 66 designation and has six years of industry experience. His work history includes roles at Stephens Inc. since 2020, Associated Bank in 2019, and Gehl's Food from 2016 to 2018. 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 investment programs and employs both bottom-up security selection and top-down fixed-income strategies, supported by an integrated broker-dealer and investment banking platform.

Steven Middleton is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience, including 36 years with Stephens. He serves on the board of the Baptist Medical Foundation, participating in fundraising activities for the hospital. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and governmental entities. The firm offers a range of financial planning and portfolio management solutions, employing both bottom-up and top-down investment strategies, supported by integrated broker-dealer and investment banking operations.

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.

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.

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.

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.