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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. He has been with Stephens since 2004. He holds a Series 63 designation. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines broker-dealer and investment banking activities alongside advisory services.

Wealth management Private / alternative investments Tax-loss harvesting
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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 Series 66 licensed advisor with Stephens in Little Rock, Arkansas, bringing one year of industry experience. Prior to joining Stephens, he held roles at Healthy Planet, Hendrix College, LCBO, Baseball Zone, and St. Thomas Aquinas C.S.S. He also has a background linked to academic and community organizations. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs and committee-based oversight with both discretionary and non-discretionary management. The firm combines advisory services with broker-dealer and investment banking activities, including underwriting and municipal advisory programs.

Wealth management Private / alternative investments Tax-loss harvesting
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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 in Little Rock, AR, holding a Series 65 license with two years of industry experience. Prior to joining EverSource Wealth Advisors in 2024, he worked at BRS Financial LLC from 2022 to 2024 and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services through a network of investment advisor representatives. The firm is notable for managing a pooled private real-estate vehicle and offering services to other RIAs and nonstandard institutional clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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Robert J

Series 63, Series 65

Little Rock, AR

Stephens

Robert Jones is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Stephens since 2004. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and a combination of advisory, broker-dealer, and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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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, currently serving as an advisor at Stephens in Little Rock, AR. He has been with Stephens since 2001. Outside of his advisory duties, he has been involved with the CFA Institute as a grader for CFA Level III exams. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Douglas S

Series 63, Series 65

Little Rock, AR

Stephens

Douglas Seelicke is a financial advisor at Stephens in Little Rock, AR, with 25 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 individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and combines advisory services with substantial broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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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 experience, currently serving at Stephens in Little Rock, Arkansas. He has been with Stephens since 2016. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and acts as a fiduciary for ERISA and IRA accounts, combining advisory services with a range of broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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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 work history includes roles at Stephens Inc, Plato's Closet, and various academic institutions. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, focusing on tailored portfolio programs and committee-based oversight across a broad range of strategies and services.

Wealth management Private / alternative investments Tax-loss harvesting
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Sterling B

Series 66

Little Rock, AR

Stephens

Sterling Burns is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and three years of industry experience. He previously worked at Jamey South State Farm for seven years before joining Stephens in 2022. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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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
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Kesav C

Series 66

Little Rock, AR

Stephens

Kesav Chandrasekhar is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions 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 individuals, pension plans, foundations, corporations, and institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm combines broker-dealer and investment banking activities with advisory services and uses committee-based oversight alongside tailored portfolio programs.

Wealth management Private / alternative investments Tax-loss harvesting
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Terral G

Series 63, Series 65

Little Rock, AR

Stephens

Terral Gammill is a financial advisor with Stephens in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 35 years of industry experience, all with Stephens since 1991. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Justin P

Series 66

Little Rock, AR

Stephens

Justin Perez is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Stephens, he has held roles at Wake Forest University, Island Watersports, and Furman University. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of services including portfolio management, financial planning, and institutional equity research.

Wealth management Private / alternative investments Tax-loss harvesting
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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 designations and has worked at Stephens since 1997. He also serves as an executor and trustee for the Luis & Emma Iravedra Trust. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, focusing on tailored portfolio programs and committee-based oversight across a range of investment strategies.

Wealth management Private / alternative investments Tax-loss harvesting
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Leon L

CFA®, Series 63

Little Rock, AR

Stephens

Leon Lants III is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has worked at Stephens since 1996, totaling over 27 years with the firm. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Samuel E

Series 66

Little Rock, AR

Stephens

Samuel Edwards is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and four years of industry experience. His background includes roles at Stephens Inc., the United States Senate, and the Stanley and Woodard Law Firm. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm employs tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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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. in Little Rock, AR, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha since 2010. Outside of advising, Linn is a freelance writer focusing on memoirs and short stories. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through a platform relationship with Envestnet. The firm serves both non-high-net-worth and high-net-worth clients and integrates broker-dealer and insurance services 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
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