Oscar Nieves Santana is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently with Stephens in Little Rock, AR, joining the firm in 2024 after previous roles at Global Impact Assets and AFP Siembra. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities, including underwriting, IPO allocation, and municipal advisory work.

Harrison Parsons is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. Prior to joining Stephens as an advisor, he worked as a research associate and has a background in education. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities and maintains an institutional equity research platform.

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 CFA® charterholder with 21 years of industry experience. He 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 combines tailored portfolio programs and committee-based oversight with broker-dealer and investment banking activities.

Robert Terrell is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with eight years of industry experience. His career includes prior work at Silver Oak Securities Inc and an academic background from the University of Tennessee at Martin. 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.

William Harper is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He has been with Crews & Associates since 2014. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable entities. The firm primarily offers non-discretionary advice using a quantified risk-tolerance process to guide client allocations and rebalancing, and it operates as a wholly owned affiliate of a bank holding company and First Security Bank.

Cheryl Daughenbaugh is a financial advisor at Stephens with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Stephens and Stephens Inc. since 2019, with prior experience at Voya Financial Advisors and The Agency, Inc. Outside of her advisory role, she is a boxing instructor at Clique Cycle, a spin and boxing studio in Little Rock, Arkansas. Stephens offers investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, emphasizing tailored portfolio programs with committee-based oversight and a combination of broker-dealer and investment banking activities alongside advisory services.

James Jett is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 credential. He has been with Stephens since 2025 and has prior experience at Encore Bank and other companies. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer, investment banking, and municipal advisory activities.

Brandon Grable is a CFP® professional with 11 years of industry experience, currently affiliated with Sowell Management. His previous roles include positions at Mass Mutual Investors Services and GenWealth Financial Advisors. Outside of his advisory work, he serves as a worship pastor at New Life Church in Saline County, Arkansas. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, RIAs, and institutions. The firm employs a multi-branch independent-contractor model and offers portfolio management, financial planning, and consulting services across various investment styles.

Brooks Mcrae is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with nine years of industry experience. His entire career has been with Stephens, where he has worked since 2014. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs, financial planning, retirement-plan advisory, and institutional equity research, combining broker-dealer and investment banking activities with advisory services.

Spencer Stone is a financial advisor with Crews & Associates, Inc. in Little Rock, Arkansas, holding a Series 66 designation and four years of industry experience. Prior to joining Crews & Associates, he has worked in roles including positions at the University of Arkansas and in hospitality and veterinary settings. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base, including individuals, trusts, corporations, and pension plans. The firm emphasizes non-discretionary advice using quantified risk-tolerance tools and offers services through Pershing, operating as a fiduciary with documented suitability and monitoring procedures.

Saul Rousseau is a financial advisor at Stephens in Little Rock, AR, with 34 years of industry experience. He has been with Stephens since 1992 and holds Series 63 and Series 65 licenses. Outside his advisory role, he is involved with Argenta City Club, a nonprofit organization that makes charitable donations in North Little Rock, where he serves as a member and secretary. 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 advisory services with broker-dealer and investment banking activities.

Phillip Butterfield III is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Stephens since 2016 in various capacities. Outside of his advisory role, he is a member of TANFIELD HOLDINGS LLC, involved with investment-related activities in real estate purchase and liquidation. 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.

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.

Matthew Smith is a financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas. He holds a Series 66 designation and has 10 years of industry experience, having worked at BOKF, NA and BOK Financial Securities since 2015. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research and leveraging its affiliation with a bank holding company and related investment entities.

Cory Willett is a financial advisor at BOK Financial Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with BOKF, NA and BOK Financial Securities since 2015. Outside of his advisory work, Willett is a 50% member of a retail stationery store, THE SOCIAL TYPE LLC, which he co-owns and manages with his wife. BOK Financial Securities, operating as BOK Financial Advisors, serves individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program and is affiliated with Strategic Investment Advisors for investment research and portfolio construction.

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.

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.

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.