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Adrian R

Series 63, Series 65

Little Rock, AR

Altitude Capital Management LLC

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.

Annuities General estate planning guidance
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Matthew F

Series 65

Little Rock, AR

Arvest Wealth management

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.

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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Matthew O

CFA®, Series 63

Little Rock, AR

Stephens

Matthew Olney is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2004. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, using a combination of bottom-up equity research and committee-driven portfolio management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Robert T

Series 66

Little Rock, AR

Stephens

Robert Terrell is a Series 66-licensed financial advisor at Stephens with eight years of industry experience. He has worked with Stephens since 2017, with prior experience at Silver Oak Securities and the University of Tennessee at Martin. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Cheryl D

Series 63, Series 65

Little Rock, AR

Stephens

Cheryl Daughenbaugh is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Voya Financial Advisors and The Agency, Inc. Outside of finance, she is a boxing instructor at Clique Cycle, a spin and boxing studio. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering discretionary and non-discretionary management through a variety of advisory programs supported by equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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James J

Series 66

Little Rock, AR

Stephens

James Jett is a Series 66-licensed advisor at Stephens in Little Rock, AR, with one year of industry experience. His prior work includes roles at Encore Bank, Metova, and other organizations, as well as five years affiliated with the University of Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides a broad range of advisory services, brokerage, investment banking, and research, utilizing bottom-up equity research alongside committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 with Stephens in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Stephens since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Saul R

Series 63, Series 65

Little Rock, AR

Stephens

Saul Rousseau is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 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, an organization focused on making charitable gifts to groups in North Little Rock. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Phillip B

CFP®, Series 66

Little Rock, AR

Stephens

Phillip Butterfield III is a CFP® with 11 years of experience currently affiliated with Stephens. He has been with Stephens since 2016. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients, managing approximately $18 billion in assets. The firm offers both discretionary and non-discretionary management across various advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Marion F

Series 63

Little Rock, AR

Stephens

Marion Fulk is a financial advisor with Stephens in Little Rock, AR, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at Stephens since 2004 and previously spent 10 years with Morgan Stanley DW Inc. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a wide range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and offering access to private equity and alternative investments.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 based in Little Rock, AR, with two years of industry experience. He holds the Series 66 designation and has worked previously at institutions including Healthy Planet and Hendrix College. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a broad range of advisory services, brokerage, investment banking, and research.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 in Little Rock, AR, with 34 years of industry experience. He has been with Stephens since 2004 and holds Series 63 and Series 65 licenses. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 a financial advisor at Stephens since 2001. He is also involved with the CFA Institute as a grader for the CFA Level III exams. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Douglas S

Series 63, Series 65

Little Rock, AR

Stephens

Douglas Seelicke is a financial advisor with Stephens in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Stephens since 2004. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides investment banking and municipal advisory services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Briant N

CFP®, Series 63, Series 65

Little Rock, AR

Stephens

Briant Noland is a CFP®-certified financial advisor with 39 years of industry experience. He has worked at Stephens Inc. since 2016, with a prior 16-year tenure at Merrill. Noland holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Mary H

Series 66

Little Rock, AR

Stephens

Mary Hargrove is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Her background includes roles at Plato's Closet and Auto Owners Insurance Company, alongside academic positions at Mississippi State University and Arkansas State University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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