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Hannah R

Series 66

Little Rock, AR

Stephens

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. Prior to joining Stephens in 2021, she held roles at AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. 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, brokerage, and investment banking 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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Carter G

Series 66

Little Rock, AR

Stephens

Carter Gobel is a Series 66-licensed financial advisor with Stephens in Little Rock, AR, and has two years of industry experience. His prior work includes roles at Garrison Asset Management and Giltner Logistics, as well as a period of employment while attending 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 other institutional clients. The firm offers discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management, alongside municipal advisory and investment banking services.

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

Series 66

Little Rock, AR

Stephens

Jacob Stone is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He previously worked at Fidelity Information Services and First National Bank of Paragould. Outside of his advisory role, he is the owner and landlord of a rental home 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 investment management programs and integrates 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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Clarence P

Series 63, Series 65

Little Rock, AR

Stephens

Clarence Pollock III is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stephens since 1998. Pollock serves on the Board of Governors and as Secretary of the Country Club of Little Rock. 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 a range of advisory services, brokerage, investment banking, and research-driven investment strategies.

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

Series 63, Series 65

Little Rock, AR

Stephens

Phyllis Achor is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at BOKF, NA and associated firms for 15 years. 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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Thomas W

Series 66

Little Rock, AR

Stephens

Thomas Wendler is a Series 66-registered financial advisor at Stephens in Little Rock, Arkansas, with six years of industry experience. His prior roles include positions at Associated Bank and Gehl's Food, as well as a period of employment connected to the University of Wisconsin-Milwaukee. 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, incorporating bottom-up equity research and committee-driven asset allocation, and provides unique capabilities as a dually registered broker-dealer and investment bank.

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

Series 63, Series 65

Little Rock, AR

Stephens

Steven Middleton is a financial advisor at Stephens with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Stephens since 1990. Outside of his advisory role, Middleton serves on the board of the Baptist Medical Foundation, where he is involved in hospital fundraising efforts. 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 both discretionary and non-discretionary management across multiple advisory programs, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments as appropriate.

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

Series 66

Little Rock, AR

Integrated Advisors Network LLC

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.

ESG / Sustainable investing Wealth management Founder/Business Owner Executive
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Oscar N

CFA®, Series 66

Little Rock, AR

Stephens

Oscar Nieves Santana is a CFA® charterholder and holds a Series 66 license with two years of experience in the financial industry. He is currently with Stephens in Little Rock, AR, where he has worked since 2024. His prior experience includes roles at Global Impact Assets and AFP Siembra. 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 services, brokerage, investment banking, custody, and wrap program platforms, 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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Harrison P

Series 66

Little Rock, AR

Stephens

Harrison Parsons is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. Prior to joining Stephens in 2026, he worked as a research associate for four years and has a background in education and nonprofit work with DO College Better. 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 a range of advisory, brokerage, investment banking, and custody services supported by in-house equity research and investment committees.

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

CFP®, Series 63, Series 65

Little Rock, AR

United Capital Financial Advisors

Timothy Long is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at United Capital Financial Advisors in Little Rock, AR. His prior roles include positions at Hutchinson Financial, Inc. and First Command Brokerage Services, Inc. He has been with United Capital since 2015. United Capital provides national financial planning and discretionary investment management to a diverse range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams develop client-specific financial plans and utilize a variety of managed strategies, third-party managers, and separately managed accounts, with an emphasis on customization and a broad affiliate network that supports a range of advisory and related financial services.

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 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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