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.

Marion Fulk is a financial advisor at Stephens with 36 years of industry experience. She holds a Series 63 designation and has worked at Stephens since 2004, following a decade at Morgan Stanley DW Inc. Stephens provides investment advisory and wealth management services to a wide variety of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm’s investment approach combines bottom-up security selection and top-down fixed-income management, supported by in-house equity research and multiple sponsored programs.

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.

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.

Zachary Marriott is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles at Healthy Planet and multiple positions at Hendrix College. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities, offering a range of financial planning, portfolio management, and alternative investment solutions. The firm employs both bottom-up and top-down investment strategies and integrates broker-dealer and investment banking services.

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.

Robert Jones is a financial advisor at Stephens with 34 years of industry experience. He has held his current position since 2004. Jones holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs both bottom-up and top-down investment approaches and offers a range of programs from portfolio management to private equity and institutional equity research.

Troy Clark is a CFA® charterholder with 34 years of industry experience and has been with Stephens Inc. in Little Rock, AR since 2001. He holds the Series 63 and Series 65 licenses and has served as a CFA Institute grader for Level III exams. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and institutional investors, offering a range of solutions from financial planning to private equity and alternative investments. The firm employs both bottom-up and top-down investment strategies and integrates broker-dealer and investment banking services within its advisory platform.

Douglas Seelicke is a financial advisor at Stephens with 26 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 a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers comprehensive financial planning and portfolio management through multiple programs, combining bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking operation.

Briant Noland is a CFP® professional with 39 years of industry experience, currently serving at Stephens since 2016. Prior to this, he worked at Merrill for 16 years. Stephens provides investment advisory and wealth management services to a diverse client base that includes individuals, pension plans, foundations, and government entities, offering a range of portfolio management and financial planning solutions. The firm combines bottom-up and top-down investment approaches and benefits from an integrated broker-dealer and investment banking platform.

Mary Hargrove is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at Plato's Closet, Auto Owners Insurance Company, and multiple positions at Mississippi State University. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers diverse investment programs and integrates broker-dealer and investment banking capabilities alongside in-house equity research.

Christopher Clay is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, with prior experience at Valic Financial Advisors and GWFS Equities. Outside of his advisory role, he is involved in coaching dental practices on business development and insurance planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing model-driven strategies primarily using mutual funds and ETFs.

Christopher Mccrillis is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Newbridge Financial Services Group Inc., Newbridge Securities Corporation, Ameriprise Financial Services Inc., and SII. In addition to his advisory role, he operates as a licensed insurance agent in Little Rock, AR, offering life, health, disability, and long-term care policies. NFSG Corporation is an SEC-registered investment adviser that provides asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Rodney Kresge is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Quoin Capital LLC, HB Securities LLC, Gardner Financial Services, Inc., and IFS Securities Inc. Since 2016, he has been the managing member of Regulatory Affairs Consulting, LLC, providing consulting services to broker-dealers and investment advisers. 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 multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through an independent-contractor model of more than 100 IARs.

Sterling Burns is a financial advisor at Stephens with three years of industry experience. He holds the Series 66 designation and previously worked at Jamey South State Farm for seven years before joining Stephens in 2022. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm combines bottom-up security selection and top-down fixed-income management through multiple sponsored programs and internal investment committees.

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.

Kesav Chandrasekhar is a financial advisor at Stephens with one year of industry experience. He holds the Series 66 designation and has worked at Stephens since 2024. Prior to joining Stephens, he was employed 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 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 both bottom-up and top-down investment strategies across various sponsored programs and investment committees.

Justin Travis is a CFP® and Series 65-registered financial advisor with five years of industry experience. He currently works at Sowell Management and has previously held positions at United Capital Financial Advisors, Goldman Sachs, Lifesmart Financial, and Arvest Bank. Additionally, he is the founder and CEO of Travis Tax Services, LLC, a tax preparation business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers multiple management styles and model portfolios, including the Sowell Visionary Allocation Strategies developed with Goldman Sachs, and supports its independent advisors with trading, compliance, technology, and back-office services.

Terral Gammill is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, all with Stephens since 1991. 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, discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

Justin Perez is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His background includes roles at Wake Forest University and Furman University, as well as a position at Island Watersports. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm offers a range of solutions such as portfolio management, financial planning, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies.