Robert Gant is a financial advisor at Stephens with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stephens since 2017, with prior experience at United Capital Financial Advisers, LLC. 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.

Phillip Bailey is a financial advisor with BOK Financial Securities, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with BOK Financial Securities and its affiliated bank since 2008. Outside of his advisory role, he is a co-owner of Languille River Hunting and Timber, LLC, a recreational hunting and timber management venture. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including 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, combining quantitative and qualitative research with strategies ranging from income-oriented to ESG-focused approaches.

Charles Van Order is a Series 66-licensed advisor at Stephens with two years of industry experience. His prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Copas Financial. Before entering the financial industry, he worked in education at Harding University and Jacksonville Christian Academy. 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, discretionary and non-discretionary portfolio management, and institutional equity research, combining advisory services with broker-dealer and investment banking activities.

Brian Bush is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Stephens since 1989. 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 individual advisors and multiple investment committees, combining advisory services with broker-dealer and investment banking activities.

Daniel Orellano Jr. is a financial advisor with First Heartland Consultants, Inc. in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Since 2012, he has been associated with First Heartland Capital Inc. Outside of his advisory role, he is involved with Dorel LLC, an S-corp structured for managing business expenses. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm delivers financial planning, model-based management for 401(k) accounts, and asset management solutions through a network of independent investment adviser representatives.

Kyle Evans is a financial advisor at Stephens with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2014. 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 broker-dealer and investment banking activities alongside its advisory services.

Michele Rook is a financial advisor at Stephens with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stephens intermittently since 2016, with a two-year period at FINRA from 2022 to 2024. 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 substantial broker-dealer and investment banking activities.

Marshall Wesel is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. His prior background includes roles at Wells Fargo, Carolina Acquisition Partners, and multiple positions associated with High Point University. He has also been involved in lacrosse organizations such as the Boston Freight Train Lacrosse Club and the Gorilla's Lacrosse Club. 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 investment committees and integrates broker-dealer and investment banking activities alongside advisory services.

Christopher Cooley is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2010. Outside of his advisory role, Cooley is a 50% owner of Four Ducks LLC, a rice and soybean farm and duck hunting club in Altheimer, AR. 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.

Alberto Nunez Garcia is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and has worked at firms including Advisor Group, Arvest Wealth Management, Merrill, and Bank of America. Outside of his advisory role, he is a member and creator at Imagine That AI LLC, where he develops an app that enables users to generate art using artificial intelligence. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside its advisory services.

Seth Middleton is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked exclusively at Stephens since 2020, with prior roles including positions at Colliers and the University of Arkansas. 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.

Andrew Calvert is a financial advisor at Stephens with seven years of industry experience. He holds a Series 66 designation and previously worked at Carr, Riggs & Ingram, LLC and Grant Thornton LLP. Calvert has been with Stephens since 2018. 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.

Jack Kincannon is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank, splitting his time between Arvest Bank's Trust Department and wealth management. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs with committee-based oversight and a combination of advisory, brokerage, and investment banking activities.

Dennis Whittaker is a CFA® charterholder with 25 years of industry experience, currently serving at Arvest Wealth Management in Little Rock, Arkansas. He has been with Arvest Bank and Arvest Wealth Management since 2016. Whittaker is Chair and a board member of the Southern Municipal Finance Society and also serves on the Board of Governors and as Co-Chair of the Disclosure Committee for the National Federation of Municipal Analysts. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis, with strategies tailored to clients’ objectives and risk tolerances.

William Franks is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Stephens in various capacities since 1994. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs overseen by multiple investment committees and utilizing both in-house and sub-advisors depending on client needs.

Allan Tucker Jr. is a financial advisor at Stephens with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 1996. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and institutional equity research, utilizing tailored portfolio programs and committee-based oversight.

Jonathan Finley is a financial advisor at Stephens in Little Rock, AR, with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Stephens Inc. since 2007. Stephens provides investment advisory and wealth-management services to a diverse client base, including individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by investment committees and combines advisory services with broker-dealer and investment banking activities.

Jordan Cardwell is a financial advisor with BOK Financial Securities, Inc. in Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining BOK Financial, he worked at several law firms and the Arkansas Public Defender Commission. He serves on the Board of Directors for Maumelle Country Club, overseeing its operations and decisions. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services.

Amy Wren is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars Wealth Advisors, she worked at Bank OZK for eight years. Outside of her advisory role, she serves as a limited partner responsible for client billing and bookkeeping at her husband’s law firm. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets, and is affiliated with a national accounting and professional services firm.

Warren Hefley is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. He has held various roles in collegiate athletic departments and educational institutions prior to joining Stephens. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs, committee-based oversight, and offers a combination of advisory services along with broker-dealer and investment banking activities.