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Eric H

CFP®, ChFC®, Series 63

Little Rock, AR

United Capital Financial Advisors

Eric Hutchinson is a financial advisor with United Capital Financial Advisors in Little Rock, AR, holding CFP® and ChFC® designations and 34 years of industry experience. He has been with United Capital Financial Advisors since 2015. Outside of his advisory role, he serves as a trustee for a complex grantor trust and is the author of *The Financial Briefing - Answers to Life's Most Important Questions*. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, client-facing technology, and access to third-party managers and alternative investments.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Asa C

CFP®, Series 63, Series 65

Little Rock, AR

Arvest Wealth management

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.

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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Marion F

Series 63

Little Rock, AR

Stephens

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.

Wealth management Private / alternative investments Tax-loss harvesting
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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 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.

Wealth management Private / alternative investments Tax-loss harvesting
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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 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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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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, 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.

Wealth management Private / alternative investments Tax-loss harvesting
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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 an advisor at Stephens in Little Rock, AR. He has been with Stephens since 2001. Outside of his advisory duties, he has been involved with the CFA Institute as a grader for CFA Level III exams. 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.

Wealth management Private / alternative investments Tax-loss harvesting
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Douglas S

Series 63, Series 65

Little Rock, AR

Stephens

Douglas Seelicke is a financial advisor at Stephens in Little Rock, AR, with 25 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 individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and combines advisory services with substantial broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Briant N

CFP®, Series 63, Series 65

Little Rock, AR

Stephens

Briant Noland is a CFP® professional with 39 years of experience, currently serving at Stephens in Little Rock, Arkansas. He has been with Stephens since 2016. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and acts as a fiduciary for ERISA and IRA accounts, combining advisory services with a range of broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Mary H

Series 66

Little Rock, AR

Stephens

Mary Hargrove is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Her work history includes roles at Stephens Inc, Plato's Closet, and various academic institutions. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, focusing on tailored portfolio programs and committee-based oversight across a broad range of strategies and services.

Wealth management Private / alternative investments Tax-loss harvesting
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Christopher C

Series 63, Series 65

Jacksonville, AR

Virtue Capital Management, LLC

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.

Retirement income strategy Social Security optimization Wealth management
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Christopher M

Series 65, Series 66

Little Rock, AR

Nfsg Corporation

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.

Wealth management
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Rodney K

Series 63, Series 65

North Little Rock, AR

Sowell Management

Rodney Kresge is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quoin Capital LLC, HB Securities LLC, and Gardner Financial Services, Inc. Outside of his advisory work, he manages a consulting firm providing services to broker-dealers and investment advisers. Sowell Management is a fee-based registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers a range of support services, managing portfolios through various strategies and third-party sub-advisors on discretionary and non-discretionary bases.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Sterling B

Series 66

Little Rock, AR

Stephens

Sterling Burns is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and three years of industry experience. He previously worked at Jamey South State Farm for seven years before joining Stephens in 2022. 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.

Wealth management Private / alternative investments Tax-loss harvesting
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Tara G

Series 65

Little Rock, AR

Forvis Mazars Wealth Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Kesav C

Series 66

Little Rock, AR

Stephens

Kesav Chandrasekhar is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions 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 individuals, pension plans, foundations, corporations, and institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm combines broker-dealer and investment banking activities with advisory services and uses committee-based oversight alongside tailored portfolio programs.

Wealth management Private / alternative investments Tax-loss harvesting
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Justin T

CFP®, Series 65

North Little Rock, AR

Sowell Management

Justin Travis is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Sowell Management and has prior experience at Goldman Sachs & Co., United Capital Financial Advisors, Lifesmart Financial, and Arvest Bank. Outside of advising, he is the founder and CEO of Travis Tax Services, LLC, which provides tax preparation services. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers investment management, financial planning, and related consulting services using a range of investment styles and third-party platforms.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Terral G

Series 63, Series 65

Little Rock, AR

Stephens

Terral Gammill is a financial advisor with Stephens in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 35 years of industry experience, all with Stephens since 1991. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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