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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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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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Justin P

Series 66

Little Rock, AR

Stephens

Justin Perez is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Stephens, he has held roles at Wake Forest University, Island Watersports, and Furman University. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of services including portfolio management, financial planning, and institutional equity research.

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

Series 63, Series 66

North Little Rock, AR

Sowell Management

William Sowell IV is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has been associated with Sowell Financial Services, LLC since 2001. In addition to his advisory role, he is also licensed as an insurance agent. Sowell Management is a multi-branch registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services, managing portfolios through a variety of investment styles and utilizing third-party sub-advisors and platforms.

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

Series 66

Little Rock, AR

Crews & Associates, inc.

Cole Baggett is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with two years of industry experience. His work history includes positions at the University of Arkansas, Tyson Foods, and Springdale Country Club. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension plans, charitable and governmental entities, and insurance company clients. The firm primarily offers non-discretionary advice using a quantified risk-tolerance process to align clients with model portfolios and features affiliations with a bank holding company and First Security Bank.

Wealth management Passive / index investing Active portfolio management
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John L

Series 63, Series 66

Little Rock, AR

Stephens

John Leake is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stephens since 1997. He also serves as an executor and trustee for the Luis & Emma Iravedra Trust. 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 range of investment strategies.

Wealth management Private / alternative investments Tax-loss harvesting
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Dustin P

Series 66

Cabot, AR

Savvy

Dustin Parsons is a Series 66-licensed financial advisor at Savvy with nine years of industry experience. His prior roles include positions at Kingswood Capital Partners and Arvest Wealth Management. Outside of finance, he owns and operates Blind Tiger Chandlery, LLC, a business that manufactures and sells bespoke home fragrance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Mark C

Series 66

Little Rock, AR

Crews & Associates, inc.

Mark Counts Jr. is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with five years of industry experience. His prior roles include positions at the University of Arkansas, Lindsey Management Co, and service in congressional offices. Crews & Associates, Inc. provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension and profit-sharing plans, and charitable and governmental entities. The firm uses a largely non-discretionary, risk-tolerance based approach with model portfolios and also offers custodial and execution services through Pershing.

Wealth management Passive / index investing Active portfolio management
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Leon L

CFA®, Series 63

Little Rock, AR

Stephens

Leon Lants III is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has worked at Stephens since 1996, totaling over 27 years with the firm. 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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Samuel E

Series 66

Little Rock, AR

Stephens

Samuel Edwards is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and four years of industry experience. His background includes roles at Stephens Inc., the United States Senate, and the Stanley and Woodard Law Firm. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm employs 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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F. John D

Series 63, Series 66

North Little Rock, AR

Sowell Management

F. John Deuschle III is a financial advisor at Sowell Management with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including M.S. Howells & Co. and Cambridge Investment Research. Deuschle serves on the boards of Ducks Unlimited in Memphis and the Catholic High School Foundation in Little Rock, chairing the finance committee of the latter. 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 with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services using a range of investment styles and third-party sub-advisors.

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