Phillip Butterfield III is a CFP® with 11 years of experience currently affiliated with Stephens. He has been with Stephens since 2016. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients, managing approximately $18 billion in assets. The firm offers both discretionary and non-discretionary management across various advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

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.

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 with Stephens in Little Rock, AR, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at Stephens since 2004 and previously spent 10 years with Morgan Stanley DW Inc. 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 provides a wide range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and offering access to private equity and alternative investments.

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 based in Little Rock, AR, with two years of industry experience. He holds the Series 66 designation and has worked previously at institutions including Healthy Planet and Hendrix College. 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 other institutional clients, offering a broad range of advisory services, brokerage, investment banking, and research.

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 in Little Rock, AR, with 34 years of industry experience. He has been with Stephens since 2004 and holds Series 63 and Series 65 licenses. 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.

Troy Clark is a CFA charterholder with 34 years of industry experience, currently serving as a financial advisor at Stephens since 2001. He is also involved with the CFA Institute as a grader for the CFA Level III exams. 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 fixed-income management.

Douglas Seelicke is a financial advisor with Stephens in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. 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 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 investment banking and municipal advisory services.

Briant Noland is a CFP®-certified financial advisor with 39 years of industry experience. He has worked at Stephens Inc. since 2016, with a prior 16-year tenure at Merrill. Noland holds Series 63 and Series 65 licenses and is based 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 advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Mary Hargrove is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Her background includes roles at Plato's Closet and Auto Owners Insurance Company, alongside academic positions at Mississippi State University and Arkansas State University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving a diverse client base that includes 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 fixed-income management.

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 Series 66-licensed financial advisor at Stephens with three years of industry experience. He previously worked for Jamey South State Farm from 2015 to 2022 before joining Stephens. 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 through a range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation.

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 Series 66-licensed advisor at Stephens with one year of industry experience. His background includes roles at Forest Hill Capital LLC, the Arkansas Department of Finance and Administration, and the University of Arkansas at Fayetteville. 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 discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation.

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 at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Stephens since 1991. 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 combines bottom-up equity research with committee-driven asset allocation and offers a broad range of advisory and brokerage services.