Bryan Paul is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at various Principal entities since 2015, including Principal Life Insurance Company and Principal Financial Services. Outside of his advisory roles, he works part-time as a stocker at an ALDI grocery store. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary models with third-party methodologies and operates within the Principal Financial Group family, providing clients access to affiliated products and services.

Phillip Bailey is a financial advisor with BOK Financial Securities, Inc. in Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has been with BOK Financial since 2008. Outside of his advisory work, he is a co-owner of Languille River Hunting and Timber, LLC, a recreational hunting and timber management venture. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, institutions, and government entities, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting. The firm combines in-house investment research and asset allocation with advisor-led client interaction.

Charles Van Order is a financial advisor at Stephens with three years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Equitable Advisors, and other firms. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and corporations. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, supported by integrated broker-dealer and investment banking operations.

Brian Bush is a financial advisor at Stephens with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Stephens since 1989. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of solutions such as financial planning, portfolio management, private equity, and institutional equity research, employing both bottom-up and top-down investment strategies.

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.

Carrie Quraishi is a financial advisor at Sowell Management with 12 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at SOFOS Investments, Inc. In addition to her advisory work, she is a practicing attorney and owner of Quraishi Law Firm PLLC, where she occasionally offers legal services to clients. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes multiple management styles and offers a variety of portfolio solutions, including model portfolios and sub-advisory relationships.

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 a diverse client base, including individual investors, 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 approaches.

Michele Rook is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and FINRA before returning to Stephens where she has worked since 2016. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and institutional entities. The firm employs a combination of bottom-up and top-down investment strategies and offers a range of platforms and alternative investments supported by an integrated broker-dealer and investment banking presence.

Marshall Wesel is a financial advisor at Stephens with one year of industry experience. He holds the Series 66 designation. Prior to joining Stephens, he held various positions including roles at Wells Fargo and Liberty Mutual Insurance, and has been involved with several lacrosse organizations. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm utilizes both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

Christopher Cooley is a CFA® charterholder with 29 years of industry experience, currently serving at Stephens in Little Rock, AR. He has been with Stephens since 2010. Outside of his financial 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 a diverse client base, including individual investors, pension plans, and institutional entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across a range of programs and maintains an integrated broker-dealer and investment banking presence.

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 Merrill, Bank of America, Advisor Group, and Arvest Wealth Management. Outside of his advisory role, he is involved with 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 a diverse client base, including individuals, pension plans, foundations, 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.

Seth Middleton is a financial advisor at Stephens in Little Rock, AR, holding Series 65 and Series 63 credentials with four years of industry experience. His background includes roles at Stephens Inc., Colliers, and the University of Arkansas. He is also involved as a limited partner in an investment-related venture focused on both public and private investments. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of strategies, including discretionary and non-discretionary portfolio management, private equity, and alternative investments, supported by in-house equity research and multiple investment committees.

Andrew Calvert is a financial advisor at Stephens with seven years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2018, following roles at Carr, Riggs & Ingram, LLC and Grant Thornton LLP. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income duration management within multiple sponsored programs and investment committees.

Jack Kincannon is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials with two years of industry experience. He has held roles at Arvest Wealth Management and Arvest Bank and has also worked with organizations such as the U.S. Senate and the University of Arkansas. Kincannon is dually employed by Arvest Bank's Trust Department, splitting his time between the bank and Arvest Wealth Management. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of investment strategies and delivers advice through multiple sponsored programs and internal committees, supported by an integrated broker-dealer and investment banking platform.

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 at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Stephens since 1994, with a brief one-year gap in 2020. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, corporations, and government entities, offering a range of financial planning, portfolio management, and institutional research services. The firm integrates broker-dealer and investment banking functions and maintains an in-house equity research team covering approximately 400 stocks.

Allan Tucker Jr. is a financial advisor at Stephens with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 1996. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities, offering financial planning, portfolio management, private equity, and institutional equity research through multiple sponsored programs and investment committees.

Jonathan Finley is a financial advisor at Stephens with 24 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Stephens Inc since 2007. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of strategies including financial planning, portfolio management, private equity, and institutional equity research, supported by multiple sponsored programs and an integrated broker-dealer and investment banking platform.

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.

Michael Freeman is a financial advisor at Dynamic with one year of industry experience. He holds a Series 65 designation and has prior experience at Centennial Bank and the Arkansas Securities Department. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, emphasizing technology and operational support for other advisers.