William Sowell IV is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Sowell Financial Services, LLC since 2001. 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 uses multiple management styles and offers a range of solutions, including model portfolios developed with Goldman Sachs and sub-advisory relationships with other firms.

John Gathright is a financial advisor with Inspire Advisors, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been associated with Lifesmart Wealth Management since 2010 and previously worked at Sowell Management Services. Outside of his advisory roles, he works as an independent contractor for Woodyard & Associates, Inc. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of portfolio management strategies, combining quantitative, fundamental, technical, and modern portfolio theory analyses.

John Leake is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stephens since 1997. He serves as executor and trustee for the Luis & Emma Iravedra Trust. 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 from financial planning to portfolio management and utilizes both bottom-up and top-down investment strategies supported by in-house equity research and multiple investment committees.

Leon Lants III is a CFA® charterholder with 38 years of industry experience. He has worked at Stephens Inc. since 1996, including nine years in his current role. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and governmental entities. The firm employs a range of investment strategies and offers integrated broker-dealer and investment banking services alongside its advisory solutions.

Samuel Edwards is a Series 66-licensed financial advisor with five years of industry experience, currently serving at Stephens in Little Rock, AR. His prior roles include work with the United States Senate and the Stanley and Woodard Law Firm. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm offers a wide range of financial planning and portfolio management solutions supported by integrated broker-dealer and investment banking capabilities.

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 previously at First Financial Services, M.S. Howells & Co., Cambridge Investment Research, and Kestra Financial Services. Deuschle serves on the boards of Ducks Unlimited in Memphis and the Catholic High School Foundation in Little Rock, where he participates in investment-related activities. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management and financial planning, using a variety of management styles and model portfolios, and supports over 100 independent advisory representatives through an independent-contractor model.

Michael Linn is a financial advisor with Mutual Of Omaha Investor Services, Inc. based in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having been with Mutual of Omaha since 2010. Outside of his advisory role, he is a freelance writer of memoirs and short stories and operates an insurance agency offering health, life, annuity, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet while working alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Alexander Richmond is a financial advisor at Sowell Management with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investor Services, MassMutual Life Insurance Company, and the University of Central Arkansas. Outside of his advisory role, Richmond is involved with Waire Farms, where he assists in record-keeping and coordination with other farmers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with a range of portfolio management and financial planning services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.

Robert Gant is a financial advisor at Stephens with 19 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at United Capital Financial Advisers, Hutchinson Financial, and Edward Jones. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services including financial planning, portfolio management, private equity, and institutional equity research, delivering advice through multiple sponsored programs and investment committees.

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.