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.

Warren Hefley is a financial advisor at Stephens with one year of industry experience. He holds a Series 66 designation and has previously worked at several educational institutions, including the University of Michigan and Presbyterian College. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, supported by integrated broker-dealer and investment banking capabilities.

John Murphy is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Stephens since 2018, following two years at Golden Eagle of Arkansas. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities, employing both bottom-up security selection and top-down fixed-income duration management across various programs and strategies.

Lawrence Watts is a financial advisor at Sowell Management with 42 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Sowell Financial Services in 2019, he worked at Raymond James & Associates and Stephens. Watts also operates Watts Wealth Management LLC, an independent advisory business. 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, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors, employing multiple management styles and a range of investment solutions.

Nina Vincent is a financial advisor at Stephens with eight years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2013. 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 security selection and top-down fixed-income strategies.

Mimi Hurst is a CFA® charterholder with 24 years of industry experience. She has worked at Stephens since 2001 and currently serves as a financial advisor in Little Rock, AR. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of investment programs and strategies, combining bottom-up security selection with top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Jay Gadberry is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corp, and WFG Investments Inc. Outside of his advisory work, Gadberry is a managing member of a duck hunting club and serves on the marketing committee for the Arkansas Sports Hall of Fame. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for over 16,800 clients. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.