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.

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.

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 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.

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.

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.

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.

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.

Michael Linn is a financial advisor with Mutual of Omaha Investor Services, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha since 2010. Outside of advising, Linn is a freelance writer focusing on memoirs and short stories. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through a platform relationship with Envestnet. The firm serves both non-high-net-worth and high-net-worth clients and integrates broker-dealer and insurance services 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 work history including roles at MassMutual Life Insurance Company and MML Investor Services. Outside of his advisory work, Richmond assists with operations at his family farm, Waire Farms, dedicating time to maintaining records and coordinating with other farmers. 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 a range of services including investment management, financial planning, and retirement-plan advisory.

Robert Gant is a financial advisor at Stephens with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stephens since 2017, with prior experience at United Capital Financial Advisers, LLC. 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.

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 licenses. He has 17 years of industry experience and has been with BOK Financial Securities and its affiliated bank since 2008. Outside of his advisory role, he is a co-owner of Languille River Hunting and Timber, LLC, a recreational hunting and timber management venture. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, combining quantitative and qualitative research with strategies ranging from income-oriented to ESG-focused approaches.

Charles Van Order is a Series 66-licensed advisor at Stephens with two years of industry experience. His prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Copas Financial. Before entering the financial industry, he worked in education at Harding University and Jacksonville Christian Academy. 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, discretionary and non-discretionary portfolio management, and institutional equity research, combining advisory services with broker-dealer and investment banking activities.

Brian Bush is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Stephens since 1989. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by individual advisors and multiple investment committees, combining advisory services with broker-dealer and investment banking activities.

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 with Sowell Management, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. She has previously worked at SOFOS Investments and operates as an independent insurance agent. In addition to her advisory role, she is the owner and practicing lawyer at Quraishi Law Firm PLLC. Sowell Management is a multi-branch registered investment adviser with over 100 advisors, providing investment management, financial planning, and retirement-plan consulting to individuals, corporations, and institutions. The firm employs multiple investment styles and works with third-party sub-advisors and platforms to deliver customized portfolio solutions.

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 individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside its advisory services.

Michele Rook is a financial advisor at Stephens with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stephens intermittently since 2016, with a two-year period at FINRA from 2022 to 2024. 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 substantial broker-dealer and investment banking activities.

Marshall Wesel is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. His prior background includes roles at Wells Fargo, Carolina Acquisition Partners, and multiple positions associated with High Point University. He has also been involved in lacrosse organizations such as the Boston Freight Train Lacrosse Club and the Gorilla's Lacrosse Club. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by investment committees and integrates broker-dealer and investment banking activities alongside advisory services.