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 and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including roles at Principal Financial Services and Principal Life Insurance Company. Outside of his advisory work, he also works part-time as a stocker at an Aldi grocery store. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a range of non-discretionary recommendations and a discretionary wrap-fee investment management program. The firm integrates proprietary and third-party models and leverages its affiliation with Principal Financial Group to offer access to proprietary funds and bank products.

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.

Christopher Cooley is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2010. Outside of his 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 individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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 Advisor Group, Arvest Wealth Management, Merrill, and Bank of America. Outside of his advisory role, he is a member and creator at 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 individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside its advisory services.

Seth Middleton is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked exclusively at Stephens since 2020, with prior roles including positions at Colliers and the University of Arkansas. 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.

Andrew Calvert is a financial advisor at Stephens with seven years of industry experience. He holds a Series 66 designation and previously worked at Carr, Riggs & Ingram, LLC and Grant Thornton LLP. Calvert has been with Stephens since 2018. 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.

Jack Kincannon is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank, splitting his time between Arvest Bank's Trust Department and wealth management. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs with committee-based oversight and a combination of advisory, brokerage, and investment banking activities.

Emma Baird is a financial advisor at Crews & Associates, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Central Tube and Bar, CASA, HH Architects, and the University of Central Arkansas. Baird serves as a board member for the Branson Commerce Park Community Improvement District, overseeing municipal infrastructure and assessment activities. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base, including individuals, trusts, corporations, and governmental entities. The firm primarily offers non-discretionary advice using a risk-tolerance process to guide portfolio allocations and rebalancing.

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 with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Stephens in various capacities since 1994. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs overseen by multiple investment committees and utilizing both in-house and sub-advisors depending on client needs.