Brian Bush is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Stephens since 1989. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services.

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, Series 65, and Series 66 licenses. In addition to her advisory role, she is a practicing lawyer and owner of Quraishi Law Firm PLLC, where she provides legal services. She also works as an independent insurance agent. 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 offers multiple management styles and access to model portfolios and sub-advisory relationships, supporting over 100 independent advisers through an independent-contractor model.

Kyle Evans is a financial advisor at Stephens with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens in various capacities since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Michele Rook is a financial advisor at Stephens in Little Rock, AR, with 24 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes roles at Merrill (2001–2016), Morgan Stanley (2016), FINRA (2022–2024), and Stephens since 2016. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Marshall Wesel is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Stephens, he held various roles including positions at Wells Fargo and Carolina Acquisition Partners and has been involved with multiple lacrosse organizations. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation across diverse investment strategies.

Christopher Cooley is a CFA® charterholder and Series 63 licensee with 29 years of industry experience. He has been with Stephens since 2010 and is based in Little Rock, AR. Outside of his advisory role, he is a 50% owner of FOUR DUCKS LLC, a rice and soybean farm and duck hunting club. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering discretionary and non-discretionary management through a range of advisory programs, supported by bottom-up equity research and committee-driven asset allocation.

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 several firms, including Merrill, Advisor Group, and Arvest Wealth Management. Outside of his advisory work, he is a member and creator of Imagine That AI LLC, an app development venture focused on generating art using artificial intelligence. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory services, brokerage, investment banking, and research-driven investment strategies.

Seth Middleton is a financial advisor at Stephens with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily at Stephens since 2020, with prior experience at Colliers, Splash, Vector Marketing, and in education. Outside of his advisory role, he is a limited partner in an investment-related venture focused on both public and private investments. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Andrew Calvert is a financial advisor at Stephens with seven years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Carr, Riggs & Ingram, LLC and Grant Thornton LLP. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering discretionary and non-discretionary management through a range of advisory programs supported by bottom-up equity research and committee-driven asset allocation.

Jack Kincannon is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with three years of industry experience. His career includes roles at Arvest Wealth Management, Arvest Bank, and prior work involving the U.S. Senate and the University of Arkansas. He is dually employed by Arvest Bank’s Trust Department, dividing his time equally between Arvest Bank and Arvest Wealth Management. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, high-net-worth clients, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory services, brokerage, investment banking, and custody platforms, combining research-driven equity strategies with committee-led asset allocation and advising on private equity and alternative investments when appropriate.

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 with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens in various capacities since 1994. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individual clients, retirement plans, foundations, corporations, and institutional clients. The firm provides advisory and brokerage services, investment banking, custody, and wrap program platforms, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Allan Tucker Jr. is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with Stephens since 1996. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, and investment banking services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Jonathan Finley is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with Stephens Inc since 2007. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers comprehensive investment and brokerage services, combining bottom-up equity research with committee-driven asset allocation across various advisory programs.

Amy Wren is a financial advisor at Forvis Mazars Wealth Advisors, LLC with three years of industry experience. She holds the Series 65 and Series 66 licenses and previously worked at Bank OZK for eight years. Outside of her advisory role, she is a limited partner in her husband's law firm, where she handles client billing and bookkeeping. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets with a portfolio approach that includes committee-approved ETFs, mutual funds, bonds, equities, and separately managed accounts.

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.

Warren Hefley is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior background includes roles in various educational institutions and athletic departments. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services and employs a combination of bottom-up equity research and committee-driven asset allocation.

John Murphy is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 credential with eight years of industry experience. He has worked at Stephens since 2018 and was previously employed at Golden Eagle of Arkansas from 2016 to 2018. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation, and provides municipal advisory and investment banking services uncommon among peer firms.

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.