Justin Perez is a financial advisor at Stephens in Little Rock, AR with two years of industry experience. He holds a Series 66 designation and previously worked at Wake Forest University and Island Watersports. Stephens is a multi-team investment adviser 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.

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 licenses and has worked at Stephens since 1997. He serves as an executor and trustee for a family trust outside of his advisory role. 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 discretionary and non-discretionary management strategies, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Leon Lants III is a CFA® charterholder with 38 years of industry experience. He has been with Stephens since 1996, serving the firm in various roles for over 27 years. 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, utilizes a combination of bottom-up equity research and committee-driven asset allocation, and is notable for also operating as a broker-dealer and investment bank.

Samuel Edwards is a Series 66 credentialed advisor at Stephens with five years of industry experience. His background includes roles at Stephens since 2021, a position with the United States Senate in 2020, and work at Stanley and Woodard Law Firm in 2019. 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 provides a range of advisory, brokerage, investment banking, and research services, utilizing both discretionary and non-discretionary management across diverse investment strategies.

F. John Deuschle III is a financial advisor with Sowell Management, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at M.S. Howells & Co, Cambridge Investment Research, and Kestra Financial Services. He serves as Finance Committee Chairman for the Catholic High School Foundation and is a board member of Ducks Unlimited. 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 operates through over 100 independent contractor advisors, offering various management styles and model portfolios, including partnerships with Goldman Sachs and other sub-advisers.

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 63 and Series 66 licenses and has worked at Stephens since 2017, following roles at United Capital Financial Advisers, Hutchinson Financial, and Edward Jones. 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, investment banking, and custody services, employing a combination of bottom-up equity research and committee-driven asset allocation across various investment strategies.

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 in Little Rock, Arkansas, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors, among others, with a background that includes work in education at Harding University and Jacksonville Christian Academy. 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, investment banking, and custody services alongside research-driven investment management, employing both discretionary and non-discretionary strategies.

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.