Robert Feltus is a financial advisor at Stephens in Little Rock, Arkansas, with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stephens since 2006. Outside of his advisory role, he is a passive investor in an American farmhouse-style brewery located in Maine. 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 both bottom-up security selection and top-down fixed-income duration management across various portfolios and offers integrated broker-dealer and investment banking services.

Adam Shepherd is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. Prior to joining Stephens in 2023, he held roles at Harvard University and Valet Resource Group, and spent five years in education. 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’s offerings include financial planning, portfolio management, private equity, and institutional equity research, supported by multiple investment committees and an integrated broker-dealer and investment banking platform.

Ethan Levin is a financial advisor at First Heartland Consultants, Inc. in Little Rock, AR, with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at First Heartland Capital Inc, Global IR Group, and Stephens Inc. Levin is also an investor in Ocutrx Vision Technologies LLC. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Jordan Ghent is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and four years of industry experience. His career includes roles at Stephens Inc., Zions Bank, Morgan Stanley, Pitney Bowes Industrial Bank, and NeighborWorks. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and governmental entities. The firm offers a range of financial planning and portfolio management programs supported by internal research and a broker-dealer and investment banking platform.

Ashley Palermo is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Stephens since 2000, working across various capacities within the firm. Stephens offers investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm uses both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees, supported by an integrated broker-dealer and investment banking platform.

Olga Mathis is a Series 66-credentialed financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, where she has worked since 2015. She has 10 years of industry experience. 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, with investment research provided by an affiliated entity, and also operates as a registered broker-dealer licensed to offer insurance products.

Andrew Christian is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience, all with Stephens since 1999. Outside of his advisory work, he is a member of the Art Lab of Arkansas, a studio that teaches art, drawing, and painting to children. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, institutions, and municipal entities, offering a range of financial planning and portfolio management solutions supported by in-house equity research and multiple investment committees.

Dustin Jenkins is a financial advisor at Stephens with 18 years of industry experience. He holds the Series 66 designation and previously worked at Hutchinson Financial, Inc. and Edward Jones before joining Stephens. Stephens offers investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs multiple investment programs and committees to provide portfolio management, financial planning, private equity, alternative investments, and institutional equity research.

Melissa Wiencek is a financial advisor at Stephens with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens Inc. since 2018, following six years at Raymond James & Associates. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities, employing both bottom-up and top-down investment strategies across multiple sponsored programs and committees.

Carter Lowe is a financial advisor at Stephens with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Crews & Associates, Inc., Arvest Bank, and DeltARK Grain Carriers. Carter’s background also includes roles at the University of Arkansas and the North Little Rock School District. 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 utilizes multiple investment strategies and committees, combining bottom-up security selection with top-down fixed-income management, and offers a range of services from financial planning to alternative investments and institutional equity research.

Louis Wilson is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 2004, following two years at Wells Fargo Clearing. Outside of his advisory work, he manages mineral interests through a private LLC and has passive investments in a technology-enabled mortgage loan provider focused on first-time homebuyers. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, corporations, and municipal entities. The firm offers diversified portfolio management and financial planning through various sponsored programs, combining bottom-up security selection with top-down fixed-income strategies.

Paige Williams is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has previously worked at BKD Wealth Advisors and FORVIS Wealth Advisors. Williams is based in Little Rock, AR. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets and coordinating wealth management with tax and accounting services through its parent company.

Miles Montgomery is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2023, following roles at First National Bank and Dave Grundfest Co., as well as experience in education. 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 services from financial planning to portfolio management and institutional equity research, utilizing both bottom-up and top-down investment strategies.

William Bowman Jr. is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Stephens since 2004, with prior experience at Morgan Keegan & Company, LLC. 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 services from financial planning to portfolio management and institutional equity research, leveraging both bottom-up and top-down investment strategies.

Colby Sanford is a financial advisor at Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously in various roles including at Simmons Bank and as a Greek house chef. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research through multiple sponsored programs and investment committees.

Jessica Poynter is a financial advisor with Sowell Management in Little Rock, Arkansas, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Prior to joining Sowell Management in 2020, she worked at Raymond James & Associates and First Heartland Capital Inc. She is also the owner of Poynter Capital Inc., a marketing entity for financial services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning. The firm operates with over 100 independent contractor advisors and utilizes multiple management styles including strategic and tactical allocation, model portfolios, and third-party manager selection.

David Phillips Jr. is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 2016. 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 financial planning and portfolio management services, utilizing both bottom-up and top-down investment strategies, supported by an integrated broker-dealer and investment banking platform.

Thomas Moll is a financial advisor at Stephens in Little Rock, AR, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2014. Outside of his advisory role, he serves on the board of directors for Pines Realty Company and is involved with the Pulaski Heights United Methodist Church Committee on Finance as well as the Governor Winthrop Rockefeller Distinguished Lectures Series Committee at the University of Arkansas System. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, and government entities. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs, offering services such as financial planning, portfolio management, private equity, and institutional equity research.

Louis Fry is a financial advisor at B. Riley Wealth Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at National Asset Management, National Securities Corp, and Wfg. Outside of his advisory role, he serves as EVP of Business Development at Gadberry Financial Group in Little Rock, AR. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a broad range of advisory programs and financial planning services.

Fred Brister IV is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he serves on the advisory board of Roadway Management Technology, LLC, focusing on payment preservation strategies. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies and integrates broker-dealer and investment banking services within its offerings.