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.

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.

Nina Vincent is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. She has been with Stephens since 2013. Stephens is a multi-team investment adviser with approximately 243 advisors and around $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, financial planning, brokerage, investment banking, and research services.

Mimi Hurst is a CFA® charterholder and holds a Series 66 license, with 24 years of experience in the financial industry. She has been with Stephens in Little Rock, AR, since 2001. 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 discretionary and non-discretionary management strategies, combining bottom-up equity research with committee-driven asset allocation, and provides additional services including brokerage, investment banking, custody, and municipal advisory.

Jay Gadberry is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corp, and WFG Investments Inc. Outside of his advisory work, Gadberry is a managing member of a duck hunting club and serves on the marketing committee for the Arkansas Sports Hall of Fame. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for over 16,800 clients. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Molly Ingram is a financial advisor at Stephens with 13 years of industry experience. She holds a Series 66 designation and has been with Stephens since 2011. 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 a range of advisory, brokerage, investment banking, and custody services supported by equity research and diversified investment strategies.

Christian Harrod is a financial advisor at Stephens in Little Rock, AR, with four years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2021. His prior experience includes roles at Centennial Bank and managing Harrod Law Office. Stephens is a multi-team investment adviser with about 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, and investment banking services supported by in-house equity research and a committee-driven investment process.

Kyle Kullander is a financial advisor at B. Riley Wealth Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022. Prior to that, he was with National Securities Corporation and the University of Arkansas. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets through about 173 advisors. The firm offers a variety of investment programs and uses platforms such as Envestnet to support portfolio management and trading.

Laura Meek is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. Her career includes roles at Stephens Inc. and self-employment as a compliance consultant. She is also the managing member of a family farming LLC. 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 discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments.