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Robert R

Series 63, Series 65

Little Rock, AR

Stephens

Robert Raney Jr. is a financial advisor at Stephens in Little Rock, AR, with 55 years of industry experience. He has been with Stephens since 1989 and holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs and committee-based oversight. The firm combines broker-dealer and investment banking activities alongside advisory services and operates an institutional equity research platform.

Wealth management Private / alternative investments Tax-loss harvesting
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Sasha O

Series 66

Little Rock, AR

Stephens

Sasha Oquin is a financial advisor at Stephens with 10 years of industry experience and holds a Series 66 designation. Prior to joining Stephens, Sasha worked at Wells Fargo Clearing Services LLC and Merrill. 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. The firm combines substantial broker-dealer and investment banking activities alongside advisory services and operates an institutional equity research platform.

Wealth management Private / alternative investments Tax-loss harvesting
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Robert R

Series 66

Little Rock, AR

Stephens

Robert Ransdell is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and 24 years of industry experience. He has worked at Stephens since 2018 and previously spent 14 years with Investment Professionals Inc. 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.

Wealth management Private / alternative investments Tax-loss harvesting
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Brennan M

Series 66

Little Rock, AR

Stephens

Brennan Mitchell is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His work history includes roles at Stephens as well as positions outside finance, such as at Sooner Valet and the City of Southlake. 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.

Wealth management Private / alternative investments Tax-loss harvesting
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James E

Series 66

Little Rock, AR

Stephens

James Eichler is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with two years of industry experience. His background includes multiple roles at Stephens and previous positions at the University of Arkansas and Colliers International. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs and committee-based oversight across a broad range of investment strategies and services.

Wealth management Private / alternative investments Tax-loss harvesting
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Connor M

Series 66

Little Rock, AR

Stephens

Connor Mcclanahan is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior roles include positions at Harvest Group, Westrock Coffee Company, Walmart, and State Farm. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Noah M

Series 66

Little Rock, AR

Stephens

Noah Merkousko is a financial advisor at Stephens with eight years of industry experience. He holds the Series 66 designation and previously worked at Wake Forest University School of Business and Campbell University before joining Stephens. 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.

Wealth management Private / alternative investments Tax-loss harvesting
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Conrad L

Series 66

Little Rock, AR

Stephens

Conrad Lax is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and previously worked at Sphere Wealth Management and Cushman & Wakefield Sage Partners. He has also been involved with the University of Arkansas and Hot Springs First Baptist Church. 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 advisory services with broker-dealer and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Rami K

PFS™

Little Rock, AR

Avantax Planning Partners, Inc.

Rami Kassissieh is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and over one year of experience in the industry. He has held roles at Avantax Planning Partners and Avantax Planning Partners, Inc. since 2024, and has a background that includes membership in HCJ CPAs & Advisors PLLC, where he has provided tax and attest services and served on the executive committee. Outside of advisory work, he is treasurer of Ice Man Men's Wear Inc., a retail clothing store in Little Rock, Arkansas. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Attorney
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Olivia W

Series 66

Little Rock, AR

Stephens

Olivia Wham is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. Her background includes roles at Stephens Inc and involvement with Arkansas State University SGA. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs supported by committee-based oversight.

Wealth management Private / alternative investments Tax-loss harvesting
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Jackie S

Series 66

Little Rock, AR

Stephens

Jackie Sublett III is a financial advisor at Stephens with four years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2022. Prior to joining Stephens, he held positions at Apptegy Inc. and Lucidworks Inc. Stephens provides investment advisory and wealth-management services to a range of clients, including individuals, pension plans, foundations, corporations, and other institutional investors. The firm emphasizes tailored portfolio programs with committee-based oversight and offers a combination of advisory, broker-dealer, and investment banking services.

Wealth management Private / alternative investments Tax-loss harvesting
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Robert F

Series 63, Series 66

Little Rock, AR

Stephens

Robert Feltus is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he is a passive investor in an American farmhouse-style brewery operating in Maine. 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, utilizing a combination of sub-advisors and in-house managers to meet client needs.

Wealth management Private / alternative investments Tax-loss harvesting
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Adam S

Series 66

Little Rock, AR

Stephens

Adam Shepherd is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Stephens in 2023, he spent four years at Harvard University and has experience in education and hospitality. 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 discretionary and non-discretionary management approaches. The firm combines advisory services with broker-dealer and investment banking activities and operates an institutional equity research platform.

Wealth management Private / alternative investments Tax-loss harvesting
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Ethan L

Series 63, Series 65

Little Rock, AR

First Heartland Consultants, Inc.

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.

Annuities Income planning Cash flow / budgeting
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Jordan G

Series 66

Little Rock, AR

Stephens

Jordan Ghent is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with six years of experience at Stephens and a total of four years in the industry. His prior work includes roles at Zions Bank, Morgan Stanley, Pitney Bowes Industrial Bank, and NeighborWorks. Stephens provides investment advisory and wealth-management services to a diverse client base including individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Wealth management Private / alternative investments Tax-loss harvesting
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Gage M

Series 66

Little Rock, AR

Stephens

Gage Morden is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Crews & Associates, State Farm, and involvement with the Alotian Golf Club. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight with a combination of advisory, broker-dealer, and investment banking activities.

Wealth management Private / alternative investments Tax-loss harvesting
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Ashley P

Series 63, Series 65

Little Rock, AR

Stephens

Ashley Palermo is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and 38 years of industry experience. She has been with Stephens since 2000, including its affiliated entity since 2022. 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, combining broker-dealer, investment banking, and advisory services.

Wealth management Private / alternative investments Tax-loss harvesting
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Olga M

Series 66

Little Rock, AR

BOK Financial Securities, Inc.

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.

Wealth management Retirement income strategy Income planning Real estate investing
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Andrew C

Series 63, Series 65

Little Rock, AR

Stephens

Andrew Christian is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Stephens Inc. since 1999. Outside of his advisory role, 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 individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs and committee-based oversight to select strategies and funds, offering services that include portfolio management, financial planning, and institutional equity research.

Wealth management Private / alternative investments Tax-loss harvesting
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Dustin J

Series 66

Little Rock, AR

Stephens

Dustin Jenkins is a financial advisor at Stephens with 18 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2014 in various roles. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm combines broker-dealer and investment banking activities with advisory services and emphasizes tailored portfolio programs supported by committee-based oversight.

Wealth management Private / alternative investments Tax-loss harvesting
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