Jonathan Finley is a financial advisor at Stephens in Little Rock, AR, with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Stephens Inc. since 2007. 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 overseen by investment committees and combines advisory services with broker-dealer and investment banking activities.

Jordan Cardwell is a financial advisor with BOK Financial Securities, Inc. in Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining BOK Financial, he worked at several law firms and the Arkansas Public Defender Commission. He serves on the Board of Directors for Maumelle Country Club, overseeing its operations and decisions. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services.

Amy Wren is a financial advisor at Forvis Mazars Wealth Advisors, LLC with two years of industry experience. Prior to joining Forvis Mazars Wealth Advisors, she worked at Bank OZK for eight years. Outside of her advisory role, she serves as a limited partner responsible for client billing and bookkeeping at her husband’s law firm. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets, and is affiliated with a national accounting and professional services firm.

Damon Meyer is a Series 66-licensed advisor with Crews & Associates, Inc. in Little Rock, Arkansas, where he has worked since 2016. He has 26 years of industry experience. Meyer serves as a board member for FMI, an investment-related business. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension plans, and charitable entities. The firm primarily offers non-discretionary, model-based portfolio management using a risk-tolerance process to guide allocations and rebalancing.

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 with a Series 66 designation and one year of industry experience. He has held various roles in collegiate athletic departments and educational institutions prior to joining Stephens. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs, committee-based oversight, and offers a combination of advisory services along with broker-dealer and investment banking activities.

John Murphy is a financial advisor at Stephens with eight years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2018, following two years at Golden Eagle of Arkansas. 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 offers a range of services including portfolio management, financial planning, retirement-plan advisory, and institutional equity research.

Lawrence Watts is a CFA® charterholder with 41 years of industry experience. He is currently affiliated with Sowell Management and has previously worked at Raymond James & Associates. Watts is also the principal of Watts Wealth Management LLC, an independently owned advisory firm. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model, offering investment management, financial planning, and related consulting services across multiple investment styles.

Nina Vincent is a Series 66-registered financial advisor with Stephens in Little Rock, Arkansas, and has eight years of industry experience. She has worked at Stephens since 2013. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm’s investment approach includes tailored portfolio programs with committee-based oversight and utilizes both in-house managers and sub-advisors to meet client needs.

Mimi Hurst is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. She has been with Stephens since 2001. Outside of her advisory role, she is involved in managing several investment-related timberland and rental property entities. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers a range of portfolio management and financial planning services with a focus on tailored portfolio programs and committee-based oversight.

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 provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by investment committees and combines substantial broker-dealer and investment banking activities alongside its advisory services.

Christian Harrod is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. His background includes roles at Centennial Bank and managing Harrod Law Office prior to joining Stephens. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs tailored portfolio programs with committee-based oversight and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and institutional equity research.

Angel Duncan is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Anchorpoint Financial since 2013 and Lincoln Investment since 2012. Outside of her advisory role, she is also a commissioned notary public. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and employs proprietary investment screening processes.

Kyle Kullander is a financial advisor at B. Riley Wealth Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at National Securities Corporation and the University of Arkansas. 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, financial planning, and retirement solutions.

Laura Meek is a financial advisor at Stephens with three years of industry experience. She holds a Series 66 designation and has previously worked as a compliance consultant and with Seven Minute Life, Inc. Outside of advisory work, she is the managing member of a family farming LLC. 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.

John Grobmyer is a financial advisor at Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Stephens since 2001. 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 broker-dealer and investment banking activities alongside advisory services.

Timothy Poole is a financial advisor with Sowell Management and holds a Series 66 designation. He has 22 years of industry experience, including prior roles at Merrill Lynch and Raymond James Financial Services. Poole serves as an advisory board member for Oaklawn Baptist Church and is on the board of directors for the Hot Spring Family YMCA. Sowell Management is a fee-based registered investment adviser supporting over 100 advisors through a multi-branch independent contractor model. The firm provides investment management, financial planning, and retirement-plan advisory services, employing a range of investment strategies and utilizing third-party sub-advisors and platforms.

David Sims is a financial advisor at Eversource Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles at BRS Financial LLC, BRS Consulting, Inc., and BGW Financial Services, LLC. In addition to his advisory work, Sims is a licensed attorney providing legal services through his own law firm and serves as General Counsel, Director, and President of Church Mortgage and Loan Corporation. He is also involved in private lending through Florida Ketamine Holdings, LLC. Eversource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs and provides back-office support and consulting to other registered investment advisers and broker-dealer and insurance-sponsored relationships.

Wiley Grubbs Jr. is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Crews & Associates since 2001. Outside of his advisory role, he owns and operates Grubbs Sailing, offering private sailing lessons and cruises, and is also a yoga instructor. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance companies. The firm primarily offers non-discretionary advice using a quantified risk-tolerance process to guide model portfolio allocations and rebalancing.