Kyle Evans is a financial advisor at Stephens with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2014. 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.

Michele Rook is a financial advisor at Stephens with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stephens intermittently since 2016, with a two-year period at FINRA from 2022 to 2024. 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 substantial broker-dealer and investment banking activities.

Marshall Wesel is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. His prior background includes roles at Wells Fargo, Carolina Acquisition Partners, and multiple positions associated with High Point University. He has also been involved in lacrosse organizations such as the Boston Freight Train Lacrosse Club and the Gorilla's Lacrosse Club. 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 integrates broker-dealer and investment banking activities alongside advisory services.

Christopher Cooley is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2010. Outside of his advisory role, Cooley is a 50% owner of Four Ducks LLC, a rice and soybean farm and duck hunting club in Altheimer, AR. 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.

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 firms including Advisor Group, Arvest Wealth Management, Merrill, and Bank of America. Outside of his advisory role, he is a member and creator at Imagine That AI LLC, where he develops an app that enables users to generate art using artificial intelligence. 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 broker-dealer and investment banking activities alongside its advisory services.

Seth Middleton is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked exclusively at Stephens since 2020, with prior roles including positions at Colliers and the University of Arkansas. 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.

Andrew Calvert is a financial advisor at Stephens with seven years of industry experience. He holds a Series 66 designation and previously worked at Carr, Riggs & Ingram, LLC and Grant Thornton LLP. Calvert has been with Stephens since 2018. 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.

Jack Kincannon is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Arvest Wealth Management and Arvest Bank, splitting his time between Arvest Bank's Trust Department and wealth management. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs with committee-based oversight and a combination of advisory, brokerage, and investment banking activities.

Emma Baird is a financial advisor at Crews & Associates, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Central Tube and Bar, CASA, HH Architects, and the University of Central Arkansas. Baird serves as a board member for the Branson Commerce Park Community Improvement District, overseeing municipal infrastructure and assessment activities. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base, including individuals, trusts, corporations, and governmental entities. The firm primarily offers non-discretionary advice using a risk-tolerance process to guide portfolio allocations and rebalancing.

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 with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been associated with Stephens in various capacities since 1994. 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 both in-house and sub-advisors depending on client needs.

Allan Tucker Jr. is a financial advisor at Stephens with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 1996. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and institutional equity research, utilizing tailored portfolio programs and committee-based oversight.

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.

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.