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David S

Series 63, Series 65

Little Rock, AR

Eversource Wealth Advisors, LLC

David Sims is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Eversource in 2024, he worked at BRS Financial LLC and BRS Consulting, Inc., where he held multiple roles since 2008. Aside from his advisory work, Sims has been a licensed attorney since 1986 and serves as General Counsel, Director, and President of Church Mortgage and Loan Corporation, a nonprofit engaged in Chapter 11 mortgage liquidation. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through various investment programs and a national network of advisors, managing both external RIA relationships and private pooled investments.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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William W

CFP®, ChFC®, Series 63

Little Rock, AR

Inspire Advisors, LLC

William Woodyard is a CFP® and ChFC® with 16 years of industry experience. He is currently with Inspire Advisors, LLC and has held prior roles at Sowell Management Services and Lifesmart Financial Advisors, among others. Woodyard also works as an independent contractor through Woodyard & Associates, Inc. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations.

ESG / Sustainable investing
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Andrew M

Series 66

Little Rock, AR

Stephens

Andrew Miller is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Stephens, he held roles at Morgan Stanley and the University of the South. 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 through multiple sponsored programs and investment committees.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Leigh B

Series 63, Series 65

Little Rock, AR

Stephens

Leigh Biernat is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials with 11 years of industry experience. Biernat has been with Stephens since 2015. 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 services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, supported by integrated broker-dealer and investment banking operations.

Private / alternative investments Wealth management Founder/Business Owner Executive
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William P

Series 63, Series 66

Little Rock, AR

Stephens

William Pollock is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 66 licenses and has seven years of industry experience. His career includes positions at Stephens since 2019 and a prior role at JPMS in 2017. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities, offering a range of financial planning, portfolio management, private equity, and equity research services. The firm utilizes multiple investment strategies and committees and is notable for its integrated broker-dealer and investment banking operations.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Kelle P

Series 66

Little Rock, AR

Stephens

Kelle Parton is a financial advisor at Stephens with 13 years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2011. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutional investors, and government entities. The firm offers a range of financial planning and portfolio management services, supported by internal investment committees and an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Charles H

Series 66

Little Rock, AR

Stephens

Charles Huitt is a financial advisor at Stephens with 20 years of industry experience. He holds the Series 66 designation and has been with Stephens in Little Rock, AR, for a total of 21 years, including a previous tenure from 2000 to 2006. 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 investment strategies and services, supported by its integrated broker-dealer and investment banking operations.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Lisa B

Series 65

Jacksonville, AR

Corecap Advisors

Lisa Bamburg is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has been co-owner and independent insurance agent at Insurance Advantage LLC since 2011. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and third-party asset managers.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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William P

Series 66

Little Rock, AR

Stephens

William Prause is a financial advisor at Stephens with 10 years of industry experience. He holds a Series 66 designation and previously worked at National Securities Corp and WFG Advisors. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and governmental entities. The firm utilizes multiple investment programs and committees, combining bottom-up and top-down strategies, supported by in-house equity research and an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Michael C

Series 66

Little Rock, AR

Stephens

Michael Cronkhite is a financial advisor at Stephens with 23 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2002 in various capacities. Outside of his advisory role, he serves as Senior Vice President, CFO, Treasurer, and Board Member of Stephens Wealth Planning and Strategy Group Inc., an insurance agency. 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 such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Joseph S

Series 63

Little Rock, AR

Stephens

Joseph Simpson is a financial advisor at Stephens with 44 years of industry experience. He has been with Stephens Inc. since 1987. Outside of his advisory role, he is a member of TUF NUT LOFTS LLC, which manages loft apartments, and a limited partner in the Arkansas Times, a weekly alternative newspaper. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs and offers an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Catherine H

Series 66

Little Rock, AR

Stephens

Catherine Hopper is a financial advisor at Stephens with five years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2021. Prior to joining Stephens, she was affiliated with the University of Arkansas and operated a small business called Flirty Bird Boutique. 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 services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Terrance M

Series 63, Series 65

Little Rock, AR

First Heartland Consultants, Inc.

Terrance Masching is a financial advisor with First Heartland Consultants, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with First Heartland Capital, Inc. since 2010. Outside of his advisory role, he is involved with Masching Financial Group, LLC, which focuses on the sales and distribution of insurance products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporations. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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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, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Stephens since 1989. 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 and top-down investment strategies across multiple programs and integrates broker-dealer and investment banking capabilities in its service offerings.

Private / alternative investments Wealth management Founder/Business Owner Executive
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David N

Series 66

North Little Rock, AR

Sowell Management

David Newsom is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is licensed to sell life, accident, and health insurance policies. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs diverse management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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Matthew H

Series 65

North Little Rock, AR

Sowell Management

Matthew Haas is a financial advisor at Sowell Management with eight years of industry experience. He holds a Series 65 credential and has worked at BRS Financial LLC and operated Haas Financial Solutions, LLC prior to joining Sowell Management. He is also a licensed insurance producer and provides merchant services consulting and insurance through WisdomWealth Financial, LLC. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios and sub-advisory relationships, supporting over 100 investment adviser representatives through an independent-contractor model.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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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. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up and top-down investment strategies across multiple programs and maintains an integrated broker-dealer and investment banking presence.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Robert R

Series 66

Little Rock, AR

Stephens

Robert Ransdell is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with 24 years of industry experience. His work history includes roles at Morgan Stanley DW Inc., Investment Professionals Inc., and Investment Professionals, Inc. before joining Stephens in 2018. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of solutions including financial planning, portfolio management, private equity, alternative investments, and institutional equity research, supported by an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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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. He has held various roles at Stephens Inc. since 2024 and has prior work experience in diverse sectors including municipal government and education. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities, offering financial planning, portfolio management, private equity, and institutional equity research through multiple sponsored programs and investment committees.

Private / alternative investments Wealth management Founder/Business Owner Executive
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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 credential with two years of industry experience. His background includes roles at Stephens and the University of Arkansas, as well as positions at Colliers International, Alotian Golf Club, Catholic High School for Boys, and Little Rock Athletic Club. 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 such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

Private / alternative investments Wealth management Founder/Business Owner Executive
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