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Kyle K

Series 66

Little Rock, AR

B. Riley Wealth Advisors, Inc.

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.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
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Laura M

Series 66

Little Rock, AR

Stephens

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.

Wealth management Private / alternative investments Tax-loss harvesting
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John G

Series 63, Series 65

Little Rock, AR

Stephens

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.

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

Series 66

North Little Rock, AR

Sowell Management

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.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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David S

Series 63, Series 65

Little Rock, AR

Eversource Wealth Advisors, LLC

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Religious/faith focused
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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 with a Series 66 designation and one year of industry experience. He has worked at Stephens since 2025 and previously held roles at Morgan Stanley and the University of the South. 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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Leigh B

Series 63, Series 65

Little Rock, AR

Stephens

Leigh Biernat is a financial advisor at Stephens with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stephens since 2015. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs supported by committee-based oversight and a full range of investment strategies. The firm combines advisory services with broker-dealer and investment banking activities, including underwriting, IPO allocation, and municipal advisory programs.

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

Series 63, Series 66

Little Rock, AR

Stephens

William Pollock is a financial advisor at Stephens in Little Rock, AR, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stephens since 2019, following a year at JPMS and five years at 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.

Wealth management Private / alternative investments Tax-loss harvesting
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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 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 employs a tailored portfolio approach with committee-based oversight and offers a range of services including portfolio management, financial planning, retirement-plan advisory, and institutional equity research.

Wealth management Private / alternative investments Tax-loss harvesting
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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 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 institutional clients, emphasizing tailored portfolio programs supported by multiple investment committees and a range of strategic options.

Wealth management Private / alternative investments Tax-loss harvesting
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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 has worked previously at National Securities Corp and WFG Advisors. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm uses 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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Michael C

Series 66

Little Rock, AR

Stephens

Michael Cronkhite is a financial advisor at Stephens with 23 years of industry experience. He holds a Series 66 designation and has been with Stephens in various capacities since 2002. Outside of his advisory role, he serves as Senior Vice President, CFO, Treasurer, and a board member of Stephens Wealth Planning and Strategy Group Inc., an insurance agency. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and integrates broker-dealer and investment banking activities alongside its advisory services.

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

Series 63

Little Rock, AR

Stephens

Joseph Simpson is a financial advisor at Stephens in Little Rock, Arkansas, holding a Series 63 designation 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 and a limited partner in the Arkansas Times, a weekly alternative newspaper. 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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Catherine H

Series 66

Little Rock, AR

Stephens

Catherine Hopper is a financial advisor at Stephens in Little Rock, AR, with five years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2021. Prior to her advisory role, she was employed at the University of Arkansas and operated Flirty Bird Boutique. 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, integrating broker-dealer and investment banking activities alongside advisory services.

Wealth management Private / alternative investments Tax-loss harvesting
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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, 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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David N

Series 66

North Little Rock, AR

Sowell Management

David Newsom is a financial advisor with Sowell Management in North Little Rock, AR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Sowell Management, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also a licensed insurance producer with authority to sell life, accident, and health policies. 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, retirement-plan advisory, and related consulting services.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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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. His previous roles include six years at BRS Financial LLC and ten years operating his own firm, Haas Financial Solutions, LLC. He holds a Series 65 credential and is also a licensed insurance producer in Arkansas, actively involved in the sale of accident, health, and life insurance products. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors, offering investment management, financial planning, retirement-plan advisory, and related consulting services using various investment styles and third-party sub-advisors.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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