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.

Logan Seifert is a financial advisor at Crews & Associates, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Crews & Associates, he worked at Edward Jones and held roles outside finance, including positions at Dairy Queen and Conway Parks and Rec. Crews & Associates serves a diverse clientele including individuals, trusts, corporations, and pension plans. The firm provides largely non-discretionary investment advisory services using a risk-tolerance process to tailor model allocations and offers custodial and execution services through Pershing.

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.

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.

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.

Sarah Mckinnon is a financial advisor with Sowell Management, holding Series 63 and Series 65 designations. She has one year of experience in the industry, including five years at Bank OZK and prior roles at family offices and educational institutions. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and consulting services.

Charles Coleman Jr. is a financial advisor with Crews & Associates, Inc. in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Crews & Associates. Outside of his advisory role, he serves as a director for the Kiwanis Activities of Little Rock Arkansas Inc., a community service organization. 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 typically delivers advice on a non-discretionary basis, using a quantified risk-tolerance process to tailor model allocations and guide rebalancing, and serves as a fiduciary for its clients.

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.

James Faulkner is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with Crews & Associates since 2003. Outside of his advisory role, he serves on the Board of Directors for Merchants & Planters Bank, providing advice on asset liability management. Crews & Associates offers investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, and pension plans. The firm primarily provides non-discretionary advice using a risk-tolerance process to tailor model allocations and periodically rebalance portfolios.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Joshua Phillips is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Crews & Associates since 2007. Crews & Associates provides investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance company clients. The firm delivers advice primarily on a non-discretionary basis using a quantified risk-tolerance process to guide model allocations and rebalancing, and offers custodial and execution services through Pershing.