Catherine Hopper is a financial advisor at Stephens with five years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2021. Prior to her advisory career, she was employed at the University of Arkansas and operated a boutique retail business. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

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 with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with Stephens since 1989. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and research services, combining bottom-up equity research with committee-driven asset allocation and managing both discretionary and non-discretionary portfolios.

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.

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.

Sasha Oquin is a financial advisor at Stephens with 11 years of industry experience and a Series 66 designation. Prior to joining Stephens, Sasha worked at Wells Fargo Clearing Services and Merrill. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Robert Ransdell is a financial advisor at Stephens with 24 years of industry experience and holds a Series 66 designation. He has worked with firms including Morgan Stanley Dw Inc. and Investment Professionals Inc. before joining Stephens in 2018. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation across a range of investment strategies.

Brennan Mitchell is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior work includes roles at Sooner Valet and various positions within municipal and educational organizations. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

James Eichler is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation and with two years of industry experience. His background includes multiple roles at Stephens and academic positions at the University of Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides advisory and financial planning services alongside brokerage, investment banking, custody, and wrap program platforms, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Kimberly Smith is a financial advisor at Sowell Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and White Rock Wealth Design. Her background also includes experience with International Cultural Exchange Services. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers solutions such as model portfolios, third-party manager selection, and unified managed accounts.

Connor Mcclanahan is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Harvest Group, Westrock Coffee Company, Walmart, and State Farm. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation, and operates as both a broker-dealer and investment bank with additional municipal advisory and pension program services.

Kurt Sims is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Arvest Wealth Management. He is also employed by SVB Wealth, LLC and First Citizens Asset Management, Inc., affiliates of his primary firm, where he is involved in compliance and advisory roles. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm offers portfolio management through various programs and employs a mix of risk- and outcomes-based asset allocation, leveraging both discretionary management and designated third-party managers, supported by integrated banking resources as a wholly owned subsidiary of a bank holding company.

Tiarra Coleman is a financial advisor with Ally Invest Advisors in Little Rock, AR, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Ally Invest Securities LLC, Ally Bank, Charles Schwab & Co., Inc., and the United States Postal Service. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios, automated investing options, and Financial Advisor–delivered Personal Advice, utilizing model portfolios across five risk tiers.

Noah Merkousko is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Wake Forest University School of Business and Campbell University before joining Stephens in 2018. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across diverse advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Whitney House is a financial advisor at CoreCap Advisors with a Series 65 license and two years of industry experience. Prior to joining CoreCap Advisors, Whitney worked at Insurance Advantage, Sherwin Williams, and the Smithsonian Art Center. Whitney also maintains a role as an insurance agent through Insurance Advantage. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm takes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and employs options or short sales only after client discussion.

Conrad Lax is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with five years of industry experience. His work history includes roles at Stephens Inc., Sphere Wealth Management, Cushman & Wakefield Sage Partners, Smoothie King, Hot Springs First Baptist Church, and the University of Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a range of advisory, brokerage, investment banking, and custody services, utilizing both discretionary and non-discretionary management strategies supported by bottom-up equity research and committee-driven asset allocation.

Olivia Wham is a financial advisor at Stephens in Little Rock, AR, with one year of industry experience. She holds a Series 66 designation. Prior to her current role, her work history includes positions in both academic and engineering environments. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Jeffrey Smith is a financial advisor at Sowell Management with five years of industry experience. He holds a Series 65 credential and has been with Sowell Management since 2021. Outside of his advisory work, Smith is the CEO and owner of Smith Family Funeral Homes and Cyrus Works, businesses providing funeral home services and consulting in North Little Rock, Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through over 100 independent advisors, employing multiple management styles and utilizing model portfolios and third-party manager solutions.

Jackie Sublett III is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022, following roles at Apptegy Inc., Lucidworks Inc., and Transitions Wealth Management, as well as time at the University of Virginia. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of investment and advisory services combined with brokerage, investment banking, and research capabilities.

Christopher Berben is a CFP® with 11 years of industry experience. He is currently an advisor at Sowell Management and has worked previously at Fidelity Investments, Clearstead Advisors, and Commonwealth Financial Network. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.