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Mimi H

CFA®, Series 66

Little Rock, AR

Stephens

Mimi Hurst is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. She has been with Stephens since 2001. Outside of her advisory role, she is involved in managing several investment-related timberland and rental property entities. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers a range of portfolio management and financial planning services with a focus on tailored portfolio programs and committee-based oversight.

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

Series 63, Series 65

Little Rock, AR

B. Riley Wealth Advisors, Inc.

Jay Gadberry is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corp, and WFG Investments Inc. Outside of his advisory work, Gadberry is a managing member of a duck hunting club and serves on the marketing committee for the Arkansas Sports Hall of Fame. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for over 16,800 clients. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
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Molly I

Series 66

Little Rock, AR

Stephens

Molly Ingram 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 offers tailored portfolio programs overseen by investment committees and combines substantial broker-dealer and investment banking activities alongside its advisory services.

Wealth management Private / alternative investments Tax-loss harvesting
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Christian H

Series 66

Little Rock, AR

Stephens

Christian Harrod is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. His background includes roles at Centennial Bank and managing Harrod Law Office prior to joining Stephens. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs tailored portfolio programs with committee-based oversight and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and institutional equity research.

Wealth management Private / alternative investments Tax-loss harvesting
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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 four years of industry experience. He holds a Series 66 designation and has worked previously at National Securities Corporation and the University of Arkansas. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a broad range of advisory programs, financial planning, and retirement solutions.

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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Wiley G

Series 63, Series 65

Little Rock, AR

Crews & Associates, inc.

Wiley Grubbs Jr. is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Crews & Associates since 2001. Outside of his advisory role, he owns and operates Grubbs Sailing, offering private sailing lessons and cruises, and is also a yoga instructor. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance companies. The firm primarily offers non-discretionary advice using a quantified risk-tolerance process to guide model portfolio allocations and rebalancing.

Wealth management Passive / index investing Active portfolio management
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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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Logan S

Series 66

Little Rock, AR

Crews & Associates, inc.

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.

Wealth management Passive / index investing Active portfolio management
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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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Sarah M

Series 63, Series 65

North Little Rock, AR

Sowell Management

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.

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

Series 63, Series 65

Little Rock, AR

Crews & Associates, inc.

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.

Wealth management Passive / index investing Active portfolio management
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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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James F

Series 63, Series 65

Little Rock, AR

Crews & Associates, inc.

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.

Wealth management Passive / index investing Active portfolio management
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