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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 worked at Morgan Stanley and has multiple years associated with the University of the South in various roles. 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 and brokerage services and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 designations with 11 years of industry experience. Biernat has been with Stephens since 2015. 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 discretionary and non-discretionary management across a range of advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 seven years of industry experience. His career includes roles at Stephens Inc. and JPMS, as well as five years 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 institutional clients. The firm offers a range of discretionary and non-discretionary management programs, combining bottom-up equity research with committee-driven asset allocation, and provides brokerage, investment banking, municipal advisory, and other financial services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Kelle P

Series 66

Little Rock, AR

Stephens

Kelle Parton is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with 13 years of industry experience. She has been with Stephens since 2011, working continuously across multiple roles within the firm. 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 both discretionary and non-discretionary management through a variety of advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 since 2011, having previously worked there from 2000 to 2006. The firm 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. Stephens offers a broad range of advisory, brokerage, and investment banking services, combining equity research with committee-driven asset allocation and also provides municipal advisory and pension trust programs.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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William P

Series 66

Little Rock, AR

Stephens

William Prause is a financial advisor at Stephens with a Series 66 designation and 10 years of industry experience. He joined Stephens in 2021 and previously worked at National Securities Corp and WFG Advisors. 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 provides a range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 worked with 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 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 broad range of advisory, brokerage, investment banking, and research services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Joseph S

Series 63

Little Rock, AR

Stephens

Joseph Simpson is a financial advisor with Stephens in Little Rock, Arkansas, holding a Series 63 designation and 44 years of industry experience. He has worked at 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 is a multi-team investment adviser with roughly 243 advisors and approximately $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Robert R

Series 66

Little Rock, AR

Stephens

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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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. 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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 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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Kimberly S

Series 63, Series 66

North Little Rock, AR

Sowell Management

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.

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