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 10 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Merrill. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up and top-down investment strategies across multiple programs and maintains an integrated broker-dealer and investment banking presence.

Robert Ransdell is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with 24 years of industry experience. His work history includes roles at Morgan Stanley DW Inc., Investment Professionals Inc., and Investment Professionals, Inc. before joining Stephens in 2018. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of solutions including financial planning, portfolio management, private equity, alternative investments, and institutional equity research, supported by an integrated broker-dealer and investment banking platform.

Brennan Mitchell is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. He has held various roles at Stephens Inc. since 2024 and has prior work experience in diverse sectors including municipal government and education. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities, offering financial planning, portfolio management, private equity, and institutional equity research through multiple sponsored programs and investment committees.

James Eichler is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 credential with two years of industry experience. His background includes roles at Stephens and the University of Arkansas, as well as positions at Colliers International, Alotian Golf Club, Catholic High School for Boys, and Little Rock Athletic Club. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment approaches.

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 in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Harvest Group and Westrock Coffee Company. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management across multiple sponsored programs and investment committees.

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.

Noah Merkousko is a financial advisor at Stephens with eight years of industry experience. He holds a Series 66 designation and previously worked at Wake Forest University School of Business and Campbell University before joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of strategies involving discretionary and non-discretionary portfolio management, private equity, alternative investments, and institutional equity research.

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 with five years of industry experience. He holds a Series 66 designation and has worked previously at Sphere Wealth Management and Cushman & Wakefield Sage Partners. His background also includes roles outside finance, such as working at Smoothie King and Hot Springs First Baptist Church. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm offers a range of services from financial planning to portfolio management and private equity, utilizing both bottom-up security selection and top-down fixed-income management.

Olivia Wham is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. Her work history includes roles both within Stephens and in various positions related to Arkansas State University and local organizations. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

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 the Series 66 designation and has worked in various roles, including positions at Apptegy Inc. and Lucidworks Inc. prior to joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm employs both bottom-up and top-down investment strategies and offers a range of programs supported by integrated broker-dealer and investment banking capabilities.

Robert Feltus is a financial advisor at Stephens in Little Rock, Arkansas, with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stephens since 2006. Outside of his advisory role, he is a passive investor in an American farmhouse-style brewery located in Maine. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across various portfolios and offers integrated broker-dealer and investment banking services.

Adam Shepherd is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. Prior to joining Stephens in 2023, he held roles at Harvard University and Valet Resource Group, and spent five years in education. Stephens provides investment advisory and wealth management services to a broad range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm’s offerings include financial planning, portfolio management, private equity, and institutional equity research, supported by multiple investment committees and an integrated broker-dealer and investment banking platform.

Ethan Levin is a financial advisor at First Heartland Consultants, Inc. in Little Rock, AR, with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at First Heartland Capital Inc, Global IR Group, and Stephens Inc. Levin is also an investor in Ocutrx Vision Technologies LLC. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Jordan Ghent is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and four years of industry experience. His career includes roles at Stephens Inc., Zions Bank, Morgan Stanley, Pitney Bowes Industrial Bank, and NeighborWorks. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and governmental entities. The firm offers a range of financial planning and portfolio management programs supported by internal research and a broker-dealer and investment banking platform.

Martin Northern is a financial advisor at Sowell Management with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes over a decade at BRS Financial LLC and concurrent roles at Share Financial Services, Inc. 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 solutions while supporting its independent contractor advisors with trading, compliance, technology, and back-office services.

Ashley Palermo is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Stephens since 2000, working across various capacities within the firm. Stephens offers investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm uses both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees, supported by an integrated broker-dealer and investment banking platform.