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.

Robert Ransdell is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and 24 years of industry experience. He has worked at Stephens since 2018 and previously spent 14 years with Investment Professionals Inc. 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.

Brennan Mitchell is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His work history includes roles at Stephens as well as positions outside finance, such as at Sooner Valet and the City of Southlake. 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 broker-dealer and investment banking activities alongside its advisory services.

James Eichler is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with two years of industry experience. His background includes multiple roles at Stephens and previous positions at the University of Arkansas and Colliers International. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs and committee-based oversight across a broad range of investment strategies and services.

Kimberly Smith is a financial advisor at Sowell Management with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Raymond James Financial Services and White Rock Wealth Design. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, and related consulting services through a multi-branch independent-contractor model, utilizing a range of investment styles and third-party sub-advisors.

Connor Mcclanahan is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior roles include positions at Harvest Group, Westrock Coffee Company, Walmart, and State Farm. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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 the 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 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.

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 four years of industry experience. He holds a Series 66 designation and previously worked at Sphere Wealth Management and Cushman & Wakefield Sage Partners. He has also been involved with the University of Arkansas and Hot Springs First Baptist Church. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Rami Kassissieh is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and over one year of experience in the industry. He has held roles at Avantax Planning Partners and Avantax Planning Partners, Inc. since 2024, and has a background that includes membership in HCJ CPAs & Advisors PLLC, where he has provided tax and attest services and served on the executive committee. Outside of advisory work, he is treasurer of Ice Man Men's Wear Inc., a retail clothing store in Little Rock, Arkansas. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Olivia Wham is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. Her background includes roles at Stephens Inc and involvement with Arkansas State University SGA. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs supported by committee-based oversight.

Jeffrey Smith is a financial advisor at Sowell Management with four years of industry experience. He holds a Series 65 designation and has been with Sowell Management since 2021. Outside of his financial advisory role, he is the CEO and owner of Smith Family Funeral Homes and Cyrus Works, both companies serving the funeral home industry. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, and institutions through a multi-branch independent-contractor model with over 100 advisors. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services, utilizing various investment styles and third-party platforms to provide customized portfolio 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 at Stephens since 2022. Prior to joining Stephens, he held positions at Apptegy Inc. and Lucidworks Inc. Stephens provides investment advisory and wealth-management services to a range of clients, including individuals, pension plans, foundations, corporations, and other institutional investors. The firm emphasizes tailored portfolio programs with committee-based oversight and offers a combination of advisory, broker-dealer, and investment banking services.

Robert Feltus is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he is a passive investor in an American farmhouse-style brewery operating in Maine. 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, utilizing a combination of sub-advisors and in-house managers to meet client needs.

Adam Shepherd is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Stephens in 2023, he spent four years at Harvard University and has experience in education and hospitality. 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 and utilizing discretionary and non-discretionary management approaches. The firm combines advisory services with broker-dealer and investment banking activities and operates an institutional equity research 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 at Stephens in Little Rock, AR, holding a Series 66 designation with six years of experience at Stephens and a total of four years in the industry. His prior work includes roles at Zions Bank, Morgan Stanley, Pitney Bowes Industrial Bank, and NeighborWorks. Stephens provides investment advisory and wealth-management services to a diverse client base including individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Martin Northern is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at BRS Financial LLC for 11 years and Share Financial Services, Inc. for 9 years. Sowell Management is a fee-based registered investment adviser that serves 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 related consulting services.

Gage Morden 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 Crews & Associates, State Farm, and involvement with the Alotian Golf Club. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight with a combination of advisory, broker-dealer, and investment banking activities.