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Robert F
Series 63, Series 66
Little Rock, AR
Stephens
Robert Feltus is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he is a passive investor in the American farmhouse brewery Oxbow Brewing Company. 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 advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Adam S
Series 66
Little Rock, AR
Stephens
Adam Shepherd is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. Prior to joining Stephens, he worked at Valet Resource Group and spent four years at Harvard University. 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 broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation.
Ethan L
Series 63, Series 65
Little Rock, AR
First Heartland Consultants, Inc.
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 G
Series 66
Little Rock, AR
Stephens
Jordan Ghent is a financial advisor at Stephens with five years of industry experience. He holds the Series 66 designation and has worked previously at Zions Bank, Morgan Stanley, Pitney Bowes Industrial Bank, and NeighborWorks. Ghent is based in Little Rock, Arkansas. 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 and financial services that include brokerage, investment banking, custody, and research.
Martin N
Series 63, Series 65
North Little Rock, AR
Sowell Management
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 P
Series 63, Series 65
Little Rock, AR
Stephens
Ashley Palermo is a financial advisor at Stephens with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2000. 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 advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation, and provides unique offerings such as municipal advisory services and private equity guidance.
John D
Series 63, Series 65
North Little Rock, AR
Sowell Management
John Deshaw is a financial advisor at Sowell Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sowell Management since 2020. Prior to this, he was involved with Solera Insurance Agency and Solera Asset Managers. 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 a network of over 100 independent advisors.
Olga M
Series 66
Little Rock, AR
BOK Financial Securities, Inc.
Olga Mathis is a Series 66-credentialed financial advisor with BOK Financial Securities, Inc. in Little Rock, Arkansas, where she has worked since 2015. She has 10 years of industry experience. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individual and high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, with investment research provided by an affiliated entity, and also operates as a registered broker-dealer licensed to offer insurance products.
Andrew C
Series 63, Series 65
Little Rock, AR
Stephens
Andrew Christian is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and with 27 years of industry experience, all at Stephens since 1999. Outside of his advisory work, he is a member of the Art Lab of Arkansas, a studio that teaches art, drawing, and painting to children. 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 various advisory programs, combining bottom-up equity research with committee-driven asset allocation, and also provides brokerage, investment banking, custody, and other financial services.
Dustin J
Series 66
Little Rock, AR
Stephens
Dustin Jenkins is a financial advisor at Stephens with 18 years of industry experience and holds a Series 66 designation. His prior work history includes positions at Edward Jones and Hutchinson Financial, Inc. He has been with Stephens since 2014. 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 advisory services, including discretionary and non-discretionary management, and integrates bottom-up equity research with committee-driven asset allocation and fixed-income management.
Melissa W
Series 63, Series 65
Little Rock, AR
Stephens
Melissa Wiencek is a financial advisor at Stephens with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2018, following six years at Raymond James & Associates. 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, combining bottom-up equity research with committee-driven asset allocation and providing access to private equity and alternative investments.
Carter L
Series 63, Series 65
Little Rock, AR
Stephens
Carter Lowe is a financial advisor at Stephens with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Crews & Associates, Inc. and Arvest Bank. 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 strategies and combines bottom-up equity research with committee-driven asset allocation and fixed-income duration management.
Blake H
Series 63, Series 65
Jacksonville, AR
Corecap Advisors
Blake Howard is a financial advisor with CoreCap Advisors in Jacksonville, Arkansas, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining CoreCap Advisors, he worked with NYLIFE Securities LLC and New York Life Insurance Co. Howard is also involved in insurance and annuity sales through Insurance Advantage & LMA Financial Services. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm emphasizes a relationship-oriented, long-term investment approach using mutual funds, ETFs, equities, and bonds, and offers discretionary portfolio management, financial planning, and access to third-party sub-advisors across multiple custodial platforms.
Joel A
Series 66
Little Rock, AR
Arvest Wealth management
Joel Amaro is a financial advisor with Arvest Wealth Management in Little Rock, Arkansas, holding a Series 66 designation and nine years of industry experience. He previously worked at Raymond James & Associates for six years and spent six years at The Soccer Daily prior to entering the financial advisory field. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.
Louis W
Series 63, Series 65
Little Rock, AR
Stephens
Louis Wilson is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes over two decades at Stephens, preceded by a tenure at Wells Fargo Clearing. Outside of advisory work, he manages a business related to mineral interests and is a passive investor in a technology-enabled mortgage loan provider focused on first-time homebuyers. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across various programs, combines bottom-up equity research with committee-driven asset allocation, and also provides brokerage, investment banking, custody, and other financial services.
Paige W
Series 66
Little Rock, AR
Forvis Mazars Wealth Advisors, LLC
Paige Williams is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 14 years of industry experience. She holds the Series 66 designation and has previously worked at BKD Wealth Advisors and FORVIS Wealth Advisors. Williams is based in Little Rock, AR. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets and coordinating wealth management with tax and accounting services through its parent company.
Miles M
Series 66
Little Rock, AR
Stephens
Miles Montgomery is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. His prior work includes roles at First National Bank - Paragould, Dave Grundfest Co., and the University of Arkansas. 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 discretionary and non-discretionary management across various advisory programs supported by bottom-up equity research and committee-driven asset allocation.
William B
Series 63, Series 66
Little Rock, AR
Stephens
William Bowman Jr. is a financial advisor at Stephens with 26 years of industry experience. He has held roles at Stephens since 2004 and previously worked at Morgan Keegan & Company, LLC. Bowman holds Series 63 and Series 66 credentials. 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, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Colby S
Series 66
Little Rock, AR
Stephens
Colby Sanford is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, he worked at Simmons Bank and has held various roles including chef and positions in customer service. 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 broad range of discretionary and non-discretionary management services, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.
Jessica P
Series 63, Series 66
Little Rock, AR
Sowell Management
Jessica Poynter is a financial advisor at Sowell Management with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Raymond James & Associates and First Heartland Capital Inc. Poynter is also the owner of Poynter Capital Inc., a marketing entity for financial services. 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, sub-advisory relationships, third-party manager selection, and unified managed account solutions.
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