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Robert R
Series 66
Little Rock, AR
Stephens
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 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 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 E
Series 66
Little Rock, AR
Stephens
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 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 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 M
Series 66
Little Rock, AR
Stephens
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 S
Series 66
Maumelle, AR
First Citizens Asset Management, Inc
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.
Tiarra C
Series 66, Series 63
Little Rock, AR
Ally invest Advisors
Tiarra Coleman is a financial advisor at Ally Invest Advisors with three years of industry experience. She holds the Series 66 and Series 63 licenses and has previously worked at Ally Invest Securities LLC, Ally Bank, and Charles Schwab & Co., Inc. Prior to entering financial services, her background includes roles at the United States Postal Service and AT&T. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice using model portfolios based on Modern Portfolio Theory across five risk tiers.
Garrison M
Series 66
Little Rock, AR
Crews & Associates, inc.
Garrison Marshall is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with four years of industry experience. Prior to joining Crews & Associates in 2021, he worked at Encore Bank and Gateway Bank and was affiliated with the University of Arkansas. He also provides analytical and trading support as an analyst for an investment-related business. Crews & Associates offers investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, and other entities. The firm uses a quantified risk-tolerance process to guide non-discretionary investment advice and provides a range of portfolio options including separately managed accounts and model portfolios.
Noah M
Series 66
Little Rock, AR
Stephens
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 H
Series 65
Jacksonville, AR
Corecap Advisors
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 L
Series 66
Little Rock, AR
Stephens
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 K
PFS™
Little Rock, AR
Avantax Planning Partners, Inc.
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 W
Series 66
Little Rock, AR
Stephens
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.
Donald W
Series 63, Series 65
Little Rock, AR
Crews & Associates, inc.
Donald Winton is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, with 47 years of industry experience. He has been with Crews & Associates since 1980. Winton serves as Chairman of Bond Dealers of America, an advocacy group for fixed-income markets, providing leadership and representing the organization in industry settings. 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 delivers largely non-discretionary advice using a quantified risk-tolerance process and offers a range of investment vehicles such as equities, fixed income, mutual funds, ETFs, and unit investment trusts.
Jeffrey S
Series 65
North Little Rock, AR
Sowell Management
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 S
Series 66
Little Rock, AR
Stephens
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 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 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 S
Series 66
Little Rock, AR
Stephens
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.
Clayton P
Series 66
Little Rock, AR
Crews & Associates, inc.
Clayton Partridge is a financial advisor at Crews & Associates, Inc. in Little Rock, Arkansas, holding a Series 66 designation with six years of industry experience. Before joining Crews & Associates, he worked at Waco Title Company for four years. Outside of his advisory role, he is a member of PPH, LLC, which manages two rental properties. Crews & Associates provides investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, pension plans, charitable and governmental entities, and insurance companies. The firm offers non-discretionary portfolio management using a quantified risk-tolerance process and serves as a fiduciary for advisory accounts.
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.
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