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William P
Series 66
Little Rock, AR
Stephens
William Prause is a financial advisor at Stephens with 10 years of industry experience. He holds a Series 66 designation and has worked previously at National Securities Corp and WFG Advisors. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm uses tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.
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 been with Stephens in various capacities since 2002. Outside of his advisory role, he serves as Senior Vice President, CFO, Treasurer, and a board member of Stephens Wealth Planning and Strategy Group Inc., an insurance agency. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and integrates broker-dealer and investment banking activities alongside its advisory services.
Joseph S
Series 63
Little Rock, AR
Stephens
Joseph Simpson is a financial advisor at Stephens in Little Rock, Arkansas, holding a Series 63 designation with 44 years of industry experience. He has been with Stephens Inc since 1987. Outside of his advisory role, he is a member of TUF NUT LOFTS LLC and a limited partner in the Arkansas Times, a weekly alternative newspaper. 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.
Catherine H
Series 66
Little Rock, AR
Stephens
Catherine Hopper is a financial advisor at Stephens in Little Rock, AR, with five years of industry experience. She holds the Series 66 designation and has worked at Stephens since 2021. Prior to her advisory role, she was employed at the University of Arkansas and operated Flirty Bird Boutique. 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, integrating broker-dealer and investment banking activities alongside advisory services.
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.
Robert R
Series 63, Series 65
Little Rock, AR
Stephens
Robert Raney Jr. is a financial advisor at Stephens in Little Rock, AR, with 55 years of industry experience. He has been with Stephens since 1989 and holds Series 63 and Series 65 designations. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering tailored portfolio programs and committee-based oversight. The firm combines broker-dealer and investment banking activities alongside advisory services and operates an institutional equity research platform.
David N
Series 66
North Little Rock, AR
Sowell Management
David Newsom is a financial advisor with Sowell Management in North Little Rock, AR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Sowell Management, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also a licensed insurance producer with authority to sell life, accident, and health policies. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model, offering investment management, financial planning, retirement-plan advisory, and related consulting services.
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. His previous roles include six years at BRS Financial LLC and ten years operating his own firm, Haas Financial Solutions, LLC. He holds a Series 65 credential and is also a licensed insurance producer in Arkansas, actively involved in the sale of accident, health, and life insurance products. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors, offering investment management, financial planning, retirement-plan advisory, and related consulting services using various investment styles and third-party sub-advisors.
Sasha O
Series 66
Little Rock, AR
Stephens
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.
Joshua P
Series 63, Series 66
Little Rock, AR
Crews & Associates, inc.
Joshua Phillips is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Crews & Associates since 2007. Crews & Associates provides investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance company clients. The firm delivers advice primarily on a non-discretionary basis using a quantified risk-tolerance process to guide model allocations and rebalancing, and offers custodial and execution services through Pershing.
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.
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.
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