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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 work experience includes roles at Harvest Group, Westrock Coffee Company, Walmart, and State Farm. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets, 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 operates as both a broker-dealer and investment bank with additional municipal advisory and pension program services.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

Income planning Passive / index investing Active portfolio management Retired
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Tiarra C

Series 63, Series 66

Little Rock, AR

Ally invest Advisors

Tiarra Coleman is a financial advisor with Ally Invest Advisors in Little Rock, AR, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Ally Invest Securities LLC, Ally Bank, Charles Schwab & Co., Inc., and the United States Postal Service. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios, automated investing options, and Financial Advisor–delivered Personal Advice, utilizing model portfolios across five risk tiers.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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Noah M

Series 66

Little Rock, AR

Stephens

Noah Merkousko is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with eight years of industry experience. His career includes prior roles at Wake Forest University School of Business and Campbell University before joining Stephens in 2018. 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 diverse advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Conrad L

Series 66

Little Rock, AR

Stephens

Conrad Lax is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with five years of industry experience. His work history includes roles at Stephens Inc., Sphere Wealth Management, Cushman & Wakefield Sage Partners, Smoothie King, Hot Springs First Baptist Church, and the University of Arkansas. 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 provides a range of advisory, brokerage, investment banking, and custody services, utilizing both discretionary and non-discretionary management strategies supported by bottom-up equity research and committee-driven asset allocation.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Olivia W

Series 66

Little Rock, AR

Stephens

Olivia Wham is a financial advisor at Stephens in Little Rock, AR, with one year of industry experience. She holds a Series 66 designation. Prior to her current role, her work history includes positions in both academic and engineering environments. 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 programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Jeffrey S

Series 65

North Little Rock, AR

Sowell Management

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.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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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 a Series 66 designation and has worked at Stephens since 2022, following roles at Apptegy Inc., Lucidworks Inc., and Transitions Wealth Management, as well as time at the University of Virginia. 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 investment and advisory services combined with brokerage, investment banking, and research capabilities.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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Christopher B

CFP®, Series 63, Series 66

North Little Rock, AR

Sowell Management

Christopher Berben is a CFP® with 11 years of industry experience. He is currently an advisor at Sowell Management and has worked previously at Fidelity Investments, Clearstead Advisors, and Commonwealth Financial Network. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

Annuities Income planning Cash flow / budgeting
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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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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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.

Wealth management Retirement income strategy Income planning Real estate investing
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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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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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.

Private / alternative investments Active portfolio management Executive Founder/Business Owner
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