Miles Montgomery is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2023, following roles at First National Bank and Dave Grundfest Co., as well as experience in education. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning to portfolio management and institutional equity research, utilizing both bottom-up and top-down investment strategies.

William Bowman Jr. is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Stephens since 2004, with prior experience at Morgan Keegan & Company, LLC. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning to portfolio management and institutional equity research, leveraging both bottom-up and top-down investment strategies.

Colby Sanford is a financial advisor at Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously in various roles including at Simmons Bank and as a Greek house chef. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research through multiple sponsored programs and investment committees.

Jessica Poynter is a financial advisor with Sowell Management in Little Rock, Arkansas, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Prior to joining Sowell Management in 2020, she worked at Raymond James & Associates and First Heartland Capital Inc. She 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 and financial planning. The firm operates with over 100 independent contractor advisors and utilizes multiple management styles including strategic and tactical allocation, model portfolios, and third-party manager selection.

David Phillips Jr. is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 2016. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of financial planning and portfolio management services, utilizing both bottom-up and top-down investment strategies, supported by an integrated broker-dealer and investment banking platform.

Thomas Moll is a financial advisor at Stephens in Little Rock, AR, with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2014. Outside of his advisory role, he serves on the board of directors for Pines Realty Company and is involved with the Pulaski Heights United Methodist Church Committee on Finance as well as the Governor Winthrop Rockefeller Distinguished Lectures Series Committee at the University of Arkansas System. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, and government entities. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs, offering services such as financial planning, portfolio management, private equity, and institutional equity research.

Daniel Rivers is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, Independent Financial Group, and Gallagher Fiduciary Advisors, among others. He serves as a finance committee chair and elder at Church at the Armory and volunteers with Fellowship of Christian Athletes. Rivers is also active as a public speaker on various inspirational and motivational topics. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and provides ancillary business support to its independent contractors.

Louis Fry is a financial advisor at B. Riley Wealth Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at National Asset Management, National Securities Corp, and Wfg. Outside of his advisory role, he serves as EVP of Business Development at Gadberry Financial Group in Little Rock, AR. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a broad range of advisory programs and financial planning services.

Fred Brister IV is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he serves on the advisory board of Roadway Management Technology, LLC, focusing on payment preservation strategies. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies and integrates broker-dealer and investment banking services within its offerings.

Raj Kumar is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Stephens in Little Rock, Arkansas. He has five years of industry experience, including his tenure at Stephens beginning in 2021 and prior roles at the University of Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a range of investment strategies through multiple sponsored programs and combines broker-dealer and investment banking activities with in-house equity research.

Brett Huff is a CFA® charterholder with 22 years of industry experience. He is currently a financial advisor at Stephens in Little Rock, AR, where he has worked since 2005. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and corporations. The firm offers a range of investment strategies and services, supported by integrated equity research and a combination of bottom-up and top-down portfolio management approaches.

Dana Silaski is a CFA® charterholder with 32 years of experience in the financial industry. She has been with Stephens Inc. in Little Rock, AR since 1994. Outside of her advisory role, she manages a family-owned lake cabin through an LLC that is occasionally used for short-term rentals. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management across various sponsored programs and committees.

Joseph Enderlin is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Whiting Systems and Fayetteville Athletic Club, as well as experience at the University of Arkansas. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity, alternative investments, and institutional equity research through multiple investment committees and programs.

Elizabeth Bischof is a financial advisor at Stephens with Series 66 credentials and four years of industry experience. Her prior roles include positions at the Arkansas Small Business and Technology Development Center and BKD Wealth Advisors, along with academic appointments at the University of Arkansas and the University of Arkansas at Little Rock. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs multiple investment committees and sponsored programs, utilizing both bottom-up security selection and top-down fixed-income management, and features an in-house equity research capability covering approximately 400 stocks.

Thomas Knight is a CFP® with 21 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and has previously worked at firms including Veritas Independent Partners, Sowell Management Services, and Ameriprise. Outside of advising, he is the owner and CEO of SoMa Cleaners, LLC, a dry cleaning pickup and delivery service. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, providing asset management, financial planning, and consulting services. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors.

Reed Seay is a financial advisor at Stephens with four years of industry experience and holds a Series 66 designation. He has worked at Stephens since 2021, with brief periods of unemployment in between. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities, offering a range of financial planning and portfolio management solutions supported by internal investment committees and research capabilities.

Charles Porter is a Series 66-licensed advisor with Stephens in Little Rock, AR, with 19 years of industry experience. He has been with Stephens since 2007. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, private equity, and institutional equity research services.

Edward Frost is a financial advisor at Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stephens Inc. since 1999. Outside of his advisory role, Frost is involved with Southfork Storage Inc., a boat storage facility in Little Rock. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment platforms.

Lori Avant is a financial advisor at The Fiduciary Alliance with a Series 65 credential. She has been in the industry since 2024, holding roles at multiple firms including Croslow Agency and AVA Wealth Group. Outside of advising, she consults on sales and luxury property management. The Fiduciary Alliance serves individual and high-net-worth clients, retirement plans, and other advisers by providing investment management and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, discretionary portfolio management, and third-party managers to build customized investment solutions.

Daniel Robinson is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2013, splitting his time evenly between the firm’s wealth management and trust departments. Outside of his advisory role, Robinson is connected to a women’s retail boutique business that he and his wife purchased, although he has no official duties there. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, quantitative, and qualitative analysis with emphasis on asset allocation and strategies tailored to clients’ objectives and risk tolerances.