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 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 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 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 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 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 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 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 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 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 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 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 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 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.

David Phillips Jr. is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stephens since 2016. 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 both discretionary and non-discretionary management across a variety of wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Thomas Moll is a financial advisor at Stephens with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2014. Outside of his advisory work, Moll serves on the board of PINES Realty Company, which manages lake cabins and related assets, and participates in finance and academic advisory committees in the Little Rock area. 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 also provides investment banking and municipal advisory services.

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 licenses and 25 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he serves as an advisory board member for Roadway Management Technology, LLC, focusing on payment preservation strategies. 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 other institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven portfolio management.

Raj Kumar is a CFA® charterholder with five years of industry experience currently advising clients at Stephens in Little Rock, AR. He has been with Stephens since 2021 and previously worked at the University of Arkansas from 2016 to 2021. 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 combines bottom-up equity research with committee-driven asset allocation and offers a range of advisory and brokerage services, including private equity and alternative investment advice.