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Jordan G
Series 66
Little Rock, AR
Stephens
Jordan Ghent is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with six years of experience at Stephens and a total of four years in the industry. His prior work includes roles at Zions Bank, Morgan Stanley, Pitney Bowes Industrial Bank, and NeighborWorks. Stephens provides investment advisory and wealth-management services to a diverse client base including individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.
Martin N
Series 63, Series 65
North Little Rock, AR
Sowell Management
Martin Northern is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at BRS Financial LLC for 11 years and Share Financial Services, Inc. for 9 years. Sowell Management is a fee-based registered investment adviser that serves individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and related consulting services.
Gage M
Series 66
Little Rock, AR
Stephens
Gage Morden is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Crews & Associates, State Farm, and involvement with the Alotian Golf Club. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight with a combination of advisory, broker-dealer, and investment banking activities.
Ashley P
Series 63, Series 65
Little Rock, AR
Stephens
Ashley Palermo is a financial advisor at Stephens with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 2000. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities, including underwriting and municipal-advisory work.
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 credentials and has worked with Sowell Management since 2020. Prior to his current role, he was employed at Pitney Bowes/Novitex/Exela Enterprise Solutions for six years and is also involved with Solera Insurance Agency and Solera Asset Managers. 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, retirement-plan advisory, and consulting services through a multi-branch independent-contractor model with over 100 advisors, utilizing mutual funds, ETFs, individual securities, and various investment styles.
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.
Andrew C
Series 63, Series 65
Little Rock, AR
Stephens
Andrew Christian is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Stephens Inc. since 1999. Outside of his advisory role, he is a member of the Art Lab of Arkansas, a studio that teaches art, drawing, and painting to children. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm uses tailored portfolio programs and committee-based oversight to select strategies and funds, offering services that include portfolio management, financial planning, and institutional equity research.
Dustin J
Series 66
Little Rock, AR
Stephens
Dustin Jenkins is a financial advisor at Stephens with 18 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2014 in various roles. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm combines broker-dealer and investment banking activities with advisory services and emphasizes tailored portfolio programs supported by committee-based oversight.
Melissa W
Series 63, Series 65
Little Rock, AR
Stephens
Melissa Wiencek is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Raymond James & Associates for six years before joining Stephens in 2018. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm focuses on tailored portfolio programs with committee-based oversight and offers a range of services including financial planning, retirement-plan advisory, and institutional equity research.
Carter L
Series 63, Series 65
Little Rock, AR
Stephens
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., Arvest Bank, and DeltARK Grain Carriers. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs combined with committee-based oversight and integrates broker-dealer and investment banking activities alongside its advisory services.
James J
Series 63, Series 65
Little Rock, AR
Crews & Associates, inc.
James Jones is a financial advisor with Crews & Associates, Inc. in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 48 years of industry experience, including 47 years with Crews & Associates. Jones serves as a trustee on the Baptist Health Board of Trustees, a nonprofit position with fiduciary responsibilities. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base, including individuals, trusts, corporations, and charitable entities. The firm offers primarily non-discretionary advice using a risk-tolerance process to guide model portfolio allocations and rebalancing.
Blake H
Series 63, Series 65
Jacksonville, AR
Corecap Advisors
Blake Howard is a financial advisor at CoreCap Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory role, he is involved in insurance and annuity sales through Insurance Advantage & LMA Financial Services. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and often utilizes sub-advisors and third-party asset managers.
Louis W
Series 63, Series 65
Little Rock, AR
Stephens
Louis Wilson is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stephens since 2004. Outside of his advisory role, he manages mineral interests through a separate business entity. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm employs tailored portfolio programs supported by committee-based oversight and combines broker-dealer and investment banking activities alongside its advisory services.
Paige W
Series 66
Little Rock, AR
Forvis Mazars Wealth Advisors, LLC
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 M
Series 66
Little Rock, AR
Stephens
Miles Montgomery is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. His prior roles include positions at First National Bank in Paragould, Dave Grundfest Co., and the University of Arkansas. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering a range of portfolio management and financial planning solutions. The firm combines broker-dealer and investment banking activities alongside advisory services and operates an institutional equity research platform.
William B
Series 63, Series 66
Little Rock, AR
Stephens
William Bowman Jr. is a financial advisor at Stephens with 26 years of industry experience. He has been with Stephens since 2004 and holds the Series 63 and Series 66 designations. Based in Little Rock, AR, Bowman works within a multi-team firm environment. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.
Colby S
Series 66
Little Rock, AR
Stephens
Colby Sanford is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Simmons Bank and has experience in various service roles including as a Greek House Chef. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines substantial broker-dealer and investment banking activities alongside advisory services and offers institutional equity research and fiduciary services.
Carter R
Series 63, Series 66
Little Rock, AR
Crews & Associates, inc.
Carter Rook is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Crews & Associates since 2008. Outside of his advisory role, he is a part owner of C&A FAB, a business focused on the design and fabrication of outdoor metal products. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a largely non-discretionary investment approach guided by a quantified risk-tolerance process and offers client-directed separately managed accounts and model portfolios utilizing a variety of investment vehicles.
Jessica P
Series 66, Series 63
Little Rock, AR
Sowell Management
Jessica Poynter is a financial advisor at Sowell Management with 14 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked 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-branch independent-contractor firm that provides investment management, financial planning, and retirement-plan advisory services to individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers a range of investment approaches across multiple asset classes and supports its advisors with portfolio management, trading, compliance, marketing, and technology services.
David P
Series 63, Series 65
Little Rock, AR
Stephens
David Phillips Jr. is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2016. Stephens offers investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm’s approach combines tailored portfolio programs and committee-based oversight, supported by a full-service clearing arrangement and fiduciary services for ERISA and IRA accounts.
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