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.

Brett Huff is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Stephens since 2005 and is currently 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 wide range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and diverse investment strategies.

Dana Silaski is a CFA® charterholder with 32 years of industry experience, all of which have been at Stephens Inc. She is based in Little Rock, AR, and holds a Series 63 license. Outside of her advisory role, she is involved in managing family lake properties organized through LLCs, with occasional oversight of maintenance and rental coordination. 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 broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management, and also provides private equity and alternative investment advice.

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 roles include positions at Whiting Systems and Fayetteville Athletic Club, as well as work related to education. 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 municipal advisory and investment banking services.

Elizabeth Bischof is a Series 66-licensed advisor at Stephens with four years of industry experience. She has held roles at Stephens since 2019 and previously worked with the Arkansas Small Business and Technology Development Center and BKD Wealth Advisors. 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 discretionary and non-discretionary management solutions supported by equity research and investment committees.

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 in Little Rock, AR, holding a Series 66 designation with four years of industry experience. He has worked at Stephens in multiple periods since 2021 and briefly at Townley Pool and Spa 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 a range of advisory and brokerage services, combining bottom-up equity research with committee-led asset allocation across various wrap and advisory programs.

Charles Porter is a financial advisor at Stephens with 19 years of industry experience and holds a Series 66 designation. He has been with Stephens since 2007. Outside of his advisory role, he owns interests in two businesses related to real estate in Little Rock, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services alongside investment banking and research capabilities.

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 since 1999. Outside of his advisory role, he is involved with Southfork Storage Inc, a boat storage facility in Little Rock. 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 equity research with committee-driven asset allocation, and provides municipal advisory and investment banking services.

Lori Avant is a Series 65-licensed financial advisor with The Fiduciary Alliance, based in Little Rock, AR, with one year of industry experience. She has held positions at several firms including M21, Impact Partnership Wealth, AVA Wealth Group, and Croslow Agency. Outside of advising, Lori provides sales consulting for Fundamental Brands and luxury property management consulting for The Cottages on the Key. The Fiduciary Alliance serves individual investors, including high-net-worth clients, as well as retirement plans and other advisers by offering investment management and comprehensive financial planning. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, and provides both discretionary portfolio management and written financial plans.

Ryan Boyd is a financial advisor at Capital Analysts with 25 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Cincinnati Analysts, Inc. and Lincoln Investment. Outside of his advisory role, he serves on the board of Fellowship Missions, focusing on partnerships with churches for mission work, and is a director on the Walton College Alumni Society Board of Directors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

James Grooms III is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Stephens since 2001. 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 municipal advisory and investment banking services.

Sabrina Freeman is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has previously worked at LPL Financial, LLC and Pensionmark Financial Group, and is a volunteer advocate for Court Appointed Special Advocates (CASA) of Northwest Arkansas. 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 through a broad independent-contractor network. The firm uses multiple management styles and offers various model portfolios and third-party manager solutions.

James Martindale is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 credential and one year of industry experience. Prior to joining Stephens, he was self-employed for two years and worked at Dobbs Brothers Management and Stephens Inc. Martindale is also a minority investor in River Wellness Holdings, LLC, a cannabis manufacturing and distribution business in Mississippi. 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 through a variety of investment programs and leveraging bottom-up equity research combined with committee-driven asset allocation.

Cory Grummer is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Stephens in Little Rock, AR since 2013, working in various roles within the firm. 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 institutions. The firm offers a range of advisory services, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across diverse strategies.