Rami Kassissieh is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and over one year of experience in the industry. He has held roles at Avantax Planning Partners and Avantax Planning Partners, Inc. since 2024, and has a background that includes membership in HCJ CPAs & Advisors PLLC, where he has provided tax and attest services and served on the executive committee. Outside of advisory work, he is treasurer of Ice Man Men's Wear Inc., a retail clothing store in Little Rock, Arkansas. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.

Olivia Wham is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. Her background includes roles at Stephens Inc and involvement with Arkansas State University SGA. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs supported by committee-based oversight.

Donald Winton is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, with 47 years of industry experience. He has been with Crews & Associates since 1980. Winton serves as Chairman of Bond Dealers of America, an advocacy group for fixed-income markets, providing leadership and representing the organization in industry settings. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension plans, and charitable entities. The firm delivers largely non-discretionary advice using a quantified risk-tolerance process and offers a range of investment vehicles such as equities, fixed income, mutual funds, ETFs, and unit investment trusts.

Jeffrey Smith is a financial advisor at Sowell Management with four years of industry experience. He holds a Series 65 designation and has been with Sowell Management since 2021. Outside of his financial advisory role, he is the CEO and owner of Smith Family Funeral Homes and Cyrus Works, both companies serving the funeral home industry. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, and institutions through a multi-branch independent-contractor model with over 100 advisors. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services, utilizing various investment styles and third-party platforms to provide customized portfolio solutions.

Jackie Sublett III is a financial advisor at Stephens with four years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2022. Prior to joining Stephens, he held positions at Apptegy Inc. and Lucidworks Inc. Stephens provides investment advisory and wealth-management services to a range of clients, including individuals, pension plans, foundations, corporations, and other institutional investors. The firm emphasizes tailored portfolio programs with committee-based oversight and offers a combination of advisory, broker-dealer, and investment banking services.

Robert Feltus is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he is a passive investor in an American farmhouse-style brewery operating in Maine. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, utilizing a combination of sub-advisors and in-house managers to meet client needs.

Adam Shepherd is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Stephens in 2023, he spent four years at Harvard University and has experience in education and hospitality. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs overseen by multiple investment committees and utilizing discretionary and non-discretionary management approaches. The firm combines advisory services with broker-dealer and investment banking activities and operates an institutional equity research platform.

Clayton Partridge is a financial advisor at Crews & Associates, Inc. in Little Rock, Arkansas, holding a Series 66 designation with six years of industry experience. Before joining Crews & Associates, he worked at Waco Title Company for four years. Outside of his advisory role, he is a member of PPH, LLC, which manages two rental properties. Crews & Associates provides investment advisory and wrap-fee portfolio services to individuals, trusts, corporations, pension plans, charitable and governmental entities, and insurance companies. The firm offers non-discretionary portfolio management using a quantified risk-tolerance process and serves as a fiduciary for advisory accounts.

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.

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 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 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 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 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 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 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 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 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 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 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.