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.

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.

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.