Dana Silaski is a CFA® charterholder with 32 years of experience in the financial industry. She has been with Stephens Inc. in Little Rock, AR since 1994. Outside of her advisory role, she manages a family-owned lake cabin through an LLC that is occasionally used for short-term rentals. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management across various sponsored programs and committees.

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 work includes roles at Whiting Systems and Fayetteville Athletic Club, as well as experience at the University of Arkansas. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity, alternative investments, and institutional equity research through multiple investment committees and programs.

Elizabeth Bischof is a financial advisor at Stephens with Series 66 credentials and four years of industry experience. Her prior roles include positions at the Arkansas Small Business and Technology Development Center and BKD Wealth Advisors, along with academic appointments at the University of Arkansas and the University of Arkansas at Little Rock. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs multiple investment committees and sponsored programs, utilizing both bottom-up security selection and top-down fixed-income management, and features an in-house equity research capability covering approximately 400 stocks.

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 with four years of industry experience and holds a Series 66 designation. He has worked at Stephens since 2021, with brief periods of unemployment in between. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities, offering a range of financial planning and portfolio management solutions supported by internal investment committees and research capabilities.

Charles Porter is a Series 66-licensed advisor with Stephens in Little Rock, AR, with 19 years of industry experience. He has been with Stephens since 2007. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, private equity, and institutional equity research services.

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 Inc. since 1999. Outside of his advisory role, Frost is involved with Southfork Storage Inc., a boat storage facility in Little Rock. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment platforms.

Lori Avant is a financial advisor at The Fiduciary Alliance with a Series 65 credential. She has been in the industry since 2024, holding roles at multiple firms including Croslow Agency and AVA Wealth Group. Outside of advising, she consults on sales and luxury property management. The Fiduciary Alliance serves individual and high-net-worth clients, retirement plans, and other advisers by providing investment management and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, discretionary portfolio management, and third-party managers to build customized investment solutions.

Daniel Robinson is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Arvest Wealth Management and Arvest Bank since 2013, splitting his time evenly between the firm’s wealth management and trust departments. Outside of his advisory role, Robinson is connected to a women’s retail boutique business that he and his wife purchased, although he has no official duties there. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, quantitative, and qualitative analysis with emphasis on asset allocation and strategies tailored to clients’ objectives and risk tolerances.

James Grooms III is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stephens since 2001, initially from 2001 to 2021 and continuing from 2021 to the present. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs multiple sponsored programs and investment committees, combining bottom-up security selection and top-down fixed-income duration management, and maintains an integrated broker-dealer and investment banking presence.

Sabrina Freeman is a financial advisor at Sowell Management with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Pensionmark Financial Group, and in private client services. Freeman volunteers with Court Appointed Special Advocates (CASA) of Northwest Arkansas, advocating for the best interests of children in foster care. 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 an independent contractor model with over 100 investment advisor representatives.

James Martindale is a financial advisor at Stephens with one year of industry experience. He holds the Series 66 designation and has previously worked at Dobbs Brothers Management and operated as a self-employed advisor. Outside of his advisory role, he is a minority investor in a cannabis manufacturing and distribution company based in Mississippi. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity, and institutional equity research through multiple sponsored programs and combines bottom-up security selection with top-down fixed-income management.

Cory Grummer is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2013. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, supported by internal investment committees and an integrated broker-dealer and investment banking platform.

Jackson Paine is a Series 66 licensed financial advisor at Stephens with one year of industry experience. Prior to joining Stephens, he held positions at Legacy National Bank and Gallagher. He also has experience working at Southern Trace Country Club. Stephens provides investment advisory and wealth management services to individual investors, institutions, and government entities. The firm employs a variety of strategies including bottom-up security selection and top-down fixed-income duration management, supported by integrated broker-dealer and investment banking capabilities.

James Jordan is a financial advisor at Stephens in Little Rock, AR, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 2005. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and government entities. The firm offers a broad range of services such as financial planning, portfolio management, private equity, alternative investments, and equity research, utilizing both bottom-up security selection and top-down fixed-income strategies.

John Stephens is a financial advisor with Stephens, holding a Series 66 designation and 15 years of industry experience. He has been with Stephens and its affiliates in various roles since 2011. Outside of his advisory work, he is a part-owner of a helium mining business and owns a restaurant in Little Rock, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and institutional investors. The firm employs both bottom-up security selection and top-down fixed-income management through multiple sponsored programs and investment committees.

Jackson Smith is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at 49 Financial. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a range of strategies covering equities, fixed income, alternatives, and digital assets.

Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.

Jason Marshall is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has experience spanning several roles in the financial services industry, including eight years at Marshall Insurance and Financial Solutions and two years at New York Life Insurance Company. He is currently based in Little Rock, AR. Independent Advisor Alliance serves a diverse client base, including individuals, businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to technology platforms and third-party services to support portfolio management and estate planning.

Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.