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 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 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 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 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 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 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 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.

Thomas Moll is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Stephens since 2014. Outside of his advisory work, Moll serves on the board of directors for Pines Realty Company, managing lake cabins and related assets, and participates in finance and lecture series committees within the local community and University of Arkansas System. 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 through multiple investment committees and both in-house and sub-advisors.

Brian Harrison is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. Prior to joining Crews & Associates in 2018, he worked for Walmart for 13 years. Crews & Associates offers investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, and institutional entities. The firm primarily provides non-discretionary advice using a quantified risk-tolerance process to tailor model allocations and conducts ongoing monitoring and rebalancing in consultation with clients.

Daniel Rivers is a financial advisor at Sowell Management with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Wells Fargo Advisors and Independent Financial Group. Rivers serves as finance committee chair and elder at Church at the Armory and volunteers with the Fellowship of Christian Athletes, where he helps establish local groups and occasionally speaks. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model and employs a variety of investment strategies using mutual funds, ETFs, individual securities, and third-party sub-advisors.

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, Arkansas, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Stephens since 2006. Brister serves as an advisory board member for Roadway Management Technology, LLC, a payment preservation strategies firm. Stephens provides investment advisory and wealth-management services to a range of clients including individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio management, financial planning, retirement-plan advisory, and institutional equity research, combining advisory services with broker-dealer and investment banking activities.

Raj Kumar is a CFA® charterholder affiliated with Stephens in Little Rock, AR, with five years of industry experience. He previously worked at the University of Arkansas before joining Stephens, where he has been since 2021. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Brett Huff is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Stephens in Little Rock, AR. He has been with Stephens since 2005. 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 and combines advisory services with broker-dealer and investment banking activities.

Dana Silaski is a CFA® charterholder with 32 years of industry experience, currently serving at Stephens in Little Rock, AR since 1994. She holds a Series 63 license and has been involved with Stephens throughout her career. Outside of her advisory role, she manages family-owned lake properties through LLCs that are occasionally used for short-term rentals. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining brokerage, investment banking, and advisory services to meet diverse client needs.

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 history includes roles at Whiting Systems and the Fayetteville Athletic Club, as well as involvement with the University of Arkansas and Pleasant Valley POA. 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 and combines advisory services with substantial broker-dealer and investment banking activities.

Elizabeth Bischof is a financial advisor with Stephens in Little Rock, Arkansas, holding a Series 66 designation and four years of industry experience. Her background includes roles at Stephens, the Arkansas Small Business and Technology Development Center, and BKD Wealth Advisors. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Thomas Knight is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Mutual Advisors, LLC, where he has worked since 2023. His prior experience includes roles at Veritas Independent Partners, Sowell Management Services, Kernodle & Katon Asset Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is the owner and CEO of SoMa Cleaners, LLC, a dry cleaning pickup and delivery business. Mutual Advisors, LLC provides investment management, financial planning, and ERISA plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive strategies, utilizes third-party tools for risk assessment and portfolio implementation, and manages approximately $8.5 billion in assets.

Reed Seay is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. He has been with Stephens since 2021, working intermittently throughout that period. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by investment committees and individual advisors, combining advisory services with broker-dealer and investment banking activities.