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.

Daniel Robinson is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked within the Arvest organization since 2013, including roles at Arvest Bank's Trust Department, where he splits his time evenly. Outside of his financial advisory work, he and his wife own a women's retail boutique, though he has no official duties in that business. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process combining fundamental, technical, quantitative, and qualitative analysis to create tailored strategies aligned with client goals and risk tolerances.

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.

Jackson Paine is a Series 66-licensed financial advisor at Stephens with one year of industry experience. His prior roles include positions at Legacy National Bank and Gallagher. 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 services, including discretionary and non-discretionary management, brokerage, investment banking, and research produced by its Equity Research group.

James Jordan is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stephens since 2005. 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, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and pension trust programs uncommon among multi-team advisers.

John Stephens is a financial advisor at Stephens with 15 years of industry experience. He holds a Series 66 designation and has worked with various entities within the Stephens organization since 2011. Outside of his advisory role, Stephens is a part-owner of a helium mining business and owns a restaurant 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 using both discretionary and non-discretionary management strategies across a wide range of programs, combining equity research with committee-driven asset allocation and fixed-income management.

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.

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.

Shannon Harrington is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through various managed account programs, applying a fiduciary standard to its RIA services.

Ronald Lee is an investment advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Management, Inc., Cetera Wealth Services, LLC, and LPL Financial, LLC. Outside his advisory role, he serves as an ordained deacon and school board member at Our Lady of Fatima Catholic Church in Benton, Arkansas. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a variety of retirement-plan services.

Matthew Chaffin is a financial advisor at MAI Capital Management, LLC in Little Rock, AR, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Smith Capital Management and Crews & Associates, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of portfolios and offers integrated financial planning and related services, serving both advisory and product-sponsor roles.

Stuart Pipho is a financial advisor with Valic Financial Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes roles at Crews & Associates, Inc. and Valic Financial Advisors, and he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through a comprehensive investment platform.

Michael Verser is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, AR, holding Series 63 and Series 66 licenses, with 12 years of industry experience. He has worked at Eagle Strategies since 2020 and is also the owner of VerSer Financial Group, LLC, through which he brokers non-registered insurance products. Verser is engaged in insurance brokering activities, including disability insurance policies through specialized brokerage firms. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types, including fee-based advice and co-advisory relationships, with a focus on tailored solutions and primarily non-discretionary asset management.

Heath Hagan is a financial advisor with Prime Capital Financial in Little Rock, AR, holding a Series 65 credential and five years of industry experience. Prior to joining Prime Capital in 2021, he worked for the Vilonia School District from 2016 to 2021. He is also involved in a non-investment related business, Hagan Newkirk Financial Services, which manages business-related activities such as marketing employee benefit offerings. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a range of investment strategies and offers family office services and specialized tax planning through its affiliated accounting subsidiary.

Stuart Burke is a financial advisor with NewEdge Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including LPL Financial and Ameriprise. Outside of advisory services, Burke is a principal broker conducting residential real estate sales through his own business, Stuart Burke Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, plans, corporations, and charitable organizations via a network of independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.