Charles Porter is a Series 66-licensed advisor with Stephens in Little Rock, Arkansas, where he has 19 years of industry experience. He has been with Stephens since 2007. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers a range of portfolio management and financial planning services, emphasizing tailored portfolio programs and committee-based oversight.

Edward Frost is a financial advisor at Stephens in Little Rock, AR, with 31 years of industry experience. He has been with Stephens since 1999 and holds Series 63 and Series 65 designations. Outside of his advisory role, Frost is involved in managing a boat storage facility in Little Rock. 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 its advisory services with broker-dealer and investment banking activities.

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 having 24 years of industry experience. He has been with Stephens since 2001, including the current period from 2021 to present. 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 offers a range of services including portfolio management, financial planning, retirement-plan advisory, and institutional equity research.

Sabrina Freeman is a financial advisor at Sowell Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with LPL Financial and Pensionmark Financial Group. Outside of her advisory role, Freeman volunteers with Court Appointed Special Advocates (CASA) of Northwest Arkansas, supporting foster children through advocacy appointed by a judge. Sowell Management is a fee-based registered investment adviser serving 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.

James Martindale is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Stephens, he was self-employed and worked at Dobbs Brothers Management. Martindale is a minority investor in a cannabis manufacturing and distribution business in Mississippi. 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.

Fredrick Mccrady is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Crews & Associates since 2004. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, charitable and governmental entities, and insurance companies. The firm emphasizes non-discretionary advice using a quantified risk-tolerance process to guide model allocations and rebalancing.

Cory Grummer is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He has been with Stephens since 2013, serving in various capacities throughout his tenure at the firm. 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 substantial broker-dealer and investment banking activities alongside advisory services.

Jackson Paine is a Series 66 licensed financial advisor at Stephens with one year of industry experience. He previously worked at Legacy National Bank and Gallagher before joining Stephens. Outside of finance, he has experience related to Southern Trace Country Club. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm delivers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

James Jordan is a financial advisor at Stephens with 40 years of industry experience. He holds Series 63 and Series 65 credentials and 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, combining advisory services with substantial broker-dealer and investment banking activities.

John Stephens is a Series 66-licensed financial advisor at Stephens with 15 years of industry experience. He has been with Stephens and its affiliates since 2013, serving in various roles including Associate Director at Stephens Europe Limited. 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 individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer, investment banking, and advisory services.

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 at Prime Capital Financial with four years of industry experience. He holds a Series 65 designation and previously worked for the Vilonia School District from 2016 to 2021. Hagan is a co-owner of HAGAN NEWKIRK FINANCIAL SERVICES, a business involved in employee benefits marketing and related activities. 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 third-party manager selection. The firm offers both discretionary and non-discretionary account management, employs various investment strategies, and provides family office services and tax planning through an affiliated accounting subsidiary.