Grant Stevenson is a financial advisor at Naviter Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Naviter Wealth, he worked at Stephens Inc. and Simmons Bank. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients through a multi-advisor team. The firm manages approximately $1.87 billion across 332 client relationships and offers services including separately managed accounts with options for borrowing and performance-based fee arrangements.

Gregory Young is a financial advisor at Legacy Capital Wealth Partners, LLC with 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Legacy Capital Wealth Partners in 2020, he worked at Trent Capital Management for ten years and Arvest Wealth Management for three years. Outside of his advisory role, he is president of a family farming operation. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm employs a comprehensive financial planning approach combined with discretionary and non-discretionary investment management, focusing on fundamental analysis and a long-term investment orientation.

Ryan Gattin is a financial advisor at Lathrop Investment Management Company with seven years of industry experience. He holds a Series 65 designation and has worked previously at Bank of the Ozarks, Inc. from 2013 to 2018. Lathrop Investment Management Company provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. The firm focuses on constructing portfolios primarily with individual stocks, bonds, and cash using fundamental analysis and a long-term valuation perspective, tailoring asset allocation to each client’s objectives and risk tolerance.

Blake Abston is a CFP® with six years of industry experience, currently serving as an advisor at Naviter Wealth, LLC. He previously worked at LPL Financial, Garland & Greenwood Wealth Advisors, and Mass Mutual Investors Services. Abston is also a licensed independent insurance agent, engaging in the sale of commissionable insurance products. Naviter Wealth, LLC is a multi-advisor team providing financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm manages approximately $1.87 billion across 332 client relationships and employs a range of investment approaches, including separately managed accounts and performance-based fee arrangements.

Larry Furrer is a financial advisor with Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 65 and Series 63 licenses and bringing 45 years of industry experience. He has been with American Municipal Securities, Inc. since 1993. Outside of his advisory work, he serves as the secretary-treasurer of the Kiwanis Club in Little Rock. Amuni Financial, Inc. manages portfolios and wrap-fee advisory programs for individuals, high-net-worth clients, trusts, estates, and charitable organizations, overseeing approximately $195 million in assets. The firm employs a fundamental, long-term investment approach and offers a range of brokerage, insurance, and advisory services through its team of 12 advisors.

David Gutierrez is a financial advisor at Gutierrez Wealth Advisory, LLC in Little Rock, AR, with 19 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services for 15 years and Purshe Kaplan Sterling Investments. Gutierrez Wealth Advisory provides financial planning, investment management, and consulting services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm implements tailored strategic asset allocations using ETFs, mutual funds, third-party managers, and alternative investments, offering both discretionary and non-discretionary mandates while providing digital asset advice through Fidelity Digital Asset Services.

Mark Millsap is a CFA® charterholder with 24 years of industry experience. He has been with Foundation Resource Management, Inc. in Little Rock, AR since 2001. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizes capital preservation in fixed-income management, and is notable for serving institutional clients uncommon in its peer group.

Louis Cacciatori is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His previous roles include a position at American Management Corp and nine years in education prior to entering the financial services field. Stephens provides investment advisory and wealth management services to a diverse client base, utilizing multiple investment programs and an integrated broker-dealer and investment banking platform.

Connor Overbay is a financial advisor at Stephens with one year of industry experience. He holds a Series 66 designation and previously worked at SCDOR, Abacus Planning Group, and Gravatt Camp and Conference, among other roles. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, banks, insurance companies, and state and municipal government entities. The firm utilizes multiple sponsored programs and investment committees to deliver portfolio management, financial planning, and alternative investments, supported by an in-house equity research capability.

James Mitchell Jr. is a CFP® professional with 37 years of industry experience, currently serving with Stephens in Little Rock, AR, where he has worked since 2000. His credentials also include Series 63 and Series 65 licenses. Outside of his advisory role, he is a trustee and partial owner of a family trust that holds farmland and other assets in Arkansas. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, and municipal entities. The firm employs multiple investment strategies and committees, combining bottom-up security selection with top-down fixed-income management, supported by an integrated broker-dealer and in-house equity research capabilities.

Karron Wages is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Advisory Alpha, LLC since 2022. He has also been involved with Financial Decisions, Inc. since 2005, where he holds the position of president. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio strategies.

James Baker is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management and Arvest Bank since 2019, splitting his time evenly between the two. Prior to that, he was with Ameriprise Financial Services, Inc. from 2016 to 2018. 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’s investment approach combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. She has worked at Stephens since 2021 and has prior experience at AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of financial planning and portfolio management services, supported by internal investment committees and a combination of bottom-up and top-down investment strategies.

Carter Gobel is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has previously worked at Garrison Asset Management and Giltner Logistics. 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, utilizing both bottom-up and top-down investment strategies across multiple sponsored programs and investment committees.

Jacob Stone is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Information Services and First National Bank of Paragould. Jacob also has experience outside finance, including a role at Smoothie King earlier in his career. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm’s investment approach combines bottom-up security selection and top-down fixed-income management through various sponsored programs and internal committees.

Clarence Pollock III is a financial advisor at Stephens with 33 years of industry experience, including 28 years at Stephens. He holds the Series 63 and Series 65 designations. He serves on the Board of Governors and acts as Secretary for the Country Club of Little Rock. 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 across a range of programs, supported by an integrated broker-dealer and investment banking platform.

Phyllis Achor is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BOK Financial Securities, Inc. and SWBC Investment Company. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities, offering services across financial planning, portfolio management, private equity, and institutional equity research.

Thomas Wendler is a financial advisor with Stephens in Little Rock, AR. He holds a Series 66 designation and has six years of industry experience. His work history includes roles at Stephens Inc. since 2020, Associated Bank in 2019, and Gehl's Food from 2016 to 2018. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of investment programs and employs both bottom-up security selection and top-down fixed-income strategies, supported by an integrated broker-dealer and investment banking platform.

Steven Middleton is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience, including 36 years with Stephens. He serves on the board of the Baptist Medical Foundation, participating in fundraising activities for the hospital. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and governmental entities. The firm offers a range of financial planning and portfolio management solutions, employing both bottom-up and top-down investment strategies, supported by integrated broker-dealer and investment banking operations.

John Davis Jr. is a financial advisor with Integrated Advisors Network LLC in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Raymond James and Associates and Purshe Kaplan Sterling Investments. Davis is also the owner and financial advisor for Family First Wealth Management, a DBA under Integrated Advisors Network. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, uses third-party sub-advisers, and offers services including portfolio management, financial planning, wrap-fee programs, and educational seminars.