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. Her work history includes roles at Stephens Inc., AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. 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.

Carter Gobel is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with two years of industry experience. His background includes roles at Garrison Asset Management and Giltner Logistics, as well as time spent as a student at the University of Arkansas. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs and committee-based oversight that utilize both in-house managers and sub-advisors to meet client needs.

Jacob Stone is a Series 66 licensed financial advisor with Stephens in Little Rock, AR, and has two years of industry experience. His prior work includes roles at Fidelity Information Services and First National Bank of Paragould. 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.

Clarence Pollock III is a financial advisor at Stephens with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stephens since 1998. Outside of his advisory work, he serves as Secretary on the Board of Governors for the Country Club of 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 advisory services with broker-dealer and investment banking activities.

Phyllis Achor is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for BOKF, NA and BOK Financial Securities, Inc. for 15 years. 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.

Thomas Wendler is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2020. Prior to this, he held positions at Associated Bank and Gehl's Food, and attended the University of Wisconsin-Milwaukee. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio management, financial planning, and retirement-plan advisory services, combining broker-dealer and investment banking activities alongside its advisory operations.

Steven Middleton is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Stephens since 1990. Outside of his advisory role, Middleton serves as a board member of the Baptist Medical Foundation, involved in fundraising for the hospital. 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 integrates broker-dealer, investment banking, and municipal advisory activities alongside its advisory services.

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.

Oscar Nieves Santana is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently with Stephens in Little Rock, AR, joining the firm in 2024 after previous roles at Global Impact Assets and AFP Siembra. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities, including underwriting, IPO allocation, and municipal advisory work.

Harrison Parsons is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. Prior to joining Stephens as an advisor, he worked as a research associate and has a background in education. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities and maintains an institutional equity research platform.

Adrian Raney is a financial advisor at Altitude Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Northwestern Mutual, Prudential, and Allstate. Outside of advisory work, he is also a loan originator with Loan Factory Inc., focusing on mortgage loans and refinancing. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs with a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Matthew Freed is a financial advisor at Arvest Wealth Management in Little Rock, AR, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Carlson Funds Enterprise and PCL Construction, as well as academic positions at the University of Minnesota and teaching roles at Byron Nelson High School and Medlin Middle School. Arvest Wealth Management serves individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients by providing investment advisory and financial planning services. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with client teams tailoring recommendations based on Investment Policy Statements.

Matthew Olney is a CFA® charterholder with 21 years of industry experience. He has been with Stephens since 2004. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm combines tailored portfolio programs and committee-based oversight with broker-dealer and investment banking activities.

Robert Terrell is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with eight years of industry experience. His career includes prior work at Silver Oak Securities Inc and an academic background from the University of Tennessee at Martin. 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.

Cheryl Daughenbaugh is a financial advisor at Stephens with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Stephens and Stephens Inc. since 2019, with prior experience at Voya Financial Advisors and The Agency, Inc. Outside of her advisory role, she is a boxing instructor at Clique Cycle, a spin and boxing studio in Little Rock, Arkansas. Stephens offers investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients, emphasizing tailored portfolio programs with committee-based oversight and a combination of broker-dealer and investment banking activities alongside advisory services.

James Jett is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 credential. He has been with Stephens since 2025 and has prior experience at Encore Bank and other companies. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer, investment banking, and municipal advisory activities.

Brooks Mcrae is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with nine years of industry experience. His entire career has been with Stephens, where he has worked since 2014. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs, financial planning, retirement-plan advisory, and institutional equity research, combining broker-dealer and investment banking activities with advisory services.

Saul Rousseau is a financial advisor at Stephens in Little Rock, AR, with 34 years of industry experience. He has been with Stephens since 1992 and holds Series 63 and Series 65 licenses. Outside his advisory role, he is involved with Argenta City Club, a nonprofit organization that makes charitable donations in North Little Rock, where he serves as a member and secretary. 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 multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Phillip Butterfield III is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Stephens since 2016 in various capacities. Outside of his advisory role, he is a member of TANFIELD HOLDINGS LLC, involved with investment-related activities in real estate purchase and liquidation. 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.