Stephens

Brete Garland is a financial advisor at Stephens with 32 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Voya Financial Advisors, Morgan Keegan & Company, and Morgan Stanley. 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, brokerage, investment banking, and research services.

Louis Cacciatori is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens in 2024, he worked at American Management Corp for one year and spent nine years in education. 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, leveraging bottom-up equity research and committee-driven asset allocation, while also providing investment banking and municipal advisory services.

Connor Overbay is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, he worked at the South Carolina Department of Revenue and Abacus Planning Group. Outside of finance, he has experience in catering and camp administration roles. 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 a range of advisory, brokerage, and investment banking services with a focus on equity research and committee-driven asset allocation.

James Taylor is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at the University of Kentucky and Shiplify. 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 broad range of discretionary and non-discretionary investment management services, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.

Cynthia Burger is a financial advisor at Stephens in Charlotte, NC, with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stephens since 2006, following five years at UBS Financial Services. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Bonnie Boyd is a financial advisor at Stephens with 29 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Kestra Advisory, WFG Investments, and Morgan Stanley in various capacities. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individual, retirement plan, foundation, corporate, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

William Crawford is a financial advisor at Stephens in Fayetteville, AR, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at 49 Financial and Strategic Financial Partners. 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 services, brokerage, investment banking, and research, employing a combination of bottom-up equity research and committee-driven asset allocation across diverse investment strategies.

Roxanne Spencer is a financial advisor at Stephens with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Wells Fargo Advisors and A.G. Edwards & Sons, Inc. before joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individual, retirement plan, foundation, corporate, and institutional clients, offering both discretionary and non-discretionary management through a variety of advisory and brokerage services that include equity research, investment banking, and municipal advisory services.

Kyle Jenner is a financial advisor with Stephens in Fayetteville, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stephens Inc. since 2002, totaling 24 years at the firm. Outside of his advisory role, Jenner serves as a local chapter board member of the Arkansas Community Foundation and is involved with livestock operations as a landowner. 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 both discretionary and non-discretionary management across a range of advisory programs while also providing brokerage, investment banking, custody, and research services.

James Mitchell Jr. is a CFP® with 37 years of industry experience and has been with Stephens Inc. in Little Rock, AR, for 26 years. His professional background is focused on his long tenure at Stephens. Outside of his advisory role, he serves as a trustee and partial owner of a family trust that manages farmland and related assets. 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 through a range of advisory, brokerage, investment banking, and research services, employing a combination of bottom-up equity research and committee-driven asset allocation.

Jerry Glaze is a financial advisor with Stephens, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes long tenures at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc., before joining Stephens. 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, utilizing bottom-up equity research and committee-driven asset allocation to manage investments across various strategies.

Donnie Whisenhunt is a financial advisor at Stephens with 31 years of industry experience. He holds a Series 63 designation and has worked at Stephens since 2010. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory career, he is a one-third owner and secretary/treasurer of a family farm in Orangeburg, South Carolina. 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 a broad range of advisory, brokerage, investment banking, and research services.

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. Prior to joining Stephens in 2021, she held roles at AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. 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, and investment banking services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Carter Gobel 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 Garrison Asset Management and Giltner Logistics, as well as a period of employment while attending the University of Arkansas. 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 discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management, alongside municipal advisory and investment banking services.

Joshua Boyle is a financial advisor at Stephens with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T Investment Services. Outside of his advisory role, he is the owner and manager of Hive One LLC. 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 fixed-income management.