Stephens

Brete Garland is a financial advisor at Stephens with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens and its affiliates since 2019, with prior experience at Voya Financial Advisors and related entities from 2014 to 2019. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities, offering a range of investment and consulting solutions supported by centralized committees, in-house research, and affiliations with internal managers.

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 and spent nine years in education. Stephens provides investment advisory and brokerage services to a diverse client base including individuals, corporations, foundations, and public entities. The firm utilizes a combination of centralized investment committees and affiliated sub-advisors to implement equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Connor Overbay is a Series 66-registered advisor with Stephens in Little Rock, AR, beginning his financial advisory career in 2025. Prior to joining Stephens, he held positions at the South Carolina Department of Revenue, Abacus Planning Group, and M&S Catering, among others. Outside of finance, he has experience working with Gravatt Camp and Conference over multiple years. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process with affiliated sub-advisors, offering strategies across equity, fixed-income, and alternatives, supported by in-house equity research and a range of client platforms.

James Taylor is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. He has worked at Stephens since 2023 and has prior experience at the University of Kentucky and Shiplify. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Cynthia Burger is a financial advisor at Stephens with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stephens since 2006. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to implement various equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized client platforms.

Bonnie Boyd is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory, Kestra Investment Services, LLC, and WFG Investments, Inc. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a structured investment process combining centralized committees and affiliated sub-advisors, offering a range of strategies supported by in-house equity research and various client platforms.

William Crawford is a financial advisor at Stephens with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at 49 Financial and Strategic Financial Partners. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a structured investment process with centralized committees and affiliated sub-advisors, offering a range of strategies and specialized programs such as a Small-Mid Cap SMID program.

Roxanne Spencer is a financial advisor at Stephens with 21 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Wells Fargo Advisors. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm’s investment process involves centralized committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized client platforms.

Kyle Jenner is a financial advisor at Stephens with 40 years of industry experience. He has been with Stephens Inc since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Jenner serves as a local chapter board member for the Arkansas Community Foundation and is involved in livestock feed operations as secretary of Lincoln Land Livestock Co. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a structured investment process with centralized committees and affiliated sub-advisors, offering a range of strategies and specialized programs alongside research and municipal advisory services.

James Mitchell Jr. is a CFP®-credentialed financial advisor with 37 years of industry experience, currently serving at Stephens in Little Rock, Arkansas, where he has worked since 2000. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a trustee and partial owner of a family trust that manages farmland and other inherited assets. Stephens provides investment advisory and brokerage services to a diverse client base, including high-net-worth individuals, corporations, and public entities. The firm utilizes a combination of centralized investment committees and affiliated sub-advisors to implement a range of equity, fixed-income, and alternative strategies, supported by in-house equity research and various client platform options.

Jerry Glaze is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including A. G. Edwards & Sons, Inc., Wachovia Securities, LLC, and Stephens. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process with committee oversight, in-house equity research, and a range of client platforms, distinguishing itself through its combination of advisory, broker-dealer, and municipal advisory roles.

Donnie Whisenhunt is a financial advisor at Stephens with 30 years of industry experience. He holds a Series 63 designation and has been with Stephens since 2010. Outside of his advisory role, he is a one-third owner and secretary/treasurer of a family farm in Orangeburg, South Carolina. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm combines centralized investment committees and affiliated sub-advisors to implement a range of equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized programs.

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. She has worked at Stephens since 2021 and previously held roles at AT&T, SMU, Hogan Taylor LLP, Arkansas Heart Hospital, and TCU. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Carter Gobel is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior roles include positions at Garrison Asset Management and Giltner Logistics, as well as experience at the University of Arkansas. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm utilizes a combination of centralized investment committees and affiliated sub-advisors to implement equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Joshua Boyle is a financial advisor with Stephens in Winston Salem, NC, holding a Series 66 designation and 14 years of industry experience. Before joining Stephens in 2022, he worked at Edward Jones from 2015 to 2022. Outside of his advisory role, he is the owner and manager of Hive One LLC, a rental business based in Lexington, NC. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a structured investment process supported by in-house research and affiliated sub-advisors, offering a range of strategies and specialized programs such as Small-Mid Cap SMID.