William Finnie is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors, Inc. and Dempsey Lord Smith, LLC. Finnie is also the owner of a separate business entity registered as a non-investment related activity. Kingswood Wealth Advisors serves a wide range of retail and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform that incorporates both affiliated and unaffiliated third-party managers and sub-advisors.

Kyle Foster is a financial advisor at Kingswood Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Rulo Wealth Strategies LLC, Royal Alliance Associates Inc, and several other firms. Outside of advisory work, he occasionally originates mortgage loans through ACC Mortgage Lending. Kingswood Wealth Advisors serves a broad range of retail and institutional clients, including high-net-worth investors and retirement plan sponsors. The firm offers customized portfolio management and financial planning through an open-architecture platform, integrating affiliated financial entities and providing services linked to insurance-related accounts.

John Longman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works one-on-one with clients seeking to grow and generate income from their savings. He focuses on understanding each client's individual goals and risk tolerance to help create balanced portfolios tailored for growth and income potential. Longman and Associates provide a range of investment planning services for individuals and businesses, including retirement planning, tax management, estate planning, education funding, risk management, investment strategies, and employee and executive benefits. John partners with tax and estate-planning specialists to deliver comprehensive financial guidance and help clients keep their portfolios aligned with their objectives through clear and frequent communication. John holds a Bachelor’s Degree in Finance from Florida International University and the Personal Investment Advisor (PIA) professional designation. He is involved in the Merrill Lynch Wealth Management organization and volunteers with JDRF in his community.

Jacob Pulver is a financial advisor at Kingswood Wealth Advisors, LLC in Lehi, Utah, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Kingswood Capital Partners, Xton Financial, and MyWallSt Advisory. Outside of his advisory role, he is involved in offering fixed life and annuity insurance products as an insurance producer. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Thomas Grimm is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Benchmark Investments, Inc., Millennial Advisers, LLC, and Laidlaw and Company. Outside of his advisory role, he volunteers as president of a Toastmasters and Youth Leadership Program, teaching public speaking and communication skills. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform with a focus on integrating insurance-linked accounts and affiliated financial entities.

Christopher Haddad is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Raymond James Financial Services and T. Rowe Price Investment Services. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates insurance-linked account management alongside institutional consulting.

Alec Goldberg is a financial advisor at Kingswood Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Broad Street Financial LLC. Outside of his advisory role, Alec is involved as an agent and representative at Capital Insurance & Investment Planning, Inc., focusing on life and health insurance, long-term care, fixed annuities, and disability products. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, with a distinctive integration of insurance-linked account management and an open-architecture investment platform.

Todd Meucci is a financial advisor with Kingswood Wealth Advisors, LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Alt Fund Distributors LLC, and Eudaimonia Partners, LLC. Outside of advisory work, he serves on the Brentwood YMCA Advisory Board. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture investment platform and integrates closely with affiliated financial entities to support insurance-linked account management.

Michael Muratore is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities and LPL Financial. Outside of his advisory roles, he owns and manages real estate entities, Chateau Income and Equity, LLC and Marshall Capital Management, LLC. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management and financial planning through an open-architecture platform, frequently employing third-party managers and supporting insurance-linked accounts.

Dean Antonopoulos is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 34 years of industry experience. His career includes roles at Kalos Management, Kalos Capital, and a long tenure at Endeavor Investment Resources. He is also president of EIR Capital, Inc., which manages office administration and insurance sales. Kingswood Wealth Advisors serves a diverse client base, including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs a customized investment approach using an open-architecture platform and maintains an operational model that integrates insurance-linked account management.

Han Gu is a CFP® professional with eight years of industry experience, currently affiliated with Kingswood Wealth Advisors, LLC. He has worked at multiple firms, including Crestwood Capital Management LLC and Cetera, and has served as president of Madison Fund Service, Ltd., providing tax consulting and preparation services. Additionally, he works as a property and casualty insurance broker. Kingswood Wealth Advisors serves a diverse clientele, including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with customized investment approaches and integrates insurance-related account management alongside its advisory services.

Jason Parker is a Certified Financial Planner® with 17 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC, where he has worked since 2024. His prior experience includes roles at Eudaimonia Partners, LLC, B. Riley Wealth Management, Inc., and Raymond James Financial Services, Inc. Outside of his advisory role, he owns Chase & Jax, LLC, a non-investment related business. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services while utilizing an open-architecture platform that incorporates third-party managers and supports insurance-linked account management.

Stacey Price is a Series 66-licensed financial advisor with Kingswood Wealth Advisors, LLC in Scottsdale, AZ, and has two years of industry experience. Prior to joining Kingswood in 2025, Price worked at Edward Jones for two years and has self-employment experience dating back to 2015. Outside of advisory work, Price is a notary who assists estate attorneys by delivering trusts and discussing associated assets. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates insurance-linked accounts through affiliated financial entities.

Dayna Birkley is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. She is based in Santa Barbara, CA. Kingswood Wealth Advisors serves a diverse range of retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform that uses both affiliated and unaffiliated third-party managers and supports insurance-linked account management alongside related broker-dealer relationships.

Richard Siminou is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and having 17 years of industry experience. His prior roles include work at Benchmark Investments, Inc. and Newbridge Securities Corp. He is also the owner of Siminou Wealth Management, an advisory business affiliated with Kingswood. Kingswood Wealth Advisors serves a diverse range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering investment advice on both discretionary and non-discretionary bases through a customized, open-architecture platform.

Tyler Bashaw is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 registrations and 20 years of industry experience. He has been with Kingswood Wealth Advisors and affiliated entities since 2021 and previously worked at Newbridge Securities Corporation from 2015 to 2021. Outside of advisory roles, he is a member of My Venture Fund, LLC, which focuses on venture capital and Special Purpose Vehicle fund administration. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with third-party managers and integrates insurance-linked account management alongside affiliated financial entities.

Frank Pasquale is a financial advisor with Kingswood Wealth Advisors, LLC in New York, NY. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at Benchmark Investments, Inc., NewBridge Securities Corporation, and Kingswood Capital Partners, LLC. Pasquale is also licensed to offer insurance products to clients. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture investment platform, incorporating third-party managers and sub-advisors, and emphasizes integration with affiliated financial entities and insurance-linked account management.

James Greek is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Synovus Securities, SunTrust, and Kraft Asset Management. Outside of his advisory work, he is the owner of JB Merchant Services, a business specializing in ACH and card processing. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and frequently engaging third-party managers to tailor investment advice to client profiles.

Jefferson Olney is a financial advisor at Kingswood Wealth Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Dempsey Lord Smith, LLC and Synovus Bank. Outside of finance, he is a contract musician and has ownership in a brewery as well as involvement in renting audio equipment. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with third-party managers and an operational model that supports insurance-linked account management.

Julie Broady is a financial advisor at Kingswood Wealth Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kingswood since 2022, including a prior role at National Securities Corporation from 2014 to 2022. Broady serves on the board of directors for Project ECHO, a nonprofit focused on entrepreneurial concepts for youth. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering services such as portfolio management, financial planning, ERISA plan advisory, and consulting. The firm employs an open-architecture platform, frequently uses third-party managers, and integrates with affiliated financial entities to support insurance-linked account management.