Gabriel Talley is a CFP® professional with nine years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously served at Financial Engines Advisors L.L.C., Abound Wealth Management, and Preston & Cleveland Wealth Management. Kingswood Wealth Advisors serves a diverse client base that includes 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 platform and integrates insurance-linked account management through its affiliated financial entities.

Jeffrey Johnson is a financial advisor at Kingswood Wealth Advisors, LLC in Nashville, TN, with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, Raymond James Financial Services, and SunTrust Investments. Kingswood Wealth Advisors serves a broad range of clients, 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 utilizes an open-architecture platform with discretionary and non-discretionary investment advice tailored to client profiles and supports insurance-linked account management through integration with affiliated financial entities.

John Bliss III is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and IFS Securities. Based in Atlanta, GA, he has been with Kingswood since 2022. Kingswood Wealth Advisors serves a diverse client base 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 integrates affiliated financial entities and supports insurance-linked account management, operating an open-architecture platform that frequently utilizes third-party managers and sub-advisors.

Cynthia Pulver is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at multiple firms including International Assets Advisory and Global View Capital Management. Outside of her advisory role, she is involved in mortgage lending and health insurance, serving as a mortgage loan officer and health insurance agent in Utah. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors as well as institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs a tailored investment approach using an open-architecture platform and integrates insurance-linked account management alongside its multi-team advisory model.

Matthew Nadeau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Kingswood Wealth Advisors, LLC. His prior roles include positions at Kingswood Capital Partners, Hayden Royal, Lord Abbett, and Wells Fargo Funds Management. He serves as vice president and board member of the Boys and Girls Club of Placer County. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management within its multi-team model.

Jason Russell is a Series 66 licensed advisor with six years of industry experience. He is currently with Kingswood Wealth Advisors, LLC and Kingswood Capital Partner, having previously worked at Fremont Bank, LPL Financial, and Edward Jones. Outside of his advisory roles, he is involved in non-investment related work with Real Time Cloud Solutions and AceFone. 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 consulting services, utilizing an open-architecture platform and integrating affiliated financial entities to support insurance-linked account management.

Paul Sterzinger is a CFP® professional with 18 years of experience in financial advising. He is currently with Kingswood Wealth Advisors, LLC and Kingswood Capital Partners since 2024. Prior to that, he worked at Harbor Financial Services, Level Four Advisory Services, LPL Financial, and Edward Jones. Outside of finance, he is CFO and Sous Chef at Tommy's Kitchen LLC, a business involved in restaurants, sauces, spices, and apparel. 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, ERISA plan advisory, and consulting services through a multi-team platform that integrates insurance-linked accounts and uses both affiliated and unaffiliated third-party managers.

Donald Skinner is a financial advisor at Kingswood Wealth Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & CO., Inc. and Silicon Valley Securities, Inc. Outside of his advisory role, he umpires high school and summer league baseball. Kingswood Wealth Advisors serves a broad 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, operating an open-architecture platform that utilizes third-party managers and supports insurance-linked account management.

Seth Waltman is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Eudaimonia Partners, MS Howells & Co., and Harmony Grove Wealth Management. Outside of his advisory work, he coaches triathlons through a non-investment business, TricoachGeorgia, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, offering customized investment solutions through an open-architecture platform that utilizes both affiliated and unaffiliated managers.

Stephen Digennaro II is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aegis Capital Corp. and Benchmark Investments. Outside of advisory roles, he is involved as Vice President of Investments for Argyle Creek LLC. Kingswood Wealth Advisors serves a diverse client base including retail, high-net-worth, and institutional investors, offering portfolio management, financial planning, and ERISA advisory services. The firm employs an open-architecture platform, often using third-party managers and sub-advisors, and integrates insurance-linked account management through affiliated financial entities.

John Matsek III is a financial advisor with Kingswood Wealth Advisors, LLC in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors before joining Kingswood in 2025. He is also involved with Southern Edge Wealth Solutions, a fee-based wealth management business. Kingswood Wealth Advisors serves a diverse client base 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 operates an open-architecture platform and integrates insurance-related accounts alongside traditional investment advisory services.

Douglas Dort is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Chalice Wealth Advisors, LLC and Chalice Capital Partners, LLC since 2018 and previously at Harbor Financial Services, LLC from 2007 to 2018. Dort is also president of Financial & Retirement Strategies, Inc., a company involved in insurance and tax preparation services. Kingswood Wealth Advisors serves a diverse client base 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 utilizing third-party managers and integrates insurance-linked account management as part of its operational model.

Joseph Wainer is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and four years of industry experience. He has worked with firms including Kingswood Capital Partners, Benchmark Investments, and Thrivent Financial. Outside of his advisory role, Wainer serves as an adjunct professor teaching spiritual development and English literature. Kingswood Wealth Advisors serves a diverse client base 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 a tailored, open-architecture investment approach, frequently utilizing third-party managers and sub-advisors, and integrates insurance-linked account management alongside its advisory services.

Andrew Schoenfeld is a financial advisor with Kingswood Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Edge Wealth Management, Brean Capital, Sandler O'Neill & Partners, and Hunt Financial Securities. Kingswood Wealth Advisors serves a diverse client base 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 operates an open-architecture platform utilizing third-party managers and integrates insurance-linked account management alongside institutional consulting and wrap program sponsorship.

Christopher Doyle is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Kingswood Capital Partners, LLC, Benchmark Investments Inc, Benchmark Advisory Services LLC, and Securities America Inc. 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 uses an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management with affiliated financial entities.

Frank Zaccardo is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010. Outside of his advisory work, he owns Gump Productions, a home-based business that sells his personal photography. Kingswood Wealth Advisors serves a broad range of clients 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, operating an open-architecture platform that frequently employs third-party managers and provides integrated insurance-linked account management.

Barry Waxler is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several firms, including Universal Financial Consultants Corporation and Versus Capital Partners, and has authored the book *Stop Bleeding Cash*. Waxler also participates on an advisory board focused on exit planning and is involved in life insurance sales and referrals related to technology and capital development. Kingswood Wealth Advisors serves individual and institutional clients with portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform, frequently utilizing third-party managers, and is notable for its integration with affiliated financial entities and its management of insurance-linked accounts.

Scott Poore is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Eudaimonia Advisors LLC and B. Riley Wealth Management, Inc. Outside of his advisory role, he is involved with TEN45, Inc., a nonprofit focused on mentoring high school football players, and serves as a general board member for the Juvenile Diabetes Research Foundation. Kingswood Wealth Advisors serves a diverse range of clients including individuals, high-net-worth investors, and institutional sponsors, offering portfolio management, financial planning, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside traditional wealth advisory offerings.

Mark Peetz is a financial advisor at Kingswood Wealth Advisors, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingswood Wealth Advisors and Kingswood Capital Partners since 2022. His prior experience includes roles at Cantella & CO., Inc. and Silicon Valley Securities, Inc. 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, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both affiliated and unaffiliated third-party managers.

Frank Hsin is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Kingswood Wealth Advisors in 2023, he worked at UBS Financial Services Inc. for 12 years. Outside of finance, he is a co-owner of a coffee business, 805 Office Coffee Company LLC, involved in invoicing, deliveries, and customer service. 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, operating an open-architecture platform that integrates insurance-linked accounts and uses both affiliated and third-party managers.