Grant Goldberg is a financial advisor at Kingswood Wealth Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Dempsey Lord Smith, LLC. Outside of his advisory role, he is involved with Medical Business Concepts, Inc, where he consults with doctors on business and tax matters. 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, with a focus on integrating insurance-linked accounts and utilizing both affiliated and unaffiliated third-party managers.

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 66, and 65 licenses and having 11 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to present and at Mascoma Wealth Management from 2015 to 2018. 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 and integrates insurance-linked account management alongside affiliated financial entities.

Bruce Greenberg is a financial advisor at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Berthel Fisher & Company Financial Services for 23 years. Greenberg also serves as a trustee for a life insurance trust and is the CFO of a venture equity fund. 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, and ERISA plan advisory. The firm operates an open-architecture platform and incorporates affiliated financial entities and insurance-linked account management into its investment approach.

Chad Polin is a financial advisor with Kingswood Wealth Advisors, LLC, and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at firms including Truist Advisory Services, LPL Financial, and Cetera Investment Services. Outside of his advisory role, he serves as an assistant football coach for a high school freshman team and is involved in volunteer recordkeeping. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized investment advice on both discretionary and non-discretionary bases through an open-architecture platform and integrates insurance-linked account management alongside traditional portfolio management and financial planning services.

Blake Fowler is a financial advisor at Kingswood Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Kingswood, he worked at San Blas Securities, LLC and New York Life Insurance Company. Outside of his advisory role, he serves as a city councilman in Canton, TX, and is a board member of the local Chamber of Commerce. 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 and integrating insurance-linked account management in its operational model.

Ashley Webb is a financial advisor at Kingswood Wealth Advisors, LLC with 9 years of industry experience. She holds a Series 66 designation and has worked with firms including Kingswood Capital Partners, Benchmark Investments, and American Global Wealth Management. Outside of her advisory role, she serves on the board of A Friend’s House, a local nonprofit group home for minors, and coaches varsity girls soccer at Saint George Episcopal School. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutions, providing portfolio management, financial planning, and ERISA plan advisory services. The firm offers customized investment solutions using an open-architecture platform and frequently incorporates third-party managers while supporting insurance-linked account management.

Elizabeth Neuman is a financial advisor with Kingswood Wealth Advisors, LLC in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked at Cantella & Co Inc for 19 years before joining Kingswood in 2022. Neuman serves as president of her condominium association’s board and volunteers with the PWA board for her condo community. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, and consulting services. The firm employs an open-architecture platform with customized client allocations and integrates with affiliated financial entities to support insurance-linked account management.

H Rappaport is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. Prior to joining Kingswood in 2025, he was affiliated with International Assets Advisory for 11 years. Outside of advisory work, he provides radio commentary on stock market and investment news for KYW News Radio and Bloomberg Radio/Local TV and is the author of the book *Live Long Live Rich*, which focuses on investing for income. 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 investment platform and integrates insurance-linked account management with relationships to affiliated financial entities.

Vincent Lucchesi is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services for 18 years, followed by roles at Alden Investment Advisors LLC and J. Alden Associates, Inc. Lucchesi is also president of VSL Wealth Advisory LLC, an entity established to pay expenses. 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 both discretionary and non-discretionary investment advice tailored to client profiles.

Matthew Land is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at FSC Securities Corporation and Dempsey Lord Smith, LLC. In addition to his advisory role, he is the founder and owner of Stern Investments, LLC, through which he provides financial planning and wealth management services. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.

Brian Braker is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 license and one year of industry experience. Prior to joining Kingswood in 2025, he worked as a futures trader and commodities trader and was employed at Constellation Brands. Outside of his advisory role, he is engaged as a junior financial planner with Sutter Wealth Management, where he contributes to clerical duties, data entry, sales, and marketing. 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 uses both affiliated and unaffiliated third-party managers.

Douglas Solinsky is a financial advisor with Kingswood Wealth Advisors, LLC and holds Series 65 and Series 63 licenses. He has 22 years of industry experience, including prior roles at Benchmark Investments, Inc. and NewBridge Securities Corporation. He hosts the Wall and Main Podcast, where he conducts discussions with guests on investment topics. Kingswood Wealth Advisors serves retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers a customizable investment approach through an open-architecture platform and integrates insurance-linked account management with affiliated financial entities.

Donald Kuhs Jr. is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and bringing 45 years of industry experience. He previously spent 32 years at Royal Alliance Associates, INC. and has operated his own financial planning business since 1977. Outside of advisory work, he is involved in sales of prepaid legal services. 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, ERISA advisory, and consulting. The firm emphasizes customized investment strategies through an open-architecture platform and integrates insurance-related account management alongside third-party and affiliated managers.

Derek Herzer is a financial advisor at Kingswood Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked for Medigap Life for ten years. Outside of his advisory role, he is involved in consulting for an investment-related business and provides training and support for a national Medicare health insurance brokerage during the annual enrollment period. 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 uses an open-architecture platform with both discretionary and non-discretionary investment strategies and integrates insurance-related accounts through affiliated entities.

Peter Steger is a financial advisor with Kingswood Wealth Advisors, LLC and holds the ChFC® designation along with a Series 63 license. He has 43 years of industry experience, including prior roles at Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of The Efficient Edge, a company that develops actuarial-based strategies to optimize returns on life insurance, and he is involved in several nonprofit and trustee roles, including serving as board president of the Kappa Kappa Sigma House Corporation. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and integration with affiliated financial entities, including insurance-related account management.

Christopher Brown is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a member of the Page High School Quarterback Club, assisting with football game operations and program expenditures. Kingswood Wealth Advisors serves retail and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked accounts through affiliated financial entities.

Kalyan Kavili is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Benchmark Investments, Inc. among other firms. 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 using affiliated and unaffiliated managers and supports insurance-linked account management alongside affiliated financial entities.

James Parrish III is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Eudaimonia Advisors LLC and B. Riley Wealth Management, Inc. Outside of his advisory role, Parrish is a sponsored triathlete who conducts clinics for Timex and has been a marketing ambassador for Newton Running. He is also an author and professional motivational speaker, and he engages in personal coaching and development through an independent business owner role with ACN. 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, employing an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.

Michelle Cavallero is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network LLC and Hayden Royal. Outside of her advisory work, she knits blankets for foster children in her community on a volunteer basis. 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 investment platform and integrates insurance-linked account management through affiliated entities.

Anthony Nardi is a CFP® professional with 12 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior experience includes roles at Benchmark Investments, LPL Financial, Sterling National Bank, and J.P. Morgan Securities. Outside of his advisory work, he is involved in fixed annuity and life insurance activities through an independent marketing organization. Kingswood Wealth Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform using third-party managers and integrates insurance-linked account management alongside affiliated financial entities.