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Vincent C

Series 66

Blue Bell, PA

Stonex Advisors Inc.

Vincent Capone is a financial advisor at StoneX Advisors Inc. with three years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He also assists clients with investments and insurance through a junior advisor role at IM Wealth Partners. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.

ESG / Sustainable investing
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Vincent M

Series 63, Series 65

Stratford, CT

Stonex Advisors Inc.

Vincent Marbury is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. from 2006 to 2015. In addition to his advisory role, he operates Marbury Associates, a sole proprietorship involved in life insurance and fixed annuity sales and marketing. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver tailored investment solutions.

ESG / Sustainable investing
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Jason P

Series 63, Series 65

Atlanta, GA

Stonex Advisors Inc.

Jason Peck is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, with prior experience at StoneX Securities dating back to 1997. Outside of his advisory role, he is managing partner of The Peck Group, LC, where he provides legal services in taxation, estate planning, business planning, and tax return preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of implementation platforms and delivers strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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Lawrence K

CFP®, Series 63, Series 65

Garfield Heights, OH

Stonex Advisors Inc.

Lawrence Kennard is a CFP® professional with 47 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has a background that includes over a decade at StoneX Securities Inc. and long-term involvement with the L.P. Kennard Agency. Outside of advisory work, he is a board member of the St. Basil Catholic Church Finance Council. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm employs various strategies, including proprietary models and third-party managers, and supports multiple account structures and investment platforms.

ESG / Sustainable investing
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Priscilla V

Series 65, Series 63

New York, NY

Stonex Advisors Inc.

Priscilla Vultaggio is a financial advisor at StoneX Advisors Inc. in New York, NY, holding Series 65 and Series 63 licenses with 13 years of industry experience. She has worked at StoneX Advisors since 2021 and previously held roles at Millennial Advisers, LLC and Allied Millennial Partners, LLC. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a range of account structures and model-based solutions. The firm uses various platforms and third-party managers to implement its strategies and operates as part of the broader StoneX Group with integrated clearing and custody capabilities.

ESG / Sustainable investing
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Walter S

Series 63, Series 66

Alpharetta, GA

Stonex Advisors Inc.

Walter Storm III is a financial advisor at StoneX Advisors Inc. with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. since 1991. Outside of his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing various model-based solutions and third-party money managers.

ESG / Sustainable investing
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Kevin B

Series 63, Series 65

Baton Rouge, LA

Stonex Advisors Inc.

Kevin Brooks is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He has worked at StoneX Advisors since 2016 and has been associated with StoneX Securities since 2005. Brooks holds the Series 63 and Series 65 designations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a range of strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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Edwina B

Series 63, Series 65

Eureka, CA

Stonex Advisors Inc.

Edwina Bordman is a financial advisor at StoneX Advisors Inc. in Eureka, CA, with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at StoneX Advisors since 2016, with prior experience at StoneX Securities Inc. and U.S. Bancorp Investments, Inc. Outside of her advisory role, she is involved with Beckman Investments, where she dedicates time to managing client accounts and brokerage sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of strategies and platforms, including independent advisors and proprietary models, to deliver tailored investment solutions.

ESG / Sustainable investing
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Christopher M

Series 63, Series 65

Brick, NJ

Stonex Advisors Inc.

Christopher Matseur is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stonex Advisors Inc. since 2015 and previously at Wrp Investments, Inc. Among his other roles, he serves as Treasurer for the Brick Township District Fire Commissioner and the Herbertsville Fire Company, and he also performs wedding ceremonies as an independent officiant. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house private client group. The firm employs various account structures and model-based solutions, leveraging platforms such as Envestnet and Advyzon to implement strategies and provide tax-aware services.

ESG / Sustainable investing
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Christopher H

Series 63, Series 65

Brentwood, TN

Stonex Advisors Inc.

Christopher Hayden is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Stonex Advisors in 2016, he worked at StoneX Securities Inc. since 2006 and spent two years at Wells Fargo Clearing. Outside of his advisory role, he owns a business that rents out outdoor movie screens. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a variety of strategies and platforms to implement its investment solutions and operates as part of the broader StoneX Group.

ESG / Sustainable investing
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Kristyn B

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Kristyn Bayles is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Quest Capital Strategies. She is also a limited partner in a family real estate partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of portfolio strategies and platforms, combining independent advisors with an in-house Private Client Group to support diverse client needs.

ESG / Sustainable investing
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Marilyn W

Series 66

Louisville, KY

Stonex Advisors Inc.

Marilyn Wainwright is a financial advisor with Stonex Advisors Inc. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. She has been with Stonex Advisors since 2016 and affiliated with StoneX Securities Inc. since 2009. In addition to her role at Stonex, she is a partner at Wainwright Laventis, where she provides independent financial advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

ESG / Sustainable investing
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Zachary L

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Zachary Lee is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2020. StoneX Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms like Envestnet and Advyzon.

ESG / Sustainable investing
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Gustavo A

Series 63, Series 65

Miami, FL

Stonex Advisors Inc.

Gustavo Alfonso is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm uses a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

ESG / Sustainable investing
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David E

Series 63, Series 65

Richmond, VA

Stonex Advisors Inc.

David Ellington is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Intl Advisory Consultants Inc., Anderson & Strudwick, Incorporated, Merrill, and Advest, Inc. He is also a member of BCES, LLC, where he manages office rental and expense payments. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house private client group. The firm employs multiple account structures, model-based solutions, and various platforms to implement investment strategies and supports a large network of advisor DBAs and sub-advisory arrangements.

ESG / Sustainable investing
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Harold W

Series 66

Louisville, KY

Stonex Advisors Inc.

Harold Wainwright III is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2009. Outside of his advisor role, he is a partner at Wainwright Laventis LLC, where he works in an advisory capacity offering financial advice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a range of investment solutions through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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Denise H

Series 66

Macon, GA

Stonex Advisors Inc.

Denise Herring is a financial advisor with StoneX Advisors Inc. in Macon, GA, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2016 to 2018. Outside of her advisory role, she serves as Treasurer for the 8th District Republican Party of Georgia and is Recording Secretary for the Lt James Monroe National Society of the Daughters of the American Revolution. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services. The firm offers a range of advisor-managed and model-based investment solutions and operates as part of the StoneX Group, with integrated clearing, custody, and lending capabilities.

ESG / Sustainable investing
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Chase H

Series 66

Medina, OH

Stonex Advisors Inc.

Chase Henderson is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds a Series 66 designation and began his advisory career with StoneX Advisors Inc. and StoneX Securities Inc. in 2025. Prior to his advisory role, he was employed at Miami University and the Miami University Rec Center. Henderson also operates Henderson Financial Services, focusing on insurance and investments. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing platforms like Envestnet and Advyzon for portfolio implementation and tax-aware services.

ESG / Sustainable investing
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Durbin M

Series 63, Series 66

Mantoloking, NJ

Stonex Advisors Inc.

Durbin Mcdermott is a financial advisor with Stonex Advisors Inc. who holds Series 63 and Series 66 licenses and has 50 years of industry experience. He has worked with several firms, including Wrp Investments, Inc. and Saxony Capital Management, LLC. Outside of his advisory roles, he is president and a one-third member of Partners Financial Group, LLC, where he is involved in codevelopment, training, recruiting, and business processing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm offers both discretionary and non-discretionary services through independent advisors and an in-house Private Client Group, utilizing a variety of account structures and model-based solutions.

ESG / Sustainable investing
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Carole D

Series 63, Series 66

Montgomery, AL

Stonex Advisors Inc.

Carole Duffey is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Infinex Investments, Inc. for 10 years. In addition to her advisory role, she serves as a financial advisor at River Bank & Trust, working with bankers to service customers' investment needs. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and investment strategies, including proprietary models and third-party money managers, to implement client solutions.

ESG / Sustainable investing
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