Matthew Kelley is a financial advisor at StoneX Advisors Inc. based in Cincinnati, OH, with 27 years of industry experience. He has held positions at StoneX Advisors Inc. since 2025 and at StoneX Securities Inc. since 2014. Kelley holds Series 66, Series 63, and Series 65 designations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm combines independent advisors and an in-house Private Client Group to deliver solutions through advisor-managed portfolios, proprietary models, and third-party money managers.

Robert Hendrickson is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with StoneX Securities Inc. since 2004 and StoneX Advisors since 2016. Outside of his advisory role, he serves as president of the Kiwanis Club of Sylacauga and is owner of ONE EIGHTY ASSET MANAGEMENT, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a variety of advisor-managed portfolios and model-based solutions, supported by platforms such as Envestnet and Advyzon.

Jonathan Zerges is a financial advisor with StoneX Advisors Inc. and holds a Series 66 designation. He has 17 years of industry experience and has been affiliated with StoneX Advisors since 2016. Outside of his advisory work, he is the Board President of Friends of Merion Gateway Park and serves as a board member of the Merion Civic Association. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a combination of independent advisors and an in-house Private Client Group, using multiple platforms and model-based strategies to implement investment solutions.

Connor Bain is a CFP® and holds a Series 66 license, currently advising with StoneX Advisors Inc. He has four years of industry experience, including prior roles at TIAA and Capital Investment Brokerage. His background also includes positions at North Carolina State University and Robert Bosch Tool Corp. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting services. The firm uses a combination of independent advisors and in-house teams, employing various managed portfolios and third-party money managers supported by advanced platforms for portfolio implementation and oversight.

Brad Tebbe is a financial advisor with StoneX Advisors Inc. in Brookville, Indiana, holding a Series 63 license and 28 years of industry experience. His career includes positions at StoneX Securities Inc., Wrp Investments, Inc., and Fiducial Investment Advisors, Inc. Outside of advisory work, he is involved in several business ventures including ownership of a CPA firm, management roles in multiple liquor stores, a retail pharmacy, and serving as a bank director and golf course board member. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a range of strategies including advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Gabriel Woolum is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He holds a Series 66 designation and has been with StoneX Advisors since 2015, also working with StoneX Securities and GLS Financial. Outside of advising, he operates as an independent insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm uses a variety of advisor-managed and model-based investment solutions, supported by multiple platforms and third-party managers.

Ted Baird is a financial advisor at StoneX Advisors Inc. with 48 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2017 and StoneX Securities since 2014. Outside of his advisory role, he is a licensed insurance agent involved in selling fixed annuities, life, and disability insurance through TW Baird Financial Services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement investment strategies across multiple account structures.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining StoneX, he worked for Investment Network, Inc. for 20 years and also owns Matrix III Income Tax Service, LLC, a tax preparation business. He is additionally involved in life and health insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Patrick Bussey III is a financial advisor with Stonex Advisors Inc. holding a Series 66 license and 26 years of industry experience. He has worked with Stonex Advisors since 2016 and with Stonex Securities since 2000. Outside of his advisory role, Bussey serves as Vice Chairman on the board of Gumbo Inc., a nonprofit focused on economic development in South Baldwin County. 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. The firm employs a variety of model-based and advisor-managed investment strategies, supported by multiple platforms and periodic due diligence on third-party managers.

Earl Stewart Jr. is a financial advisor with StoneX Advisors Inc. in Richmond, VA, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His career includes roles at StoneX Securities Inc., International Advisory Consultants Inc., Anderson & Strudwick, Incorporated, and Wells Fargo Clearing. Outside of advisory work, he is a member of BCES, LLC, an entity involved in managing office space and expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting among other services. The firm uses a range of investment strategies including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon, and operates as part of the larger StoneX Group.

Jacqueline Noveck is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds the ChFC® designation and has worked at several firms including Wrp Investments, Inc., Cetera Advisors LLC, and Vestax Securities Corporation. Outside of her advisory role, she is involved in independent insurance sales through Noveck and Noveck, LLC. 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. The firm uses a range of proprietary and third-party strategies supported by multiple platforms to implement customized investment solutions.

Debra Howard is a financial advisor at StoneX Advisors Inc. with 38 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Advisors and StoneX Securities since 2015, with prior experience at LPL Financial and Morgan Keegan & Company. Outside of advising, she serves as a notary, performing signature notarizations as needed. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a variety of advisory platforms and model solutions, supporting multiple account structures and client-imposed investment restrictions.

Katharine Burger is a Series 66 licensed financial advisor with StoneX Advisors Inc., where she has worked since 2017. She has 10 years of industry experience and is based in Brookville, Indiana. Outside of her advisory role, she serves as a nominating committee member for Farm Credit Mid-America, participating in the identification of candidates for board positions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement strategies across various account structures.

Preston Morris is a financial advisor with StoneX Advisors Inc. in Brentwood, Tennessee, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with StoneX Advisors since 2016 and previously worked at StoneX Securities and Morgan Stanley DW Inc. Outside of his advisory work, Morris is involved in managing several family farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and manager selections to implement client strategies.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 24 years of industry experience. His career includes roles at StoneX Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he participates as an advisor to students and teachers on business leadership and career skills at Mary G. Montgomery High School. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a variety of investment solutions through independent advisors and proprietary models, supported by multiple platforms and due diligence processes.

Brian Parker is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding a Series 66 designation and bringing 22 years of industry experience. His prior firms include Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through independent Financial Advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms, including proprietary models and third-party money managers, to implement customized investment solutions.

Stephen Lannigan is a CFP®-credentialed financial advisor with 30 years of industry experience, currently with StoneX Advisors Inc. since 2015. His prior experience includes roles at StoneX Securities Inc., Wrp Investments, Inc., BrokersXpress LLC, Wells Fargo Clearing, and TD Ameritrade, Inc. Outside of financial advising, he is involved as a paid lacrosse official with the Florida Lacrosse Officials Association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a combination of proprietary and third-party investment models and platforms to implement client strategies, offering both discretionary and non-discretionary account management.

Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Bolton Securities Corporation, RBC Capital Markets, and UBS International Inc. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapist services business. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through a mix of independent advisors and an in-house Private Client Group. The firm offers a variety of investment strategies, including advisor-managed portfolios and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Vinny Di Renzo is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio. He holds the Series 66 designation and has been in the industry since 2022, including roles at StoneX Securities Inc. from 2022 to the present. Prior to his financial career, he attended Youngstown State University from 2018 to 2022. StoneX Advisors Inc. serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and ERISA consulting. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party managers to implement investment strategies.

Lisa Kaess is a financial advisor at StoneX Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2021, as well as at Atrium Advisors since 2001. Kaess is the founder of Feminomics, a business focused on women and money that provides web-based content and in-person presentations. She also serves on the board of the Martin Luther King Multi-Purpose Center, a nonprofit community organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm implements investment strategies using proprietary models, third-party managers, and multiple platforms while supporting customized investment restrictions and conducting regular due diligence.