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Linwood G

Series 63, Series 65

Schnecksville, PA

Stonex Advisors Inc.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. in Schnecksville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2013 to 2015. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, an organization assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services, utilizing multiple account structures and model-based solutions supported by a large network of independent advisors and proprietary platforms.

ESG / Sustainable investing
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Fredric L

Series 63, Series 65

Winter Garden, FL

Stonex Advisors Inc.

Fredric Lowe is a financial advisor with StoneX Advisors Inc. in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes over 17 years at Quest Capital Strategies, Inc. and roles at StoneX Securities Inc. and StoneX Advisors Inc. He is president and sole owner of Smart Money Strategies & Planning, Inc., a business involving insurance, annuities sales, and Social Security benefits analysis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and consulting services. The firm employs a variety of investment strategies through independent advisors, in-house groups, and third-party managers, supported by integrated platforms and affiliated entities offering clearing, custody, and lending services.

ESG / Sustainable investing
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Dustin S

CFP®, ChFC®, Series 63

Canfield, OH

Stonex Advisors Inc.

Dustin Sturm is a CFP® and ChFC® professional with 14 years of experience in the financial services industry. He is currently with Stonex Advisors Inc., where he has worked since 2021, following nine years at Nationwide Investment Services Corp. Outside of his advisory role, he serves as president of FERF, LLC and operates Sturm Financial Services, Inc., his own registered representative 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 a variety of investment platforms and model-based solutions.

ESG / Sustainable investing
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Ted B

Series 63

Cleveland, OH

Stonex Advisors Inc.

Ted Biskind is a financial advisor with StoneX Advisors Inc. in Cleveland, OH, holding a Series 63 designation and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc., Wrp Investments, Inc., and Equity Services, Inc. He also operates American Benefits Group, an insurance brokerage. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based and third-party manager solutions across multiple platforms to implement client strategies.

ESG / Sustainable investing
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Leslie F

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Leslie Finn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and 66 licenses and bringing 31 years of industry experience. Prior to joining Stonex in 2019, Finn worked at Quest Capital Strategies, Inc. and Liberty Tax Services, and maintained a role as an independent insurance agent for several years. Outside of advisory work, Finn has experience as a cashier at Hollywood Casino. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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Andre Luiz M

Series 66

Miami, FL

Stonex Advisors Inc.

Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with 9 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Morgan Stanley, Citigroup Global Markets, and XP Securities LLC. 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 utilizes a range of proprietary and third-party investment strategies and platforms to implement client portfolios.

ESG / Sustainable investing
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Heather S

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Heather Smith is a financial advisor with Stonex Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at StoneX Securities Inc. and Colonial Asset Management Inc. Additionally, she is the president and sole owner of Williams Wealth Management, LLC, a financial services business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and advisor-managed investment solutions and is part of the StoneX Group, which provides integrated execution and custody capabilities.

ESG / Sustainable investing
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Christopher B

Series 63, Series 65

Austintown, OH

Stonex Advisors Inc.

Christopher Bland is a financial advisor at StoneX Advisors Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of his advisory role, Bland is a CPA involved in tax preparation and serves as treasurer for a scholarship fundraising organization. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a range of investment solutions including proprietary models and third-party money managers, supported by robust platforms and comprehensive due diligence processes.

ESG / Sustainable investing
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Joseph D

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Joseph Dambrosio is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and 66 licenses and bringing 38 years of industry experience. Prior to joining StoneX Advisors in 2019, he worked at Quest Capital Strategies and held roles at Bank of America and Merrill. He is also the CFO of Corporate Computer Solutions, a computer hardware and software sales company. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services. The firm utilizes multiple account structures, independent advisors, proprietary models, and third-party money managers to implement customized investment solutions.

ESG / Sustainable investing
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Rodney M

CFP®, Series 63

Blooming Glen, PA

Stonex Advisors Inc.

Rodney Macintyre is a CFP® with 45 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. He has worked with StoneX Advisors since 2015 and previously spent 11 years at Wrp Investments, Inc. Outside of his advisory role, he owns and operates a life insurance sales business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm offers a range of investment solutions through independent advisors and in-house teams, utilizing multiple platforms and third-party managers.

ESG / Sustainable investing
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