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David C
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
David Champion is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and possessing 41 years of industry experience. His prior roles include positions at Csenge Advisory Group, Lion Street Financial, FSC Securities, Transamerica Financial Advisors, and Equitable Advisors. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a variety of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers.
Chad H
Series 66
Medina, OH
Stonex Advisors Inc.
Chad Henderson is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. since 2019. Outside of his advisory role, Henderson is involved in managing a family farm that raises livestock and cultivates land. 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 utilizes a combination of proprietary models, third-party money managers, and various platforms to implement customized investment strategies.
Stanford R
CFP®, Series 63, Series 66
Birmingham, AL
Stonex Advisors Inc.
Stanford Roberts is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. His prior roles include positions at Ameriprise Financial Services, Inc. and International Advisory Consultants Inc. Roberts is also the owner of RW Management LLC and Roberts Wealth Management, both investment services businesses based in Birmingham, AL. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of advisory models and third-party money managers, supported by integrated platforms and a broad network of financial professionals.
Gregory H
Warren, OH
Stonex Advisors Inc.
Gregory Hovanic is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He has been with StoneX Advisors since 2015 and is also president of G. D. Hovanic Agency Inc., an insurance and investment sales firm. 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 utilizes multiple investment platforms and offers a variety of account structures and model-based solutions.
Lauryl S
Series 66
Birmingham, AL
Stonex Advisors Inc.
Lauryl Sheppard is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation. She has two years of experience in the industry, with prior roles at StoneX Securities Inc., Infinex Investments, and River Bank and Trust. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors, proprietary models, and third-party managers to implement strategies across various account structures.
David A
Series 65, Series 63
Birmingham, AL
Stonex Advisors Inc.
David Allen is a financial advisor with StoneX Advisors Inc. in Birmingham, Alabama, holding Series 65 and Series 63 registrations, and has 37 years of industry experience. His career includes roles at StoneX International Securities Inc., StoneX Securities Inc., and Wells Fargo Clearing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, an in‑house Private Client Group, proprietary model solutions, and third‑party money managers to implement client portfolios.
Robert C
Series 66
Bohemia, NY
Stonex Advisors Inc.
Robert Cuccaro is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2011 to 2015. Cuccaro is the CEO and President of Integrarisk Corp., where he dedicates part of his time to hiring and training independent insurance representatives. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent financial advisors and an in-house Private Client Group. The firm employs diverse investment strategies and platforms, and operates as part of the larger StoneX Group, which provides integrated clearing, custody, and lending services.
Rajeev P
CFP®, Series 63, Series 65
Parkland, FL
Stonex Advisors Inc.
Rajeev Pandit is a CFP® professional with 38 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He also holds an enrolled agent role at Spire Group Inc., where he provides tax preparation services. Additionally, he operates a sole proprietorship involved in fixed insurance sales and holds a real estate broker license. 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 utilizes multiple platforms and a diverse mix of proprietary and third-party investment solutions.
Tiffany N
Series 66
Miami, FL
Stonex Advisors Inc.
Tiffany Nealon is a financial advisor at StoneX Advisors Inc. with 21 years of industry experience. She holds a Series 66 designation and has held various roles within the StoneX organization and its affiliates since 2014, including compliance responsibilities as Chief Compliance Officer at StoneX International Advisors Inc. Tiffany is based in Miami, FL. 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 utilizes multiple account structures and model-based solutions, implementing strategies through both in-house and third-party managers.
Timothy R
Series 66
Franklin, TN
Stonex Advisors Inc.
Timothy Ray is a financial advisor with Stonex Advisors Inc. holding a Series 66 designation. He has experience working at StoneX Securities Inc. since 2026 and has been involved with the PGA Tour since 2020. His background also includes roles at AssuredPartners, Lipscomb University, and the University of Tennessee. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, offering multiple account structures and model-based solutions.
Christopher F
Series 66
Birmingham, AL
Stonex Advisors Inc.
Christopher Floyd is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential with three years of industry experience. Prior to joining StoneX Advisors, he worked at StoneX Securities Inc. and Protective Life, and he previously gained experience outside the financial sector at Robert Trent Jones Golf Trail. 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 utilizes a combination of independent advisors and an in-house Private Client Group, employing proprietary and third-party strategies across multiple platforms for portfolio implementation and oversight.
David K
Series 63
West Fafayette, IN
Stonex Advisors Inc.
David Klemme is a financial advisor with Stonex Advisors Inc. in West Lafayette, Indiana, holding a Series 63 designation and 38 years of industry experience. His prior work includes roles at Wrp Investments, Inc. and FFP Advisory Services Inc. Outside of his advisory work, he is the owner of Klemme Farms. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions through various platforms and third-party managers.
Daniel B
Series 63, Series 65
Richmond, VA
Stonex Advisors Inc.
Daniel Bird III is a financial advisor with Stonex Advisors Inc. in Richmond, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advisory work, he serves as power of attorney for his father. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and model solutions to implement investment strategies and supports multiple account structures and reasonably imposed client restrictions.
Alvaro T
Series 63, Series 65, Series 66
Miami, FL
Stonex Advisors Inc.
Alvaro Torres is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining StoneX Advisors and StoneX Securities in 2020, his work history includes roles at VTS Capital Partners, Citigroup, J.P. Morgan Securities, Chase Investment Services, and UBS Financial Services. Outside of his advisory work, he is also active as a real estate agent with Weichert Realtors | Capella Estates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a variety of investment strategies and platforms, combining independent advisors with an in-house Private Client Group.
Reed P
CFP®, Series 66
Birmingham, AL
Stonex Advisors Inc.
Reed Parrish is a CFP® and Series 66 licensed advisor with Stonex Advisors Inc. in Birmingham, AL, where he has worked since 2024. He has two years of industry experience, including prior roles at StoneX Securities Inc. and LPL Financial. Before entering financial advising, he spent ten years at Titan Installations. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and conducts ongoing due diligence on third-party money managers.
Anthony D
Series 63, Series 65
New Middletown, OH
Stonex Advisors Inc.
Anthony Daprile is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors and StoneX Securities since 2019, following seven years at Nationwide Securities, LLC. Outside of advisory services, he owns Daprile Insurance Group, a property and casualty insurance agency. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and related consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.
Gary U
CFP®, Series 63
Birmingham, AL
Stonex Advisors Inc.
Gary Ung is a CFP® with 38 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. His prior experience includes 17 years at Quest Capital Strategies Inc. and over 20 years operating UNG Financial & Insurance Services. In addition to his advisory work, he owns a sole proprietorship that sells insurance products and provides tax preparation services. 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 strategies through advisor-managed portfolios, model solutions, and third-party money managers, supported by integrated platforms and a broad network of financial professionals.
Richard H
Series 66
Cave Creek, AZ
Stonex Advisors Inc.
Richard Harader Jr. is a financial advisor at StoneX Advisors Inc. with 12 years of industry experience and holds the Series 66 credential. He has been with StoneX Advisors and StoneX Securities since 2019 and also owns Harader Financial Management Group, LLC, a separate business involved in investment-related services. Outside of his advisory work, he serves on the board of Trinity Fellowship, a church undergoing 501(c)(3) status. 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 independent advisors and proprietary model solutions, supported by comprehensive due diligence and multiple platform offerings.
Richard B
Series 63, Series 65
Bronwsburg, IN
Stonex Advisors Inc.
Richard Bousum II is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including over a decade with StoneX Securities Inc. Outside of his advisory role, he provides IT consulting services through RSNetworking and works as an insurance agent selling term life, Medicare supplement, and prescription drug plans. 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 range of investment strategies through advisor-managed portfolios, proprietary models, third-party money managers, and advanced platforms to support diverse client needs.
Matthew H
Series 65, Series 63
Birmingham, AL
Stonex Advisors Inc.
Matthew Hill is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL, holding Series 65 and Series 63 licenses with seven years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2016 and previously spent time at Regions Bank. Hill is also an author of a research-backed book on the value of financial advisors. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, plan consulting, and related services through a combination of independent advisors and an in-house client team. The firm deploys multi-structured investment solutions using proprietary models, third-party managers, and technology platforms.
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