David Morris is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016 and StoneX Securities since 2013. Outside of his advisory work, he serves as director of GrandView Risk Management, an insurance firm, and of GrandView Strategic Partners, where he sells investment products and services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

Oscar Rubiano is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Securities Corp, Bci Securities, and independent insurance agency work. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a mix of independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment platforms and strategies, including proprietary models and third-party money managers, supporting multiple account structures and client-imposed investment restrictions.

Joseph Marks Jr. is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at First National Bankers Bank, SA Stone Wealth Management, and Sterne Agee. Outside of his advisory work, Marks serves as a member of the Canterbury Child Development Center board and as co-commissioner for a youth basketball league. 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 combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

Robert Johnson is a financial advisor at StoneX Advisors Inc. in Columbus, OH, holding a Series 63 designation with 38 years of industry experience. His prior roles include positions at Wrp Investments, Inc. and StoneX Securities Inc. In addition to his advisory work, he owns an insurance agency where he sells life, health, long-term care insurance, and fixed annuities, and he is a partner in a financial planning partnership. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm uses various model-based solutions and third-party money managers for portfolio implementation and conducts regular due diligence on these resources.

Graysen Thompson is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including State Farm VP Management Corp. and Ben Norris Insurance Agency. Outside of advisory work, he also performs independent contractor work as a delivery driver. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.

Craig Galovich is a financial advisor at StoneX Advisors Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has operated his own financial planning firm since 1992. In addition to his advisory work, he is also an insurance agent specializing in life insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers to deliver customized investment solutions.

Deborah Eagen is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior work history includes roles at Ameriprise Financial Services, Stifel, International Advisory Consultants, and Morgan Stanley. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm uses multiple platforms and both proprietary and third-party investment solutions to implement strategies tailored to client needs.

Jared Miller is a financial advisor with Stonex Advisors Inc. in Beachwood, Ohio, holding a Series 66 designation and 15 years of industry experience. He has worked at Stonex Advisors since 2015 and previously at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, Miller is a partner at Weinberg Wealth Management and serves as Board President of the Jewish Education Center of Cleveland, as well as a committee member for the Jewish Federation of Cleveland. 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 financial advisors, proprietary models, and third-party money managers for portfolio implementation and oversight.

Alistair Kelly is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Stonex Advisors Inc. since 2015. His prior experience includes 15 years at Wrp Investments, Inc. He has also been involved as an insurance agent and served as president of the Rotary Club of Sharon. Additionally, he is a member of the Church Finance Committee overseeing the endowment fund managed by JP Morgan. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services. The firm uses a blend of advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and connected to StoneX Group’s clearing and custody capabilities.

Robert Henderson is a financial advisor with StoneX Advisors Inc. in Medina, Ohio, holding a Series 63 license and 11 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2017 and previously at Sterne Agee Financial Services from 2014 to 2017. Outside of his advisory work, Henderson is involved in health and fitness through a partnership at MMBKH, LLC, and manages tax preparation services during tax season. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services. The firm utilizes a variety of platforms and third-party managers to implement strategies across multiple account structures.

Kyle Kelley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining StoneX Advisors, he worked at Renaissance Hotels and has been associated with StoneX Securities Inc. since 2021. His background also includes roles in education and hospitality. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms to deliver customizable solutions for its clients.

Ann Iglai is a CFP® professional with 27 years of industry experience, currently advising at Stonex Advisors Inc. since 2015. Her prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., Thrivent Investment Management, and Natcity Investments, Inc. She is also the owner of IGS Financial LLC, where she is involved in the sale of life insurance and fixed annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting, among other services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, supported by multiple platforms and a mix of proprietary and third-party strategies.

Clay Cook is a financial advisor at StoneX Advisors Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Benjamin F. Edwards & Co., Infinex Investments, and River Bank & Trust. He is also Senior Vice President and financial advisor at River Financial Services, the investment department of River Bank & Trust. 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 in-house private client groups, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

Patrick Evans is a financial advisor with Stonex Advisors Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metlife Securities Inc. Outside of his advisory work, he manages a rental property in Fort Collins, Colorado. 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 employs a variety of investment approaches, including advisor-managed portfolios and third-party money managers, supported by integrated platforms and multiple account structures.

David Hennings is a financial advisor with Stonex Advisors Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at StoneX Securities Inc., Wrp Investments, Inc., LPL Financial, and Waterstone Financial Group. Outside of advisory work, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with 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 model solutions, and third-party money managers.

Evan Boling is a CFP® with four years of industry experience, currently affiliated with StoneX Advisors Inc. He has held roles at IM Wealth Partners, LPL Financial, and Northwestern Mutual, among others. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment platforms and strategies, including proprietary models and third-party money managers.

Daniel Nunes is a financial advisor at StoneX Advisors Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Morgan Stanley, Credit Suisse Securities, and BTG Pactual. 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 advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms.

Gary Noveck is a financial advisor with Stonex Advisors Inc. and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., Cetera Advisors LLC, and Vestax Securities Corporation. Outside of his advisory work, he is the owner of Noveck and Noveck, LLC, where he operates as an independent agent for traditional fixed insurance. 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 advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Christian Butler is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Stonex Securities Inc. and Scott Butler CFP. StoneX Advisors Inc. serves individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an internal Private Client Group. The firm employs multiple investment strategies and platforms to support varied account structures and model-based solutions.

Mark Heberger is a financial advisor with StoneX Advisors Inc. in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and concurrently with StoneX Securities Inc. since 2014. Outside of his advisory role, he operates as an insurance agent specializing in life and accident/health insurance on a limited basis. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, 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 utilizes a variety of platforms and investment solutions, including proprietary models and third-party managers, and supports diverse account structures with regular oversight and due diligence.