Amir Lauber is a financial advisor with Stonex Advisors Inc. in Boca Raton, FL, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at Stonex Securities Inc., Triad Advisors, Investacorp, and Metropolitan Life Insurance Company. 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 account structures and model-based solutions, utilizing both proprietary and third-party investment strategies.

Michael Woytowich is a financial advisor with StoneX Advisors Inc. in Kulpmont, PA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with StoneX Advisors since 2020 and StoneX Securities since 2011. Outside of his advisory role, he serves as the head boys varsity basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm combines independent financial advisors and an in-house Private Client Group to deliver a variety of investment solutions including advisor-managed portfolios and third-party money managers, supported by platforms like Envestnet and Advyzon.

Michael Murray is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Protective Life Insurance Company, LPL Enterprise, LLC, and various StoneX affiliates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and annuity allocation through a combination of independent advisors and an in-house Private Client Group. The firm employs a range of proprietary and third-party investment solutions, supported by multiple platforms for portfolio implementation and tax-aware services.

Brent Nelson is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 28 years of industry experience. He has worked at Stonex Advisors since 2015 and at StoneX Securities Inc. since 2014, following 14 years at Wrp Investments, Inc. Nelson is also involved as an agent and advisor in a fixed indexed business on a limited basis. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary management through independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers.

Robert Erickson is a financial advisor with StoneX Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Quest Capital Strategies, Inc. and Pruco Securities LLC/The Prudential Insurance Company of America. Erickson is also president of EMG Financial Services LLC, an insurance agency. 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, in-house groups, and multiple investment platforms to deliver tailored strategies and support varied client needs.

Heather Smith is a financial advisor with StoneX Advisors Inc. based in Birmingham, AL. She holds a Series 66 designation and has one year of industry experience. Prior to joining StoneX, she worked at StoneX Securities Inc. for four years and has held various roles outside the financial sector. 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 model-based solutions and third-party money managers to implement customized investment strategies.

Mark Hugo is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. His prior work includes positions at Wrp Investments, Inc., Main Street Management Company, and multiple entities within the StoneX organization. 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, implementing strategies through advisor-managed portfolios, proprietary models, and third-party managers.

Pelham Henry III 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, previously working at StoneX Securities Inc. and Colonial Asset Management Inc. Outside of his advisory role, Henry is involved in various activities including co-owning a small working farm, serving on the City of Fairhope Airport Authority Board, and participating in the finance committee of St. James Episcopal Church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies across multiple account structures.

Bruce Warren is a financial advisor with Stonex Advisors Inc. He holds a Series 63 designation and has 33 years of industry experience. He has worked at Aberdeen Financial Group Inc. since 1994 and has been with Stonex Advisors Inc. since 2018. Outside of his advisory role, Warren is a bass player in the Curious Animals band. Stonex Advisors Inc. offers portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed and model-based investment solutions, supported by various platforms, and conducts ongoing reviews of third-party money managers to implement client-directed investment strategies.

Colin Winkler is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. He has been affiliated with various StoneX entities since 2016 and previously worked at Sterne Agee Financial Services, Inc. Winkler operates his independent representative business under the name Winkler Hiznay & Associates. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering discretionary and non-discretionary 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 integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

Norman Dayan is a financial advisor at StoneX Advisors Inc. with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including UBS Financial Services and Gunnallen Financial. He has been with StoneX Advisors since 2016. StoneX Advisors 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 utilizes a range of investment strategies and platforms, including proprietary models and third-party money managers.

Jeffrey Helgeson is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to his advisory role, Helgeson has served as an adjunct professor teaching business and finance courses at Liberty University, Sweet Briar College, and Kentucky State University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various platforms and investment solutions, including proprietary models and third-party money managers.

Jorge Villacorta is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds a Series 66 designation and has worked at several related firms including StoneX International Securities Inc. and R.J. O'Brien Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm offers a variety of investment approaches through independent advisors and an in-house Private Client Group, utilizing a range of model-based solutions and third-party money managers.

James Wisloski is a financial advisor with StoneX Advisors Inc. in Kulpmont, PA, holding Series 66 and Series 63 licenses and 26 years of industry experience. He has been with StoneX Advisors Inc. since 2023 and has over 15 years with StoneX Securities Inc. Outside of his advisory role, Wisloski serves as a track coach for the Southern Columbia Area School District. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors and an in-house Private Client Group, employing model-based solutions and multiple platforms to deliver tailored investment strategies.

Alex Picone is a financial advisor at StoneX Advisors Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including IM Wealth Partners and SMBC Nikko Securities America. Outside of his advisory role, he assists in client planning as a paraplanner for Ian Meierdiercks’ investment and insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a range of advisor-managed portfolios, proprietary model solutions, and third-party money managers, offering multiple account structures and platforms to support client goals.

Ernest Jordan is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at several firms including Voya Financial Partners, MSI Financial Services, and First Allied Advisory Services. In addition to his advisory role, he is a managing partner at Stone Financial Group LLC, focusing full-time on this activity. 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 implementation strategies through advisor-managed portfolios, model solutions, and third-party money managers, supported by integrated clearing and custody capabilities through its affiliation with StoneX Group.

Daniel Jamroz Jr. is a financial advisor with Stonex Advisors Inc. holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Stonex Advisors since 2015 and also works at StoneX Securities Inc. since 2014. Outside of his advisory roles, he owns One Source Wealth Management, LLC, where he provides financial planning and sells life and disability insurance. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm uses a variety of portfolio implementation strategies and supports multiple account structures through both independent advisors and an in-house Private Client Group.

Christopher Licata Jr. is a financial advisor with Stonex Advisors Inc. He holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. His prior roles include positions at IFS Securities and Platinum Planning, Inc. Outside of his advisory work, he serves as a lecturer and co-signer of checks for the Blessed Sacrament Catholic Church Knights of Columbus Council in Seminole, Florida. 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 employs advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, supporting various account structures and investment restrictions.

Robert Johnson is a Series 66-licensed financial advisor at StoneX Advisors Inc. in Columbus, OH, with 17 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2010 to 2015. Outside of his advisory role, he practices law providing legal advice, wills and trusts preparation, and assists in managing a seasonal pumpkin farm family business. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment strategies and platforms to support tailored client portfolios and periodic due diligence.

Kenneth Peavy is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Stonex Advisors Inc. and StoneX Securities Inc. since 2018 and previously held roles at Max Federal Credit Union and LPL Financial. Peavy serves as a board member of The Cloverdale Playhouse, a community theater in Montgomery, AL. Stonex Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes model-based and advisor-managed portfolios and works with third-party money managers, supported by integrated platforms for portfolio implementation and tax-aware strategies.