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Michael A
Series 63, Series 66
Cornelius, NC
Stonex Advisors Inc.
Michael Ames is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2020, following roles at Fifth Third Securities and Truist Investment Services. Ames is also involved in insurance sales as an agent with Synergy Insurance Group and Buckhead Brokerage Group. StoneX Advisors 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 a variety of strategies and platforms to support customized investment solutions.
Peter T
Series 66
Youngstown, OH
Stonex Advisors Inc.
Peter Tedde Jr. is a financial advisor with StoneX Advisors Inc. in Youngstown, OH, holding a Series 66 designation and bringing 34 years of industry experience. He has worked with StoneX Advisors since 2015 and was previously with Wrp Investments, Inc. for 15 years. Outside of his advisory role, he is also licensed as an insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and annuity allocation services through independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed solutions and supports multiple account structures.
Ronnie S
Series 66
Miami, FL
Stonex Advisors Inc.
Ronnie Salvador is a financial advisor at StoneX Advisors Inc. based in Miami, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, and Banrisul Bank. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes multiple investment strategies and platforms, offering both advisor-managed portfolios and model-based solutions.
Jack G
CFP®, Series 63
North Huntingdon, PA
Stonex Advisors Inc.
Jack George is a CFP® with 12 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2020. He has also been associated with StoneX Securities Inc. since 2016. Outside of his advisory role, Jack teaches adult continuing education classes on retirement topics at Westmoreland County Community College and owns a tax preparation and planning business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a range of proprietary and third-party investment strategies and platforms to deliver tailored solutions through both independent advisors and an in-house Private Client Group.
Justin C
Troy, OH
Stonex Advisors Inc.
Justin Cress is a financial advisor with Stonex Advisors Inc. in Troy, Ohio, holding 23 years of industry experience. He has previously worked at LPL Financial and Raymond James Financial Services. Outside of advisory work, Cress serves on the local school board and holds leadership roles in several local businesses, including indoor tanning salons and a barber/beauty salon. 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 utilizes multiple investment platforms and model-based solutions, supporting a range of account structures and investment restrictions.
Michael L
Series 66
Albuquerque, NM
Stonex Advisors Inc.
Michael Luchtenburg is a financial advisor at StoneX Advisors Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at StoneX Advisors and StoneX Securities since 2019, following 14 years at Waddell & Reed. Outside of his advisory role, he owns and operates Solarbration, LLC, providing consulting, sales, and marketing advice focused on solar and green environmental benefits, and is also an author self-publishing his autobiography and other writings. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services, employing a range of advisor-managed and model-based investment solutions supported by proprietary and third-party platforms.
Richard M
Garfield Heights, OH
Stonex Advisors Inc.
Richard Maggio is a financial advisor with Stonex Advisors Inc. He holds over 41 years of industry experience, including tenure at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, he is involved in insurance sales as an insurance agent. 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 combination of independent advisors and an in-house Private Client Group to deliver customized investment strategies through proprietary models and third-party money managers.
David R
Series 66
Dallas, TX
Stonex Advisors Inc.
David Rollins is a financial advisor at StoneX Advisors Inc. in Dallas, TX, with 14 years of industry experience. He holds the Series 66 designation and has worked at StoneX Advisors Inc. since 2016, previously spending time at StoneX Securities Inc. and Morgan Stanley. Outside of his advisory role, Rollins is actively involved with the Boy Scouts of America in several leadership positions, including Council Relations Lead for National Service Territory 7. 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 both proprietary and third-party models implemented on multiple platforms and operates as part of the broader StoneX Group, which includes integrated clearing and custody services.
Craig T
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
Craig Trojahn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Stonex Advisors and Stonex Securities since 2019 and also owns CWT Financial, a business focused on promoting his independent advisory services and offering insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms, supported by its affiliation with StoneX Group and its broad operational capabilities.
Michael M
Series 63, Series 65
Suwanee, GA
Stonex Advisors Inc.
Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.
Audie R
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
Audie Rea is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc and BancorpSouth Investment Services, Inc. Outside of advising, he is president and owner of Pinetucky Farms, where he handles farming operations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services, utilizing both proprietary and third-party investment strategies across various account structures.
Ian M
Series 63, Series 65
Blue Bell, PA
Stonex Advisors Inc.
Ian Meierdiercks is a financial advisor with Stonex Advisors Inc. who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at IM Wealth Partners Investment Advisors LLC and Equitable Advisors. He is involved as a limited partner in a scholarship program for children’s education. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies across multiple account structures and supports both independent financial advisors and an in-house Private Client Group.
Mark F
Series 63, Series 66
Orchard Park, NY
Stonex Advisors Inc.
Mark Flaherty is a financial advisor at StoneX Advisors Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2021, previously working at StoneX Securities since 2014. Outside of his advisory role, he operates as an independent contractor offering insurance services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions to meet client needs.
Richard Q
Series 63
Delphi, IN
Stonex Advisors Inc.
Richard Quirk is a financial advisor at StoneX Advisors Inc. with 47 years of industry experience. He holds a Series 63 designation and has worked at StoneX Advisors since 2015, with prior roles at StoneX Securities Inc., Wrp Investments, Inc., and FFP Advisory Services Inc. Outside of his advisory work, he owns Quirk Investments, a business involved in the sale of investment and insurance products. 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 utilizes multiple investment platforms and offers both proprietary and third-party model solutions.
Jeffery R
Series 63
Birmingham, AL
Stonex Advisors Inc.
Jeffery Riley is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including Charles Schwab and L&R Wealth Management. Outside of his advisory role, he serves as an outside agent for United Healthcare in a limited capacity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, using various platforms and third-party managers to implement tailored investment strategies.
Peter S
Series 66
Birmingham, AL
Stonex Advisors Inc.
Peter Saab is a financial advisor at StoneX Advisors Inc. with one year of industry experience. He holds the Series 66 credential and has previously worked at NextSite, LLC and Chance Partners. 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 uses a variety of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.
Lawrence S
Series 63, Series 65
Myrtle Beach, SC
Stonex Advisors Inc.
Lawrence Seiden is a financial advisor with StoneX Advisors Inc. in Myrtle Beach, SC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at Wrp Investments, Saxony Capital Management, and World Investments. In addition to his advisory role, he is an independent insurance producer offering life, health, disability, long-term care, and annuity products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms such as Envestnet and Advyzon.
Albert V
Series 63, Series 65
Middle Village, NY
Stonex Advisors Inc.
Albert Velez is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Quest Capital Strategies, Inc., HSBC Securities (USA) Inc., and Citigroup Global Markets. Outside of his advisory role, Velez serves as CFO-Treasurer of PNV Industries LLC, a commercial general contractor, where he manages financial risk and reporting. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party money managers, supported by integrated technology platforms.
Derek S
Series 66
Brentwood, TN
Stonex Advisors Inc.
Derek Samples is a financial advisor with Stonex Advisors Inc. in Brentwood, TN, holding a Series 66 designation and six years of industry experience. He has worked at Stonex Advisors since 2020 and is also associated with StoneX Securities Inc. and Morris, Smith and Hayden Wealth Management, where he also serves as a financial advisor involved in day-to-day administration and marketing. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering a range of portfolio management and financial planning 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, to provide tailored solutions with periodic reviews and due diligence.
Carmen M
Series 63, Series 66
Papillion, NE
Stonex Advisors Inc.
Carmen Mitchell is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Edward D. Jones & Co., L.P. and Securities America Advisors, Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies across multiple account structures.
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