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Eric C

Series 63, Series 65

New York, NY

Stonex Advisors Inc.

Eric Cohen is a financial advisor at StoneX Advisors Inc. in New York, NY, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX and its affiliates since 2015, with prior experience at New England Securities from 2002 to 2015. Outside of his advisory role, Cohen is an independent insurance agent and serves as a trustee for a life insurance trust. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of investment platforms and third-party managers to offer both discretionary and non-discretionary solutions tailored to client needs.

ESG / Sustainable investing
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Watson K

Series 65, Series 63

Birmingham, AL

Stonex Advisors Inc.

Watson Kennedy is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at StoneX Securities Inc., TA Services, Bass Pro Shops, and The Prudential Insurance Company of America. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors, in-house teams, and third-party money managers to deliver customized investment solutions through multiple platforms.

ESG / Sustainable investing
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Robert G

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Robert Graham is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with StoneX Advisors and its affiliated broker-dealer since 2019. In addition to his advisory role, he has served as a power of attorney for financial transactions and related legal matters. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and third-party management solutions and operates as part of StoneX Group, which offers integrated clearing, custody, and lending services.

ESG / Sustainable investing
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Thomas B

CFP®, Series 66

Franklin, TN

Stonex Advisors Inc.

Thomas Bryant is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at StoneX Advisors Inc. and Stonex Securities Inc., having previously been employed by Mass Mutual Investors Services, Northwestern Mutual, and The Master's University. Outside of his advisory roles, he serves on the finance team at Trinity Baptist Church and is co-founder and partner of Haven Tax & Advisory, a tax preparation and bookkeeping firm. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary strategies using a range of platforms and third-party money managers.

ESG / Sustainable investing
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Andrew M

Series 66

Michigan City, IN

Stonex Advisors Inc.

Andrew Mason is a financial advisor with StoneX Advisors Inc. in Michigan City, IN, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at StoneX Securities Inc. and A.G. Edwards & Sons, Inc. Beyond his advisory work, Mason is president and 24% owner of Noblechem Resources, Inc., a chemical wholesale and distribution business, and he coaches high school boys golf. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA consulting. The firm uses a variety of investment platforms and third-party managers to implement strategies and supports multiple account structures through a combination of independent advisors and an in-house Private Client Group.

ESG / Sustainable investing
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Chad K

CFP®, Series 63, Series 65

Janesville, WI

Stonex Advisors Inc.

Chad Karl is a CFP® with 30 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. His prior experience includes roles at StoneX Securities Inc. and Wrp Investments, Inc. Outside of advising, he is involved in local nonprofit and community organizations, including serving as treasurer for a law enforcement support group and as a finance committee member for a church. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a variety of managed portfolios and third-party money managers, supported by integrated clearing and custody capabilities through StoneX Group affiliates.

ESG / Sustainable investing
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Brian W

Series 63, Series 66

Naples, FL

Stonex Advisors Inc.

Brian Wahlfeld is a financial advisor with StoneX Advisors Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2016 and previously worked at International Advisory Consultants Inc. from 2013 to 2016. 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, proprietary model solutions, and third-party money managers to implement customized investment strategies.

ESG / Sustainable investing
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Anthony K

Series 63

Sandusky, OH

Stonex Advisors Inc.

Anthony Kromer is a financial advisor with Stonex Advisors Inc., holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Stonex Advisors since 2015 and previously held positions at B. Riley Wealth Management and Capital Securities of America, Inc. Kromer also owns and operates his own advisory business, Tony Kromer & Associates, based in Sandusky, Ohio. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, 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 multiple account structures and model-based solutions, implementing strategies via proprietary and third-party managers.

ESG / Sustainable investing
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Vincent P

Series 63

Youngstown, OH

Stonex Advisors Inc.

Vincent Pilolli is a financial advisor with Stonex Advisors Inc. in Youngstown, OH, holding a Series 63 designation and 29 years of industry experience. He has worked with several StoneX affiliated firms since 2014 and previously with Wrp Investments, Inc. Outside of advisory work, he serves as an insurance agent for a general agency. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations through independent advisors and a private client group. The firm uses a variety of proprietary and third-party investment solutions and platforms to support customized client portfolios.

ESG / Sustainable investing
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Taylor F

Series 66

Birmingham, AL

Stonex Advisors Inc.

Taylor Fann is a financial advisor with StoneX Advisors Inc. in Birmingham, AL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he has held positions with StoneX Group Inc. and StoneX Securities Inc., as well as work experience outside of finance at Topgolf and the University of Alabama at Birmingham. 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 utilizes various portfolio implementation platforms and provides model-based solutions with opportunities for clients to impose investment restrictions and receive periodic reviews.

ESG / Sustainable investing
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Brian T

Series 66

Citrus Heights, CA

Stonex Advisors Inc.

Brian Tewksbury is a financial advisor at StoneX Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, he owns and manages a property development company and operates an independent insurance business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and related consulting services. The firm utilizes a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

ESG / Sustainable investing
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John B

Series 63, Series 65, Series 66

Los Alamitos, CA

Stonex Advisors Inc.

John Benfanti Jr. is a financial advisor with Stonex Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with StoneX Advisors Inc. since 2019 and previously was with Quest Capital Strategies, Inc. for six years. In addition to his advisory role, he is president and owner of Health Plus Insurance Agency, an insurance sales business he has led since 1990. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a network of independent advisors and an in-house Private Client Group. The firm employs a range of portfolio solutions and third-party money managers, supported by platforms such as Envestnet and Advyzon, and is part of the larger StoneX Group, which offers integrated clearing, custody, and lending services.

ESG / Sustainable investing
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John M

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

John Mccarthy is a financial advisor at StoneX Advisors Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Quest Capital Strategies, Inc. In addition to his advisory role, he is an independent insurance agent specializing in life and health products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a range of investment strategies and platforms, including advisor-managed portfolios and third-party money managers, supported by its affiliation with StoneX Group and integrated operational capabilities.

ESG / Sustainable investing
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Jonathan R

Series 63, Series 66

Scottsdale, AZ

Stonex Advisors Inc.

Jonathan Rosenthal is a financial advisor with Stonex Advisors Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stonex Advisors since 2015 and is also affiliated with StoneX Securities Inc. and his own firm, Rosenthal Financial Services, LLC, where he manages income tax preparation and insurance sales. Stonex Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement client strategies.

ESG / Sustainable investing
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Arthur K

Series 63, Series 65

Jeffersonville, NY

Stonex Advisors Inc.

Arthur Kole is a financial advisor with Stonex Advisors Inc. in Jeffersonville, NY. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., and Oppenheimer. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm employs a range of strategies including advisor-managed portfolios and proprietary model solutions, supported by multiple platform technologies.

ESG / Sustainable investing
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Robert W

Series 66

Glen Burnie, MD

Stonex Advisors Inc.

Robert Wooden is a financial advisor with StoneX Advisors Inc. based in Glen Burnie, MD, holding a Series 66 designation and bringing 22 years of industry experience. His professional background includes roles at StoneX Securities Inc., Wrp Investments, Inc., and Guardian Life. Outside of his advisory work, Wooden serves as president of Wooden Financial Group, Inc., focusing on insurance sales and service, and holds leadership and volunteer roles in local sports and community organizations, including serving as head coach and president of the Baltimore Baseball Club and as a board member of the Anne Arundel County Sports Hall of Fame. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party managers across multiple platforms, offering clients customizable investment solutions with periodic reviews and due diligence.

ESG / Sustainable investing
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Steven S

Series 63, Series 65

Carmi, IL

Stonex Advisors Inc.

Steven Smith is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Edward Jones. In addition to his role at StoneX, he owns Steven Smith Financial, where he provides financial services, investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm utilizes a combination of independent advisors, proprietary models, and third-party money managers across multiple platforms to implement customized investment solutions.

ESG / Sustainable investing
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Todd B

Series 63, Series 65

Austintown, OH

Stonex Advisors Inc.

Todd Baxter is a financial advisor with StoneX Advisors Inc. in Austintown, Ohio, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His career includes roles at StoneX Advisors Inc. and StoneX Securities Inc. since 2017, as well as prior experience at Sterne Agee Investment Advisor Services, Inc. and Wrp Investments, Inc. Outside of advisory work, he is involved with Baxter Associates, LLC, where he provides tax preparation and insurance sales 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 utilizes advisor-managed portfolios, proprietary models, and third-party money managers across multiple platforms to implement investment strategies.

ESG / Sustainable investing
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William M

ChFC®, Series 63

Laconia, NH

Stonex Advisors Inc.

William Martin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with StoneX Advisors Inc. He has worked at StoneX Advisors and StoneX Securities since 2014 and previously operated Martin & Associates from 1998 to 2003. Outside of his advisory role, Martin is the proprietor of Martin & Associates, an insurance sales business focusing on various life and health insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, implementing strategies via advisor-managed portfolios, proprietary models, and third-party managers.

ESG / Sustainable investing
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Mark B

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Mark Braverman is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and has been involved with EMark Financial since 2008. Outside of his advisory roles, he is the owner of EMark Financial, which sells and services insurance products including life, health, and annuities. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation. The firm combines independent financial advisors and an in-house Private Client Group, implementing strategies through various portfolios, proprietary models, and third-party managers using multiple platforms.

ESG / Sustainable investing
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