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Maria G
Series 63
Birmingham, AL
Stonex Advisors Inc.
Maria Gregoriev is a financial advisor at StoneX Advisors Inc. with 39 years of industry experience. She holds a Series 63 designation and has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2019. Outside of her advisory work, she volunteers with the Marin Financial Abuse Specialist Team, assisting in community education and investigations related to elder financial abuse. 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 employs a range of investment strategies and platform solutions, including third-party money managers, and is part of StoneX Group, which offers integrated clearing, custody, and lending services.
Bradley J
Series 66
Birmingham, AL
Stonex Advisors Inc.
Bradley Justice is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding a Series 66 designation and four years of industry experience. His work history includes roles at StoneX Advisors Inc. and StoneX Securities Inc., as well as positions with the Tuscaloosa Public Library and Guthrie's Chicken. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services through a combination of independent advisors and an in-house Private Client Group. The firm offers multiple account structures and model-based solutions, utilizing various platforms and third-party money managers to implement investment strategies.
Harold W
Series 63, Series 65
Louisville, KY
Stonex Advisors Inc.
Harold Wainwright Jr. is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc. from 2003 and UBS Financial Services from 1998 to 2003. Outside of his advisory work, he serves on the advisory board of Vaccinogen, providing guidance on cancer research directions. 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 investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement tailored strategies.
Hugh Z
Series 66
Nazareth, PA
Stonex Advisors Inc.
Hugh Zeffer is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and has worked at StoneX Securities Inc. since 2021. Prior to this, he held positions at West Chester University of Pennsylvania, Moravian Hall Square, and Steel Club. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm employs various advisory models and platforms, supporting multiple account structures and investment restrictions.
George D
Series 63, Series 66
Birmingham, AL
Stonex Advisors Inc.
George Dawkins III is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Stonex Advisors since 2016 and also maintains a relationship with StoneX Securities Inc. since 2010. Outside of his advisory roles, he is a partner in Burleson Dawkins Inc. and GWDJFB, LLC, the latter formed to access group health insurance benefits. 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 blend of independent advisors and an in-house Private Client Group. The firm employs a range of model-based and advisor-managed investment strategies and supports multiple account structures with ongoing due diligence on third-party managers.
Eric L
Series 66, Series 65
Connellsville, PA
Stonex Advisors Inc.
Eric Luckey is a financial advisor with StoneX Advisors Inc. in Connellsville, PA, holding Series 65 and Series 66 licenses and possessing 18 years of industry experience. His prior work includes roles at LPL Financial, PNC Wealth Management, Natcity Investments, and Ameriprise. Outside of his advisory duties, he is involved in life insurance sales through Ameritas Life Insurance Co. and owns Dilworth Financial Services, which offers investment and insurance services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a range of advisory platforms and model-based solutions, supporting multiple account structures and third-party managers.
Stephen B
Series 63, Series 65
Woburn, MA
Stonex Advisors Inc.
Stephen Beam is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including StoneX Securities Inc., WRP Investments, and Kovack Advisors. Outside of his advisory role, he is the owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm employs a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms and a network of affiliated firms.
Donald R
Series 63
Garfield Heights, OH
Stonex Advisors Inc.
Donald Raybuck is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at Wrp Investments, Inc. from 2001 to 2015. He holds a Series 63 designation. Outside of his advisory role, he is also an agent at a life insurance agency and works as a registered representative selling securities. 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 variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, while supporting multiple account structures and offering periodic reviews and due diligence.
John P
Series 63, Series 66
Blue Bell, PA
Stonex Advisors Inc.
John Porrecca is a financial advisor at StoneX Advisors Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MetLife Securities, Inc. from 2004 to 2017 before joining StoneX Advisors in 2017. Outside of his advisory role, he serves as secretary and board member for Aidan's Heart Foundation, assisting with quarterly meetings and an annual charitable event. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various investment platforms and managers to implement strategies tailored to client needs while supporting multiple account structures and model-based solutions.
Dennis C
CFP®, Series 66
Norton, MA
Stonex Advisors Inc.
Dennis Coite is a CFP® professional with 12 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014 and operates Ron Coite & Associates, which offers health, life, and long-term care insurance sales as well as tax preparation services. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers to serve a diverse client base.
Ryan D
Series 66
Cornelius, NC
Stonex Advisors Inc.
Ryan Dantinne is a financial advisor with StoneX Advisors Inc. in Cornelius, NC, holding a Series 66 license and 24 years of industry experience. His career includes roles at StoneX Advisors and StoneX Securities since 2012, as well as positions with Synergy Investment Group and other financial firms. Outside of advising, he is involved in insurance sales and manages a handyman services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes multiple account structures and model-based solutions, delivering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.
Alison B
Series 65, Series 66
Richmond, VA
Stonex Advisors Inc.
Alison Brown is a financial advisor at StoneX Advisors Inc. in Richmond, VA, holding Series 65 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Equity Concepts LLC/Cambridge Investment Research and Three Chopt Financial Planning LLC, as well as self-employment from 2007 to 2018. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes both proprietary and third-party investment solutions supported by platforms such as Envestnet and Advyzon.
Franklin C
Series 63, Series 65
Miami, FL
Stonex Advisors Inc.
Franklin Christophers is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bolton Global Asset Management, Bolton Global Capital, Citigroup Global Markets, and LPL Financial. Christophers is a co-owner and Managing Director of Brightstone Capital, an investment advisory entity. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of model-based solutions and third-party money managers to implement investment strategies across multiple account structures.
Jillianne W
Series 63, Series 66
Cheyenne, WY
Stonex Advisors Inc.
Jillianne Wilkinson is a financial advisor at StoneX Advisors Inc. in Cheyenne, WY, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2017. Outside of her advisory role, she teaches Federal Employee Retirement Benefits classes to local federal employees and serves as Deputy Manager and Secretary Treasurer of RTS Enterprises, LLC, which supports a martial arts school. StoneX Advisors Inc. provides portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary model solutions, and third-party managers, supported by platforms like Envestnet and Advyzon.
Thomas B
Series 66
Birmingham, AL
Stonex Advisors Inc.
Thomas Barko is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and bringing 22 years of industry experience. His prior roles include positions at Colonial Asset Management Inc., A. G. Edwards & Sons, Inc., and Waddell & Reed. Barko serves as a board member for Eye Heart World, a nonprofit organization focused on combating human trafficking, and is a Dave Ramsey Endorsed Local Provider for Baldwin County, Alabama. 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 combination of independent advisors and an in-house Private Client Group. The firm employs a variety of portfolio implementation platforms and supports multiple account structures and model-based investment solutions.
James G
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
James Gauld is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Prior to joining Stonex Advisors in 2022, he worked at Valic Investment Services Company for 24 years. He is also Senior Vice President of Investments and a financial advisor at Stone Financial Group, LLC, a branding entity associated with StoneX. 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 mix of independent advisors and an in-house private client group, implementing investment strategies through proprietary models, third-party money managers, and various platforms.
Nathan C
CFP®, ChFC®, Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
Nathan Collins is a CFP® and ChFC® with 35 years of experience in the financial services industry. He is currently with StoneX Advisors Inc. and its affiliated firms, where he has worked since 2018. Prior to that, he held positions at Innovative Financial Solutions, PlanMember Securities Corporation, and Broadridge Advisor Compensation Solutions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.
Peter S
Series 63, Series 65
Birmingham, AL
Stonex Advisors Inc.
Peter Saab is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at multiple StoneX entities since 2017 and prior experience with Cetera Investment Services LLC and Regions Bank from 2015 to 2017. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm employs both independent financial advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers using various platforms.
Beverly S
Series 63, Series 65
Madison, MS
Stonex Advisors Inc.
Beverly Surles is a financial advisor with StoneX Advisors Inc. in Madison, MS, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her career includes tenures at StoneX Advisors Inc. since 2016, StoneX Securities Inc. since 2010, Intl Advisory Consultants Inc. from 2007 to 2016, and UBS Financial Services from 2000 to 2007. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a range of advisor-managed and model-based investment solutions supported by multiple platforms and conducts ongoing due diligence on third-party managers.
William W
Series 63, Series 65
Tulsa, OK
Stonex Advisors Inc.
William Wolfe II is a financial advisor at StoneX Advisors Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with StoneX Advisors since 2016 and was previously with Momentum Independent Network Inc. from 2002 to 2011. Wolfe serves as committee chairman for the Tulsa Central High-Endowment Fund, which provides scholarships and fundraising for a local school. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by a platform infrastructure for portfolio implementation and tax-aware services.
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