John Matsek III is a financial advisor with Kingswood Wealth Advisors, LLC in Memphis, TN, holding Series 63 and Series 66 licenses and having 32 years of industry experience. His previous roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. He is also involved with Southern Edge Wealth Solutions, a fee-based wealth management business. Kingswood Wealth Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering tailored investment advisory and consulting services through an open-architecture approach and ongoing manager oversight.

Scott Poore is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at B. Riley Wealth Management, Inc. and Eudaimonia Advisors LLC. Outside of his advisory role, he is involved with TEN45, Inc., a charitable organization supporting mentoring for high school football players, and serves as a general board member of the Juvenile Diabetes Research Foundation (JDRF). Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.