Jeannan Brewer is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Kingswood in 2024, she worked at Purshe Kaplan Sterling Investments, Eudaimonia Advisors LLC, Brewer Wealth Management, Wunderlich Securities, and Raymond James & Associates. She serves as Vice President of the Chantarene Home Owners Association and is involved with the nonprofit Impact 100. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked account management through affiliated financial entities.

Anna Schoor is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 license and 19 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, Raymond James & Associates, and Morgan Keegan & Company. Schoor is also associated with Eudaimonia Advisors LLC d/b/a Brewer Wealth Management, where she serves as a registered sales associate involved in client services, trading, and account servicing. Kingswood Wealth Advisors serves a diverse range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a focus on integrating third-party managers and supporting insurance-linked accounts through an open-architecture investment platform.