John Goodson is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Eudaimonia Partners, LLC. Outside of his advisory work, he serves on the board of Befferfi.co, a nonprofit providing microloans. Kingswood Wealth Advisors serves a diverse range of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, frequently utilizing third-party managers and sub-advisors, and maintains a distinctive operational model supporting insurance-linked account management alongside affiliated financial entities.

Gabriel Talley is a CFP® professional with nine years of experience in the financial advisory industry. He currently works at Kingswood Wealth Advisors, LLC and has previously served at Financial Engines Advisors L.L.C., Abound Wealth Management, and Preston & Cleveland Wealth Management. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform and integrates insurance-linked account management through its affiliated financial entities.