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Kristyn B

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Kristyn Bayles is a financial advisor at StoneX Advisors Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Quest Capital Strategies. She is also a limited partner in a family real estate partnership. 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 portfolio strategies and platforms, combining independent advisors with an in-house Private Client Group to support diverse client needs.

ESG / Sustainable investing
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Zachary L

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Zachary Lee is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at StoneX Advisors Inc. and StoneX Securities Inc. since 2020. StoneX Advisors Inc. provides discretionary and non-discretionary portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers, supported by platforms like Envestnet and Advyzon.

ESG / Sustainable investing
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David C

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

David Champion is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and possessing 41 years of industry experience. His prior roles include positions at Csenge Advisory Group, Lion Street Financial, FSC Securities, Transamerica Financial Advisors, and Equitable Advisors. 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 variety of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers.

ESG / Sustainable investing
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Stanford R

CFP®, Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Stanford Roberts is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2019. His prior roles include positions at Ameriprise Financial Services, Inc. and International Advisory Consultants Inc. Roberts is also the owner of RW Management LLC and Roberts Wealth Management, both investment services businesses based in Birmingham, AL. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of advisory models and third-party money managers, supported by integrated platforms and a broad network of financial professionals.

ESG / Sustainable investing
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Lauryl S

Series 66

Birmingham, AL

Stonex Advisors Inc.

Lauryl Sheppard is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation. She has two years of experience in the industry, with prior roles at StoneX Securities Inc., Infinex Investments, and River Bank and Trust. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors, proprietary models, and third-party managers to implement strategies across various account structures.

ESG / Sustainable investing
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David A

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

David Allen is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes long-term roles at StoneX Securities Inc., StoneX Advisors Inc., and StoneX International Securities Inc., as well as earlier experience at Wells Fargo Clearing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a variety of strategies through independent advisors, proprietary models, and third-party money managers, supporting multiple account structures and platforms for implementation and tax-aware services.

ESG / Sustainable investing
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Christopher F

Series 66

Birmingham, AL

Stonex Advisors Inc.

Christopher Floyd is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential with three years of industry experience. Prior to joining StoneX Advisors, he worked at StoneX Securities Inc. and Protective Life, and he previously gained experience outside the financial sector at Robert Trent Jones Golf Trail. 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 and an in-house Private Client Group, employing proprietary and third-party strategies across multiple platforms for portfolio implementation and oversight.

ESG / Sustainable investing
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Reed P

CFP®, Series 66

Birmingham, AL

Stonex Advisors Inc.

Reed Parrish is a CFP® and Series 66 licensed advisor with Stonex Advisors Inc. in Birmingham, AL, where he has worked since 2024. He has two years of industry experience, including prior roles at StoneX Securities Inc. and LPL Financial. Before entering financial advising, he spent ten years at Titan Installations. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of portfolio implementation platforms and conducts ongoing due diligence on third-party money managers.

ESG / Sustainable investing
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Gary U

CFP®, Series 63

Birmingham, AL

Stonex Advisors Inc.

Gary Ung is a CFP® certificant with 38 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2019. He has previously worked at Quest Capital Strategies Inc. for 17 years and operated UNG Financial & Insurance Services for over two decades. In addition to his advisory role, he owns a sole proprietorship that sells insurance products and provides tax preparation services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a range of solutions including advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated clearing, custody, and lending capabilities through its affiliation with StoneX Group.

ESG / Sustainable investing
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Matthew H

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Matthew Hill is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Advisors Inc. since 2019, following roles at StoneX Securities Inc. and Regions Bank. Outside of advising, he is an author of a research-backed book on the value of a financial advisor. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing platforms such as Envestnet and Advyzon for portfolio implementation and tax-aware services.

ESG / Sustainable investing
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Russell E

Series 66

Birmingham, AL

Stonex Advisors Inc.

Russell Ellis II is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation with 18 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and has been affiliated with StoneX Securities Inc. since 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 variety of implementation strategies through independent advisors, proprietary model solutions, and third-party money managers while offering multiple account structures and platforms for portfolio management.

ESG / Sustainable investing
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Sang Y

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Sang Yi is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at StoneX Advisors and StoneX Securities since 2019 and previously at Quest Capital Strategies, Inc. and Chase Investment Services Corp. In addition to his advisory role, he is a licensed real estate agent with Realty Mark First Choice, where he has been involved in real estate sales since 2012. 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 combination of independent advisors and an in-house Private Client Group. The firm supports various account structures and implements strategies using both proprietary and third-party platforms, conducting regular reviews and due diligence on its investment offerings.

ESG / Sustainable investing
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Robert M

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Robert Miller is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and previously worked at Quest Capital Strategies, Inc. from 2013 to 2019. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing 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 uses a range of investment platforms and strategies, including proprietary models and third-party money managers, with ongoing due diligence and client-imposed investment restrictions.

ESG / Sustainable investing
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Tyler L

Series 66

Birmingham, AL

Stonex Advisors Inc.

Tyler Lankford is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual, and America's First Financial. Outside of his advisory work, he owns and operates Highland Park Consulting Group, a marketing and social media management business serving small companies. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm employs a range of advisory solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based investment strategies.

ESG / Sustainable investing
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Claire F

Series 66

Birmingham, AL

Stonex Advisors Inc.

Claire Frederick is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding a Series 66 designation and two years of industry experience. She has worked at Stonex Securities Inc. since 2022 and has prior experience at the University of Alabama at Birmingham and North Hall High School. 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 employs a variety of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supporting multiple account structures and conducting ongoing due diligence.

ESG / Sustainable investing
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Joseph M

Series 66

Birmingham, AL

Stonex Advisors Inc.

Joseph Marks Jr. is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at First National Bankers Bank, SA Stone Wealth Management, and Sterne Agee. Outside of his advisory work, Marks serves as a member of the Canterbury Child Development Center board and as co-commissioner for a youth basketball league. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party money managers to implement customized investment strategies.

ESG / Sustainable investing
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Graysen T

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Graysen Thompson is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at StoneX Securities Inc., State Farm VP Management Corp., and Ben Norris Insurance Agency. Outside of finance, he has worked as a delivery driver for Walmart Spark on a part-time basis. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through both independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and strategies, including proprietary models and third-party money managers, to implement client portfolios.

ESG / Sustainable investing
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Deborah E

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Deborah Eagen is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior work history includes roles at Ameriprise Financial Services, Stifel, International Advisory Consultants, and Morgan Stanley. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and related consulting services through independent advisors and an in-house Private Client Group. The firm uses multiple platforms and both proprietary and third-party investment solutions to implement strategies tailored to client needs.

ESG / Sustainable investing
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Kyle K

Series 66

Birmingham, AL

Stonex Advisors Inc.

Kyle Kelley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and one year of industry experience. Prior to joining StoneX Advisors, he worked at Renaissance Hotels and has been associated with StoneX Securities Inc. since 2021. His background also includes roles in education and hospitality. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies and platforms to deliver customizable solutions for its clients.

ESG / Sustainable investing
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Clay C

Series 66

Birmingham, AL

Stonex Advisors Inc.

Clay Cook is a financial advisor at StoneX Advisors Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Benjamin F. Edwards & Co., Infinex Investments, and River Bank & Trust. He is also Senior Vice President and financial advisor at River Financial Services, the investment department of River Bank & Trust. 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 and in-house private client groups, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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