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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.

ESG / Sustainable investing
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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.

ESG / Sustainable investing
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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.

ESG / Sustainable investing
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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.

ESG / Sustainable investing
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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.

ESG / Sustainable investing
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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.

ESG / Sustainable investing
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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.

ESG / Sustainable investing
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Robert H

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Robert Hendrickson is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with StoneX Securities Inc. since 2004 and StoneX Advisors since 2016. Outside of his advisory role, he serves as president of the Kiwanis Club of Sylacauga and is owner of ONE EIGHTY ASSET MANAGEMENT, LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a variety of advisor-managed portfolios and model-based solutions, supported by platforms such as Envestnet and Advyzon.

ESG / Sustainable investing
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Christopher C

Series 66

Birmingham, AL

Stonex Advisors Inc.

Christopher Corley is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 credential and 24 years of industry experience. His career includes roles at StoneX Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he participates as an advisor to students and teachers on business leadership and career skills at Mary G. Montgomery High School. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a variety of investment solutions through independent advisors and proprietary models, supported by multiple platforms and due diligence processes.

ESG / Sustainable investing
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Brian P

Series 66

Birmingham, AL

Stonex Advisors Inc.

Brian Parker is a financial advisor with Stonex Advisors Inc. based in Birmingham, AL, holding a Series 66 designation and bringing 22 years of industry experience. His prior firms include Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through independent Financial Advisors and an in-house Private Client Group. The firm uses a range of strategies and platforms, including proprietary models and third-party money managers, to implement customized investment solutions.

ESG / Sustainable investing
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Charles H

Series 66

Birmingham, AL

Stonex Advisors Inc.

Charles Hand is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at StoneX Securities Inc., Wells Fargo Clearing, Colonial Asset Management Inc., and Merrill. He also serves as president of Hand Wealth Management, a business focused on promoting his independent advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and employs proprietary and third-party model solutions for portfolio implementation, supported by platforms such as Envestnet and Advyzon.

ESG / Sustainable investing
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Shane O

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Shane Otto is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at StoneX International Securities Inc., Stonex Advisors Inc., StoneX Securities Inc., Servis First Bank, and Stifel. 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 advisor-managed portfolios, proprietary models, and third-party money managers to implement investment strategies.

ESG / Sustainable investing
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Eric P

CFP®, Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Eric Perich is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with StoneX Advisors Inc., having worked previously at Concourse Financial Group Securities Inc., Thrivent Investment Management Inc., and Ameriprise. 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 utilizes multiple account structures and model-based solutions, implementing strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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Kingston W

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Kingston Wong is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He has been with StoneX Advisors and StoneX Securities since 2019 and previously worked at Quest Capital Strategies and Foresters Equity Services. Wong serves as a trustee for the Palos Verdes Library District, a volunteer role he has held since 2014. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

ESG / Sustainable investing
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Leslie F

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Leslie Finn is a financial advisor with Stonex Advisors Inc. in Birmingham, AL, holding Series 63 and 66 licenses and bringing 31 years of industry experience. Prior to joining Stonex in 2019, Finn worked at Quest Capital Strategies, Inc. and Liberty Tax Services, and maintained a role as an independent insurance agent for several years. Outside of advisory work, Finn has experience as a cashier at Hollywood Casino. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

ESG / Sustainable investing
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Heather S

Series 63, Series 65

Birmingham, AL

Stonex Advisors Inc.

Heather Smith is a financial advisor with Stonex Advisors Inc. in Birmingham, Alabama, holding Series 63 and Series 65 licenses. She has 25 years of industry experience, including roles at StoneX Securities Inc. and Colonial Asset Management Inc. Additionally, she is the president and sole owner of Williams Wealth Management, LLC, a financial services business. 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 employs a variety of model-based and advisor-managed investment solutions and is part of the StoneX Group, which provides integrated execution and custody capabilities.

ESG / Sustainable investing
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Joseph D

Series 63, Series 66

Birmingham, AL

Stonex Advisors Inc.

Joseph Dambrosio is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and 66 licenses and bringing 38 years of industry experience. Prior to joining StoneX Advisors in 2019, he worked at Quest Capital Strategies and held roles at Bank of America and Merrill. He is also the CFO of Corporate Computer Solutions, a computer hardware and software sales company. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related services. The firm utilizes multiple account structures, independent advisors, proprietary models, and third-party money managers to implement customized investment solutions.

ESG / Sustainable investing
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