Joseph Drake III is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with StoneX Advisors since 2016 and concurrently affiliated with StoneX Securities since 2015. Outside of his advisory role, Drake is involved in timberland and agricultural land management through several family-owned entities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm offers a range of advisory solutions through independent advisors and an in-house Private Client Group, utilizing proprietary models, third-party money managers, and comprehensive implementation platforms.

Beverly Surles is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 designations. She has 37 years of industry experience and has been with StoneX Advisors since 2016, also working with StoneX Securities since 2010. 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 combination of independent advisors and an in-house Private Client Group, employing various model-based solutions and third-party managers to implement investment strategies.