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Gustavo A
Series 63, Series 65
Miami, FL
StoneX Advisors Inc.
Gustavo Alfonso is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes 12 years at Bolton Securities Corporation and Bolton Global Capital before joining StoneX Advisors Inc. and StoneX Securities Inc. in 2025. 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 combination of independent advisors and an in-house Private Client Group, utilizing multiple account structures and model-based solutions.
Alvaro T
Series 63, Series 65, Series 66
Miami, FL
StoneX Advisors Inc.
Alvaro Torres is a financial advisor at StoneX Advisors Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining StoneX Advisors in 2020, he worked at VTS Capital Partners and CITIGROUP. Outside of his advisory work, he is also a real estate agent with Weichert Realtors | Capella Estates, representing buyers of residential properties. 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 range of advisor-managed portfolios and third-party money managers, supported by multiple technology platforms and integrated clearing and custody services through its affiliation with StoneX Group.
Oscar R
Series 66
Miami, FL
StoneX Advisors Inc.
Oscar Rubiano is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bci Securities, and National Securities Corp. He has also worked as an independent insurance agent. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management and financial planning services. The firm employs a combination of independent advisors and an in-house Private Client Group, utilizing multiple platforms and model-based solutions to implement investment strategies.
Daniel N
Series 66
Miami, FL
StoneX Advisors Inc.
Daniel Nunes is a financial advisor at StoneX Advisors Inc. in Miami, FL, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including BTG Pactual, UBS Financial Services, and Morgan Stanley. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent financial advisors and an in-house Private Client Group. The firm uses a range of platforms and third-party managers to implement customized investment strategies.
Ronnie S
Series 66
Miami, FL
StoneX Advisors Inc.
Ronnie Salvador is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining StoneX Advisors, he worked at StoneX Securities Inc., Sherwood Food Distributor, Intercam Securities, Inc., and Banrisul Bank’s Miami Branch. 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 uses a variety of investment strategies and platforms to implement portfolios, including proprietary models and third-party managers.
Kathryn V
Series 63, Series 65
Miami, FL
StoneX Advisors Inc.
Kathryn Vera is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Bulltick LLC for 15 years before joining StoneX in 2023. Vera also engages in public speaking on topics related to women and finance. 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 uses a variety of model-based solutions and third-party managers to implement strategies and supports multiple account structures and investment restrictions.
Franklin C
Series 63, Series 65
Miami, FL
StoneX Advisors Inc.
Franklin Christophers is a financial advisor with StoneX Advisors Inc. in Miami, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining StoneX, he spent 13 years at Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and Managing Director of Brightstone Capital, LLC, where he manages investment advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm delivers these through independent Financial Advisors and an in-house Private Client Group, utilizing various platforms and third-party money managers to implement customized investment strategies.
Sugeidy M
Series 66
Miami, FL
StoneX Advisors Inc.
Sugeidy Mederos is a financial advisor at StoneX Advisors Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked for Bolton Securities Corporation and Bolton Global Capital for 12 years. Outside of her advisory role, she serves as Vice President of Zenith Wellness Miami, a massage therapy business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing various platforms and third-party managers to implement investment strategies.
Andre Luiz M
Series 66
Miami, FL
StoneX Advisors Inc.
Andre Luiz Monteiro is a financial advisor at StoneX Advisors Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and XP Securities LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, 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 utilizes advisor-managed portfolios, proprietary model solutions, and third-party money managers with platforms designed for implementation, tax-aware services, and client-imposed investment restrictions.
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