Kingswood Wealth Advisors, LLC

Gregory Stephens is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and bringing 30 years of industry experience. His prior roles include positions at Ms Howells & Co, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He is also managing director of Stephens Investments & Wealth Management Solutions. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers and sub-advisors.

Seth Stewart is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years. Outside of his advisory role, he is involved in residential property investment and leasing of single-family residences. Kingswood Wealth Advisors serves a diverse client base, including individual investors, high-net-worth clients, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment platform and integrates affiliated financial entities to support insurance-linked account management.

Richard Mc Elroy is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and previously worked at Glenwood Financial Partners LLC, Eudaimonia Partners, LLC, and Great Lakes and Atlantic Wealth Management. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform and integrating insurance-linked account management alongside third-party managers and sub-advisors.

Logan Lowrey is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding a Series 66 credential and having 16 years of industry experience. His prior firms include Benchmark Investments, Inc., CAPE SECURITIES, Inc., PNC Wealth Management, and Edward Jones. Lowrey also owns Lowrey Wealth Management, an investment-related business focused on financial advice and life insurance. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, with a distinctive operational model supporting insurance-linked account management and an open-architecture platform utilizing both affiliated and unaffiliated third-party managers.

Jeannan Brewer is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Kingswood in 2024, she worked at Purshe Kaplan Sterling Investments, Eudaimonia Advisors LLC, Brewer Wealth Management, Wunderlich Securities, and Raymond James & Associates. She serves as Vice President of the Chantarene Home Owners Association and is involved with the nonprofit Impact 100. Kingswood Wealth Advisors serves individual and institutional clients, including high-net-worth investors and retirement plan sponsors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with third-party managers and supports insurance-linked account management through affiliated financial entities.

Kyle Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has held roles at multiple firms including Benchmark Investments, DST Wealth Management, and Kingswood Capital Partners. Outside of his advisory work, Rodgers serves as Vice President of Dannah Investment Group, LLC, a property casualty insurance agency and business consulting firm, and is a board member of Brotherhood for the Fallen, a nonprofit supporting families of fallen police officers. Kingswood Wealth Advisors serves a diverse clientele including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, and ERISA plan advisory services. The firm features an open-architecture investment platform that utilizes third-party managers and integrates insurance-linked account management alongside its advisory offerings.

Gary Garcia II is a CFP®-certified financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and several regional firms. Outside of his advisory work, he is president of 3G Consultants LLC, a business consulting firm focusing on sales, growth strategies, and operational improvements. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, providing portfolio management, financial planning, and ERISA plan advisory services. The firm utilizes an open-architecture platform with third-party managers and integrates insurance-linked account management alongside its multi-team advisory model.

Danielle Mariano is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes roles at Cadaret, Grant & Co., Inc., and Benchmark Investments, LLC. She is also active in helping clients aged 65 and older understand Medicare insurance options through her role as an insurance agent at Mariano Agency LLC. Kingswood Wealth Advisors serves a diverse client base including 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 with a focus on integrating insurance-linked accounts and frequently works with affiliated and unaffiliated third-party managers.

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.

Christian Park is a financial advisor with Kingswood Wealth Advisors, LLC in Honolulu, HI, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, he is involved with Uni-Foil as a sponsored athlete, representing the brand through social media and participation in races and contests. Kingswood Wealth Advisors serves a diverse client base that includes retail and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform and frequently engages third-party managers, supporting both discretionary and non-discretionary investment approaches.

Michael Hakerem is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at firms including Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers. Outside of his advisory role, he is the sole proprietor of Empowered Portfolios, LLC, a research and analytics firm focused on fintech providers, asset managers, and various economic and market factors. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates with affiliated financial entities while managing insurance-linked accounts, distinguishing itself among multi-team advisory firms.

Anna Schoor is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 license and 19 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, Raymond James & Associates, and Morgan Keegan & Company. Schoor is also associated with Eudaimonia Advisors LLC d/b/a Brewer Wealth Management, where she serves as a registered sales associate involved in client services, trading, and account servicing. Kingswood Wealth Advisors serves a diverse range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, with a focus on integrating third-party managers and supporting insurance-linked accounts through an open-architecture investment platform.

Steven Collins is a CFP® professional with 38 years of industry experience, currently advising at Kingswood Wealth Advisors, LLC. His prior roles include positions at Chalice Capital Partners, Chalice Wealth Advisors, Niagara International Capital Limited, and Financial West Group. He is also an independent insurance agent, licensed to sell life insurance and variable annuities. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, providing portfolio management, financial planning, and consulting services. The firm distinguishes itself with its integration of insurance-linked account management and the use of both affiliated and unaffiliated third-party managers on an open-architecture platform.

Lacey Buteyn is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Level Four Advisory Services and LPL Financial. Outside of finance, she is involved in Bodybump Fitness as a yoga instructor and health coach. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Ricardo Harmsen is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at firms including Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo. Harmsen is also involved with Outer Banks Wealth Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers.