Kingswood Wealth Advisors, LLC

Gregory Stephens is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds a Series 66 designation and has worked previously at MS Howells & Co, Eudaimonia Partners LLC, and Harmony Grove Wealth Management. Stephens is also the managing director of Stephens Investments & Wealth Management Solutions. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and other institutional investors. The firm uses an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance while offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary plan advisory services.

Seth Stewart is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc for 13 years before joining Kingswood in 2025. Outside of advisory work, he is president of a residential property investment business focused on single-family residences. Kingswood Wealth Advisors serves individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

Richard Mc Elroy is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has worked at Glenwood Financial Partners LLC and Eudaimonia Partners, LLC prior to joining Kingswood. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors through a network of Financial Advisors. The firm offers a range of portfolio management and financial planning services using an open-architecture approach tailored to clients’ objectives and risk tolerance.

Logan Lowrey is a financial advisor at Kingswood Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, Benchmark Investments, and Cape Securities. Lowrey also owns Lowrey Wealth Management, an entity providing financial advice, investments, and life insurance. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and specialized consulting services.

Jeannan Brewer is a financial advisor at Kingswood Wealth Advisors, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James & Associates. Brewer is involved in community activities such as serving as Vice President of the Chantarene Home Owners Association and is a member of the charitable organization Impact 100. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, with ongoing monitoring of third-party managers.

Kyle Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has worked at several firms, including Benchmark Investments, DST Wealth Management, and Kingswood Capital Partners. Outside of his advisory role, Rodgers serves as Vice President of Dannah Investment Group, 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 client base, including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering portfolio management, third-party manager oversight, and ERISA plan consulting.

Gary Garcia II is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Kingswood Wealth Advisors, LLC and has held roles at firms including Morgan Stanley and Resurgent Financial Advisors. Outside of his advisory work, he serves as president of 3G Consultants LLC, a business consulting firm focused on sales and growth strategies. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Danielle Mariano is a financial advisor at Kingswood Wealth Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cadaret, Grant & Co., Inc. and Kingswood Capital Partners. Mariano also operates the Mariano Agency LLC, assisting clients aged 65 and older with Medicare insurance options. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

Daniel Spagnolo is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. for 11 years and Kestra Advisory and Investment Services. Outside of advisory work, he is involved in fundraising for the Crohn's & Colitis Foundation and also works as an insurance broker specializing in life, disability, health, and long-term care insurance. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach to tailor investment strategies based on clients’ objectives and risk tolerance, offering discretionary and non-discretionary portfolio management alongside various financial planning services.

John Goodson is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has held roles at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, and managed his own firm, Goodson Wealth Management, for nearly two decades. Goodson serves on the boards of two nonprofit organizations focused on microloans and community park development. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension plans, and institutional investors. The firm employs an open-architecture approach, tailoring investment strategies to clients' objectives and risk tolerance, and offers fiduciary plan advisory services along with discretionary and non-discretionary portfolio management.

Christian Park is a financial advisor at Kingswood Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Park is a sponsored athlete for Unifoil, promoting sports equipment and participating in races. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm offers tailored portfolio management and financial planning using an open-architecture approach with ongoing due diligence of third-party managers.

Michael Hakerem is a CFA® charterholder with 19 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC. His prior roles include positions at Glenwood Financial Partners, Eudaimonia Partners, and Great Lakes & Atlantic Wealth Managers and Advisory Partners. In addition to his advisory work, he is the sole proprietor of Empowered Portfolios, LLC, a research and analytics firm focused on fintech providers, financial markets, and macroeconomic factors. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, and ERISA plan consulting.

Anna Schoor is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, Eudaimonia Advisors LLC d/b/a Brewer Wealth Management, and Raymond James & Associates. She is also a registered sales associate with Eudaimonia Advisors, where she dedicates significant time to client services, trading, and account servicing. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with oversight of third-party managers and various advisory services.

Steven Collins is a CFP® with 38 years of industry experience, currently serving 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. In addition to his advisory work, he operates as an independent insurance agent, focusing on life insurance and variable annuities. Kingswood Wealth Advisors serves a diverse clientele, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, offering portfolio management, third-party manager oversight, and financial consulting services.

Lacey Buteyn is a financial advisor at Kingswood Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 credential and has previously worked at Level Four Financial, Level Four Advisory Services, and LPL Financial. Outside of her advisory role, she is involved as a yoga instructor and health coach with Bodybump Fitness. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA plans, and other institutional investors. The firm offers tailored investment advisory and consulting services through an open-architecture approach, utilizing both discretionary and non-discretionary portfolio management strategies.