Steward Partners Investment Advisory, LLC

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Steven Miller is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previous experience at UBS Financial Services. Outside of his advisory work, he is a one-third owner of Equity Stretch, LLC, a non-investment related business based in Valencia, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Wilhelmina Joseph is a financial advisor at Steward Partners Investment Advisory, LLC with 54 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Raymond James Financial Services and Wells Fargo Advisors. Joseph operates out of New York, NY. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs.

David Stockton is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within affiliated Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. It serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations, providing investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Jason Reeves is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC, where he has worked since 2023. Prior to this, he spent seven years with Kestra Advisory and its affiliated firms. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory, financial planning, and managed account services.

Timothy Burklow Sr. is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently associated with Steward Partners Investment Advisory, LLC and related Steward firms since 2024. Prior to this, he worked at Burklow & Rotella, LLC and Ameriprise. Outside of advising, he has been involved in managing the closure of two businesses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, providing a range of investment advisory, financial planning, and managed account services.

Charles Miller Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Steward Partners since 2023, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is a 50% owner of CMSW Farms, LLC, where he oversees farm operations. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services through a variety of proprietary and third-party investment solutions.

Kirstin Hark is a CFP® professional with 16 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her career includes roles at multiple Steward Partners entities as well as prior experience with Freedom Street Partners, Monaco Capital Management, and Tull Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Michelle Huffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior work includes roles at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she serves as an insurance agent and owns Nottingham Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with an emphasis on ongoing monitoring and due diligence.

Fran Scharf is a financial advisor with Steward Partners Investment Advisory, LLC based in Redding, CT, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Steward Partners in 2026, Scharf spent 10 years at Raymond James & Associates. Outside of advising, Scharf manages the business Red Roses LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Travis Munro is a CFP® professional with 23 years of industry experience currently serving at Steward Partners Investment Advisory, LLC. His prior career includes 14 years at Lincoln Investment and two years with Momentum Independent Network Inc. Munro holds a Series 63 license and is based in Humble, TX. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account services.

James Bross Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Steward Partners, he worked at Equitable Advisors and Axa Advisors, and has a background that includes roles in healthcare and entrepreneurial ventures. He serves on the board of trustees for Southern Wesleyan University and is the owner and CEO of Carolina Care Innovation Group, as well as assisting operations at Clemson University’s Book T. Smith Launchpad. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, and other services to individuals, pension plans, corporations, and nonprofits, offering a range of portfolio management options through both in-house and third-party strategies.

Michael Hoff is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Raymond James Financial Services. Hoff is also the owner of SMH Capital Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Bradford Coyle Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advising, he is involved in managing residential rental properties. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party solutions with oversight coordinated alongside major custodial partners.

Stephen Neu is a financial advisor with Steward Partners Investment Advisory, LLC based in Nashville, TN. He holds a Series 66 designation and has five years of industry experience. Prior to joining Steward Partners, he worked at firms including Raymond James Financial Services and Sagespring Wealth Partners. He also serves as an independent contractor mentee with the Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party money manager selections.