StoneX Advisors Inc.

Vincent Capone is a Series 66-licensed financial advisor with three years of industry experience, currently with StoneX Advisors Inc. He previously worked at Morgan Stanley in various capacities between 2021 and 2024. Outside of his primary role, he assists clients and supports investment and insurance activities at IM Wealth Partners Inc. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through various portfolio solutions and third-party managers.

Vincent Marbury is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2015. Outside of his advisory role, he operates a sole proprietorship focused on life insurance and fixed annuity sales and marketing. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and services.

Jason Peck is a financial advisor with StoneX Advisors Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 1997. Outside of his advisory role, he is the managing partner of The Peck Group, LC, which provides legal services in taxation, estate planning, business planning, and tax return preparation. 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 utilizes a range of advisory platforms and proprietary models to implement investment strategies and supports both independent financial advisors and an in-house Private Client Group.

Lawrence Kennard is a CFP® with 46 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2015. He is also president of L.P. Kennard Agency, an insurance firm he has been involved with since 1981, and participates as a board member of the St. Basil Catholic Church Finance Council. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a range of advisor-managed and model-based investment solutions supported by a comprehensive platform infrastructure.

Priscilla Vultaggio is a financial advisor with StoneX Advisors Inc. in New York, NY, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at StoneX Advisors Inc. since 2021 and has prior experience with Millennial Advisers, LLC and Allied Millennial Partners, 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 employs various investment platforms and third-party managers to provide customized portfolio solutions.

Walter Storm III is a financial advisor at StoneX Advisors Inc. with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with StoneX Securities Inc. since 1991. Outside of his advisory role, he serves as CFO of Walter E. Storm & Associates, Inc., a financial services business he has been involved with since 1992. 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 utilizes proprietary models and third-party managers to implement strategies and supports various account structures.

Kevin Brooks is a financial advisor with StoneX Advisors Inc. in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with StoneX Advisors Inc. since 2016 and has worked with StoneX Securities Inc. since 2005. Outside of advising, he is a partner in a shell LLC used for office expense management. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through both independent advisors and an in-house Private Client Group. The firm utilizes a range of portfolio implementation platforms and supports multiple account structures and investment models.

Edwina Bordman is a financial advisor at StoneX Advisors Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, also working with StoneX Securities Inc. since 2013. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment strategies and platforms, supporting multiple account structures and model-based solutions.

Christopher Matseur is a financial advisor with StoneX Advisors Inc. in Brick, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with StoneX Advisors since 2015 and has also worked with StoneX Securities since 2014. Outside of his advisory role, Matseur serves as Treasurer for the Brick Township Fire Commissioner and the Herbertsville Fire Company and performs wedding ceremonies as an officiant. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm employs a variety of investment strategies via proprietary models, third-party managers, and multiple platforms, supporting customized client needs and periodic due diligence.

Christopher Hayden is a financial advisor with StoneX Advisors Inc. in Brentwood, TN, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2006. Outside of his advisory work, he owns a business that rents outdoor movie screens. 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 offers multiple account structures and utilizes a range of proprietary and third-party investment solutions supported by various platforms.

Kristyn Bayles is a financial advisor with StoneX Advisors Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at StoneX Advisors and StoneX Securities since 2019 and was previously with Quest Capital Strategies, Inc. from 2014 to 2019. Bayles is also a limited partner in Spates Partners, LLC, a family real estate partnership. 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 employs a variety of investment strategies through independent advisors and proprietary models, supported by multiple platforms and periodic due diligence.

Marilyn Wainwright is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding a Series 66 credential and 16 years of industry experience. She has been with StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2009. In addition to her role at StoneX, she is a partner at Wainwright Laventis, where she provides independent financial advice. StoneX Advisors Inc. serves individuals, including high-net-worth clients, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment platforms and strategies, including proprietary models and third-party money managers, with periodic reviews and due diligence.

Zachary Lee is a financial advisor with StoneX Advisors Inc. in Tuscaloosa, AL, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with StoneX Advisors since 2022 and has prior experience at StoneX Securities Inc. as well as in retail roles at Target and Old Navy. 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 combines independent advisors and an in-house Private Client Group to deliver customized strategies through various platforms and third-party money managers.

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.

David Ellington is a financial advisor with StoneX Advisors Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2015. Outside of his advisory role, he is a member of BCES, LLC, which manages shared office expenses. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party money managers.