Franklin, TN Tower Circle Office

Sten Morgan is a CFP® and ChFC® with 17 years of industry experience, currently serving as an advisor at StoneX Advisors Inc. since 2019. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Morgan owns Success Mindsets LLC, where he coaches other financial advisors and has authored a book. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple platforms and investment solutions, including advisor-managed portfolios and third-party money managers, to deliver customized investment strategies.

Samuel Moorhead is a financial advisor with StoneX Advisors Inc. holding a Series 66 designation and two years of industry experience. Prior to joining StoneX Securities Inc., he worked at New Constructs and Merrill Lynch. His background includes roles outside finance, such as positions at Duluth Hockey Company and Toppers Pizza. StoneX Advisors Inc. serves individuals, 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 advisor-managed portfolios, proprietary models, and third-party money managers to meet client needs.