Trust Advisory Group Ltd

Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.

Marcus Richardson is a financial advisor at Trust Advisory Group Ltd with 25 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc. and StoneX Advisors Inc. for 20 years. Richardson is also associated with Stonex Insurance Solutions Ltd. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting services through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a variety of investment approaches, including advisor-as-portfolio-manager arrangements, proprietary model solutions, and a manager-of-managers option.

Peter Cahill is a financial advisor at Trust Advisory Group Ltd with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at StoneX Securities Inc since 2024, following a 14-year tenure at Trust Advisory Group and 12 years at AGES Financial Services, Ltd. Outside of his advisory role, he manages a family investment-related real estate LLC. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors. The firm employs a variety of investment strategies including proprietary models, manager-of-managers approaches, and third-party platforms, and was acquired by StoneX Advisors Inc. in 2024.

Robert Kelly is a financial advisor at Trust Advisory Group Ltd with 11 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, and Advisory Group Equity Services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing roughly $494 million in discretionary assets for over 1,100 clients. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, and utilizes third-party platforms for account rebalancing.

Paul Majane is a financial advisor with Trust Advisory Group Ltd in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at StoneX Securities Inc, AGES Financial Services, Ltd., and Source Capital Group, Inc. He serves on the Board of Directors of Parade Deck Holdings, Inc., an organization that works with military veterans through partnerships with the VA, VFW, and other military groups. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting. The firm employs a multi-team approach with about 30 advisors and utilizes a range of investment strategies, including proprietary models and third-party platforms, managing approximately $494 million in discretionary assets.

Ronald Woodruff is a CFA® charterholder with six years of industry experience. He is currently with Trust Advisory Group Ltd and has held prior roles at StoneX Securities Inc., StoneX Financial Inc., StoneX Group Inc., and the University of Alabama Birmingham. Outside of finance, he was involved with A Work of Art for seven years. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting services through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs multiple investment approaches, including advisor-as-portfolio-manager arrangements and third-party platforms.

Bernard Nugent is a financial advisor with Trust Advisory Group Ltd, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Trust Advisory Group Ltd since 2010 and currently works with StoneX Securities Inc. Nugent is the sole owner and president of Investment Securities Group, an office he manages to support his advisory activities. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment strategies, including proprietary models and manager-of-managers approaches, and benefits from its recent acquisition by StoneX Advisors Inc., which provides unique affiliations affecting custody and clearing services.

Jerry Stuber is a financial advisor at Trust Advisory Group Ltd with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Source Capital Group and AGES Financial Services, Ltd. Outside of his advisory role, he manages a rental property in Savannah, GA. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors. The firm employs a range of investment strategies including proprietary models, manager-of-managers options, and third-party platforms.

Amy Gates is a financial advisor with Trust Advisory Group Ltd in Palm Harbor, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at StoneX Securities Inc. since 2024 and was previously with AGES Financial Services, Ltd. for 16 years. Outside of her advisory work, Gates is a USCCA Certified instructor teaching women self-defense with small arms handguns. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting services through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a variety of investment approaches including proprietary model solutions and manager-of-managers strategies and is affiliated with StoneX Advisors Inc. since 2024.

Alan Druckenmiller is a financial advisor at Trust Advisory Group Ltd with 18 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc and Advisory Group Equity Services. Outside of his advisory role, he is an ordained pastor and adjunct seminary faculty member at Augsburg Lutheran Churches. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, providing portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a range of investment strategies, including advisor-managed portfolios, proprietary models, and manager-of-managers options, supported by third-party platforms and a recent affiliation with StoneX Advisors Inc.

Amy Clayton is a financial advisor with Trust Advisory Group Ltd and has 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services Ltd, and Source Capital Management. Outside of her advisory work, she serves as a board member for the Saugatuck Island Homeowners Association in Westport, CT. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a variety of investment approaches, including advisor-managed portfolios, proprietary model solutions, and a manager-of-managers strategy.

Andrew Wyman is a financial advisor at Trust Advisory Group Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including StoneX Securities Inc, Morristown Capital Associates LLC, and Source Capital Group. Wyman is also involved with Morristown Capital Associates LLC, where he focuses on wealth management. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm employs a variety of investment strategies including proprietary models and third-party platforms, and operates within a broader group following its recent acquisition by StoneX Advisors Inc.

Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.

Mayo Woodward is a financial advisor at Trust Advisory Group Ltd with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including StoneX Financial Inc., StoneX Advisors Inc., Pruco Securities, LLC, and The Prudential Insurance Company of America. Outside of his advisory role, Woodward serves as a general board member for the Gadsden Arts Center and Museum, the Florida Historic Capitol Board, and the Oxford College of Emory University Board of Counselors. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, annuity advice, and consulting. The firm employs a variety of investment approaches, including advisor-as-portfolio-manager arrangements and a manager-of-managers option, and is part of the StoneX Advisors group following a recent acquisition.

Jay Carter is a financial advisor at StoneX Advisors Inc. in Birmingham, AL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016, also having roles at affiliated StoneX entities and Trust Advisory Group Ltd. Outside of his advisory work, he is a co-owner and silent partner in Precision Tactical Arms Co. Inc., a firearms and ammunition business. 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 uses a variety of platforms and strategies, including proprietary model solutions and third-party money managers, to implement customized investment approaches.