Kingswood Wealth Advisors, LLC

Randie Sanford is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Kingswood Wealth Advisors since 2024. In addition to her advisory role, she is licensed as an insurance agent specializing in life, variable life, variable annuities, and accident and health 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 clients’ goals and risk tolerance, offering portfolio management, third-party manager oversight, and consulting services.

Shanda Ransom is a financial advisor at Kingswood Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with two years of industry experience. She previously worked at Edward Jones from 2005 to 2025 before joining Kingswood Wealth Advisors and its affiliated firm Kingswood Capital Partners. 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 both discretionary and non-discretionary portfolio management along with consulting services.

Gregory Stephens is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors Financial Network and Ms Howells & Co. Outside of his advisory role, he is the Managing Director of Stephens Investments & Wealth Management Solutions. 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 each client’s goals and risk tolerance, offering services such as portfolio management, third-party manager oversight, and financial consulting.

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 a Series 66 designation and has worked at several firms, including Glenwood Financial Partners LLC, Eudaimonia Partners, LLC, Great Lakes and Atlantic Wealth Management, and Triangle Securities, LLC. 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 that customizes strategies based on client goals and risk tolerance while providing ongoing due diligence and oversight of third-party managers.

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 licenses and bringing 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 11 years before joining Kingswood in 2022. Outside of his advisory role, 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 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 both discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

John Goodson is a financial advisor at Kingswood Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Uhlmann Price Securities. Goodson is also involved in nonprofit boards focused on community support and microloans. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm uses an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering portfolio management, third-party manager oversight, and consulting services.

Christian Park is a financial advisor at Kingswood Wealth Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2018 to 2026. Outside of finance, he is a sponsored athlete with Unifoil, promoting sports equipment and participating in contests. 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, customizing strategies to client goals and risk tolerance while overseeing 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.