Steward Partners Investment Advisory, LLC

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 65 designation. He has 12 years of industry experience, including prior roles at Advisory Services Network, LLC and Precision Capital Management. Outside of advising, he is involved in several non-investment business activities, including ownership roles in insurance commissions and land ownership entities. Steward Partners Investment Advisory, LLC manages over $28 billion in regulatory assets and serves a diverse client base ranging from non-high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies and third-party money managers, with portfolios across multiple asset classes tailored to client objectives.

Steven Miller is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC since 2024. Prior to joining Steward Partners, he worked at UBS Financial Services for 12 years. He is a one-third owner of Equity Stretch, LLC, a non-investment-related business based in Valencia, California. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management utilizing proprietary strategies alongside third-party money managers, with investments across multiple asset classes tailored to client objectives.

Wilhelmina Joseph is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 54 years of industry experience. Her career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm employs a combination of proprietary investment strategies and third-party money managers, offering discretionary and non-discretionary portfolio management across multiple account types.

David Stockton is a CFP® professional with 32 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held roles within related Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets, serving a diverse client base that includes individuals, charitable and corporate clients, retirement plans, and other institutions. The firm offers discretionary and non-discretionary portfolio management through proprietary models and third-party managers, implementing strategies across multiple asset classes tailored to client objectives.

Jason Reeves is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Kestra Advisory and NFP Securities, Inc. He is based in Kyle, TX. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base ranging from non-HNW to high-net-worth individuals, as well as charitable, corporate, and institutional clients. The firm offers discretionary and non-discretionary portfolio management through proprietary and third-party strategies across multiple asset classes.

Timothy Burklow Sr. is a ChFC® credentialed financial advisor with over 34 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked with Ameriprise and led Burklow & Rotella, LLC. Outside of advisory work, he has been involved in managing and closing small businesses. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm utilizes a combination of proprietary investment strategies and third-party managers, offering portfolio solutions across multiple asset classes tailored to client objectives.

Charles Miller Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo and Morgan Stanley. Outside of his advisory work, he is a 50% owner of CMSW Farms, LLC, where he oversees farm operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base, including individuals, charitable organizations, and institutional clients. The firm offers discretionary and non-discretionary portfolio management using proprietary and third-party strategies across a wide range of asset classes.

Kirstin Hark is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her career includes prior roles at Freedom Street Partners, Monaco Capital Management, and Tull Financial Group. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies combined with third-party money managers across multiple asset classes.

Michelle Huffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and 32 years of industry experience. Her prior experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing. Outside of her advisory work, she serves as an insurance agent and is involved in managing a support company, Nottingham Wealth Management Group. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party managers, with investment solutions spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Grant Denniston is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2014 to 2022 and Wells Fargo Clearing from 2022 to 2023 before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers, with investment solutions spanning equities, fixed income, mutual funds, ETFs, and alternatives.

Fran Scharf is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Steward Partners in 2026, Fran worked at Raymond James & Associates for 10 years and UBS Financial Services Inc for another decade. Outside of advising, Fran is an officer and vice president of Red Roses LLC, a business she manages. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of proprietary and third-party investment strategies across multiple asset classes, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting.

Travis Munro is a CFP® with 23 years of industry experience currently serving at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Momentum Independent Network Inc., Lincoln Investment, and Great American Advisors. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base ranging from non‑high-net-worth individuals to institutional clients. The firm offers discretionary and non-discretionary portfolio management using proprietary models alongside third-party money managers, implementing portfolios across multiple asset classes tailored to client objectives.

James Bross Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Equitable Advisors and Atrium Health and has been involved with Carolina Care Innovation Group for over a decade as owner and CEO. Bross serves on the board of trustees for Southern Wesleyan University and is involved with Clemson University's Book T. Smith Launchpad as an operations manager. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers, utilizing a range of investment vehicles tailored to client objectives.

Michael Hoff is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Raymond James Financial Services and Morgan Stanley Smith Barney. Hoff is also the owner of SMH Capital Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies and third-party money managers, with investment solutions spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Bradford Coyle Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. Outside of advisory work, he owns and manages rental real estate properties. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party money managers, with investment implementations spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.