ADVISOR BIO

Stoy Tyree Hall is an Investment Advisor Representative for Black Mammoth LLC. Stoy Hall is licensed in Iowa and has been working in the industry since 2012. Stoy Hall has a Series 6, Series 7, Series 26, Series 63 and Series 65 licenses, and also holds a SIE designation. Stoy Hall specializes in providing Family Office and Wealth Planning Services, Financial Planning and Portfolio Management for both individuals and pooled investment vehicles. Stoy Hall also works for LNC Financial, Legacy Fiduciary Services, Inc. and is the president of the board for Starts Right Here Movement.

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ADVISOR BIO

Stuart Woody is a registered representative with Goldman Sachs & Co. LLC. Stuart has been active in the securities industry since July 16, 2003. Stuart is registered to conduct business in securities with FINRA and 53 state securities regulators. Stuart has passed 5 product exams, 2 state exams and 1 principal exam. Stuart is a specialist in Equity, Fixed Income, Options, Futures, Mutual Funds, Retirement Planning, and Alternative Investments. Stuart previously held a position at KNIGHT EQUITY MARKETS, L.P. in Jersey City, New Jersey.

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ADVISOR BIO

Stuart N. Schwartz is a registered representative with Oppenheimer & Co. Inc. in Dallas, TX. Stuart has been in the industry since May 1, 1995. Stuart specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles, as well as pension consulting and selection of other advisors. Stuart has previously worked with BANC OF AMERICA INVESTMENT SERVICES, INC., Oppenheimer & Co. Inc. and CIBC WORLD MARKETS CORP. Stuart is registered in 9 states, holds the Series 7, Series 63, Series 65 and SIE licenses, and has been active in the industry for over 27 years.

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ADVISOR BIO

Stuart Katz is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York. Stuart is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities.

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ADVISOR BIO

Stuart Swift is a financial advisor with Stifel, Nicolaus & Company, Inc. Stuart has been in the financial services industry since 2017. Stuart holds the Series 7, Series 66, and SIE securities licenses. Stuart is registered in 38 states, including Ohio, Texas, and California, as well as with FINRA. Stuart is also a Certified Financial Planner. Stuart has previous experience with UBS Financial Services, Inc..

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ADVISOR BIO

Stuart Connelly is an investment advisor representative with Fisher Investments, a firm that manages over $298 billion in assets. Stuart has been in the financial services industry since 2012 and has a Series 7, 63, and 65 license. Stuart specializes in providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Stuart is registered to provide investment advisory services in Texas. Prior to joining Fisher Investments, Stuart was employed by Charles Schwab & Co., Inc. in Phoenix, Arizona.

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ADVISOR BIO

Stuart Vander velde is a registered investment advisor representative with Robert W. Baird & Co. Inc. Stuart has been in the securities industry since 2016. Stuart is registered with the states of Colorado, Texas, and Wisconsin. Stuart has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.

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ADVISOR BIO

Stuart James Pitkin is a registered representative with Goldman Sachs & Co. LLC. Stuart has been in the industry since January 6, 2016, and has a strong background in financial services. Stuart holds the Series 99 and SIE exams. Stuart is based out of the Salt Lake City, Utah office and specializes in providing financial services to individuals, businesses, and institutions.

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ADVISOR BIO

Stuart Reece Poulson is a financial advisor at First Trust Advisors LP with over 3 years of experience in the financial services industry. Stuart is registered in Illinois as both a Registered Investment Advisor and a Broker. Stuart specializes in portfolio management and investment company products. Stuart holds the Series 7, 63, 65 and SIE licenses.

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ADVISOR BIO

Stuart Simpson is a financial professional with over 20 years of experience in the financial services industry. Stuart is currently a registered representative with Stifel, Nicolaus & Company, Inc. Stuart has worked for a number of firms throughout their career including Morgan Keegan & Company, Inc., Signator Investors, Inc., FTN Midwest Securities Corp., Raymond James & Associates, Inc. and J.C. Bradford & Co. Stuart has passed numerous industry exams, including the Series 7, Series 24, Series 55, Series 57, and Series 63 exams. Stuart is an active member of the financial community and is committed to providing clients with comprehensive financial advice.

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