Curtis Burch is a CFP® professional with eight years of experience in financial advising. He has worked at Destiny Capital Corporation since 2022 and previously spent nine years with Briaud Financial Advisors. Curtis is part of an eight-advisor team based in College Station, TX. Destiny Capital Corporation serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs, managing approximately $382 million across about 260 clients. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory, combined with tactical adjustments and integrated ESG analysis, while also offering specialized business and exit planning services for entrepreneurs.

Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.

Timothy Doyle is a CFP® with 17 years of experience in the financial services industry. He has been with Destiny Capital Corporation since 2020 and previously worked at related Destiny Capital entities dating back to 2014. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including entrepreneurs, managing approximately $382 million for around 260 clients through an eight-advisor team across six offices. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory combined with tactical adjustments and integrates ESG analysis into portfolio construction.

Tedi Hughes is a CFP® professional with seven years of industry experience. He is affiliated with Destiny Capital Corporation and has worked with multiple firms including LPL Financial and Raymond James Financial Services. Hughes is also involved with Aspen Wealth Strategies and The IRA Specialist. Destiny Capital serves individuals, high-net-worth clients, trusts, estates, and entrepreneurs with discretionary portfolio management, financial planning, consulting, and tax services through an affiliated entity. The firm uses a blend of strategic asset allocation based on Modern Portfolio Theory along with tactical adjustments and incorporates ESG analysis in its investment process.

Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.

Peter Bobolia is a CFP®, ChFC®, and Series 66-registered advisor with eight years of industry experience. He is currently with Destiny Capital Corporation, where he has worked since 2025. His prior experience includes roles at Origin Financial, Family First Financial Planning, Symmetry Financial Group, JPMorgan, Merrill, and Northern Trust Investments. Outside of his advisory work, he is also licensed as an insurance agent for various carriers. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, with a specialized practice for entrepreneurs. The firm manages approximately $382 million through an eight-advisor team across six offices, employing a strategic asset allocation approach combined with tactical adjustments and ESG analysis.

Jameson Holehouse is a CFP® with three years of industry experience, currently serving at Destiny Capital Corporation. He previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. His background also includes roles with Young Life and West Virginia University. Destiny Capital Corporation serves individuals, high-net-worth clients, trusts, and estates, with a specialized focus on entrepreneurs. The firm manages approximately $382 million for about 260 clients through an eight-advisor team across six offices, offering discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines Modern Portfolio Theory with tactical adjustments and integrates ESG analysis into portfolio construction.

Jarrod Musick is a CFP® professional with 15 years of experience, currently serving at Destiny Capital Corporation since 2011. He holds the Series 66 designation and is the majority owner of Destiny Holdings, the parent company of Destiny Capital Corporation, where he also serves as President and Secretary of the board. Outside of his advisory role, he is the author of *The Abundant Entrepreneur* and owns Victory Fit, a gym in Centennial, Colorado, where he oversees financial and business strategy. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm manages approximately $382 million across 260 clients through an eight-advisor team and offers discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines strategic asset allocation with tactical adjustments, incorporating quantitative, fundamental, and ESG analyses.