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Alexander K

CFP®

Austin, TX

Gannett Wealth Advisors

Alexander Kochanasz is a CFP® professional with one year of industry experience, currently with Gannett Wealth Advisors in Austin, TX. His prior experience includes six years at CFGI and two years at KPMG. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax preparation services, employing a blend of passive and active investment strategies with discretionary portfolio management and crypto-related planning where relevant.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Vaughn K

CFP®, Series 63, Series 65

Cleve, OH

Gannett Wealth Advisors

Vaughn Kellerman is a CFP® certificant with 10 years of industry experience. He is currently with Gannett Wealth Advisors and has previously worked at Sound Advisory, LLC, HCM Wealth Advisors, Kestra Financial, Inc., and Fidelity Brokerage Services LLC, among others. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm combines passive and active strategies, offers discretionary portfolio management, and provides unique services including trust-affiliated custody and crypto-related planning.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Malcolm W

Series 66

Frisco, TX

Gannett Wealth Advisors

Malcolm Walton is a financial advisor at Gannett Wealth Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm provides wealth management, financial planning, retirement plan consulting, and tax preparation, combining passive and active investment strategies while offering trust-affiliated custody and crypto-related services.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Nick K

Series 65

Portland, OR

Gannett Wealth Advisors

Nick Krautscheid is a financial advisor at Gannett Wealth Advisors in Portland, OR, holding a Series 65 credential with one year of industry experience. He previously worked at Sound Advisory, LLC and Unchained Capital, LLC. Krautscheid has a background that includes roles at Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax return preparation, employing a blend of passive and active investment strategies along with discretionary portfolio management.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Corey T

Series 63, Series 65

Middlebury, VT

Gannett Wealth Advisors

Corey Thacker is a financial advisor at Gannett Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sound Advisory, LLC, MassMutual Life Insurance Co, MML Investors Services, LLC, Quantum Leap Capital, LLC, and Porter Medical Center. Gannett Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and employer retirement plans. The firm offers wealth management, financial planning, retirement plan consulting, and tax preparation services, utilizing a blend of passive and active investment strategies and incorporating trust-affiliated custody options and crypto-related services.

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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