Steven Kibbel is a financial advisor at Shorebreak Capital, LLC in Franklin, TN, with 8 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Shorebreak Capital in 2025, he worked at LPL Financial, Beacon Capital Management, Bank of America, and Merrill Lynch. He is also an author of financial planning books through his business, Kibbel Financial Planning. Shorebreak Capital provides fee-based financial planning and portfolio management to individuals, trusts, retirement plans, and closely held businesses. The firm employs a risk-calibrated model approach with actively monitored and rebalanced portfolios incorporating ETFs, mutual funds, individual securities, and other investment vehicles.

Bryan Bourgeois is a financial advisor with Shorebreak Capital, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at firms including Workman Securities Corporation and Blue Pacific Wealth Management. Outside of advisory roles, he is involved in commercial real estate brokerage and is engaged with Blue Ventures, LLC, a company focused on medical equipment patenting, design, production, and marketing. Shorebreak Capital provides fee-based financial planning and portfolio management to individual investors, trusts, estates, retirement plans, charitable organizations, and closely held businesses. The firm employs a risk-calibrated model approach with actively managed portfolios, using a variety of investment vehicles including ETFs, mutual funds, individual securities, options, and alternative credit and real estate funds.