William Klinke is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He is affiliated with Total Wealth Partners and has worked previously at firms including Morgan Stanley and Merrill. Klinke is also principal, portfolio manager, and owner of Kickpoint Financial, where he provides investment advisory services. Total Wealth Partners is an independent registered investment adviser that offers discretionary portfolio management and retirement-account advice to individuals, high-net-worth clients, trusts, and estates. The firm uses a range of investment strategies primarily based on low-cost ETFs supplemented by individual securities and employs both short- and long-term approaches tailored to client objectives.

Joseph Teagarden is a financial advisor at Total Wealth Partners in Houston, TX, holding Series 63 and Series 66 designations with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Merrill. Total Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and retirement-account advice. The firm manages approximately $32.7 million, using customized investment strategies that primarily involve low-cost ETFs alongside individual stocks, bonds, and options.