Mark Schreiber is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has held positions at multiple firms including Madison Avenue Securities and Kalos Capital, and he operates his own CPA practice and wealth management firm. Outside of advising, he is involved in e-commerce resale operations through an Amazon fulfillment business. Transce3nd LLC serves a diverse client base ranging from individuals to institutions, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers and proprietary risk-profiling tools.

Nikki Polistina is a CFP® with 20 years of industry experience, currently serving at Transce3nd LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Stableford Capital LLC, and Charles Schwab. She is involved as Director of Client Relations at Stableford Capital and holds a registered representative position at Realta Equities, Inc. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process supported by various analytical methods and commonly utilizes third-party models and money managers through AE Wealth Management’s platform.

Donald Durr is a financial advisor with Transce3nd LLC, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Tucker Asset Management LLC, Retirement Wealth Advisors, Inc., and Beacon Global Group. In addition to his advisory work, he provides business consulting services through Stryde Solutions. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Cole Pickett is an associate advisor at Transce3nd LLC with two years of industry experience. He holds a Series 66 designation and has worked at Transce3nd since 2025. Prior to this, he has been involved with Madison Avenue Securities and e3 Wealth, where he also serves as a client concierge. Outside of his advisory roles, he co-owns Oasis Marketing, a business focused on email campaign management and prospect education. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering services such as investment management, financial planning, and retirement plan consulting. The firm utilizes a strategic asset allocation approach informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Ryan Vaughn is a Series 66 licensed advisor at Transce3nd LLC with one year of industry experience. His prior work includes roles at Comerica Bank, Bankers Life and Casualty, and Madison Avenue Securities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, and utilizes third-party model managers and proprietary risk-profiling tools.

Robert Annable is a financial advisor at Transce3nd LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Realta Equities, Inc., Coastal Investment Advisors, and Kalos Capital. In addition to his advisory role, he is involved in consulting with the Virtual Family Office Advisory Group and provides education on the Household Endowment Model. Transce3nd LLC serves a diverse client base including individuals, foundations, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on the AE Wealth Management platform.

Keith Stinebaker is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at several firms including Kalos Capital, National Planning Corporation, and AE Wealth Management. Outside of advisory roles, he serves as president of L & S Capital Investments, a tax and accounting business. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers.

Larry Lyons is a financial advisor with Transce3nd LLC and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including prior roles at Madison Avenue Securities, AE Wealth Management LLC, and his own Lyons Wealth Management. Lyons serves as chairman of the finance committee for First Redeemer Church and is a board member of Whispering Hope, both non-investment-related community organizations. Transce3nd LLC serves a diverse client base that includes individuals, foundations, trusts, employer-sponsored retirement plans, and charitable organizations. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, frequently implementing portfolios through third-party model managers and AE Wealth Management’s platform.

Joseph Quartucci is a financial advisor with Transce3nd LLC, holding the ChFC® designation and SIE Series 63 and 65 licenses. He has 23 years of industry experience, with prior roles at Madison Avenue Securities, Kalos Management, Kalos Capital, and National Planning Corporation. Quartucci is a managing partner of e3 Wealth LLC and managing member of e3Tax LLC, which provides tax preparation and bookkeeping services. He also serves as a board member of Help One Now, a family reunification nonprofit. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement consulting. The firm employs a strategic asset allocation process utilizing fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers on AE Wealth Management’s platform.

John Moriarty is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Transce3nd LLC and has held previous roles at firms including Kalos Capital, Inc., and National Planning Corporation. Outside of his advisory work, he is president of the John & Ellen Moriarty Family Foundation, a private nonprofit organization. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutional clients. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and a wrap fee program administered via AE Wealth Management.

Kyle Wilcutt is a financial advisor at Transce3nd LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Madison Avenue Securities and AE Wealth Management. He is also involved in marketing the advisory business under the name e3 Wealth and holds insurance licenses for fixed annuities and life insurance. Transce3nd LLC serves a broad range of clients, including individuals, foundations, trusts, estates, and institutions, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes strategic asset allocation supported by fundamental, technical, and quantitative analysis, often implementing portfolios via third-party models and managers.

Sebastiano Vassallo is a financial advisor at Transce3nd LLC with a Series 65 license and three years of industry experience. His prior work includes roles at Madison Avenue Securities, E3 Wealth, and educational institutions such as the University of Texas at Dallas and Uplift North Hills Prep. Outside of advising, he owns Mayhem Trading Co., a business that sells collectibles. Transce3nd LLC serves a diverse range of clients, including individuals, foundations, trusts, retirement plans, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a strategic asset allocation process supported by fundamental, technical, and quantitative analysis.

Kyle Robarge is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at firms including Madison Avenue Securities, Kalos Management, and National Planning Corporation. Outside of advisory roles, he is involved in music business management as an account manager and managing partner of entertainment business management firms. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, relying on strategic asset allocation supported by fundamental, technical, and quantitative analysis.

Corwin Davidson is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Transce3nd LLC and has previously worked at firms including Park Avenue Securities and Securities America Advisors. Outside of his advisory work, he is involved with an exit planning coaching service for business owners through Hill County Business Strategies. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers investment management and financial planning, emphasizing strategic asset allocation supported by quantitative and fundamental analysis, and often utilizes third-party models and money managers.

Bryson Blackwell is a financial advisor at Transce3nd LLC with Series 63 and Series 65 licenses and four years of industry experience. He has held roles at multiple firms including Realta Equities Inc and Coastal Equities, Inc. Outside of advisory work, he is also active as a licensed real estate agent with eXp Realty. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering discretionary and non-discretionary investment management as well as financial and retirement planning. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers and various investment vehicles such as structured products and private investments where appropriate.

John Miller is a financial advisor with Transce3nd LLC in Scottsdale, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, Arcosa Aggregates, and Vulcan Materials Company. Outside of his advisory duties, he is active as a licensed life and health insurance agent focused on fixed insurance products. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, and frequently uses third-party models and money managers through AE Wealth Management’s platform.

Cody Surma is an Associate Advisor at Transce3nd LLC with two years of industry experience. His prior roles include client coordination at e3 Wealth and advisory positions at Madison Avenue Securities and MCS Wealth Management. He has also worked in educational roles at Webster University and University High School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and proprietary tools.

Robert Schilly is an investment advisor with Transce3nd LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Madison Avenue Securities, AE Wealth Management LLC, Kalos Capital, and National Planning Corporation. He serves as a board member of The John & Ellen Moriarty Foundation, a charitable family foundation. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation process informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Jennifer Taylor is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Madison Avenue Securities and Kalos Management. Outside of her advisory work, she owns an indoor baseball and softball training facility where she oversees coaching staff and handles bookkeeping. Transce3nd LLC serves a diverse client base including individuals, foundations, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation process using fundamental, technical, and quantitative analysis, and utilizes third-party model managers through AE Wealth Management’s platform.

Vincent Annable is a financial advisor at Transce3nd LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Realta Equities, Coastal Investment Advisors, and Center Street Advisors. Outside of his advisory role, he owns and produces the Your Money Manual podcast and is involved in consulting and educational activities related to endowment models and family office advisory. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, providing comprehensive investment management and financial planning services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis and accesses third-party managers through AE Wealth Management’s platform.

Joshua Huard is a financial advisor with Transce3nd LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Kalos Management, Kalos Capital, National Planning Corporation, and APU Partners, where he has also engaged in case design, client services, and insurance and fixed annuity sales. He is a minority owner and Investment Advisor Representative at Transce3nd and serves as a case design and operations specialist for related entities. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm utilizes a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, implementing portfolios primarily through third-party models and money managers.

Tobin Short is a financial advisor at Transce3nd LLC with two years of industry experience and holds a Series 66 designation. He has previously worked at Equitable Advisors and Heroes Financial Group LLC, and served in the United States Navy. Outside of advisory work, he is involved in life insurance and health insurance sales and services. Transce3nd LLC (marketed as e3 Wealth) serves a diverse clientele including individuals, foundations, trusts, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and commonly implements portfolios through third-party models and money managers.

Daniel Ricks is a financial advisor at Transce3nd LLC with the PFS™ designation and two years of industry experience. He previously worked at The Ricks Group for 11 years. Outside of advising, he is the managing partner of Press Holdings Colorado LLC, which offers tax preparation and accounting services. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Micah Medellin is a financial advisor at Transce3nd LLC (marketed as e3 Wealth) with two years of industry experience. He holds the Series 66 designation and has previously worked at Madison Avenue Securities and Texas State University. Outside of advising, he works as a driver for Uber. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, charitable organizations, and institutions. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis and utilizes third-party model managers, offering a range of investment management and consulting services.

Steven Perrmann is a financial advisor at Transce3nd LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Madison Avenue Securities, AE Wealth Management, Kalos Management, and National Planning Corporation. Outside of his advisory roles, he has engaged in writing and recording personal music since 1990. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers via AE Wealth Management’s platform.

Mark Caldwell is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Transce3nd LLC. His prior roles include positions at Madison Avenue Securities, Kalos Capital, Royal Alliance, and National Planning Corporation. Caldwell is also involved as an agent at e3 Wealth, where he sells and services fixed life insurance and LTC fixed annuities. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes strategic asset allocation through fundamental, technical, and quantitative analysis and implements portfolios via third-party model and money managers.

Chad Benoit is a financial advisor with Transce3nd LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Madison Avenue Securities, e3 Wealth, Royal Alliance, and National Planning Corporation. Outside of advisory work, he serves as treasurer and partner for STC Medicus, a non-medical adult homecare service focused on elderly clients. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a strategic asset allocation approach informed by multiple analytical methods and commonly uses third-party model managers through AE Wealth Management’s platform.

Joel Everett is a financial advisor at Transce3nd LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uniter Planners' Financial Services of America and Freedom Proxy. Outside of finance, he is the owner and instructor of GID Martial Arts, a business he has operated since 2013. Transce3nd LLC serves a diverse client base including individuals across wealth levels, foundations, trusts, estates, retirement plans, and institutions. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and AE Wealth Management’s platform.

Amy Joslin is a financial advisor at Transce3nd LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Realta Equities, Wealth Strategies Advisory Group, and Center Street Securities. Joslin is involved with multiple entities within the Wealth Strategies business family. Transce3nd LLC serves a broad range of clients including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Jessica Knutson is a financial advisor at Transce3nd LLC with 15 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Kalos Management, AE Wealth Management LLC, and Madison Avenue Securities. She is also involved in insurance and financial representative activities focused on life insurance solutions and income and estate tax minimization strategies through E3 Consultants Group and her own firm, JML & Associates. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach integrating fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers via AE Wealth Management’s platform.

Steven Shorley is a financial advisor with Transce3nd LLC and holds Series 63 and Series 66 licenses. He has seven years of industry experience and has worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Capital. Outside of advisory roles, Shorley operates a photography business and offers voluntary benefits for employees through a tax and accounting firm he is involved with. Transce3nd LLC serves a wide range of clients including individuals, foundations, and retirement plans, providing investment management, financial planning, and consulting services. The firm uses a strategic asset allocation approach and incorporates third‑party models and risk profiling tools in its investment process.

Bruce Wehner is an investment adviser representative at Transce3nd LLC with 18 years of industry experience. He has worked at several firms, including Kalos Capital and National Planning Corporation, and has been involved with E3 Wealth since 2007. Outside of his advisory role, he hosts a podcast titled "The Money Advantage," which focuses on business structuring and cash flow strategies. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

Troy Thompson is a financial advisor at Transce3nd LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Equities, Elite Assurance Team, Symmetry Financial Group, and American Money Group. Outside of his advisory role, he owns an e-commerce business selling products on Amazon. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Terence Taylor is a financial advisor at Transce3nd LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Madison Avenue Securities, Kalos Capital, and National Planning Corporation. Taylor is a senior partner at e3 Wealth, where he solicits and sells insurance and fixed annuity products, and he is also involved with a private investment group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and employing risk-profiling tools.

William Alexander is a financial advisor with Transce3nd LLC, holding a Series 65 credential and bringing 17 years of industry experience. He previously worked at Brookstone Capital Management before joining Transce3nd in 2022 and is also a half-owner of Alexander Financial Management, an entity involved in annuity sales and investment advisory bookkeeping. Additionally, he is a licensed insurance agent for life, health, and long-term disability products. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, and retirement plans, offering both discretionary and non-discretionary investment management alongside financial and retirement planning services. The firm employs a strategic asset allocation approach utilizing fundamental, technical, and quantitative analysis, and often implements portfolios through third-party model and money managers.

Stephen Joseph is an investment advisor representative at Transce3nd LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Kalos Capital and National Planning Corporation. Outside of his advisory role, Joseph is involved in insurance sales and tax advisory activities through affiliated entities. Transce3nd LLC, marketed as e3 Wealth, serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, frequently implementing portfolios through third-party model managers and offering discretionary investment management and financial planning services.

Clellan Hyatt is an investment advisor representative with Transce3nd LLC and holds Series 63 and Series 65 designations. He has 10 years of industry experience and previously worked at Madison Avenue Securities, Kalos Management, Kalos Capital, and National Planning Corporation. Outside of his advisory work, he is a managing partner of an entertainment business management firm and serves as treasurer on the board of directors for the Sims Foundation. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Conner Capps is a financial advisor with Transce3nd LLC, holding a Series 66 credential and bringing 11 years of industry experience. He has previously worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Management. Outside of his advisory roles, Capps provides life insurance consulting through E3 Consultants Group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and retirement plans, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party managers and technology tools.

John Linn is an advisor at Transce3nd LLC with a Series 66 license and three years of industry experience. His prior roles include positions at Madison Avenue Securities and Glory Mortgage. In addition to his advisory work, he is also licensed as a life and fixed annuities insurance agent. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis.

Ashley Kempenski is a financial advisor at Transce3nd LLC with Series 66 credentials and one year of industry experience. Prior to joining Transce3nd, she has held roles at e3 Wealth, Madison Avenue Securities, and Hunter Industries. Kempenski’s background also includes several years connected to Texas State University and experience in education at Bremond High School and Middle School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach that incorporates fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

Daniel Roemerman is a financial advisor with Transce3nd LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Center Street Securities, Center Street Advisors, and Arete Wealth Advisors, among others. Outside of advisory work, he is the owner and CEO of Greenway Energy Solutions, a commercial and residential solar systems provider. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, retirement plan consulting, and standalone consulting services. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Arpit Sharma is a Series 65 licensed financial advisor with four years of industry experience. He is currently affiliated with Transce3nd LLC, Madison Avenue Securities, and e3 Wealth, serving in roles related to investment advisory and cash flow analysis. Outside of advisory work, he is also an insurance agent focusing on life and health insurance. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base that includes individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, implementing investment strategies through third-party models and managers with an emphasis on strategic asset allocation and risk profiling.