Kyla Mc Moran is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Concorde since 2021 and is also involved with Bravest Wealth Management. Outside of her advisory roles, she serves as president of the local Legacy Rotary chapter, where she leads club meetings and chairs the annual fundraiser. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services.

Matt Branstetter is an advisor at Concorde Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concorde Asset Management since 2013. Outside of his advisory role, he is active in Toastmasters, focusing on communication and leadership development, and serves as vice president of a local homeowners association. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, utilizing proprietary platforms and third-party integrations.