Gene Dooley is a Series 66-licensed financial advisor with Steward Partners Investment Advisory, LLC, based in Austin, TX, and has 16 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. Dooley serves on the advisory council of Thornburg Investment Management and is involved with Seton 50, a nonprofit supporting Dell Seton Medical Center. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Taryn Bertetto is a CFP® professional with 12 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners-affiliated firms since 2019 and previously worked at Raymond James Financial Services, Merrill, and Wells Fargo. Outside of financial advising, she owns Bertetto Quality Trailers and Parts, where she manages bookkeeping and accounting, and also operates related payroll service businesses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party money managers.

Jerry Mc Donald is a CFP®-designated financial advisor with 35 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Based in Austin, TX, he holds Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing both proprietary and third-party investment solutions.