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Bryson B

Series 65, Series 63

Scottsdale, AZ

Transce3nd LLC

Bryson Blackwell is a financial advisor with Transce3nd LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Realta Equities Inc, Coastal Equities, Inc., and 1031 DST Group. Additionally, Blackwell is active as a licensed real estate agent with eXp Realty. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, employer‑sponsored retirement plans, and charitable organizations. The firm employs a strategic asset allocation process based on fundamental, technical, and quantitative analysis, often utilizing third‑party model managers and tools such as Nitrogen risk profiling.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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John M

Series 66

Scottsdale, AZ

Transce3nd LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Vincent A

Series 63, Series 65

Scottsdale, AZ

Transce3nd LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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