Bryson Blackwell is a financial advisor at Transce3nd LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Realta Equities Inc, Coastal Equities, and 1031 DST Group. Outside of advisory work, he is also active as a licensed real estate agent with eXp Realty. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement consulting. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on AE Wealth Management’s platform.

John Miller is a financial advisor at Transce3nd LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and Vulcan Materials Company. Outside of advisory roles, he is involved in fixed life and health insurance sales. Transce3nd LLC serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes strategic asset allocation supported by quantitative, fundamental, and technical analysis, and utilizes third-party managers and specialized tools such as Nitrogen risk profiling.

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.