Lisa Garza is a financial advisor at Concorde Asset Management, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Concorde in 2024. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm uses model portfolios and third-party strategists to build individualized portfolios and provides ERISA retirement-plan advisory services.

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.

Eddie Hebert is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Strategic Financial Concepts since 2025 and has concurrently been associated with Associated Credit Union and LPL Financial since 2008. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Sebastiano Vassallo is a Series 65-licensed advisor at Transce3nd LLC with two years of industry experience. He has worked with Transce3nd since 2023 and also holds roles at Madison Avenue Securities and E3 Wealth. Outside of finance, he owns Mayhem Trading Co., a collectibles retail business. 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 using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers.

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.

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.

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.

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.

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 65 and Series 63 licenses and bringing 15 years of industry experience. His prior work includes roles at Madison Avenue Securities, e3 Wealth, Royal Alliance, and National Planning Corporation. Benoit is also a treasurer and partner in a non-medical adult homecare business serving elderly individuals. Transce3nd LLC serves a diverse client base including individuals, institutions, and charitable organizations, 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 and a third-party wrap fee platform.

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.

Michael Hogan is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2014. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model with third-party managers and offers a range of investment advisory programs, managed accounts, and financial planning solutions, notable for its integration with Hilltop affiliates and specialized municipal bond strategies.

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.

Terence Taylor is a financial advisor at Transce3nd LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Madison Avenue Securities, Kalos Capital, and National Planning Corporation. In addition to his advisory role, he is a senior partner at e3 Wealth, where he solicits and sells insurance and fixed annuity products, and is a member of a private investment group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutional clients, offering investment management, financial planning, and retirement consulting. The firm employs a strategic asset allocation process supported by fundamental, technical, and quantitative analysis and utilizes third-party model managers through AE Wealth Management’s platform.

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.