Conner Capps is a financial advisor with Transce3nd LLC, holding a Series 66 credential and bringing 11 years of industry experience. He has previously worked at firms including Madison Avenue Securities, AE Wealth Management LLC, and Kalos Management. Outside of his advisory roles, Capps provides life insurance consulting through E3 Consultants Group. 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 supported by fundamental, technical, and quantitative analysis, often utilizing third-party managers and technology tools.

John Linn is an advisor at Transce3nd LLC with a Series 66 license and three years of industry experience. His prior roles include positions at Madison Avenue Securities and Glory Mortgage. In addition to his advisory work, he is also licensed as a life and fixed annuities insurance agent. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, employing a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis.

Ashley Kempenski is a financial advisor at Transce3nd LLC with Series 66 credentials and one year of industry experience. Prior to joining Transce3nd, she has held roles at e3 Wealth, Madison Avenue Securities, and Hunter Industries. Kempenski’s background also includes several years connected to Texas State University and experience in education at Bremond High School and Middle School. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach that incorporates fundamental, technical, and quantitative analysis, often utilizing third-party model managers through AE Wealth Management’s platform.

Daniel Roemerman is a financial advisor with Transce3nd LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Center Street Securities, Center Street Advisors, and Arete Wealth Advisors, among others. Outside of advisory work, he is the owner and CEO of Greenway Energy Solutions, a commercial and residential solar systems provider. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, retirement plan consulting, and standalone consulting services. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers via AE Wealth Management’s platform.

Arpit Sharma is a Series 65 licensed financial advisor with four years of industry experience. He is currently affiliated with Transce3nd LLC, Madison Avenue Securities, and e3 Wealth, serving in roles related to investment advisory and cash flow analysis. Outside of advisory work, he is also an insurance agent focusing on life and health insurance. Transce3nd LLC (marketed as e3 Wealth) serves a diverse client base that includes individuals, foundations, trusts, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, implementing investment strategies through third-party models and managers with an emphasis on strategic asset allocation and risk profiling.

Jason Reeves is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC, where he has worked since 2023. Prior to this, he spent seven years with Kestra Advisory and its affiliated firms. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a broad range of investment advisory, financial planning, and managed account services.

Shalana Poole is a CFP® professional with 22 years of industry experience, currently serving as a wealth advisor at Carson Wealth. Her prior experience includes roles at JP Morgan Securities, Waddell & Reed, Edward Jones, and LPL Financial. She is also the owner of Flashpoint Financial Services and Spoole 360 Divorce, providing specialized financial services, and serves as a board member and treasurer of the nonprofit Age of Central Texas. Carson Wealth is an SEC-registered investment adviser with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan management, supported by a dedicated Investment Committee and partnerships with custodians like Fidelity and Schwab.

Christopher Karschnik is a CFP® with six years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Lincoln Investment for five years and has held roles at KW Gutshall & Associates and Soccer Shots. Karschnik is also licensed to provide life insurance options to clients. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers, using asset allocation and Modern Portfolio Theory, and is noted for its use of market-timing and momentum-based investing strategies.

Daniel Jensen is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. Daniel is also a general partner and equity holder in Let's Go Ball, a sports directory website he developed with his father. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jonathon Zambrano is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. Before entering financial services, he worked in various roles including as an apprentice electrician and delivery driver for Uber Eats. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Hipolito Claudio Rosario is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following an 18-year tenure at Popular Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad set of advisory, execution, and custody services.

Carson Popp is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Outside of finance, he has worked in physical therapy and operated a business in the music industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform. The firm combines advisory programs with broker-dealer services, offering a range of account options and third-party asset manager relationships.

Eric Johnson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Merrill, Bank of America, and Bbtis prior to joining Truist in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Alexander Fedorko is a financial advisor with Empower Advisory Group in Kyle, TX. He holds Series 63 and Series 65 credentials and has six years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Richard Gutshall is a financial advisor with GWN Securities Inc. in Austin, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 19 years at Lincoln Investment Planning, Inc. Outside of advisory work, Gutshall is a managing partner of a startup protection company and has experience as an independent representative in metals and coins. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a distinctive legacy of market-timing and momentum-based strategies among its diverse suite of managed-account programs.

Amber Scarborough is a financial advisor at Carson Wealth with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Cetera Wealth Services, LPL Financial, and Edward Jones. Scarborough serves on the boards of two nonprofit organizations focused on wild mustang and burro care as well as local community service through the South Austin Rotary Foundation. Carson Wealth operates an enterprise platform managing approximately $50.6 billion with over 650 advisors. The firm provides discretionary asset management, financial planning, retirement plan services, and offers customized portfolio solutions supported by a dedicated Investment Committee and integrated custodial and technology partnerships.

Ruben Ruiz Jr. is a financial advisor with Money Concepts Capital Corp, holding the ChFC® designation and a Series 63 license. He has 38 years of industry experience and has been with Money Concepts Capital Corp since 1988. Outside of his advisory role, he owns Ruiz Financial Group LLC, which provides virtual sales assistant services and offers financial education courses to employees of various organizations. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base that includes individual investors, pension plans, trusts, and corporations. The firm uses model-driven and asset allocation approaches, offering both discretionary and non-discretionary programs, and works with third-party managers and platforms such as Envestnet to support its investment strategies.

Kenneth Gutshall is a financial advisor with GWN Securities Inc. in San Marcos, TX, holding a Series 63 designation and over 52 years of industry experience. He previously spent 19 years at Lincoln Investment Planning, Inc. and has operated his own financial services business, K. W. Gutshall & Associates, since 1997. He also works as an independent contractor providing life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management strategies, including legacy market-timing and momentum-based approaches.

Justin Pounds is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill and Bank of America, with a career spanning nearly two decades in total. Outside of his advisory role, he and his wife personally own rental properties, including one managed as a short-term rental. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Stephen Zarate is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and 11 years of industry experience. He previously worked at Kestra Investment Services, LLC for five years before joining Fidelity in 2019. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.