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 63 and Series 65 credentials and has previously worked at Madison Avenue Securities, Kalos Capital, and National Planning Corporation. Taylor is a senior partner at e3 Wealth, where he solicits and sells insurance and fixed annuity products, and he is also involved with a private investment group. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and employing risk-profiling tools.

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.

Stephen Joseph is an investment advisor representative at Transce3nd LLC with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Kalos Capital and National Planning Corporation. Outside of his advisory role, Joseph is involved in insurance sales and tax advisory activities through affiliated entities. Transce3nd LLC, marketed as e3 Wealth, serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, frequently implementing portfolios through third-party model managers and offering discretionary investment management and financial planning services.

Clellan Hyatt is an investment advisor representative with Transce3nd LLC and holds Series 63 and Series 65 designations. He has 10 years of industry experience and previously worked at Madison Avenue Securities, Kalos Management, Kalos Capital, and National Planning Corporation. Outside of his advisory work, he is a managing partner of an entertainment business management firm and serves as treasurer on the board of directors for the Sims Foundation. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

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.

Edward Kozlowski is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, First Allied Securities, Inc., and Lighthouse Wealth Management. He is also involved in tax planning and preparation through Lighthouse Tax Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and multiple program offerings.

Daniel Jensen is a financial advisor with Empower Advisory Group in San Marcos, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of his advisory role, Jensen is a general partner and equity holder in Let's Go Ball, a sports directory website he co-developed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.

Kay Barcus is a CFP® professional with 35 years of industry experience, currently serving clients at Oppenheimer since 2009. Prior to Oppenheimer, Kay worked at Citigroup Global Markets and Merrill, accumulating a combined 17 years at those firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs with both discretionary and non-discretionary management, utilizing strategic asset allocation, manager selection, and regular portfolio reviews.

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.