Kenneth Bauso Jr. is a CFP® and CFA® credentialed financial advisor with six years of industry experience. He is currently with Maridea Wealth Management and previously worked at Huckleberry Capital Management and Elementum Management. He holds a Series 63 license. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment approach supported by AI productivity tools under human oversight.

Thomas Jacobs is a financial advisor at Maridea Wealth Management with 13 years of industry experience. He holds a Series 65 credential and previously worked at Huckleberry Capital Management and ZT Wealth Advisory. Outside of advising, he is a principal at The Marfa Group, where he engages in public speaking, writing, and publishing investment-related content, and he serves as a habitat conservationist with Regreen Big Bend LLC, focusing on native ecosystem rehabilitation near Big Bend National Park. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets across a team of 33 advisors. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, integrates AI tools under human oversight, and coordinates financial planning, retirement, tax, and insurance services through affiliated entities.