Stronghold Capital Partners LLC

William Young is a financial advisor with Stronghold Capital Partners LLC in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior experience includes roles at LPL Financial, GRS100, and Waddell & Reed. Outside his advisory work, he is an insurance agent with GRS100, transacting insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individuals and businesses and offers ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers and service providers while delivering direct RIA services in select cases.

Blake Essary is a financial advisor at Stronghold Capital Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked with several firms including Landing Rock Cash Management and National Gold Consultants. Outside of advising, he operates his own insurance agency and real estate business and serves as a solicitor for third-party managers and service providers. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in non-discretionary management and ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers, referring clients to external providers while offering direct advisory services in select cases.

Douglas Hermann Jr. is a financial advisor with Stronghold Capital Partners LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at Five Rings Financial and Stronghold Wealth Partners LLC. Hermann also has a background in business ownership, having operated Doras Mexican Restaurant for 15 years. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.

David Denoble is a financial advisor at Stronghold Capital Partners LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Verity Asset Management and Teacher’s Pension, as well as founding DeNoble Financial Services. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in select cases.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. His prior work includes roles at firms such as Compound Consulting, Landing Rock, and CalChoice Wealth Management. In addition to his advisory work, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and banking institutions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and referring clients to third-party managers and service providers. The firm uses documented Investment Policy Statements to guide asset recommendations based on clients’ goals and risk tolerance, primarily operating on a non-discretionary basis.

Brandon Roper is a financial advisor at Stronghold Capital Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and is the owner of Ledger Expert LLC, where he provides accounting, investment, and financial planning services. Prior to joining Stronghold, he held positions at Nations Creations, Black Rifle Coffee Company, Bancwest Investment Services, and Morgan Stanley. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers while delivering direct RIA services in select cases.

Jared Prazen is a financial advisor with Stronghold Capital Partners LLC, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at several firms including Hedgehog Investments and Transamerica Financial Advisors. Outside of advising, he is also an insurance agent through Stronghold Wealth Partners. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers. The firm’s approach includes documenting client objectives in an Investment Policy Statement and recommending third-party managers based on client goals, risk tolerance, and time horizon.

Teresa Lundine is a financial advisor with Stronghold Capital Partners LLC, holding Series 63, 65, and 66 designations and over 27 years of industry experience. Her previous roles include positions at Stronghold Wealth Management, Zach Taylor Real Estate, United Advisors America, Alliance America, and Valic Financial Advisors. In addition to her advisory work, she is licensed as an insurance agent and transacts insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, with a focus on ERISA 3(21) retirement-plan services and serving primarily as a solicitor for third-party managers and service providers. The firm uses client-specific Investment Policy Statements to guide non-discretionary management and referrals, operating through multiple offices with formal solicitor relationships.

Cheri Johnson is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at CalChoice Wealth Management LLC and Transamerica Financial Advisors, Inc. Outside of her advisory work, she has experience in insurance product sales. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers while delivering direct advisory services in select cases.

Victor Zayas is a financial advisor with Stronghold Capital Partners LLC in Syosset, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior work includes roles at Hedgestone Business Advisors, Stronghold Wealth Partners, and Transamerica Financial Advisors. Outside of advisory services, he also works as a business broker and is active in insurance product transactions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers. The firm documents client objectives in Investment Policy Statements and recommends investment strategies based on clients’ goals, risk tolerance, and time horizon, with ongoing monitoring of selected third-party managers.

Stephen Brown is a financial advisor at Stronghold Capital Partners LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at firms including Granger & Brown Wealth Management and Sterling Revenue Group. Outside his advisory work, he owns Three Past Nine, LLC, a business holding company, and runs Retirement Level Up, a financial education platform. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, primarily operating as a solicitor for third-party managers and service providers while offering direct RIA services in select cases. The firm emphasizes documented client objectives and ongoing monitoring of selected managers through a predominantly non-discretionary advisory model.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and Sterling Advisor Group. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.

Chandler Graham is a financial advisor at Stronghold Capital Partners LLC with two years of industry experience. He holds a Series 65 designation and serves as an instructor for The Society for Financial Awareness, where he conducts finance classes. Additionally, he works as an insurance agent through Stronghold Wealth Partners, transacting in insurance-related products. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily operating as a solicitor for third-party managers and service providers. The firm documents client objectives in Investment Policy Statements and recommends investment strategies based on clients’ goals, risk tolerance, and time horizon.