Transce3nd LLC

Mark Schreiber is an investment adviser representative at Transce3nd LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Madison Avenue Securities, AE Wealth Management, and Kalos Capital. Outside of his advisory role, Schreiber is involved in an Amazon e-commerce resale fulfillment business and provides tax strategy and training services through E3 Tax Services. 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’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis and incorporates third-party model managers and technology tools to monitor portfolio risks and manager consistency.

Nikki Polistina is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Stableford Capital LLC. Her career includes roles at Purshe Kaplan Sterling Investments and Charles Schwab, among others. She holds Series 63 and Series 66 licenses and also works with Realta Equities, Inc. Stableford Capital serves individuals, business owners, and institutional retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes long-term total returns through a combination of macro, fundamental, technical, and quantitative analysis, utilizing proprietary analytics and a variety of investment strategies, including derivatives and leveraged ETFs.

Donald Durr is a financial advisor with Transce3nd LLC, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Tucker Asset Management LLC, Retirement Wealth Advisors, Inc., and Beacon Global Group. In addition to his advisory work, he provides business consulting services through Stryde Solutions. 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 supported by fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through AE Wealth Management’s platform.

Cole Pickett is an associate advisor at Transce3nd LLC with one year of industry experience. He holds a Series 66 credential and has worked at Madison Avenue Securities and e3 Wealth. Outside of his advisory role, Pickett is co-owner of Oasis Marketing, where he manages email campaigns and lead generation. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, retirement plans, and institutions. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and quantitative analysis, often utilizing third-party model and money managers through a range of technology tools and platforms.

Ryan Vaughn is a financial advisor with Transce3nd LLC who holds a Series 66 designation and has one year of experience in the industry. His prior work includes roles at Comerica Bank and Bankers Life and Casualty. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset allocation approach informed by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party managers and utilizing technologies like Nitrogen risk profiling.

Robert Annable is a financial advisor at Transce3nd LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Realta Equities, Inc., Coastal Investment Advisors, and Kalos Capital. In addition to his advisory role, he is involved in consulting with the Virtual Family Office Advisory Group and provides education on the Household Endowment Model. Transce3nd LLC serves a diverse client base including individuals, foundations, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers on the AE Wealth Management platform.

Keith Stinebaker is an investment advisor representative with Transce3nd LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at several firms including Kalos Capital, National Planning Corporation, and AE Wealth Management. Outside of advisory roles, he serves as president of L & S Capital Investments, a tax and accounting business. Transce3nd LLC works with a diverse client base including individuals, foundations, trusts, and institutions, offering discretionary and non-discretionary investment management alongside financial planning and retirement consulting. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers.

Larry Lyons is a financial advisor with Transce3nd LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience and has worked with firms including Lyons Wealth Management and Madison Avenue Securities. Outside of his advisory work, he serves as chairman of the finance committee for First Redeemer Church and is a board member of Whispering Hope. Transce3nd LLC serves a broad 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, often implementing portfolios through third-party models via AE Wealth Management’s platform.

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.

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 financial advisor at Transce3nd LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Securities America Advisors. Outside of advisory work, Davidson is involved in exit planning coaching for business owners through the Hill County Business Strategies service. 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 uses a strategic asset allocation approach incorporating fundamental, technical, and quantitative analysis and implements portfolios via third-party model managers and platforms.

Bryson Blackwell is a financial advisor at Transce3nd LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Realta Equities Inc and Coastal Equities, Inc. In addition to advising, he is active as a licensed real estate agent with eXp Realty in Scottsdale, AZ. Transce3nd LLC 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, often implementing portfolios through third-party model and money managers on AE Wealth Management’s platform.