Vann Equity Management LLC

Ryan Mcdonald is a financial advisor at Vann Equity Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including B. B. Graham & Co. Inc., Per Stirling Capital Management, and TRS Advisors. Outside of his advisory role, he serves as a director on the board of the Russ Martin Show Listeners Foundation, a charitable organization. Vann Equity Management LLC is a mid-sized SEC-registered investment adviser with a team of five advisors managing approximately $231 million for individuals, families, retirement plans, and institutions. The firm employs a mix of model-based and customized strategies, using quantitative, macro, technical, and fundamental analyses, and integrates sub-advisory relationships for real-estate-oriented investments while offering comprehensive reporting and compliance services.

Michael Hughes is a financial advisor at Vann Equity Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Hughes Group Wealth Management Partners LLC and Magellan Financial. Outside of advisory services, he is an independent contractor providing insurance marketing and seminar assistance focused on annuity and insurance products. Vann Equity Management LLC is an SEC-registered firm with five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm combines model-based and customized investment strategies across various asset classes and integrates sub-advisory relationships for real estate investments while emphasizing comprehensive performance reporting and client technology platforms.

Kristen Fuhrman is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities, as well as earlier experience at AXA Advisors and The Field Museum. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm manages approximately $15 billion in regulatory assets under management through a combination of proprietary and third-party investment strategies.

Keith Powell is a CFP® with 32 years of industry experience, currently serving at Vann Equity Management LLC. His work history includes roles at Quincy Wells Capital, Great Point Capital, and B.B. Graham & Co., Inc., among others. Outside of his advisory career, Powell manages a boat charter business, Gypsy Soul LLC, where he is the captain on charters. Vann Equity Management LLC is an SEC-registered investment adviser with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm combines model-based and bespoke investment strategies across various asset classes and incorporates third-party sub-advisory relationships for specialized real estate investments.

Julie Nielsen is a financial advisor at Vann Equity Management LLC in Plano, TX, with five years of industry experience. She holds a Series 65 license and has previously worked at Edward Jones, Capital Advisors, Inc., Per Stirling, Long Horn Wealth Management, True North Advisors, and United Capital. Outside of advising, she has worked part-time in administrative support at Edward Jones. Vann Equity Management LLC is an SEC-registered investment advisor with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm offers discretionary portfolio management and financial planning using both model-based and bespoke strategies across equity and ETF allocations, and it utilizes sub-advisory relationships for real estate investments while emphasizing comprehensive performance reporting and compliance.

John Vann is a financial advisor at Vann Equity Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and joined Vann Equity Management in 2019 following prior roles at Per Stirling Capital Management, LLC and Level Four Advisory Services. Outside of his advisory work, he is involved in ownership of several personal property entities in Bulgaria. Vann Equity Management LLC is an SEC-registered firm with a team of five advisors managing approximately $231 million for individuals, high-net-worth families, retirement plans, and institutional clients. The firm employs a mix of model-based and bespoke investment strategies, leveraging quantitative, macro, technical, and fundamental analysis, and utilizes both individual equity and ETF allocations alongside sub-advisory relationships for real-estate-focused investments.