Advisors at this firm
Alexander K
CFP®
Austin, TX
Gannett Wealth Advisors
Alexander Kochanasz is a CFP® professional at Gannett Wealth Advisors in Austin, TX, with experience spanning roles at Sound Advisory LLC, CFGI, and KPMG. He has been in the financial industry since 2017. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach incorporates modern portfolio theory with a focus on asset allocation, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.
Vaughn K
CFP®, Series 63, Series 65
Cleve, OH
Gannett Wealth Advisors
Vaughn Kellerman is a CFP® with nine years of industry experience, currently serving as an advisor at Gannett Wealth Advisors. His prior roles include positions at Sound Advisory, LLC, HCM Wealth Advisors, and Fidelity Brokerage Services LLC, among others. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory, focusing on asset allocation across active and passive vehicles, with discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.
Jessy G
CFP®, Series 66
Middleton, ID
Gannett Wealth Advisors
Jessy Gilger is a CFP® with 10 years of experience in the financial advisory industry. She is currently with Gannett Wealth Advisors and has previously worked at firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, and it offers integrated financial planning and tax return preparation services.
Malcolm W
Series 66
Frisco, TX
Gannett Wealth Advisors
Malcolm Walton is a financial advisor at Gannett Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fisher Investments, Bank of America, Merrill, and Northwestern Mutual. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.
Nick K
Series 65
Portland, OR
Gannett Wealth Advisors
Nick Krautscheid is a financial advisor at Gannett Wealth Advisors in Portland, OR, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Sound Advisory, LLC and Unchained Capital, LLC, as well as involvement with Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm employs a modern portfolio theory-based investment approach emphasizing asset allocation, mutual fund and ETF analysis, and long-term holdings, while also offering integrated financial planning and tax preparation services.
Corey T
Series 63, Series 65
Middlebury, VT
Gannett Wealth Advisors
Corey Thacker is an advisor at Gannett Wealth Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Advisory, LLC, MassMutual Life Insurance Co, Mass Mutual Investors Services, and Quantum Leap Capital, LLC. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation across active and passive vehicles, mutual fund and ETF analysis, and long-term holdings, supported by discretionary trading authority and an overlay program that includes options, futures, and bitcoin analysis.