Q3 Advisors, LLC

Garrett Leet is a CFP® professional at Q3 Advisors, LLC with three years of industry experience. He previously worked at Facet, WELLth Advisory Services, Global Retirement Partners, and Strategic Retirement Partners. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed-fee engagements without discretionary investment management, coordinating with independent CPA firms for tax preparation when needed.

Kristen Barker is a CFP® professional with six years of industry experience, currently advising at Thrive Wealth Management, LLC. Her prior roles include positions at Milestone Financial Associates, Commonwealth Financial Network, Wescott Financial Advisory Group LLC, and Asset Planning Services LTD. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with investment management, financial planning, and retirement plan consulting. The firm employs a variety of model portfolios and investment strategies, emphasizes tax-aware management, and manages approximately $1.28 billion in discretionary assets.

Marc Russell is a CFP® certificant with four years of industry experience, currently serving at Q3 Advisors, LLC. His prior roles include positions at Diversify Wealth Management, DFPG Investments, and FirstPurpose Wealth. Outside of his advisory work, he operates an Etsy shop with his children selling freeze-dried candy under an LLC called Contra Capital. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through structured, fixed-fee programs. The firm emphasizes planning recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios or charging assets under management fees.

Daniel Jandro is a CFP® with 13 years of industry experience, currently advising at Q3 Advisors, LLC. His prior roles include positions at Advisornet Wealth Management, CETERA Advisor Networks LLC, and Lifelong Wealth Advisors. Outside of his advisory work, he volunteers as a financial coach for low-income families through Prepare and Prosper. Q3 Advisors provides tax-focused financial planning and consulting services using fixed, pre-determined fees. The firm emphasizes comprehensive planning recommendations without managing client investment portfolios or charging percentage-of-assets fees.

Betty Davis is a CFP® professional with over 16 years of industry experience, currently serving at Q3 Advisors, LLC since 2025. She previously worked at Third Security LLC from 2008 to 2024. Q3 Advisors offers financial planning and tax-focused consulting services to individual clients through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed, pre-determined fees and does not provide investment management, emphasizing planning-level recommendations and coordinating with independent CPA firms for tax preparation.

Patrick Magnuszewski is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He is currently with Q3 Advisors, LLC and has previously worked at Fidelity Investments, The Vanguard Group, and Glenmede Trust Co. Outside of his financial career, he works as an independent contractor providing dog-walking and pet care services. Q3 Advisors offers financial planning and tax-focused consulting services primarily to individual clients through fixed-fee packaged programs. The firm emphasizes planning-level recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios or recommending specific securities.

Ralph Rigler is a CFP® with seven years of industry experience, currently serving at Q3 Advisors, LLC in Arvada, CO. His prior roles include positions at Core Wealth Management, TIAA-CREF Individual & Institutional Services, Creative Planning, Exencial Wealth Advisors, and JPMorgan Securities. Q3 Advisors focuses on financial planning and tax-centered consulting for individual clients, delivering services through packaged programs such as Roth conversion strategies and comprehensive financial plans. The firm operates exclusively on fixed-fee engagements without managing client investment portfolios.

Joseph Henninger II is a CFP® professional with five years of industry experience. He is currently with Q3 Advisors, LLC and has previously worked at Cambridge Investment Research, Inc. and The Kelly Group. He serves as a board member of The Academy of Finance at Edgewood High School. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs emphasizing retirement, tax, estate, insurance, and employee-benefit topics. The firm operates on fixed-fee planning engagements and does not offer investment portfolio management or discretionary authority over client accounts.

Marc Fauler is a CFP® professional with 23 years of industry experience. He currently works at Q3 Advisors, LLC and previously held positions at Global Wealth Management Investment Advisory, Inc., CAMARDA WEALTH ADVISORY GROUP, TDG Financial, and Fidelity. Q3 Advisors provides financial planning and tax-focused consulting services through fixed-fee engagements, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing client investment portfolios.

Gonzalo Figueroa Ortega is a financial advisor at Q3 Advisors, LLC with six years of industry experience. He holds the CFP® and Series 66 designations. His previous roles include positions at Merrill, Bank of America, TD Bank, Gateway Advisory, and OSAIC. Q3 Advisors provides financial planning and tax-focused consulting services through packaged programs, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios or recommending specific securities. The firm operates solely on fixed-fee engagements and partners with independent CPA firms for tax return preparation.

Ezra Auerbach is a CFP® with three years of industry experience, currently serving as a financial advisor at Q3 Advisors, LLC. His prior roles include positions at Farther Finance Advisors and Fisher Investments. He has also worked in diverse areas including education and brewing. Q3 Advisors provides financial planning and tax-focused consulting services primarily to individual clients through fixed-fee, packaged programs centered on retirement, tax, estate, insurance, and employee-benefit planning. The firm does not manage investment portfolios and coordinates with independent CPA firms for tax return preparation.

Matthew Stockburger is a CFP® professional with seven years of industry experience. He is currently with Q3 Advisors, LLC, joining the firm in 2024. His prior experience includes roles at Masterworks Advisers, LLC, Arete Wealth Management, and The Vanguard Group, among others. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through packaged programs, including Roth conversion strategies and comprehensive financial plans. The firm operates on fixed fees and emphasizes planning-level recommendations without managing client investment portfolios.

Stephen Avery is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Q3 Advisors, LLC and has previously worked with firms including Cetera and Voya Financial Advisors. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through packaged programs such as Roth conversion offerings and comprehensive financial plans. The firm operates exclusively on fixed-fee planning engagements and does not manage client investment portfolios.

Derrick De Hays is a CFP® professional with 25 years of experience in the financial industry. He is currently with Q3 Advisors, LLC and has prior experience at Bank of America, Merrill, The Huntington National Bank, and Synovus Bank. Outside of his advisory work, he is the owner and captain of a charter boat business in Port Charlotte, Florida. Q3 Advisors provides financial planning and tax-focused consulting services primarily to individual clients, emphasizing fixed-fee engagements centered on retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios.

Sean Meyeres is a CFP® professional with 18 years of experience in financial advising. He is currently with Q3 Advisors, LLC, where he has worked since 2021, including a recent return to the firm in 2025. His prior experience includes roles at Illumination Wealth Management, Mariner Wealth Advisors, Charles Schwab, and USAA Financial Advisors. Q3 Advisors provides tax-focused financial planning and consulting services to individual clients through fixed-fee, packaged programs, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios or recommending specific securities.