Kingstone Capital Partners Texas, LLC

Gustavo Delafuente is a financial advisor at Kingstone Capital Partners Texas, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Kingstone Capital Partners Texas LLC and Kingstone Financial since 2023. Outside of his advisory role, Delafuente serves on the boards of the San Diego-Tijuana Smart Border Coalition and the International Community Foundation, which supports philanthropic initiatives between the U.S. and Mexico. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily fundamental, bottom-up research process combined with top-down allocation and uses derivatives and leveraged ETFs for tactical exposure within a documented risk-management framework.

Sean Carter is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Emerson Equity LLC, Verity Financial, Kingstone Capital Partners, Newport Coast Securities, and Mountain Financial. Outside of his advisory role, he is an independent insurance agent with Verity Financial. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a fundamental, bottom-up research process combined with top-down allocation, using direct equity positions or ETFs tailored to client needs, and incorporates derivatives and quantitative risk management in its strategies.

Erik Morin is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Northwestern Mutual Wealth Management Company since 2017 and has been associated with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2016. Prior to that, he operated EM Digital Consulting LLC for nine years. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a fundamental, bottom-up research approach combined with top-down allocation, using derivatives and leveraged ETFs in separately managed accounts alongside formal affiliations with an affiliated tax and accountancy firm and an insurance agency.

Jon Spahn is a Series 65-licensed financial advisor with Kingstone Capital Partners Texas, LLC, where he has worked since 2022. He has one year of industry experience and previously held roles at Pathway Ventures LLC and North Dakota State University. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental, bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs within its risk-managed investment strategies.

Kenneth Blattenbauer Jr. is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has held roles at Firethorn Investment Advisory LLC, Firethorn Alternative Equity LLC, and KB Squared Investments, LLC, among others. Blattenbauer also serves as CEO and CCO of Kingstone Capital Partners Texas and is involved in several affiliated entities including Kingstone Insurance Company. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a fundamental, bottom-up research approach combined with top-down allocation, utilizing direct equity positions and ETFs, and incorporates derivatives and risk management techniques in separately managed accounts.

Ike Ekeh is a financial advisor with Kingstone Capital Partners Texas, LLC, holding a Series 65 credential and eight years of industry experience. He has worked at Kingstone Capital Partners since 2017, following roles at NDC Data and Motivate, Inc. Kingstone Capital Partners Texas, LLC provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a fundamental, bottom-up research process combined with a top-down allocation approach and uses derivatives and leveraged ETFs for tactical exposure within its risk-management framework.

Hannah Ellis is a financial advisor with Kingstone Capital Partners Texas, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Her prior roles include positions at Letter Technologies Inc and KeyBank. Kingstone Capital Partners Texas provides discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm uses a fundamental bottom-up research process combined with a top-down allocation view and employs derivatives and leveraged ETFs in separately managed accounts as part of its risk management strategy.