KPC Financial Solutions, LLC

Jay Angotti is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with KPC Financial Solutions, LLC, where he has worked since 2021, having previously held roles at Hilltop Securities Inc and Northern Lights Distributors, LLC. KPC Financial Solutions LLC provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, offering a range of investment options and combining advisory services with affiliated accounting and insurance expertise.

Kevin Christ is a financial advisor at KPC Financial Solutions, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including AE Wealth Management, Brookstone Capital Management, and Guardian Financial Management. In addition to his advisory role, he is an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, offering services that include asset allocation, implementation, and third-party manager oversight.

Stone Bethea is a financial advisor with KPC Financial Solutions, LLC in Grapevine, TX. He holds a Series 65 designation and has been in the financial services industry since 2022, including prior experience at Fondon Insurance and Financial Services. KPC Financial Solutions LLC provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm’s investment process is based on modern portfolio theory and quantitative analysis, offering a range of investment products and also integrating affiliated accounting and insurance services.

Todd Rabalais is a financial advisor with KPC Financial Solutions, LLC, holding a Series 65 designation and 16 years of industry experience. His prior roles include positions at AE Wealth Management, LLC, Total Advisor Network, LLC, and CLA-USA. In addition to his advisory work, he sells life, accident, and health insurance through various appointments. KPC Financial Solutions LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, offering a range of investment vehicles and monitoring third-party managers as part of its services.