Stronghold Capital Partners LLC

William Young is a financial advisor with Stronghold Capital Partners LLC in New Braunfels, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 15 years at LPL Financial and 8 years with GRS100. Outside of his advisory work, he is an insurance agent through GRS100, transacting in insurance-related products. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses. The firm primarily operates as a solicitor for third-party managers, serving several hundred client relationships with a focus on written investment policy statements, regular portfolio monitoring, and a combination of fundamental, technical, and charting analyses.

Blake Essary is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 credential and six years of industry experience. He has worked at multiple firms including Landing Rock Cash Management, National Gold Consultants, and Stronghold Wealth Partners LLC. In addition to his advisory role, he is a co-owner of Stronghold Wealth Partners LLC and acts as a solicitor for third-party managers and a banking institution. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses, primarily operating as a solicitor for third-party managers. The firm manages approximately $33.11 million in non-discretionary assets and serves several hundred client relationships across multiple offices.

Douglas Hermann is a financial advisor with Stronghold Capital Partners LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Stronghold Capital Partners in 2023, he worked at Stronghold Wealth Partners LLC and Five Rings Financial. Outside of advisory roles, he is also involved in insurance sales as an insurance agent. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services primarily through a solicitor-based model, referring clients to third-party managers while also offering non-discretionary account oversight. The firm serves several hundred clients across multiple offices and employs a variety of analytic approaches to portfolio management.

David Denoble is a financial advisor at Stronghold Capital Partners LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Verity Asset Management, Teacher's Pension, DeNoble Financial Services, and Amada Senior Care. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses, primarily operating as a solicitor for third-party managers. The firm manages approximately $33.11 million in non-discretionary assets and serves several hundred client relationships across multiple offices.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Landing Rock Investments, Hedgehog Investments, and JPAR Vantage. Outside of advisory work, he is involved in insurance sales through his affiliated businesses and acts as a solicitor for third-party managers and a banking institution. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses. The firm operates primarily as a solicitor for third-party managers and manages approximately $33.11 million in non-discretionary assets across several hundred client relationships.

Brandon Roper is a financial advisor with Stronghold Capital Partners LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He is the owner of Ledger Expert LLC, where he provides accounting, investment, and financial planning services. Prior to joining Stronghold, he has held roles at Nations Creations, Black Rifle Coffee Company, and Lendio. Stronghold Capital Partners offers portfolio management, financial planning, and ERISA advisory services to individuals and businesses. The firm operates primarily as a solicitor for third-party managers and uses a combination of fundamental, technical, and charting analyses to support client portfolios.

Jared Prazen is a financial advisor with Stronghold Capital Partners LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Hedgehog Investments, Stronghold Wealth Partners, Grow Enrollments, Finch.com, Transamerica Financial Advisors, and World Financial Group. He is also active as an insurance agent through Stronghold Wealth Partners. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses, primarily operating as a solicitor for third-party managers. The firm serves several hundred client relationships with a mix of analytic approaches and monitors third-party managers it recommends.

Teresa Lundine is a financial advisor with Stronghold Capital Partners LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at United Advisors America and various real estate and investment firms. She is also an insurance agent through Stronghold Wealth Partners, transacting insurance-related products alongside her advisory duties. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses, primarily operating as a solicitor for third-party managers. The firm manages approximately $33.11 million in non-discretionary assets and serves several hundred client relationships using a combination of fundamental, technical, and charting analyses.

Cheri Johnson is a financial advisor with Stronghold Capital Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Stronghold Wealth Partners LLC and CalChoice Wealth Management LLC. Outside of advisory work, she has experience as an insurance agent. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services primarily as a solicitor for third-party managers, serving several hundred client relationships with a focus on written investment policy statements and regular portfolio monitoring.

Victor Zayas is a financial advisor with Stronghold Capital Partners LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, United Health Care, and Ritter. In addition to his advisory duties, he works as a business broker through Hedgestone Business Advisors. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses, primarily operating as a solicitor for third-party managers. The firm manages approximately $33.11 million in non-discretionary assets and serves several hundred clients across multiple offices.

Stephen Brown is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and nine years of industry experience. He has worked at various firms including Retirement Level Up, Sterling Revenue Group, and Granger & Brown Wealth Management. Outside of advising, he owns Three Past Nine, LLC, a business holding company, and Retirement Level Up, a financial education platform. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses. The firm primarily operates as a solicitor for third-party managers and manages approximately $33.11 million in non-discretionary assets across several offices.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 14 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and CalChoice Financial, Inc. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses, primarily operating as a solicitor for third-party managers. The firm serves several hundred client relationships and employs a mix of fundamental, technical, and charting analyses to support its investment approach.

Chandler Graham is a financial advisor with Stronghold Capital Partners LLC, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Stronghold Wealth Partners and Mod Financial. In addition to his advisory role, he is an instructor at The Society for Financial Awareness, where he conducts finance classes for individuals. Stronghold Capital Partners provides portfolio management, financial planning, and ERISA advisory services to individuals and businesses. The firm operates primarily as a solicitor for third-party managers, employing a mix of fundamental, technical, and charting analyses to support its client recommendations.