Thomas Brosnan is a financial advisor at Kestra Advisory in Austin, TX, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial and Equitable Advisors, as well as academic appointments at the University of Houston and the University of Houston - Downtown. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients that include large institutional investors like sovereign wealth funds.

Clay Johnson is an Investment Advisor Representative at Kestra Advisory with 11 years of industry experience. He has been with Kestra Advisory and its affiliated firm since 2015. Outside of his advisory role, he owns a business that evaluates grant programs by calling participants and reporting findings to consulting firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions, serving clients that include large institutional investors and sovereign wealth funds.

Joshua Roberts is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has been associated with Roseman Wealth Advisors and Kestra Advisory since 2015 and holds an ownership position at Roseman Wealth Advisors. Roberts also serves as a director for the East Texas Communities Foundation, contributing to investment committee activities and governance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Derek Welch is a ChFC® and Series 66–licensed advisor with 19 years of industry experience. He is currently affiliated with Kestra Advisory Services LLC and Kestra Investment Services, LLC, having previously worked at Nationwide Investment Services Corporation for 16 years. Welch serves as Vice President and General Counsel at Kestra Advisory Services and holds a similar role at COMP Consulting Companies, LLC, providing consultation on business and individual planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, providing services including fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients, including sovereign wealth funds.

Earl Bain Jr. is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 32 years of industry experience, including a decade with Kestra Advisory and Kestra Investment Services. Outside of his advisory work, he owns Bain & Associates, Inc., which focuses on insurance services, and serves as president of Gala Social Club, a voluntary community board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and investment management, and works with large institutional clients including sovereign wealth funds.

Blair Applegate is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been associated with Kestra since 2015 and serves as President and Chairman of Pacific Coast Wealth Management, a related entity. Outside of his advisory work, he holds board positions with the Golden State Pops Orchestra and the Entertainment in Music Association, and volunteers as assistant director for the Laguna Open Beach Volleyball Tournaments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers fiduciary services, multiple management platforms, and complex investment solutions within a supervisory framework.

Michael Orleans is an investment advisor representative at Kestra Advisory with 23 years of industry experience. He has worked with Kestra Investment Services since 2010 and Kestra Advisory since 2016. Orleans serves as director of Special Needs Special Planning at The Meltzer Companies and has held leadership roles, including past president of Shared Horizons, where he participated on the finance committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, vendor searches, and employee education, and manages approximately $79.8 billion in assets for clients such as sovereign wealth funds and large institutional investors.

James Weimar Jr. is an investment advisor representative at Kestra Advisory with over 40 years of industry experience. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and also serves as president of Coastline Private Wealth Management, Inc. Outside of his advisory roles, he owns and manages insurance and consulting businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Page Pittman is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Pittman Financial Group, LLC, Principal Securities Inc, and Principal Life Insurance Company. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages substantial institutional assets.

Debra Popovich is a financial advisor with Kestra Advisory in Fullerton, CA, holding 10 years of industry experience. She previously worked at LPL Financial from 2014 to 2018 and has been involved with RD Tax Services since 1993. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Ryan Salah is a CFP® professional affiliated with Kestra Advisory in Austin, TX, with 11 years of industry experience. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company, each spanning eight years. He is a member of Meridian Tax Advisory, LLC, a tax and accounting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Haley Hoskin is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2025, Haley was affiliated with Magnetic North Advisors and Priebe Wealth starting in 2023, and previously worked at LPL Financial LLC and Berger Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services that include vendor searches, plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including sovereign wealth funds.

Jacob Pais is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and its affiliated entities. Outside of his advisory role, Pais is involved in tech recruitment and owns a mattress retail business in Austin, TX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and offers access to multiple management platforms and third-party solutions.

Kathleen Fish is a CFP® and ChFC® with 36 years of experience in financial advising. She has been with Kestra Advisory since 2016 and has simultaneously operated Fish & Associates since 2003. In addition to her advisory work, she teaches yoga and serves on several nonprofit boards including Playback Memphis, Choices, and Playhouse on the Square. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving a broad spectrum of clients including large institutional investors.

Timothy Armentor is a financial advisor with Kestra Advisory, holding a Series 63 designation and 32 years of industry experience. He has worked with Kestra Advisory since 2016 and has been affiliated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, he owns Armentor & Associates, LLC, where he consults with small business owners on retirement planning, investments, and life insurance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides a range of services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients that include sovereign wealth funds and large institutional investors.

Richard Banziger is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing over 40 years of industry experience. He is the founder and owner of Retirement Planners & Administrators, Inc., where he provides strategic oversight. His career includes roles at Kestra Investment Services, Capstone Retirement Group, and Paybridge, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, providing services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and delivers solutions through multiple management platforms and third-party partnerships.

Benjamin Brajtbord is a financial advisor with Kestra Advisory in Austin, TX. He holds the Series 66 designation and has 12 years of industry experience. He has been with Kestra Advisory since 2016 and also works with Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm offers services including vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients such as sovereign wealth funds and other large institutional investors.

Carrie Cocanour is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior work includes roles at Ziply Fiber, Goosehead Insurance, Unite Private Networks, and Charter Communications. Outside of advisory services, she is involved in a wellness supplements business on a commission basis. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, employing multiple management platforms and third-party solutions within its supervisory framework.

Matthew Carbray is a CFP® and ChFC® with 24 years of industry experience, currently serving with Kestra Advisory Services since 2016. He has been affiliated with Kestra Investment Services since 2006 and previously worked at New England Securities. Outside of his advisory role, he is a minority owner of West Hartford Brewing and Roasting LLC and serves as a board trustee for the Hartford Boys and Girls Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions under a robust supervisory framework.

Matthew Logan is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and Kestra Investment Services, having previously worked at Cetera, TMRW Wealth, and Summit Financial Group. Outside of his advisory roles, he owns and manages a charitable organization, TMRW Bus, which coordinates community trips through auctioned certificates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports various management platforms and third-party solutions within its supervisory framework.